

Power Analysis
Texas Data Centers Hit The Brakes: MARA, RIOT, KEEL, BTBT & MOVE Stock News!
Sep 22, 2026
43:07
S1 · E677
-(0)
About this episode
We break down Texas tightening the screws on data centers as Governor Abbott pauses environmental permits on top of the ERCOT grid approval freeze, and we translate the acronyms into plain English so you can see what actually stops projects. We also connect the policy shock to real investing implications across Bitcoin miners pivoting to HPC, the power bottleneck, and why certain sites may get re-priced upward. • Bitcoin strength and why we stay long-term holders • AI infrastructu...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg