CEO Stock Comp Analysis: RIOT, WULF, MARA, CIFR & IREN!
Power Analysis

CEO Stock Comp Analysis: RIOT, WULF, MARA, CIFR & IREN!

Jan 5, 2026
49:18
S1 · E477
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About this episode

We track Bitcoin’s push above 93k, a broad miner rally, and a bigger story: how stock-based compensation is being redesigned to drive the pivot from pure Bitcoin mining to HPC and AI infrastructure. We compare filings from Riot, Terawulf, Cipher, MARA, and IREN to show where incentives align with real performance and where shareholder patience is thinning. • Two-year performance context for major miners • Rising stock comp versus revenue benchmarks • Shareholder voting trends and dilution ri...

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Episode Details

Author
Anthony Power & Bryce McNallie
Show Type
full
Audio Format
audio/mpeg

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