Podcast Episodes
Back to SearchCleanSpark’s FY25 Earnings Analysis, WULF, HIVE & CIFR News!
Season 1 Episode 451
We break down CleanSpark’s FY25 results, compare miner margins, and explain why hashprice pressure is pushing operators toward HPC. We also cover Ter…
6 months, 2 weeks ago
AI Arms Race And Incoming Demand: CIFR, IREN, WULF & RIOT!
Season 1 Episode 450
We weigh how AI became a national security priority and why miners with power are positioned to supply the surge. From AWS’s classified 1.3 GW plan t…
6 months, 2 weeks ago
Bitcoin Miners Bounce Back: Spotlight on Bitzero & DMG Blockchain!
Season 1 Episode 449
We track Bitcoin’s rebound near 87,000, then dig into Bitzero’s CSE debut and DMG’s US expansion to show how miners are positioning for sovereign AI …
6 months, 2 weeks ago
Bitcoin Miners End A Max-Pain Week: IREN, CIFR, RIOT & BITF Analysis!
Season 1 Episode 447
Bitcoin pulls back hard and miners feel the strain as hash price hits all-time lows. We unpack why the sector sold off, how HPC AI changes the playbo…
6 months, 2 weeks ago
HIVE Digital Technologies - Chairman, Frank Holmes Q&A - Q2 Earnings & Buzz HPC Growth!
Season 1 Episode 448
Frank Holmes joins us to map a fast-moving shift from pure Bitcoin mining to high-performance computing, set against a real data and power arms race.…
6 months, 2 weeks ago
Luxor Technology, Research Analyst Kaan Farahani Q&A - October Network & Miner Recap!
Season 1 Episode 446
We unpack October’s miner economics with Luxor’s Kaan Farahani, connect difficulty and hash price to real production, and show how forward markets pr…
6 months, 3 weeks ago
Data Center Demand & Deal Analysis: CIFR, RIOT, IREN, BITF & CLSK!
Season 1 Episode 445
We weigh the Nvidia beat against a falling Bitcoin price and show why data center power, not GPUs, is the true bottleneck for AI. Site visits, fresh …
6 months, 3 weeks ago
Bitdeer Technologies - VP of Capital Markets, Jeff LaBerge Q&A - Q3 Earnings & HPC Strategy!
Season 1 Episode 444
We unpack Bitdeer’s Q3 results, why IFRS noise masked operating strength, and how vertical integration across chips, rigs, and sites creates flexibil…
6 months, 3 weeks ago
Bitcoin Miners Under Pressure: FUFU, CAN, SLNH, WYFI, BTBT & HIVE News!
Season 1 Episode 442
We revisit five Texas site visits, then unpack earnings across Bit Digital, WhiteFiber, Bitfufu, Soluna, Canaan, and Hive to map where mining margins…
6 months, 3 weeks ago
BitFuFu - VP of IR Charley Brady Q&A - Q3 Earnings, Cloud Mining & Growth!
Season 1 Episode 443
We sit down with BitFuFu’s VP of IR, Charlie Brady, to unpack a standout Q3 and the mechanics of a cloud-first mining model that balances locked-in r…
6 months, 3 weeks ago