We break down how retail investors just repriced Core Scientific’s megawatts, why TerraWulf and BitDeer are racing into AI hosting, and how value per megawatt is replacing exahash as the metric that matters. Bitcoin dips while capital and contracts accelerate toward HPC.• Bitcoin weakness set against rate cuts and hyperscaler CapEx• Heat map of miners with daily, five-day, and monthly context• Earnings calendar and upcoming guest conversations• BitDeer’s vertical integration and SEAL Miner A3 rollout• TeraWulf’s Google-linked JV and upsized converts• Core Scientific no vote and multi-gigawatt power pipeline• Denton build and shift to true data center design• Enterprise value per megawatt as a comparative metric• Why multiple metrics beat single-ratio decision making• Luxor energy tools and smarter power optimization• Where to find our live-linked data and resourcesFeel free to hit the like button, subscribe to the channel. Let us know in the comments section below which of these miners you're currently holding and your top pick in the sector.Anthonys 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