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Bitcoin pulls back hard and miners feel the strain as hash price hits all-time lows. We unpack why the sector sold off, how HPC AI changes the playbook, and what to watch in balance sheets, power costs, and timelines.
• price slide pressures miner margins and sentiment
• AI co-location deals create revenue delays and interest costs
• miners with low-cost power and solid financing stand out
• HODL value versus market cap raises NAV questions
• DATs whipsaw without operating engines
• hash price at record lows reshapes cost thresholds
• power access beats chips in the AI buildout
• disciplined timelines and counterparties drive durable value
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Anthonys Info:
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https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
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https://www.patreon.com/McNallieMoney
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Business Inquiries:
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Chapters
1. A Brutal Week For Bitcoin (00:00:00)
2. Housekeeping And Community Sentiment (00:01:05)
3. Price Slide And Cycle Uncertainty (00:02:10)
4. Media Panic And Risk-Off Behavior (00:04:42)
5. Miners Pivot To HPC AI (00:05:22)
6. Winners, Laggards, And Strategy Gaps (00:08:06)
7. HODL Valuations Versus Market Caps (00:10:20)
8. DATs Emerge And Whipsaw (00:13:08)
9. Financing Deals And Delayed Revenues (00:16:40)
10. Do Your Own Due Diligence (00:19:35)
11. Manipulation Claims And Holdings (00:23:08)
12. Hash Price At All-Time Lows (00:24:40)
13. Power Is The Bottleneck, Outlook (00:28:15)
456 episodes
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