We watch Bitcoin climb toward 67,000 while we keep expectations grounded and focus on what actually changes the outlook for miners and compute names. We connect the AI compute arms race to power, pricing, and deal economics, then dig into updates from Nebius, CoreWeave, Iren, and a data-packed Bitdeer production report. • Bitcoin price strength and why risk control still matters • Google Gemini model releases and the shift toward token and usage credit pricing • Hyperscalers...
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Power Analysis
AI Power Plays: BTDR, GLXY, WULF & AMZN!
AI Infrastructure Whiplash: MSFT, META, IREN & SLNH!
Fed Hold Sparks AI Stock Panic: IREN, KEEL, HUT, DMGI & CORZ!
Core Scientific’s & AMD Deal Decoded, APLD Earnings, GLXY & HIVE News!
Get summaries like this every morning.
Free AI-powered recaps of Power Analysis and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.