
S1E540 - MARA Selling HODL, WYFI Earnings & HIVE News!
Published: March 26, 2026
Duration: 31:38
We track a rough day for Bitcoin and miner stocks while the long-term adoption narrative keeps getting stronger through crypto-backed mortgages, bank integration, and retirement-account access. We also break down WhiteFiber’s earnings and Mara’s decision to sell Bitcoin to retire $1B of convertible debt, weighing balance-sheet logic against treasury strategy.
• crypto-backed mortgages through custodial structures like Coinbase Prime
• why over collateralisation helps borrowers avoid selling and tax events
• TradFi and DeFi convergence as banks add native Bitcoin access
• short-term Bitcoin headwinds tied to geopolitical uncertainty
• miner heat map read-through and why zooming out matters...