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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Bitcoin rips back above 92k as miners wobble, institutions pile in, and IREN unveils a financing stack sized for hyperscale AI compute. We step through Marathon’s power-led strategy, Auradine’s efficiency jump, and why hashprice headwinds are forcing an HPC pivot.
• Bitcoin volatility viewed through long-term returns
• Miner equity correlation versus power strategy divergence
• ABTC slump, lockup dynamics, and political associations
• Vanguard enabling Bitcoin ETF buys and inflows
• Trump-era policy signals and pro-crypto leadership
• Marathon’s treasury, global sites, and power control
• Auradine ASIC efficiency and fleet economics
• Texas wind farm and MPLX gas buildout
• IREN share offering, convertibles, and capex needs
• GPU and data center depreciation and revenue math
• Hashprice pressure and shift toward contracted HPC
Set your reminders: We’re hosting the Bitzero CEO with Kevin O’Leary on Thursday!
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - [email protected]
Chapters
1. Opening, Agenda, And Travel Check-In (00:00:00)
2. Bitcoin’s Surge And Zooming Out On Volatility (00:02:05)
3. Miner Moves: Heat Map, Correlation, And HPC Pivot (00:04:00)
4. ABTC Slide, Lockups, And Political Ties (00:07:55)
5. Vanguard’s Bitcoin ETF And Institutional Demand (00:10:20)
6. Powell’s Tenure, Trump Signals, And Pro-Crypto Cabinet (00:12:05)
7. Taking A Second Look At Marathon Digital (00:14:00)
8. Oridyn ASICs And Efficiency Leap (00:17:10)
9. Wind Farm, Xeon, And MPLX Power Strategy (00:20:00)
10. IRIN’s Share Offering And Convertible Notes (00:23:10)
11. Capex Math: GPUs, Megawatts, And Depreciation (00:26:00)
12. Microsoft Footprint And Site Control Scenarios (00:29:10)
13. Hashprice Reality And Why HPC Beckons (00:32:00)
14. Closing Thoughts And Viewer Questions (00:34:30)
467 episodes
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