About this episode
We unpack how institutions, ETFs, and AI spending are reshaping Bitcoin and mining, then dive into concrete moves from SOluna, IREN, and Hive. We compare power economics, hosting margins, and GPU buildouts, and share what the four-year cycle might mean now that compute is the new moat.
• conference takeaways on institutional adoption and ETF momentum
• Saylor’s latest buy and what steady corporate demand signals
• the four-year cycle debate and drawdown context
• hyperscaler spend driving power and data center deals
• Saluna’s hosting scale and tier 3 AI campus plans
• wind-powered economics, behind-the-meter advantages
• IREN’s MSCI inclusion and engineering leadership focus
• Hive’s $30m AI contract, earnings, and Paraguay shift
• miner volatility, equipment pricing, and timing upgrades
Let us know in the comment section below what you thought of today's press releases and if you're holding any of these stocks!
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