EPISODE · Oct 24, 2025 · 29 MIN
Markets Rally, Miners Surge: Jane Street Invests Big in CIFR, BITF & HUT!
from Power Analysis · host Anthony Power & Bryce McNallie
A wild week ends with miners ripping higher while Bitcoin stays flat, as we track a decisive shift toward HPC and AI infrastructure. We unpack Oracle’s $38B data center push, Jane Street’s 13G filings, PJM fast-tracks, and why power-rich miners may be re-rated.• Miner rally and volume strength across leaders• Decoupling from Bitcoin price as HPC demand rises• Oracle’s $38B Stargate build and ecosystem effects• Jane Street’s 13G stakes in Cypher, Bitfarms, Hut 8• Terawulf’s $3.2B notes to fund major contracts• PJM interconnect acceleration as a structural catalyst• Bitfarms’ Pennsylvania and funding stack advantages• Hut 8 and Cipher site quality and optionality• Core Scientific shareholder vote sentiment and targets• What to watch next across deals, policy, and timelinesSign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletterAnthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]
What this episode covers
A wild week ends with miners ripping higher while Bitcoin stays flat, as we track a decisive shift toward HPC and AI infrastructure. We unpack Oracle’s $38B data center push, Jane Street’s 13G filings, PJM fast-tracks, and why power-rich miners may be re-rated. • Miner rally and volume strength across leaders • Decoupling from Bitcoin price as HPC demand rises • Oracle’s $38B Stargate build and ecosystem effects • Jane Street’s 13G stakes in Cypher, Bitfarms, Hut 8 • Terawulf’s $3.2B notes t...
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Markets Rally, Miners Surge: Jane Street Invests Big in CIFR, BITF & HUT!
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