Podcast Episodes
Back to SearchMiners vs. Treasury Companies: mNAV & HODL Valuation Analysis!
Season 1 Episode 334
Bitcoin achieves a significant milestone surpassing $120,000 and becoming the fifth most valuable entity in the world, overtaking Amazon and approaching Apple's market capitalization. This dramatic p…
Published on 5 months, 2 weeks ago
While Bitcoin Soars to New Heights, Mining Stocks Struggle to Keep Pace...
Season 1 Episode 333
Bitcoin breaks through all-time highs reaching $118,000 while mining stocks show a puzzling disconnect by trading mostly flat or down despite the price surge.
• Bitcoin has overtaken Silver and Google…
Published on 5 months, 2 weeks ago
CoreWeave's $9 Billion Acquisition of Core Scientific: Deal Analysis and Shareholder Implications!
Season 1 Episode 332
The cryptocurrency mining landscape is undergoing a transformative shift with CoreWeave's announced $9 billion acquisition of Core Scientific, representing one of the most significant transactions in…
Published on 5 months, 3 weeks ago
Miner Valuations Uncovered: HODL vs. MCAP Analysis, Bitdeer & IREN News + RIOT & BITF Updates!
Season 1 Episode 331
Bitcoin miners are implementing diverse strategies for treasury management, with some embracing strong HODL policies while others sell daily to fund operations, creating dramatically different market…
Published on 5 months, 3 weeks ago
Updated Miner Targets & Gross Margins, HIVE Production & Soluna News!
Season 1 Episode 330
The Bitcoin mining industry faces a critical strategic pivot as companies navigate between traditional mining and emerging HPC/AI infrastructure opportunities with varying profitability models.
• Bitc…
Published on 5 months, 3 weeks ago
CoreWeave to Buy Core Scientific, Bit Digital Completes Pivot to ETH, IREN & CLSK Production Analysis!
Season 1 Episode 329
CoreWeave makes a $9 billion acquisition offer for Core Scientific in an all-stock deal valuing shares at $20.40, while BitDigital pivots to a full Ethereum treasury strategy causing shares to soar o…
Published on 5 months, 3 weeks ago
Behind the Curtain: How Top Bitcoin Miners Raised Capital to Dominate
Season 1 Episode 328
Bitcoin surpasses $110,000 as mining stocks rally with significant volume increases, showing renewed investor interest in the sector amid improving fundamentals and strategic capital deployment.
• Bit…
Published on 5 months, 3 weeks ago
Miners Breaking Out: Price Action & News!
Season 1 Episode 327
Bitcoin and mining stocks are surging with many top names up double-digit percentages as BTC approaches $110,000. The sector shows strong trading volumes and recovered share prices across most public…
Published on 5 months, 4 weeks ago
IREN Achieves 50 EH/s Target, ABTC News & MARA Production!
Season 1 Episode 326
IREN achieves its ambitious 50 exahash per second target on schedule, marking extraordinary growth from just 1 exahash 30 months ago and demonstrating the team's consistent ability to deliver on prom…
Published on 5 months, 4 weeks ago
The Perfect Storm: When Mining Fundamentals Meet Corporate Adoption
Season 1 Episode 325
Mining stocks rally amid Bitcoin's surge above $107,000 and the expanding adoption of HPC co-location strategies by major industry players. The market is rewarding companies like Core Scientific, Ire…
Published on 6 months ago