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Markets Rally, Miners Surge: Jane Street Invests Big in CIFR, BITF & HUT!
Manage episode 515518075 series 3570269
A wild week ends with miners ripping higher while Bitcoin stays flat, as we track a decisive shift toward HPC and AI infrastructure. We unpack Oracle’s $38B data center push, Jane Street’s 13G filings, PJM fast-tracks, and why power-rich miners may be re-rated.
• Miner rally and volume strength across leaders
• Decoupling from Bitcoin price as HPC demand rises
• Oracle’s $38B Stargate build and ecosystem effects
• Jane Street’s 13G stakes in Cypher, Bitfarms, Hut 8
• Terawulf’s $3.2B notes to fund major contracts
• PJM interconnect acceleration as a structural catalyst
• Bitfarms’ Pennsylvania and funding stack advantages
• Hut 8 and Cipher site quality and optionality
• Core Scientific shareholder vote sentiment and targets
• What to watch next across deals, policy, and timelines
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
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. Friday Rally And Weekly Recap (00:00:00)
2. Miner Momentum And Volume Spike (00:01:11)
3. Soluna Share Authorization Explained (00:03:13)
4. Heat Map Turnaround And Leaders (00:04:26)
5. Core Scientific Deal Outlook And Price Targets (00:05:23)
6. Oracle’s $38B Stargate Build And Demand (00:08:14)
7. Ecosystem Effects Across HPC And Miners (00:09:31)
8. Jane Street’s 13G Stakes In Miners (00:10:00)
9. Why Power-Rich Miners Win HPC (00:12:10)
10. DOE/FERC Move To Accelerate PJM Hookups (00:13:11)
11. Bitfarms Funding, Sites, And Location Edge (00:15:05)
12. Terawulf’s $3.2B Notes And Expansion (00:17:05)
13. Riot Earnings Timing And Conference Strategy (00:18:36)
14. Shared Traits: Hut 8, Cypher, Bitfarms (00:20:06)
15. Texas Footprint And Fast-Track Capacity (00:22:05)
16. Political Tailwinds And Grid Geography (00:24:05)
17. What To Watch Next And Closing CTAs (00:26:10)
437 episodes
Manage episode 515518075 series 3570269
A wild week ends with miners ripping higher while Bitcoin stays flat, as we track a decisive shift toward HPC and AI infrastructure. We unpack Oracle’s $38B data center push, Jane Street’s 13G filings, PJM fast-tracks, and why power-rich miners may be re-rated.
• Miner rally and volume strength across leaders
• Decoupling from Bitcoin price as HPC demand rises
• Oracle’s $38B Stargate build and ecosystem effects
• Jane Street’s 13G stakes in Cypher, Bitfarms, Hut 8
• Terawulf’s $3.2B notes to fund major contracts
• PJM interconnect acceleration as a structural catalyst
• Bitfarms’ Pennsylvania and funding stack advantages
• Hut 8 and Cipher site quality and optionality
• Core Scientific shareholder vote sentiment and targets
• What to watch next across deals, policy, and timelines
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
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. Friday Rally And Weekly Recap (00:00:00)
2. Miner Momentum And Volume Spike (00:01:11)
3. Soluna Share Authorization Explained (00:03:13)
4. Heat Map Turnaround And Leaders (00:04:26)
5. Core Scientific Deal Outlook And Price Targets (00:05:23)
6. Oracle’s $38B Stargate Build And Demand (00:08:14)
7. Ecosystem Effects Across HPC And Miners (00:09:31)
8. Jane Street’s 13G Stakes In Miners (00:10:00)
9. Why Power-Rich Miners Win HPC (00:12:10)
10. DOE/FERC Move To Accelerate PJM Hookups (00:13:11)
11. Bitfarms Funding, Sites, And Location Edge (00:15:05)
12. Terawulf’s $3.2B Notes And Expansion (00:17:05)
13. Riot Earnings Timing And Conference Strategy (00:18:36)
14. Shared Traits: Hut 8, Cypher, Bitfarms (00:20:06)
15. Texas Footprint And Fast-Track Capacity (00:22:05)
16. Political Tailwinds And Grid Geography (00:24:05)
17. What To Watch Next And Closing CTAs (00:26:10)
437 episodes
All episodes
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