Podcast Episodes
Back to SearchEarnings Week & MARA's AI Power Move!
Season 1 Episode 511
We set the table for a stacked earnings week while Bitcoin slumps, then dig into why miners shifting to HPC and hosting can outlast the hash price cr…
1 week, 1 day ago
HIVE Digital Technologies - CFO Darcy Daubaras & Chairman Frank Holmes - Q3 Earnings Q&A!
Season 1 Episode 512
We break down Q3 results with Frank Holmes and CFO Darcy Daubaras, showing how Paraguay’s low-cost energy and smarter hardware expanded margins while…
1 week, 1 day ago
Bitcoin Miners, AI Power, And The Next Catalyst!
Season 1 Episode 510
We track a tough five-day Bitcoin slide against a flood of miner and AI infrastructure news, from policy odds and bank adoption to funding, governanc…
1 week, 5 days ago
It’s All About Timing: IREN, RIOT & HUT!
Season 1 Episode 509
We dig into why timing rules the pivot from Bitcoin mining to HPC AI and how power, clients, and chip cycles shape who wins by 2026. We compare Riot,…
1 week, 6 days ago
HIVE Earnings Analysis & Top SLNH & IREN News!
Season 1 Episode 508
We unpack how institutions, ETFs, and AI spending are reshaping Bitcoin and mining, then dive into concrete moves from SOluna, IREN, and Hive. We com…
2 weeks ago
Bitcoin Investor Week - Day 1 Recap + BTDR, CIFR & HIVE News!
Season 1 Episode 507
We unpack Bitcoin Investor Week with a focus on price stasis, policy overhang, and why public miners are eyeing HPC. AI took center stage, from auton…
2 weeks, 6 days ago
Top AI Stocks to Watch in 2026: SLNH, BTDR, CIFR & IREN!
Season 1 Episode 506
We track Bitcoin’s bounce and zoom into how miners are turning megawatts into durable returns through hosting, HPC, and faster time-to-power. Soluna …
3 weeks ago
Wall Street Price Targets Part 2: DMGI, BITZ, BTBT, WYFI, BITF, CLSK, RIOT & CIFR!
Season 1 Episode 505
We break down Wall Street’s new price targets for Bitcoin miners and why HPC AI contracts, site quality, and financing structure are redefining valua…
3 weeks, 1 day ago
Have We Hit Bottom? IREN, CLSK, BITF, WULF & BTBT News!
Season 1 Episode 504
A violent Bitcoin selloff to 60K reversed to a sharp rally while miners whipsawed, setting the stage for a hard look at market structure, derivatives…
3 weeks, 4 days ago
IREN & CLSK Earnings Night: Deal Or No Deal???
Season 1 Episode 503
We confront earnings night with clear eyes: AI capex is booming while hash price hits new lows and miners bleed red. We weigh the odds of Iron and Cl…
3 weeks, 5 days ago