Power Analysis
New York’s Data Center Moratorium Meets A Market Sell-Off!
Jul 16, 2026
38:18
S1 · E625
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About this episode
We track a brutal pullback across Bitcoin miners and AI infrastructure stocks while Bitcoin holds steadier, then ask why share prices look disconnected from a stream of bullish contracts and analyst targets. We also break down New York’s hyperscale data center moratorium, what it changes for permitting and grid costs, and why the buildout likely shifts to other states and regions. • Bitcoin range check and what it signals for risk appetite • Lyn Alden raising $40M for a Bitcoin t...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg