# Power Is The New Edge: SLNH, NBIS, BE, HUT, CLSK & WULF!

Page: https://stenobird.com/podcast/power-analysis-6883670/power-is-the-new-edge-slnh-nbis-be-hut-clsk-wulf
Text version: https://stenobird.com/podcast/power-analysis-6883670/power-is-the-new-edge-slnh-nbis-be-hut-clsk-wulf.md
Podcast: [Power Analysis](https://stenobird.com/podcast/power-analysis-6883670)
Published: 2026-05-20T19:00:00+00:00
Episode link: https://www.buzzsprout.com/2355843/episodes/19211212-power-is-the-new-edge-slnh-nbis-be-hut-clsk-wulf.mp3
Audio file: https://www.buzzsprout.com/2355843/episodes/19211212-power-is-the-new-edge-slnh-nbis-be-hut-clsk-wulf.mp3
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JSON: https://stenobird.com/v1/public/podcasts/power-analysis-6883670/episodes/power-is-the-new-edge-slnh-nbis-be-hut-clsk-wulf
Duration seconds: 2161

## Resource

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...

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## Transcript

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