Allocating Scarce Assets Energy Compute & Bitcoin | Bitcoin 2026
"Electrons are the new oil." That's how MARA CFO Salman Khan frames the scarce asset at the heart of the entire Bitcoin mining and HPC industry. At the Bitcoin 2026 Conference, he sits down with CleanSpark's Rory Murray, Luxor's Matt Williams, and Power Analysis Ltd's Anthony Power to break down how miners are allocating between Bitcoin mining, HPC, and treasury management. They cover the Starwood JV economics, derivatives overlays, Bitcoin-backed lending, and why CleanSpark's contrarian playbook of selling tops and buying bottoms keeps paying off.Use code BM10 to get 10% off Bitcoin 2027 Conference in Nashville: https://2027.b.tc
🔶 Moderator: Anthony Power - Power Analysis Ltd
🔶 Salman Khan - MARA
🔶 Rory Murray - CleanSpark
🔶 Matt Williams - Luxor Technology
Chapters:
02:31 — The Scarce Asset Today: Land, Power & The Global Megawatt Land Grab
05:55 — Salman Khan: Why MARA Acquired 1GW At $0.04/kWh & 40% Of Build Cost
08:17 — Is Energy Now More Valuable Than Bitcoin? The Both/And Answer
10:16 — CleanSpark's 13,523 BTC Treasury Playbook
14:14 — Miners Becoming Energy Companies
17:13 — The HPC Premium: Why Hyperscalers Are Banging On Mining Doors
22:00 — Bitcoin Treasury Strategy: Holding, Lending & Derivatives Overlays
30:50 — MARA's Bond Buyback At $80K & The Capital Allocation Decision
34:55 — Luxor's Native Bitcoin Yield Instrument
#Bitcoin #BitcoinMining #MARA #CleanSpark #Luxor #SalmanKhan #RoryMurray #MattWilliams #AnthonyPower #BitcoinConference #Bitcoin2026 #BitcoinMagazine #HPC #DataCenter #EnergyInfrastructure #ElectronsNewOil #BitcoinTreasury #CapitalAllocation #HashRate #Hyperscaler #StarwoodPartnership #ASIC #MiningPool #BitcoinYield #BitcoinBackedLoans #DerivativesOverlay #ERCOT #FlexibleLoad #Halving #VolatilityIsVitality
DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions. Receive SMS online on sms24.me
TubeReader video aggregator is a website that collects and organizes online videos from the YouTube source. Video aggregation is done for different purposes, and TubeReader take different approaches to achieve their purpose.
Our try to collect videos of high quality or interest for visitors to view; the collection may be made by editors or may be based on community votes.
Another method is to base the collection on those videos most viewed, either at the aggregator site or at various popular video hosting sites.
TubeReader site exists to allow users to collect their own sets of videos, for personal use as well as for browsing and viewing by others; TubeReader can develop online communities around video sharing.
Our site allow users to create a personalized video playlist, for personal use as well as for browsing and viewing by others.
@YouTubeReaderBot allows you to subscribe to Youtube channels.
By using @YouTubeReaderBot Bot you agree with YouTube Terms of Service.
Use the @YouTubeReaderBot telegram bot to be the first to be notified when new videos are released on your favorite channels.
Look for new videos or channels and share them with your friends.
You can start using our bot from this video, subscribe now to Allocating Scarce Assets Energy Compute & Bitcoin | Bitcoin 2026
What is YouTube?
YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.
