October’s Bitcoin Surge, Miners On Fire: RIOT, MARA & CLSK Production Analysis! Power Mining Analysis podcast

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October’s Bitcoin Surge, Miners on Fire: RIOT, MARA & CLSK Production Analysis!

3d ago 37:33

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Bitcoin pushes toward an all‑time high as Riot, Mara, and CleanSpark report solid September results, with efficiency, power strategy, and treasury moves shaping margins. We break down HODL-to-market-cap shifts, utilization gains, and why HPC-ready sites may define the next leg.
• Riot’s production, power credits, and rising market cap
• CleanSpark’s near‑50 EH progress and strong treasury
• Marathon’s utilization jump and rare Bitcoin sales
• HODL value versus market capitalisation signals
• Fleet efficiency improvements under difficulty pressure
• Texas power dynamics and curtailment math
• Bitdeer’s SEAL miner advantage and global sites
• HPC/AI pivot timing, sites, and capital needs
• Why clarity of strategy drives valuation premia
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Chapters

1. Setup: Bitcoin, Miners, Momentum (00:00:00)

2. Breaking Price Levels and Psychology (00:00:49)

3. Volumes, Pullbacks, and Retail Return (00:02:43)

4. Case Study: IREN’s Consistent Execution (00:05:16)

5. Riot: Corsicana, HPC Hopes, Power Strategy (00:09:03)

6. Bitdeer: SEAL Miner Edge and Expansion (00:12:25)

7. Riot September: Production, Power, HODL Math (00:16:21)

8. CleanSpark: Near 50 EH, Treasury Strength (00:20:02)

9. Marathon: Utilization, Sales, Identity (00:22:35)

10. Comparative Metrics: HODL vs Market Cap (00:27:30)

11. Difficulty, Hashprice, and Margin Pressure (00:30:06)

12. Takeaways: HPC Pivot and What’s Next (00:34:20)

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