

Power Analysis
Bitfarms Earnings, MARA Power Strategy + NBIS, IREN, DMGI & CRWV News!
Mar 31, 2026
39:23
S1 · E543
-(0)
About this episode
We track a market rebound across Bitcoin, the MAG 7, and miner-linked AI names, then dig into why contracts and power strategy are driving a widening valuation gap. We also break down BitFarms’ shift toward co-location, new AI data center builds in Scandinavia, and Mara’s expanded gas-to-power plan for cheaper mining. • bitcoin move toward 68,000 and the macro backdrop behind the bounce • mega cap tech green day and why it lifts miners and HPC AI plays • valuation gap between min...
Comments
Rate this episode
Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg