S1E535 - FUFU Earnings, Data Center Demand & Time to Compute!

Bitcoin drifts lower while miner equities fade into the week’s close, so we zoom out and focus on what actually drives durable value in this sector. We break down BitFuFu’s full year earnings, then connect the dots to the AI data center boom where power access and construction timing are becoming the real choke points.

• Bitcoin price action and why miners trade weak on red days 
• How share price levels and capital raises can feed Bitcoin treasury strategies 
• BitFuFu’s cloud mining focus and what scale looks like at 675,000 users 
• Revenue mix and hash rate cap...