Podcast Episodes

From Hashrate Giant To AI Contender: MARA’s 2026 Playbook

Season 1 Episode 475

We break down how MARA uses scale, site control, and a deep Bitcoin treasury to pivot from pure mining toward high margin compute. The story centers …

7 months ago

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Riot’s Big Bet On 2026: Deep Dive Company Analysis!

Season 1 Episode 474

We break down why Riot Platforms is our top pick for 2026, focusing on operational turnaround, Texas-scale power, strong capital levers, and a measur…

7 months ago

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From SealMiner To AI: How Bitdeer Plans To Win 2026

Season 1 Episode 473

We break down Bitdeer’s 2026 plan across custom SEAL miners, soaring self-mining growth, a global power pipeline nearing 3 GW, and a focused AI compu…

7 months ago

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DMG Blockchain - CEO Sheldon Bennett & 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.…

7 months ago

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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 …

7 months, 1 week ago

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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 efficienc…

7 months, 1 week ago

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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‑y…

7 months, 1 week ago

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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 dr…

7 months, 1 week ago

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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.…

7 months, 1 week ago

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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…

7 months, 2 weeks ago

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