About this episode
We track a tough five-day Bitcoin slide against a flood of miner and AI infrastructure news, from policy odds and bank adoption to funding, governance, and enterprise-grade data centers. The throughline: power, capital, and customers decide who leads the next leg.• policy momentum toward a crypto market structure bill• banks shifting from resistance to integration• miners repriced by power access and HPC pivots• ABTC’s growing treasury and strategy• Bitdeer’s convertible reset and capital needs• BitFuFu’s cloud mining margins and steady profits• Core Scientific’s board changes with 2C’s Capital• Hive/Buzz HPC’s enterprise-grade build and NVIDIA ties• IREN’s Microsoft build-out and institutional buys• Soluna’s 350 MW tier 3 AI campus plans• HODL 100 growth versus sell-to-build strategiesLet us know in the comments section below what you thought about today's headlines and if you're currently holding any of these companies!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 - powermininganalysis@gmail.com
