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Red Day For Miners, Eyes On IREN Earnings: Cipher, Soluna & WhiteFiber News!
Manage episode 518065109 series 3570269
Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues.
• Bitcoin softness and miner correlation on a red tape day
• Year‑to‑date strength for HPC‑oriented miners despite volatility
• Iron earnings expectations and WhiteFiber timing
• MARA’s strategy on GPUs and CSP versus colocation risks
• Power market nuance across ERCOT, SPP, and PJM
• Queue congestion, interconnect timing, and curtailment realities
• Hyperscaler contracts unlocking debt at scale and the interest math
• Soluna’s hosted hash growth and multi‑site execution
• Pipeline quality, PPAs, and energized megawatts as leading indicators
• CleanSpark’s pivot toward AI and GPU supply
Give us a five-star rating!!!
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 Setup And Agenda (00:00:00)
2. Bitcoin Drops And Miner Selloff (00:00:50)
3. Heat Map, AI Capex, And Volatility (00:03:50)
4. Earnings Watch: Iron, WhiteFiber, MARA (00:07:20)
5. CSP vs Colocation And Power Jurisdictions (00:10:40)
6. ERCOT Constraints And Queue Risk (00:13:40)
7. Financing, Hyperscaler Contracts, And Debt Math (00:16:20)
8. Saluna Updates: Mining And Hosting Growth (00:18:26)
9. Project Pipeline, Funding, And Execution (00:22:05)
10. CleanSpark’s HPC Pivot And Closing Notes (00:25:20)
437 episodes
Manage episode 518065109 series 3570269
Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues.
• Bitcoin softness and miner correlation on a red tape day
• Year‑to‑date strength for HPC‑oriented miners despite volatility
• Iron earnings expectations and WhiteFiber timing
• MARA’s strategy on GPUs and CSP versus colocation risks
• Power market nuance across ERCOT, SPP, and PJM
• Queue congestion, interconnect timing, and curtailment realities
• Hyperscaler contracts unlocking debt at scale and the interest math
• Soluna’s hosted hash growth and multi‑site execution
• Pipeline quality, PPAs, and energized megawatts as leading indicators
• CleanSpark’s pivot toward AI and GPU supply
Give us a five-star rating!!!
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 Setup And Agenda (00:00:00)
2. Bitcoin Drops And Miner Selloff (00:00:50)
3. Heat Map, AI Capex, And Volatility (00:03:50)
4. Earnings Watch: Iron, WhiteFiber, MARA (00:07:20)
5. CSP vs Colocation And Power Jurisdictions (00:10:40)
6. ERCOT Constraints And Queue Risk (00:13:40)
7. Financing, Hyperscaler Contracts, And Debt Math (00:16:20)
8. Saluna Updates: Mining And Hosting Growth (00:18:26)
9. Project Pipeline, Funding, And Execution (00:22:05)
10. CleanSpark’s HPC Pivot And Closing Notes (00:25:20)
437 episodes
All episodes
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