S1E541 - Market Selloff & The Power Bottleneck: META, HIVE, WULF, SLNH, DMGI, IREN & ABTC!
Published: March 27, 2026
Duration: 43:23
The market sells off again, and we zoom out to explain why macro pressure and geopolitics can hit everything from the Mag 7 to bitcoin miners. We translate the AI buildout into real power numbers, then dig into why access to electricity and generation is becoming the deciding edge for hyperscalers and miners alike.
• data center and AI infrastructure stocks getting hit alongside broad indices
• Mag 7 year to date drawdowns and why zooming out matters
• oil, diesel, and natural gas rising and the knock on effects
• why higher power costs can squeeze bitcoin mining margins