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Manage episode 516032855 series 3570269
Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABTC’s treasury buy, Hive’s exahash surge and AI buildout, and Core Scientific’s HPC pivot, deal math, and the upcoming vote.
• tariff truce lifts indices and crypto
• Mag 7 capex as a signal for AI and GPUs
• Bitcoin recovery vs miner volatility at open
• sector shift toward HPC and co-location
• ABTC buys 1,414 BTC and launches sats per share
• Hive tops 22 EH/s, improves efficiency, expands AI cloud
• Core Scientific revenue mix, Denton ramp, deal funding
• margins, stock comp, and shareholder alignment
• parity math for co-location deals and vote scenarios
• network difficulty rise, hash price trends, miner strategy
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. Setup And Big Week Preview (00:00:00)
2. Trade Truce And Market Rally (00:00:48)
3. Mag 7 CapEx And AI Arms Race (00:02:06)
4. Bitcoin Rebound And Miner Volatility (00:03:41)
5. HPC Pivots Across Mining Stocks (00:06:00)
6. ABTC Treasury Move And Sats Metric (00:09:40)
7. Hive’s Exahash Surge And AI Cloud Build (00:13:48)
8. Core Scientific Earnings And HPC Deal Math (00:17:00)
9. Incentives, Stock Comp, And Shareholder Alignment (00:23:52)
10. Balance Sheet Strength And Contract Scale (00:27:12)
11. Co‑Location Deal Parity And Vote Scenarios (00:31:00)
12. Difficulty Jump, Hash Price, And Miner Strategy (00:36:08)
13. Wrap Up And What To Watch Next (00:37:24)
433 episodes
Manage episode 516032855 series 3570269
Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABTC’s treasury buy, Hive’s exahash surge and AI buildout, and Core Scientific’s HPC pivot, deal math, and the upcoming vote.
• tariff truce lifts indices and crypto
• Mag 7 capex as a signal for AI and GPUs
• Bitcoin recovery vs miner volatility at open
• sector shift toward HPC and co-location
• ABTC buys 1,414 BTC and launches sats per share
• Hive tops 22 EH/s, improves efficiency, expands AI cloud
• Core Scientific revenue mix, Denton ramp, deal funding
• margins, stock comp, and shareholder alignment
• parity math for co-location deals and vote scenarios
• network difficulty rise, hash price trends, miner strategy
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. Setup And Big Week Preview (00:00:00)
2. Trade Truce And Market Rally (00:00:48)
3. Mag 7 CapEx And AI Arms Race (00:02:06)
4. Bitcoin Rebound And Miner Volatility (00:03:41)
5. HPC Pivots Across Mining Stocks (00:06:00)
6. ABTC Treasury Move And Sats Metric (00:09:40)
7. Hive’s Exahash Surge And AI Cloud Build (00:13:48)
8. Core Scientific Earnings And HPC Deal Math (00:17:00)
9. Incentives, Stock Comp, And Shareholder Alignment (00:23:52)
10. Balance Sheet Strength And Contract Scale (00:27:12)
11. Co‑Location Deal Parity And Vote Scenarios (00:31:00)
12. Difficulty Jump, Hash Price, And Miner Strategy (00:36:08)
13. Wrap Up And What To Watch Next (00:37:24)
433 episodes
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