Podcast Episodes
Back to SearchDMG Blockchain - CEO Sheldon Bennet & COO Steven Eliscu Q&A - Q4 & FY25 Earnings!
Season 1 Episode 472
We share Q4 and full-year results, then lay out how hydro cooling, energy grants, and site design set up Christina Lake to become a staged AI campus. We walk through our trust, pool, and software sta…
Published on 15 hours ago
WhiteFiber - CEO Sam Tabar - NC-1 & Nscale Deal Q&A!
Season 1 Episode 471
We break down WhiteFiber’s 10-year, $865 million co-location and services deal with Nscale and why speed to revenue is the company’s edge. Sam Tabar details the retrofit-first playbook, financing app…
Published on 5 days, 17 hours ago
Bitdeer’s U.S. Manufacturing Bet And Cipher’s 200 MW Ohio Push!
Season 1 Episode 470
We track a steady Bitcoin price and light holiday volumes while spotlighting the bigger shift: how AI and HPC demand, new tariff rules, and efficiency gains are reshaping mining strategy. Bitdeer mov…
Published on 5 days, 20 hours ago
Is The 4 Year Cycle Broken?
Season 1 Episode 469
We map where Bitcoin sits after repeated 90k rejections and why ETFs, corporate treasuries, banks, and policy shifts could extend or break the four‑year cycle. Then we dig into miners decoupling from…
Published on 6 days, 16 hours ago
Inside The Week’s Biggest HPC Contracts & Construction Push: WYFI, IREN, CIFR, HUT & WULF!
Season 1 Episode 468
Two landmark AI co-location deals reset expectations for Bitcoin miners, while construction updates show how speed, siting, and contract structure drive value. We compare NOI headlines with the real …
Published on 1 week, 2 days ago
Why AI Is Not A Bubble And What It Means For Bitcoin Miners + DMGI & WULF News!
Season 1 Episode 467
We track a choppy Bitcoin tape against surging AI compute demand and explain why miners with power, contracts, and build capability stand to benefit. DMG’s earnings, Terawulf’s JV financing, and fres…
Published on 1 week, 3 days ago
Hut 8’s $7B HPC Deal, Analysis & Outlook!
Season 1 Episode 466
We break down Hut 8’s Google‑backed HPC lease with Anthropic and FluidStack, why the Riverbend campus is set up to scale, and how contract terms like ROFO, escalators, and NOI per megawatt change how…
Published on 1 week, 4 days ago
Luxor Technology, Research Analyst Kaan Farahani Q&A - November Network Analysis!
Season 1 Episode 465
We break down November’s mining pain: hash price near new lows, difficulty still high, and fees stuck at the floor. We show how hedging outperformed spot, why efficiency and power costs decide surviv…
Published on 1 week, 4 days ago
Top 3 Picks for 2026!
Season 1 Episode 464
We unpack why power access and delivery speed will decide the winners of AI HPC in 2026, then rank our top picks: Riot, IREN, Cipher, Bitfarms, and Core Scientific. Bitcoin’s pullback frames entry po…
Published on 1 week, 5 days ago
AI HPC Hype Meets Bitcoin’s Pullback: What's Next For Miners?
Season 1 Episode 463
Markets open deep red as Bitcoin snaps support and miner stocks slide. We dig into AI HPC doubts, delivery risk, regulation tailwinds, Bitdeer’s operational surge, and why treasury strategy now decid…
Published on 1 week, 6 days ago