Season 1 Episode 314
Bit Digital CEO Sam Tabar joins us to discuss their strategic shift from Bitcoin mining to High-Performance Computing and Ethereum investments, showcasing impressive Q1 results with $25 million in re…
Published on 6 months, 2 weeks ago
Season 1 Episode 313
McNallie Money takes a deep dive into BitFuFu, a $500M market cap Bitcoin miner with over 34 exahash under management that hasn't been featured on the channel before. Anthony Power joins to analyze t…
Published on 6 months, 2 weeks ago
Season 1 Episode 312
Anthony Power and I break down Iron's recently announced $500M convertible note, exploring whether this signals standard financing or preparation for a major HPC/AI contract announcement.
• Iren secur…
Published on 6 months, 2 weeks ago
Season 1 Episode 311
Bitcoin's climb past $110,000 creates unprecedented revenue opportunities for mining companies, with leading operations achieving gross margins up to 77% on their daily production.
• Daily miner reven…
Published on 6 months, 2 weeks ago
Season 1 Episode 310
McNally Money dives into Bitcoin miners' market caps, HODL positions, mNAV premiums, and live mining margins to understand why miners are undervalued compared to Bitcoin treasury companies.
• Bitcoin …
Published on 6 months, 3 weeks ago
Season 1 Episode 309
The Trump-Musk bromance appears to have ended with implications for Bitcoin miners as they recover from a market pullback while Hive Digital and Saluna reveal impressive production updates and expans…
Published on 6 months, 3 weeks ago
Season 1 Episode 308
Bitcoin miners are delivering record revenue results as prices hover consistently above $100,000. We examine the May production results from Iren, DMG, and Cipher Mining, analyzing their performance …
Published on 6 months, 3 weeks ago
Season 1 Episode 307
Anthony Power and Bryce McNallie dive deep into the HPC AI data center contracts that are transforming Bitcoin mining companies into AI infrastructure providers, comparing deals between Applied Digit…
Published on 6 months, 3 weeks ago
Season 1 Episode 306
Riot, Marathon, and CleanSpark release May production results on the same day, providing a unique opportunity to compare the performance of these Bitcoin mining giants across key metrics.
• Riot mined…
Published on 6 months, 3 weeks ago
Season 1 Episode 305
The Bitcoin mining sector is experiencing a significant transformation as major companies pivot toward AI and high-performance computing infrastructure while global regulatory attitudes toward Bitcoi…
Published on 6 months, 4 weeks ago
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