

Power Analysis
Red Day For Miners, Eyes On IREN Earnings: Cipher, Soluna & WhiteFiber News!
Nov 6, 2025
27:16
S1 · E429
-(0)
About this episode
Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues. • Bitcoin softness and miner correlation on a red tape day • Year‑to‑date strength for HPC‑oriented miners despite volatility • Iron earnings expectations and WhiteFiber timing • MARA’s strategy on GPUs and CSP versus colocation risks • Power mar...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg