Inside Riot’s $311M AMD Deal w/ Jason Les
Riot just landed its first HPC/AI tenant, AMD, in a deal with a total potential value of $1 billion.
The Metric That Will Signal A Bitcoin Bottom w/ Checkmatey
James Check joins the show to analyze Bitcoin’s market structure in early 2026. We discuss the divergence between BTC and equities, the impact of “extraordinary” ETFs, and why the Realized Cap suggests a cooling-off period. Plus, deep dives into quantum computing risks and on-chain data.
Hut 8 Eyes 500MW Site, MSCI Keeps MSTR, Florida Revisits a BTC Reserve
For today’s roundup, Hut 8 waits on approval for a 500 MW site in Illinois, MSCI keeps MSTR in indices, and Florida tries again for a strategic bitcoin reserve.