Artwork

Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

The CoreWeave-OpenAI Partnership: A $12 Billion Game-Changer for Bitcoin Miners!

23:41
 
Share
 

Manage episode 481527036 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We explore Bitcoin's dramatic price recovery above $83,000 and the resulting rally in mining stocks, highlighting how volatility creates opportunities for prepared investors in this dynamic sector.
• Bitcoin bounced strongly off the 200-day moving average, recovering from a 40% pullback since December
• CoreWeave secured a massive $12 billion deal with OpenAI, bringing confidence back to Core Scientific's stock
• The deal represents part of OpenAI's $100 billion investment commitment to AI infrastructure
• Bitcoin mining stocks aren't operating in isolation but follow broader market trends seen in NASDAQ/QQQ indices
• Saluna Holdings maintained steady Bitcoin production in February despite fewer days in the month
• Saluna continues executing its strategy of partnering with stranded renewable energy sources
• Access to power infrastructure is increasingly valuable for both Bitcoin mining and AI applications
Let us know in the comments if you've given up on Bitcoin mining stocks or if you're continuing to buy, and share your strategy for the remainder of 2025. Don't forget to check out your current position in the Miner Madness competition!

  continue reading

Chapters

1. The CoreWeave-OpenAI Partnership: A $12 Billion Game-Changer for Bitcoin Miners! (00:00:00)

2. Compass Mining Introduction (00:00:02)

3. Bitcoin Breaks $82,000 (00:29:09)

4. Market Reversal Analysis (01:33:24)

5. Miner Madness 2.0 Competition Update (05:40:05)

6. CoreWeave-OpenAI $12B Partnership Deal (05:59:03)

7. Market Context and QQQ Comparison (11:46:00)

8. Saluna Holdings February Production Report (14:01:04)

344 episodes

Artwork
iconShare
 
Manage episode 481527036 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We explore Bitcoin's dramatic price recovery above $83,000 and the resulting rally in mining stocks, highlighting how volatility creates opportunities for prepared investors in this dynamic sector.
• Bitcoin bounced strongly off the 200-day moving average, recovering from a 40% pullback since December
• CoreWeave secured a massive $12 billion deal with OpenAI, bringing confidence back to Core Scientific's stock
• The deal represents part of OpenAI's $100 billion investment commitment to AI infrastructure
• Bitcoin mining stocks aren't operating in isolation but follow broader market trends seen in NASDAQ/QQQ indices
• Saluna Holdings maintained steady Bitcoin production in February despite fewer days in the month
• Saluna continues executing its strategy of partnering with stranded renewable energy sources
• Access to power infrastructure is increasingly valuable for both Bitcoin mining and AI applications
Let us know in the comments if you've given up on Bitcoin mining stocks or if you're continuing to buy, and share your strategy for the remainder of 2025. Don't forget to check out your current position in the Miner Madness competition!

  continue reading

Chapters

1. The CoreWeave-OpenAI Partnership: A $12 Billion Game-Changer for Bitcoin Miners! (00:00:00)

2. Compass Mining Introduction (00:00:02)

3. Bitcoin Breaks $82,000 (00:29:09)

4. Market Reversal Analysis (01:33:24)

5. Miner Madness 2.0 Competition Update (05:40:05)

6. CoreWeave-OpenAI $12B Partnership Deal (05:59:03)

7. Market Context and QQQ Comparison (11:46:00)

8. Saluna Holdings February Production Report (14:01:04)

344 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play