S1E544 - BTBT Earnings, KEEL Launch + OpenAI, NVDA & WULF News!
Published: April 1, 2026
Duration: 35:45
We connect the latest Bitcoin price action to the bigger AI infrastructure story where power, data centers, and capital discipline decide who wins. We break down Keel Infrastructure’s rebrand and pipeline math, then dig into Bit Digital’s earnings and why co-location and cloud services are taking over the miner playbook.
• Bitcoin trend update and why short-term predictions matter less than long-term positioning
• Hyperscalers moving upstream into power generation and what that signals for AI demand
• OpenAI pivoting toward renting data center capacity due to CapEx pressure
• OpenAI’s valuation surge and what it says about...