Power Analysis
ERCOT Batch Zero Explained: IREN, MARA, BTDR, RIOT, BTBT & CORZ Updates!
Sep 7, 2026
23:53
S1 · E665
-(0)
About this episode
We break down why ERCOT’s new batch zero screening could reshape Texas power access for AI data centers, HPC, and the crypto miners pivoting into enterprise compute. We also hit the crypto backdrop, a major reported AI contract, and the company-specific projects that look best positioned as the interconnection queue tightens. • bitcoin and ethereum momentum and why ETH outperformance matters right now • Bitdeer weekly production update, falling network difficulty and mining effici...
Comments
Rate this episode
Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg