Francis Corvinho of Lygos Finance and Kaan of Luxor join us to talk about the massive shift in Bitcoin mining economics, Michael Saylor's credit strategies, Zcash protocol bugs, and the Texas 4CP summer mining curtailments. We also break down the AI infrastructure boom, featuring Galaxy Digital's market surge and Elon Musk's multi-billion-dollar xAI compute leases with Google and Anthropic.

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Notes:

* Hash price hit a new all-time low.

* Galaxy Digital stock surged 22% in a morning.

* xAI generates $26 billion in annual revenue.

* Situational Awareness fund hits $20B AUM.

Timestamps:

00:00 Start

02:09 Hashrate forming a bottom?

05:13 KEEL

08:12 Galaxy

11:10 Cipher Digital (CIFR)

14:24 Francis

33:21 Kaan

50:21 Situational Awareness

53:30 Coremint

54:30 SpaceX

Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/

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