Episode
RAISE Summit Kickoff, GLXY, CLSK, MARA & RIOT News!
- Podcast
- Power Analysis
- Published
- Jul 8, 2026
- Duration seconds
- 2444
- Processing state
not_requested- Canonical source
- https://www.buzzsprout.com/2355843/episodes/19465334-raise-summit-kickoff-glxy-clsk-mara-riot-news.mp3
Actions
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Summary
We connect the dots between Bitcoin stability and the rough tape in AI infrastructure stocks, then zoom out to the real constraint behind both markets: power. We also unpack how capital, compute, and policy shape who wins the race to build GPU-heavy AI data centers across the US and beyond. • Bitcoin range action versus miner uncertainty and AI stock weakness • Rise AI conference scale and why mining companies are showing up • IREN’s sponsorship, branding strategy, and CSP-style ...