Power Analysis

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...