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Bitcoin rips higher while most miners end red, revealing a sharp decoupling and raising hard questions about margins, difficulty, and strategy. We unpack Hive’s Paraguay expansion and Bell partnership, Cipher’s earnings breadcrumbs, and IRIN’s vertically integrated push into AI compute amid policy chatter.
• Bitcoin spikes as gold retreats and miners lag
• Decoupling dynamics between BTC price and miner equities
• Heat map trends and longer-term performance context
• Track record across 15 miners and lessons from past cycles
• Hive targets 35 EH by 2026 with Paraguay hydro expansion
• Bell partnership to scale HPC and sovereign AI capacity
• Cipher’s earnings timing and potential co-location updates
• Power strategy, curtailment, and margin-focused operations
• IREN’s Neo Cloud model and community integration
• BC policy noise clarified for new vs existing data centers
• Network difficulty pressures and hashprice squeeze
• Why HPC is becoming the core revenue engine
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Chapters
1. Market Selloff And Episode Agenda (00:00:00)
2. Bitcoin’s Sharp Rally And Gold Correlation (00:00:50)
3. Miners Lag And The HPC Pivot (00:03:00)
4. Heat Map Perspective And Recent Winners (00:04:48)
5. Track Record, Returns, And Consistency (00:06:32)
6. Hive’s Paraguay Expansion And Bell Deal (00:09:16)
7. Cipher’s Earnings Hints And HPC Strategy (00:12:40)
8. IRIN’s Vision, Policy Noise, And Community Edge (00:15:20)
9. Global Audience, Resources, And Hashrate Risks (00:18:10)
10. Difficulty Pressures, Margins, And Closing (00:20:40)
420 episodes
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