Manage episode 521052807 series 3570269
We track Bitcoin’s rebound near 87,000, then dig into Bitzero’s CSE debut and DMG’s US expansion to show how miners are positioning for sovereign AI demand and secure, modular data centers. Government partnerships, cold-climate sites, and hydro power shape the next phase of compute.
• BTC volatility, cycle risk, and profit-taking discipline
• Miner stock moves after weeks of red and sentiment reset
• Bitzero’s ESG strategy, hydro power, and S21 Pro efficiency
• Norway expansion to 325 MW and Finland gigawatt potential
• North Dakota and legacy industrial sites repurposed for compute
• Military-grade angles, cooling advantages, and containerized builds
• DMG’s Oregon foothold near hyperscalers and 3.75 MW start
• SKIF-rated modules for rapid, secure AI and HPC deployment
• DMG’s BC campus, valuation angle, and diversification strategy
• Podcast format upgrades, graphics, and new site news hub
Hit the like button, feel free to subscribe, and let us know in the comments if you’re holding DMG or Bitzero!
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Chapters
1. Market Rebound And Travel Update (00:00:00)
2. Bitcoin Volatility And Cycle Lessons (00:02:18)
3. AI Arms Race And Government Demand (00:04:16)
4. Miner Stock Moves And Sentiment (00:06:00)
5. Introducing BitZero On The CSE (00:08:02)
6. BitZero’s ESG Strategy And Sites (00:10:10)
7. Scaling Plans In Norway And Finland (00:12:21)
8. Military Sites, Cooling, And Legacy Assets (00:15:06)
9. DMG’s Oregon Entry And HPC Plan (00:17:00)
10. SKIF-Ready Modules And Rapid Deployment (00:19:05)
11. DMG’s BC Footprint And Valuation Angle (00:21:05)
12. Podcast Format, Graphics, And News Hub (00:23:05)
13. Wrap-Up And Community Engagement (00:25:43)
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