Capital markets are funding the AI buildout at historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring $BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity.
$CLSK 🎥🎬👀
In case you missed this on YT. Here’s @harry_sudock and I’s full interview 🙌
Join us as we review how @CleanSpark_Inc continues adding compute power.
We talk about Harry's background and how it's positioned him to find ideal pockets of power across the US.
Chapters:
00:00 - Channel Theme
00:10 - Intros
00:48 - Background
02:25 - Lessons Learned
04:24 - Harry's Role at GRIID
07:53 - Mullet Mining
10:35 - Power Plant Profiles
12:08 - Monetizing MW
13:21 - Acquiring Power
17:12 - BTC Mining Edge to Lock Power
19:39 - Investor Relations Role
25:09 - Transparency is Key
26:45 - Future of BTC and HPC
30:19 - Edge Compute Opportunities
Disclaimer - This is Not Financial Advice and is for informational purposes only. My statements are just my opinion. Always do your own research and consult with a qualified financial advisor before making any investment decisions.
Please check the sec site or CleanSpark investor site for a list of forward looking statements.
“If you can design consumption that meets the generation, now you’re monetizing all of that power that’s being generated for the benefit of the community, for the benefit of the utility, because that revenue would otherwise go unrealized.”
$CLSK CEO and Chairman @smatthewschultz spoke on a panel at this year’s @TheBitcoinConf to discuss how HPC and Bitcoin mining are transforming energy markets.
Watch here: https://t.co/ZTSCTSZveF
Strive acquired an additional 1,109 $BTC for ~$85.4 million at an average cost of ~$76,988 per bitcoin.
STRIVE SNAPSHOT
Bitcoin holdings: 16,500
QTD BTC Yield: 11.0%
YTD BTC Yield: 23.4%
Amplification ratio: 45.2%
$ASST $SATA
Strategy has completed the repurchase of $1.5 billion of its 2029 Convertible Notes at an ~8% discount to par, generating an incremental 0.7% BTC Yield and lowering aggregate debt to $6.7 billion. $MSTR $STRC https://t.co/cbx4BlpsKV
Time preference is the control knob of your destiny.
The hardness of your money is the control knob of your time preference.
Inflation destroys human civilization, as we see all around us, because it forces people to have a high time preference.
Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC https://t.co/y1zvePEuym
Just watched Doomberg + Lavish on BTC Sessions
@BTCsessions@jameslavish@DoombergT
https://t.co/sLs51P7TSm
Cordial exchange with some differences,
debated solidly
💯Worth watching