We track the market’s mixed mood as Bitcoin cools off, miners trade red, and macro pressure pushes crypto to move more like tech stocks. Then we zoom in on the real story: NVIDIA GTC and a wave of miner moves that reposition cheap power and data centers as the foundation layer of the AI economy. 

• Bitcoin price pullback tied to broader risk-off markets and oil pressure 
• Strategy’s aggressive Bitcoin accumulation and the supply implications 
• MasterCard’s crypto acquisition as a sign TradFi rails are merging with digital assets 
• SEC taxonomy shift toward “digital commodities” and why clarity matters 
• Miner heat map read-through and the idea of volatility coming out of the sector 
• Hive Digital’s Buzz HPC going live in Paraguay and what tier three hosting enables 
• Data center build economics and why capital structure matters for HPC expansion 
• ABTC treasury updates plus sats per share versus sats per $1 invested 
• IREN’s GPU buildout and the practical swap from ASIC mining to HPC revenue 
• NVIDIA GTC takeaways including the “five layers of AI” and why power leads the stack 

If you're not already subscribed, McNallie Money, feel free to join and let us know in the comments section below how you're feeling about the AI space currently 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]