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 tom…
3 months, 3 weeks 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 p…
3 months, 3 weeks 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 infra…
3 months, 3 weeks 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 e…
3 months, 3 weeks 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 decisio…
3 months, 3 weeks 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 Canaa…
3 months, 3 weeks 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 stru…
4 months 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 workin…
4 months 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…
4 months 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 …
4 months ago