About this episode

The episode discusses the relationship between Bitcoin stability and AI infrastructure stocks, focusing on the power constraints affecting both markets.

We connect the dots between Bitcoin stability and the rough tape in AI infrastructure stocks, then zoom out to the real constraint behind both markets: power. We also unpack how capital, compute, and policy shape who wins the race to build GPU-heavy AI data centers across the US and beyond. • Bitcoin range action versus miner uncertainty and AI stock weakness • Rise AI conference scale and why mining companies are showing up • IREN’s sponsorship, branding strategy, and CSP-style ...

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