Simply Bitcoin They are silently taking your last chance to buy 1 Bitcoin AWAY ... | EP 1474
Apr 2, 2026
Frank Holmes, executive chairman of Hive Digital Technologies and mining infrastructure expert. He discusses Bitcoin mining myths, how miners monetize stranded energy, and the local economic impacts of data centers. They also compare mining compute to GPU/AI markets and explain why mining facilities are attractive for future AI uses.
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MetaPlanet Climbs To Third Largest Treasury
- MetaPlanet's 5,075 BTC buy pushed them to ~40,177 BTC, making them the third-largest public treasury and showing aggressive consolidation among treasury firms.
- Nico Moran and Optimist Fields note winners will dominate as some firms lack underlying businesses and can't sustain long-term accumulation.
Big Buyers Are Absorbing More Mined Supply Than Miners Produce
- Large treasury buyers like MicroStrategy and MetaPlanet are acquiring more daily supply than miners produce, yet price hasn't risen due to selling elsewhere.
- Hosts highlight this supply mismatch as bullish longer term but explain market price is influenced by other sellers.
Treasury Boom Is Unwinding With Institutional Sales
- Public Bitcoin treasury boom is unwinding as several companies and governments sell to shore up balance sheets or pivot to AI/HPC.
- CoinDesk examples include Empree Digital, Genius Group, Riot, and Bhutan selling hundreds to thousands of BTC.