Bitcoin pulls back hard and miners feel the strain as hash price hits all-time lows. We unpack why the sector sold off, how HPC AI changes the playbook, and what to watch in balance sheets, power costs, and timelines.• price slide pressures miner margins and sentiment• AI co-location deals create revenue delays and interest costs• miners with low-cost power and solid financing stand out• HODL value versus market cap raises NAV questions• DATs whipsaw without operating engines• hash price at record lows reshapes cost thresholds• power access beats chips in the AI buildout• disciplined timelines and counterparties drive durable valueHit the like button, feel free to subscribeAnthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - [email protected]

Ver todos los episodios