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, thin volumes, and Hive’s new Colombia listing set …
Published on 2 weeks, 3 days ago
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 revenues open a second engine for growth. We spotlight …
Published on 2 weeks, 4 days ago
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 Bitzero’s hydro buildout, Iron’s convertibles, Solun…
Published on 2 weeks, 5 days ago
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 price. We compare Cipher, Core Scientific, Iren, and…
Published on 2 weeks, 6 days ago
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 compare strategies across ETH staking, fleet upgrades, a…
Published on 3 weeks, 2 days ago
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. CEO, Mohammed Bakhashwain lays out hash rate gro…
Published on 3 weeks, 3 days ago
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 in on the AI capex flood as Bitzero breaks ground i…
Published on 3 weeks, 3 days ago
Season 1 Episode 455
We track a wild 24 hours where ETF demand dwarfs mining supply, UK policy shifts add legal clarity, and miner strategies split between pure Bitcoin efficiency and HPC expansion. CleanSpark posts a nu…
Published on 3 weeks, 4 days ago
Season 1 Episode 454
Bitcoin rips back above 92k as miners wobble, institutions pile in, and IREN unveils a financing stack sized for hyperscale AI compute. We step through Marathon’s power-led strategy, Auradine’s effic…
Published on 3 weeks, 5 days ago
Season 1 Episode 453
We break down why Bitcoin’s drop doesn’t change the long arc toward higher compute demand, then map three distinct strategies reshaping mining into AI infrastructure. From wind curtailment to liquid …
Published on 3 weeks, 6 days ago
If you like Podbriefly.com, please consider donating to support the ongoing development.
Donate