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SECTOR ETFIBITFBTCBULLISHIn depth · 4/5

No single ticker was named. Bitcoin ETFs are one way for retail investors to get exposure. Not a recommendation.

AI miners as levered picks-and-shovels play

The guest argued Bitcoin miners like Cipher and Terra Wolf are at the forefront of the AI CapEx trend, as they are repurposing data centers and signing increasingly valuable power leases.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
AI miners as levered picks-and-shovels play · Zortix