
About this episode
Bitcoin pushes toward 80K while we map what that means for miners, treasury holders, and the stocks that still trade like pure crypto beta. We also run through major site and financing updates from TeraWulf, Whitefiber, Soluna, and Keel, with a focus on power, permits, and capital.
• Bitcoin’s five day rally and why it may still be early to call a full cycle
• Strategy’s preferred share repurchases and the growing USD reserve for dividends
• Strive crossing par value and returning to active Bitcoin buying
• Why some miners rise with Bitcoin while HPC AI pivot names decouple
• TeraWulf’s 482MW Kentucky approval and why ratepayer protection matters
• Whitefiber’s upsized convert, old note paydown, and funding long lead items
• Soluna’s Dorothy 3 land acquisition and renewable powered AI campus optionality
• Keel’s Pennsylvania permitting confidence, water scrutiny context, and Moses Lake signals
• Insider buying as a sentiment and alignment marker
Let us know in the comment section below what you make of today's headlines and if you're currently holding any of these companies!
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