
S1E572 - MARA & CLSK Earnings, More IREN News & BTDR Production Update!
Published: May 12, 2026
Duration: 56:00
We sort through a brutal red day and explain how to survive Bitcoin miner volatility by zooming out, doing the work, and setting sell targets you can actually follow. Then we break down the latest updates from Bitdeer, Mara, CleanSpark, and IREN, showing how AI HPC deals and power capacity are starting to drive valuations more than pure mining growth.
• How we think about daily volatility in Bitcoin and miner equities
• Why disciplined price targets beat reactive trading
• Strategy’s rapid Bitcoin accumulation and what it signals
• The market re-rate effect when miners sign AI data center...