About this episode
Bitcoin rips back above 92k as miners wobble, institutions pile in, and IREN unveils a financing stack sized for hyperscale AI compute. We step through Marathon’s power-led strategy, Auradine’s efficiency jump, and why hashprice headwinds are forcing an HPC pivot.
• Bitcoin volatility viewed through long-term returns
• Miner equity correlation versus power strategy divergence
• ABTC slump, lockup dynamics, and political associations
• Vanguard enabling Bitcoin ETF buys and inflows
• Trump-era policy signals and pro-crypto leadership
• Marathon’s treasury, global sites, and power control
• Auradine ASIC efficiency and fleet economics
• Texas wind farm and MPLX gas buildout
• IREN share offering, convertibles, and capex needs
• GPU and data center depreciation and revenue math
• Hashprice pressure and shift toward contracted HPC
Set your reminders: We’re hosting the Bitzero CEO with Kevin O’Leary on Thursday!
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