Power Analysis

S1E539 - Cipher Signs 15-Year Hyperscaler Lease: CIFR, IREN, CLSK & HUT Stock News!

Published: March 25, 2026

Duration: 44:27

Bitcoin climbs above $71K as miners trade greener and the conversation shifts from pure hash rate to power as the real scarce asset. We break down new data center policy, GPU pricing math, and the latest hyperscaler moves that are reshaping crypto mining stocks into AI infrastructure plays.

• Bitcoin holding up amid macro and geopolitical pressure

• Pennsylvania data center regulation focused on grid costs and clean energy sourcing\n• GPU spot rate spikes and what they imply for payback periods

• Iren’s long-term GPU contract economics and the gap to spot pricing

• Tokeni...