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Jim Cramer Says Sell: IREN & CleanSpark News!
Manage episode 522496205 series 3570269
We track a wild 24 hours where ETF demand dwarfs mining supply, UK policy shifts add legal clarity, and miner strategies split between pure Bitcoin efficiency and HPC expansion. CleanSpark posts a nuanced production update as IREN retools its capital stack for long-term growth.
• Vanguard ETF flows translating into massive Bitcoin purchases • Shortage dynamics from issuance versus demand
• UK recognition of crypto as property and US market structure momentum
• CleanSpark efficiency, production, power additions, and sales strategy
• IREN share offering, higher-price convertibles, and capped call design
• HPC capex realities and why miners pivot to data center-grade compute
• ABTC unlock impact on float and liquidity
• Media takes versus fundamental financing needs
• How difficulty and global hashrate reshape monthly outputs
Like the video, subscribe to McNallie Money, and tell us in the comments if you hold IRIN or CleanSpark and how you feel about the sector
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. Market Set-Up And Housekeeping (00:00:00)
2. Bitcoin Price Recovers And Sentiment Check (00:00:55)
3. ABTC Unlock And Investor Liquidity (00:03:40)
4. Vanguard Opens Bitcoin ETFs Floodgates (00:04:21)
5. Supply Crunch Math And Miner Selling (00:06:18)
6. Global Policy Shifts In UK And US (00:07:03)
7. ETFs, Whale Moves, And Liquidity (00:09:22)
8. CleanSpark November Production Deep Dive (00:12:01)
9. Power Deals, Buybacks, And Strategy (00:15:16)
10. IRIN Capital Moves And Convertibles (00:16:39)
11. Funding HPC And Microsoft Contract (00:19:03)
12. Media Noise, Dilution Myths, And Wrap (00:21:03)
461 episodes
Manage episode 522496205 series 3570269
We track a wild 24 hours where ETF demand dwarfs mining supply, UK policy shifts add legal clarity, and miner strategies split between pure Bitcoin efficiency and HPC expansion. CleanSpark posts a nuanced production update as IREN retools its capital stack for long-term growth.
• Vanguard ETF flows translating into massive Bitcoin purchases • Shortage dynamics from issuance versus demand
• UK recognition of crypto as property and US market structure momentum
• CleanSpark efficiency, production, power additions, and sales strategy
• IREN share offering, higher-price convertibles, and capped call design
• HPC capex realities and why miners pivot to data center-grade compute
• ABTC unlock impact on float and liquidity
• Media takes versus fundamental financing needs
• How difficulty and global hashrate reshape monthly outputs
Like the video, subscribe to McNallie Money, and tell us in the comments if you hold IRIN or CleanSpark and how you feel about the sector
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. Market Set-Up And Housekeeping (00:00:00)
2. Bitcoin Price Recovers And Sentiment Check (00:00:55)
3. ABTC Unlock And Investor Liquidity (00:03:40)
4. Vanguard Opens Bitcoin ETFs Floodgates (00:04:21)
5. Supply Crunch Math And Miner Selling (00:06:18)
6. Global Policy Shifts In UK And US (00:07:03)
7. ETFs, Whale Moves, And Liquidity (00:09:22)
8. CleanSpark November Production Deep Dive (00:12:01)
9. Power Deals, Buybacks, And Strategy (00:15:16)
10. IRIN Capital Moves And Convertibles (00:16:39)
11. Funding HPC And Microsoft Contract (00:19:03)
12. Media Noise, Dilution Myths, And Wrap (00:21:03)
461 episodes
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