We track a sharp rally in Bitcoin mining stocks while Bitcoin trades sideways and explain why the AWS outage turned the spotlight to power, proximity, and decentralized data center capacity. The core theme: miners are pivoting from hash rate to high-value compute as grid constraints and demand surge.• AWS outage exposing centralized cloud risk• power scarcity and aging grid as bottlenecks• miners’ advantage in contracted megawatts and sites• Northeast proximity, fiber routes, latency benefits• TeraWulf funding and Lake Mariner scale• Core Scientific revenues, CoreWeave vote dynamics• CleanSpark’s AI leadership hire and site evaluation• valuations, sector momentum, and earnings catalystsHit the like button. Feel free to subscribe, we'll see you back here tomorrowAnthonys 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