About this episode
We unpack a tough Bitcoin quarter and the miners who refuse to stand still. MARAand TeraWulf step hard into AI HPC, while CoreWeave’s scale reframes what “growth” looks like for power-rich operators.• Bitcoin softness and miner volatility• CoreWeave’s data center scale, power and backlog• Delays resolved and deployment back on track• Core Scientific and Riot earnings on deck• Mara’s JV with Starwood and 2.5 GW pathway• Liquidity, FASB impacts and depreciation• Europe entry via Exaion and EDF access• Can Bitcoin mining coexist with AI load• TeraWulf’s 522 MW contracted HPC platform• Serial delivery, PUE gains and NOI targets• Hawesville and Chesapeake on-site power strategy• Policy pressure to protect retail power pricesHit the like button, feel free to subscribe, check our website powermininganalysis.com, sign up for the newsletter, and take a look at Miner Madness 5.0!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
