Episode notes
Description: This weekly update breaks down why Bitcoin miners are quietly becoming AI infrastructure giants and how power shortages are reshaping the next market cycle. What looks like “boring consolidation” may actually be the setup for a very different kind of breakout.
We’ll talk about:
- How Bitcoin miners are shifting from mining rewards to AI data center infrastructure
- Why power grids and energy limits are becoming the real bottleneck for AI and crypto
- The Fed Chair race and what it signals for rates, liquidity, and risk assets
- Why macro trends point to Bitcoin stabilizing now with a potential new ATH ahead
Keywords: Bitcoin miners, AI data centers, macro trends, weekly update, Federal Reserve, Kevin Warsh, liquidity cycle, ISM PMI, SpaceX ...