S1E534 - Bitcoin Miners Under Pressure: FUFU, BITF, MARA, BTBT & WYFI News!
Published: March 19, 2026
Duration: 40:58
Bitcoin slips under $70K and we zoom out to separate short-term noise from the bigger cycle picture. We then dig into how miners are changing, why HPC AI keeps showing up in valuations, and what upcoming earnings could reveal.
• Bitcoin’s one-month trend versus daily volatility and cycle comparisons
• Miner stock moves and why volatility looks different lately
• How HPC AI optionality may cushion miner drawdowns
• Argo’s Helios sale and why data centre assets can be mispriced
• BitFuFu’s cloud mining model, customer scale and fleet efficiency
• Marathon’s shift away from ATM dilution an...