Podcast Episodes
Back to SearchLuxor Technology, Research Analyst Kaan Farahani Q&A - November Network Analysis!
Season 1 Episode 465
We break down November’s mining pain: hash price near new lows, difficulty still high, and fees stuck at the floor. We show how hedging outperformed …
7 months, 2 weeks ago
Top 3 Picks for 2026!
Season 1 Episode 464
We unpack why power access and delivery speed will decide the winners of AI HPC in 2026, then rank our top picks: Riot, IREN, Cipher, Bitfarms, and C…
7 months, 2 weeks ago
AI HPC Hype Meets Bitcoin’s Pullback: What's Next For Miners?
Season 1 Episode 463
Markets open deep red as Bitcoin snaps support and miner stocks slide. We dig into AI HPC doubts, delivery risk, regulation tailwinds, Bitdeer’s oper…
7 months, 2 weeks ago
If You Put $1,000 Into Each Miner, Here’s How Many Sats You Actually Get!
Season 1 Episode 462
We compare Satoshis per $1,000 across major Bitcoin miners, stack it against MNAV, and weigh how HPC contracts are reshaping valuations. ETF demand, …
7 months, 2 weeks ago
Rate Cuts And Hash Rates: Latest HIVE, ABTC & FUFU News!
Season 1 Episode 461
We break down why the Fed’s 25 bps cut matters for miners’ capex and refinancing, then map how rising difficulty pressures production while HPC reven…
7 months, 3 weeks ago
Bitcoin Miners Catch A Green Wave: IREN, Soluna, Bitzero & Luxor News!
Season 1 Episode 460
Markets pop and miners follow, but the real story is how operators are lowering costs, tightening financing, and moving into HPC AI. We break down Bi…
7 months, 3 weeks ago
Inside The Big 4 Contracts Powering HPC & AI: CIRF, CORZ, IREN & WULF!
Season 1 Episode 459
We break down four landmark AI and HPC deals in mining and explain why power, PUE, and contract structure now drive valuation more than day-to-day pr…
7 months, 3 weeks ago
Red Week, Strong Conviction: BTBT, FUFU, DMGI, HIVE & SLNH News!
Season 1 Episode 458
We recap a red week for Bitcoin and miner equities, then dig into why leverage, difficulty, and power costs are rewriting mining economics. We compar…
7 months, 3 weeks ago
Bitzero Holdings - CEO, Mohammed Bakhashwain & Kevin O'Leary Q&A - Finland Giga-Scale News!
Season 1 Episode 456
We trace Kevin O’Leary’s pivot from Bitcoin skeptic to investor and dig into why Bitzero is building a power-first platform for AI compute and mining…
7 months, 3 weeks ago
Latest Miner News: BitZero’s Finland Build & Riot’s Production Analysis!
Season 1 Episode 457
We break down why ETF demand is changing Bitcoin’s market rhythm and how miners can win on efficiency, power, and optionality. Kevin O’Leary weighs i…
7 months, 3 weeks ago