Podcast Episodes
Back to SearchIREN - Childress Facility Tour & Analysis!
Season 1 Episode 432
We tour IREN’s Childress campus to see how power, cooling, and repeatable design create a mega-scale platform for Bitcoin mining today and HPC AI tomorrow. From grid ties and substation planning to c…
Published on 12 hours ago
Hut 8 - CEO Asher Genoot - Q3 Earnings, Strategy & Outlook!
Season 1 Episode 431
We challenge the old mining playbook and explain why we separated Bitcoin exposure into ABTC while building Hut 8 into a power-first infrastructure platform that can serve AI demand. Q3 results, the …
Published on 2 days, 9 hours ago
IREN Earnings, Market Whipsaws & Miners Rebound + Canaan, Hut 8 & Bit Digital News!
Season 1 Episode 430
A wild market selloff flips to a late-session rebound as we unpack miner volatility, policy catalysts, and a megadeal that could reshape crypto infrastructure. We compare treasury strategies, grid ch…
Published on 4 days, 6 hours ago
Red Day For Miners, Eyes On IREN Earnings: Cipher, Soluna & WhiteFiber News!
Season 1 Episode 429
Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constrain…
Published on 5 days, 5 hours ago
MARA - CFO Salman Khan Q&A - Q3 Earnings & Strategy!
Season 1 Episode 428
We unpack MARA Q3 records, liquidity moves, and a power-first strategy that treats electricity as the core asset and compute as an allocation decision. We also dig into AI inference, grid balancing, …
Published on 5 days, 11 hours ago
Analyst Upgrades, DMG’s U.S. Move, Bitfufu’s Model Explained & Canaan News!
Season 1 Episode 427
We break down why hyperscaler demand is pulling Bitcoin miners into HPC, how analysts are splitting on Iron’s value, and what DMG, Bitfufu, and Canaan signal about the next phase of mining. A quick m…
Published on 6 days, 7 hours ago
TeraWulf - CFO Patrick Fleury Q&A - Fluidstack & Google JV Deal Analysis!
Season 1 Episode 426
TeraWulf’s CFO Patrick Fleury walks through a new Google-backed FluidStack JV, why SPP beats ERCOT for timelines, and how a rated, callable debt structure unlocks scale. We compare co-location to GPU…
Published on 1 week ago
Latest News, Earnings & Production Reports: MARA, HUT, ABTC, CIFR & RIOT!
Season 1 Episode 425
We track a rough Bitcoin slide, then focus on how miners are hedging the cycle by building power, signing HPC contracts, and turning HODL into working capital. Earnings and production updates from MA…
Published on 1 week ago
Miners Turn Data Center Titans: Latest HIVE, CIFR & IREN Deal Analysis!
Season 1 Episode 424
We track a turning point as leading Bitcoin miners pivot into high-performance compute, landing hyperscaler deals and redefining how power, GPUs, and data centers drive value. Hive, Iren, and Cipher …
Published on 1 week, 1 day ago
Cipher’s $5.5B AWS Deal: CIFR Deal Analysis!
Season 1 Episode 423
We break down Cipher Mining’s 15-year, 300 MW lease with AWS, why miners are being repriced as data center operators, and how Texas power and a deep site pipeline drive the shift from hash rate to hy…
Published on 1 week, 1 day ago