7.3K @icefrog_sol MINERS TESTING AI RENTAL PLAY, SOURCES
I'm hearing big BTC miners are piloting immersion-cooled GPU pods next to ASIC farms to host LLM training during idle periods. Rent revenue could offset halving pressure and squeeze-capex. Early talks with AI infra firms, not finalized yet https://t.co/8tM9iejyRW
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27.1K @TimKotzman 27.1K @TimKotzman Welcome back to The Bitcoin Treasuries Podcast.
Today's guest is @Werkman, CIO of @Strive.
We discuss Ben's take on the current state of the market, the base case for the bear market, talking to retail versus institutional investors, stress testing digital credit in a bear market, Ben's day to day as CIO of Strive, and much more.
Here's my conversation with Ben Werkman.
0:00 - Intro
0:30 - Ben’s take on the current state of the market
4:00 - The base case for the bear market?
9:20 - Talking to retail vs institutional investors
17:04 - Stress testing Digital Credit in a bear market
22:37 - Ben’s day-to-day as CIO of Strive
26:27 - Will a bull market lift all Bitcoin Treasury companies?
30:44 - Digital Credit while trading below NAV?
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27.1K @TimKotzman We live in a global attention economy with capital rotation 24/7/365.
82.9K @AdamBLiv Bitcoin has fallen $15,000 in June.
This is the 4th worst Bitcoin month since 2020 if it ended at this print.
1. June 2022 (-37.32%)
2. May 2021 (-35.38%)
3. March 2020 (-24.94%)
4. June 2026 (-20.59%)
5. December 2021 (-18.75%)
This is such a bad month that we could have a worse month than the literal COVID crash if we close at $55,285.
WILD TIMES:
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