YOLO Capital

Author: Gil Cabochan

In every episode, we pick a stock to analyze, debate, and speculate on its future. Then we decide whether or not to invest in it.
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Language: en

Genres: Business, Investing

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YOLO Capital - Episode 27 - Iris Energy (IREN)
Episode 5
Monday, 11 August, 2025

In this episode, Eric Sugar and Gilmore Cabochan delve into the intriguing world of Iris Energy (IREN), which is transitioning from Bitcoin mining to critical AI infrastructure. They discuss the company's strategic pivot to leverage its existing assets for AI cloud services, highlighting the potential and risks involved. The conversation covers the company's market position, financial prospects, and the broader implications of AI and Bitcoin in today's economy. They also explore the volatility and speculative nature of investing in such a company, drawing parallels to high-risk, high-reward scenarios. The episode is a deep dive into the intersection of cryptocurrency and artificial intelligence, offering insights into the challenges and opportunities in this evolving landscape.Chapters00:00 Introduction to Iris Energy02:50 Transitioning from Bitcoin Mining to AI Infrastructure05:30 The Economics of Bitcoin Mining08:22 AI Data Centers: Infrastructure and Efficiency11:08 Challenges in Transitioning to AI13:38 Market Dynamics and Customer Acquisition16:36 The Future of Bitcoin and AI Integration19:29 Valuation and Market Perception22:02 Investment Strategies and Risk Assessment25:00 Conclusion and Final Thoughts