S1E538 - Oil Shock Meets Bitcoin: BTBT, WYFI, BTDR, ABTC, WULF, MARA & IREN News!
Published: March 24, 2026
Duration: 40:26
Markets get hit by rising energy stress while oil disruptions ripple from refineries to household bills and supply chains. We connect that macro squeeze to Bitcoin, big tech drawdowns, and the real bottleneck behind AI growth: power that can be delivered right now.
• Valero Port Arthur refinery fire and why timing matters for oil supply
• Fuel price spikes and the knock-on effects on heating, transport, and consumer prices
• Mag 7 weakness as supply chains and energy costs bite
• AI compute demand outpacing grid investment and the long nuclear timeline
• Why miners sit in the “energ...