The Weekly Burn: Our Latest Crypto Series

Below is a curated list of the pieces I’ve published over the past week, covering the key themes and developments shaping the market:

1. Bitcoin miners are turning mining sites into AI data centers. Bitcoin miners are pivoting into AI data centers, monetizing their power sites and grid access to support the AI boom.

2. AI Infrastructure Is Running Out of Power Faster Than You Think. See why crypto miners are racing into AI data centers as grid power tightens and Nvidia partners like CoreWeave pay for megawatts, not hashrate.

3. The Fed Chair Race is Hotter and Why It Matters to Markets. The fed chair race is heating up as Trump weighs Kevin Warsh. Here’s why Wall Street bonds, crypto, and rate cut bets are watching closely.

4. SpaceX IPO and Elon Musk’s Plan to Power the AI Future. SpaceX IPO could fund Elon Musk’s vision to power AI at scale using Starlink and space data centers turning orbit into AI infrastructure.

5. Macro environment shifts as US data returns and BOJ looms. This week’s macro environment brings key jobs data, inflation prints, and a BOJ decision that could shape crypto and risk asset trading strategy.

6. Is the 4 Year Cycle Still Working in Today’s Crypto Market. Is the 4 year cycle still driving Bitcoin as halving impact fades and ETFs plus institutions like JP Morgan and Bernstein reshape market risk.

7. A Technical Analysis on Why Bitcoin Will Reach 190K Within 90 Days. In-depth technical analysis of Bitcoin using RSI price structure and historical cycles to explain why a 190K move in the next 90 days is realistic.

8. Sell Pressure Is Fading and It’s Time to Rethink Your Trading Strategy. Bitcoin is stuck but sell pressure is easing. See where we are in the liquidity cycle and how to adjust your trading strategy before momentum returns.

To go deeper, I’ll summarize and systematize these events to analyze how they connect and how they may impact the crypto market.

⛏️ Data Centers and power Crisis

This weekly update highlights how Bitcoin miners are reinventing themselves as AI infrastructure providers, a shift driven by long-term macro trends rather than short-term price action.

From a macro trends perspective, the AI revolution is currently colliding with the hard constraints of the physical world. The rapid expansion of data centers is outpacing the electrical grid’s ability to serve them, with critical shortages in transformers, transmission lines, and power generation equipment creating a multi-year backlog.

Traditional energy sources like nuclear and wind are too slow or geographically constrained to bridge this gap, leaving utility-scale solar paired with battery storage as the only energy source fast and flexible enough to meet the 2026 - 2028 demand spike.

For investors tracking macro trends, this weekly update marks a shift in the AI trade from software to heavy industry. The focus is no longer just on who designs the best chips or models, but on the "picks and shovels" that allow them to operate.

⛏️ Fed Chair race

The race for the next Federal Reserve Chair has undergone a dramatic reversal, moving from the near-certain selection of Kevin Hassett to the sudden emergence of Kevin Warsh as the frontrunner.

While markets initially priced in Hassett as a politically aligned choice who would aggressively cut interest rates regardless of economic data, betting markets have swiftly swung in Warsh’s favor.

According to this weekly update, the momentum shifted toward Warsh largely due to private warnings from major money managers who cautioned that a Hassett chairmanship could damage Fed credibility and spike Treasury yields. These macro trends explain why Warsh is viewed as a stabilizing force.

Wall Street fears that a politically compliant Fed Chair would spook bond markets, whereas Warsh is seen as a "safe pair of hands" capable of delivering rate cuts without triggering financial instability. This preference was immediately reflected in the bond market, where yields stabilized as Warsh’s odds of securing the nomination increased.

🏗️ SpaceX IPO

SpaceX $SPACEX ( 0.0% ) is reportedly preparing for a 2026 IPO that could value the company at a staggering $1.5 trillion, potentially making Elon Musk the world’s first trillionaire.

While Musk previously insisted on keeping SpaceX private to avoid shareholder scrutiny, the need for massive capital has forced a reversal.

But from a macro trends lens, this weekly update shows this liquidity event is not about personal wealth but about building a war chest to overcome the physical limits of Earth-based computing and fund an ambitious transition into orbital AI infrastructure.

The primary driver behind this shift is the realization that AI scaling is hitting a wall on Earth due to power grid strain and cooling costs. Terrestrial data centers struggle with intermittent renewable energy and massive heat generation.

By moving infrastructure to space, SpaceX aims to leverage constant, uninterrupted solar power and the vacuum of space for natural, zero-cost cooling. This weekly update highlights how space-based AI could bypass terrestrial bottlenecks, reinforcing long-term macro trends in compute and energy.

🏗️ Crypto Cycle and Bitcoin ATH

The current market sentiment feels conflicted, largely because "Bitcoin OGs" adhering to the traditional 4-year cycle have actively taken profits, contributing to a bleak Q4. These long-term holders anticipated a cycle top and diversified accordingly, creating significant headwinds.

However, leverage in the crypto derivatives market has been nearly flushed out, and the aggressive selling from open interest has slowed significantly. While Bitcoin hasn't yet reclaimed a violent uptrend, the deceleration of the decline suggests the market is finding its footing rather than entering a prolonged winter.

The broader economic machinery is shifting in a way that historically favors risk assets. With the Federal Reserve cutting rates and restarting liquidity injections, the monetary environment is softening.

More importantly, this weekly update highlights macro trends in analysis of the ISM Manufacturing PMI suggesting the U.S. economy could accelerate in 2026 after three years of stagnation. This points to the start of a new business cycle, which provides the perfect macro tailwind for Bitcoin to break out of its current consolidation.

Support programs are also emerging from the SEC, CFTC, and Congress, and there is a growing probability of the U.S. government establishing a strategic Bitcoin reserve. Simultaneously, major infrastructure players like Coinbase $COIN ( ▲ 2.48% ) and Robinhood are racing to build comprehensive financial "super-apps," deepening crypto's integration into everyday finance.

These factors create a much higher floor for the market, suggesting that the current liquidity cycle isn't ending, but simply behaving differently than the volatile boom-and-bust patterns of the past.

In conclusion, there is little reason for panic. The current pause in momentum is not a signal of a bear market, but rather a consolidation phase before a fundamentally different leg higher.

Many forecasts and analyses suggest that Bitcoin $BTC ( ▲ 1.89% ) could reach a new peak above $190K within the next three months. Be sure to review multiple analyses to better understand the reasoning behind this outlook.

⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.