About this episode

The episode discusses the impact of New York's data center moratorium on the market and Bitcoin miners amidst a sell-off.

We track a brutal pullback across Bitcoin miners and AI infrastructure stocks while Bitcoin holds steadier, then ask why share prices look disconnected from a stream of bullish contracts and analyst targets. We also break down New York’s hyperscale data center moratorium, what it changes for permitting and grid costs, and why the buildout likely shifts to other states and regions. • Bitcoin range check and what it signals for risk appetite • Lyn Alden raising $40M for a Bitcoin t...

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