TeraWulf’s CFO Patrick Fleury walks through a new Google-backed FluidStack JV, why SPP beats ERCOT for timelines, and how a rated, callable debt structure unlocks scale. We compare co-location to GPUaaS, unpack NOI math, and outline a repeatable playbook for AI-ready, water-cooled data centers. • Google-supported FluidStack JV structure and equity split • Rationale for SPP over ERCOT and interconnect realities • Standardized high-density, water-cooled design and PUE nuance • Co-location econ...
All content for Power Mining Analysis is the property of Anthony Power & Bryce McNallie and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
TeraWulf’s CFO Patrick Fleury walks through a new Google-backed FluidStack JV, why SPP beats ERCOT for timelines, and how a rated, callable debt structure unlocks scale. We compare co-location to GPUaaS, unpack NOI math, and outline a repeatable playbook for AI-ready, water-cooled data centers. • Google-supported FluidStack JV structure and equity split • Rationale for SPP over ERCOT and interconnect realities • Standardized high-density, water-cooled design and PUE nuance • Co-location econ...
Historic Market Crash & Reaction: Can the Bitcoin Miners Recover?
Power Mining Analysis
22 minutes
3 weeks ago
Historic Market Crash & Reaction: Can the Bitcoin Miners Recover?
Panic hits after a tariff threat wipes billions, then miners rip back as cooler heads step in and whales buy the dip. We break down the liquidation mechanics, miner rerates into HPC, and why patience, dry powder, and zero leverage still win. • tariff shock tied to rare earths and misread policy signal • speed-driven liquidations and exchange execution issues • Bitcoin intraday crash then swift recovery attempts • miner equity snapbacks on heavy volume • rerating thesis from mining to HPC ser...
Power Mining Analysis
TeraWulf’s CFO Patrick Fleury walks through a new Google-backed FluidStack JV, why SPP beats ERCOT for timelines, and how a rated, callable debt structure unlocks scale. We compare co-location to GPUaaS, unpack NOI math, and outline a repeatable playbook for AI-ready, water-cooled data centers. • Google-supported FluidStack JV structure and equity split • Rationale for SPP over ERCOT and interconnect realities • Standardized high-density, water-cooled design and PUE nuance • Co-location econ...
