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Jim Cramer Says Sell: IREN & CleanSpark News!

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Manage episode 522496205 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - [email protected]

  continue reading

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

Artwork
iconShare
 
Manage episode 522496205 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - [email protected]

  continue reading

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

All episodes

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