About this episode
We track how AI infrastructure demand is pushing “miner” stocks higher even as Bitcoin pulls back, and we pressure-test whether this decoupling is real or just momentum. We dig into NVIDIA GTC ripple effects, DMG’s surprise 50MW AI LOI, Bitdeer’s production ramp, and IRIN’s record GPU financing to understand what actually drives long-term valuation. • Bitcoin price weakness versus rising HPC and AI infrastructure plays • Michael Saylor selling 32 Bitcoin as a market signal test&nb...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg