Episode
Power Is The New Edge: SLNH, NBIS, BE, HUT, CLSK & WULF!
- Podcast
- Power Analysis
- Published
- May 20, 2026
- Duration seconds
- 2161
- Processing state
not_requested- Canonical source
- https://www.buzzsprout.com/2355843/episodes/19211212-power-is-the-new-edge-slnh-nbis-be-hut-clsk-wulf.mp3
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Summary
We track Bitcoin’s sideways action, then follow the real story: miners and AI infrastructure names getting repriced as power, sites, and contracts start to matter more than day-to-day volatility. We break down deal math by megawatt, compare renting versus owning power, and ask what risks hide inside long GPU contracts. • Bitcoin range action and why we focus on the longer view • Corporate and ETF buying as steady demand for supply • Hive momentum and why execution drives rer...