About this episode
We ask whether Bitcoin’s four‑year cycle still holds in a world of ETFs, corporate treasuries, and AI compute demand. We weigh miner margins, weather shocks, and the shift to HPC as Nvidia, CoreWeave, and Bitfarms reshape the field.• Bitcoin price context and long‑term trend• Miner margins under post‑halving pressure• Institutional buying and treasury adoption• Gold at highs and the digital gold case• Cycle debate with fresh predictions to 2030• Policy momentum and strategic reserve talk• Nvidia’s $2B CoreWeave stake and capacity gap• Weather‑driven hashrate drop and curtailments• CleanSpark scrutiny and reporting nuance• Bitfarms’ Washington HPC build and timeline• Miners’ pivot to data center economicsLet us know in the comments section below your response to the question. Is the cycle over?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
