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Manage episode 518222071 series 3570269
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A wild market selloff flips to a late-session rebound as we unpack miner volatility, policy catalysts, and a megadeal that could reshape crypto infrastructure. We compare treasury strategies, grid choices, and how AI contracts change the revenue math for miners.
• macro jitters and Bitcoin’s sharp intraday swings
• Kazakhstan’s $1bn crypto reserve and Dubai’s Bitcoin payments
• ABTC growing HODL and focusing on Satoshis per share
• HUT 8 diversifying grids and posting solid earnings
• Canaan’s $72m raise and retail momentum
• Bit Digital’s ETH treasury, staking yields and White Fiber value
• IREN’s record quarter, Microsoft GPU contract and capped calls
• hash price compression, fees, and miner break-even risks
• Texas site visits and what to watch next
Hit the like button, feel free to subscribe. Let us know in the comments if you were buying the dip today and your outlook on IREN and the sector.
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Chapters

1. Market Whiplash And Setup (00:00:00)

2. Macro Jitters And Bitcoin Volatility (00:01:46)

3. Miners’ Midday Recovery Snapshot (00:03:20)

4. Kazakhstan’s $1B Crypto Reserve (00:03:57)

5. Dubai Payments And Global Adoption (00:05:30)

6. ABTC’s HODL Strategy And SPS (00:07:15)

7. HUT 8 Earnings And Grid Strategy (00:09:31)

8. Canaan’s $72M Raise And Momentum (00:11:45)

9. Bit Digital’s ETH Treasury And Staking (00:13:24)

10. IRON’s Blowout Quarter And MSFT Deal (00:16:10)

11. Capped Calls, Stock Comp, And Run-Up (00:20:30)

12. Hash Price Squeeze And Miner Margins (00:24:00)

13. Closing Notes And Texas Tour (00:28:00)

458 episodes