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Markets Rally, Miners Surge: Jane Street Invests Big in CIFR, BITF & HUT!

29:09
 
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Manage episode 515518075 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.

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:

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. 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

Artwork
iconShare
 
Manage episode 515518075 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.

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:

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. 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

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