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We recap a red week for Bitcoin and miner equities, then dig into why leverage, difficulty, and power costs are rewriting mining economics. We compare strategies across ETH staking, fleet upgrades, and AI HPC, and share which teams are turning megawatts into durable cash flow.
• Bitcoin dips below a key level amid leverage-driven volatility
• Miner equities slide into options Friday pressure
• Institutional signals continue despite price weakness
• Bit Digital grows ETH staking rewards and treasury
• BitFufu upgrades to S21s and scales cloud hashrate
• DMG reallocates megawatts to AI HPC at Christina Lake
• PUE, cooling efficiency, and Canadian climate advantage
• Soluna raises capital, funds Grace and Catty projects
• Hash price under pressure as difficulty stays elevated
• Hive expands with hydro power in Paraguay and HPC growth
Like the video, subscribe to McNallie Money, and tell us in the comments how you feel about miner pivots to AI and which operator stands out
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Chapters

1. Red Week And Market Mood (00:00:00)

2. Bitcoin Under 90k And Leverage Pain (00:00:47)

3. Miner Stocks Slide And Options Friday (00:03:08)

4. Institutional Signals And Strategy (00:04:56)

5. Bit Digital’s Ethereum Staking Pivot (00:06:36)

6. BitFufu Fleet Upgrades And Cloud Hashrate (00:09:16)

7. DMG Shifts Power To AI HPC (00:13:02)

8. PUE, Cooling, And Canadian Advantage (00:17:12)

9. Soluna’s Dilution And Project Funding (00:19:04)

10. Hash Price, Difficulty, And Miner Margins (00:22:07)

11. Hive’s Paraguay Hydro And HPC Growth (00:26:56)

12. Closing Thoughts And Community Q&A (00:32:58)

466 episodes