

Power Analysis
Fed Hold Sparks AI Stock Panic: IREN, KEEL, HUT, DMGI & CORZ!
Jul 29, 2026
45:04
S1 · E633
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About this episode
We react to the Fed holding rates and unpack why Bitcoin volatility and future rate expectations still trigger a brutal sell-off across AI infrastructure and miner-adjacent stocks. We then dig into what actually matters next: inflation drivers, staffing up with real HPC talent, contract economics, valuation methods, and what earnings could look like with FASB and big Bitcoin treasuries. • Fed decision context and why markets sell off anyway • Bitcoin volatility and how it feeds in...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg