Podcast Episodes

Huge MARA & BDTR Site News, META Expanding Compute & IREN Shareholder Letter!

Season 1 Episode 621

We zoom out on Bitcoin’s five year chart to make sense of the cycle, the pullbacks, and why returns may keep shrinking while the upside can still be …

2 weeks, 4 days ago

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RAISE Summit Kickoff, GLXY, CLSK, MARA & RIOT News!

Season 1 Episode 620

We connect the dots between Bitcoin stability and the rough tape in AI infrastructure stocks, then zoom out to the real constraint behind both market…

2 weeks, 5 days ago

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TeraWulf - CFO Patrick Fleury Q&A - Anthropic Deal Announcement!

Season 1 Episode 619

We sit down with TeraWulf CFO Patrick Fleury right after the Anthropic announcement to break down the deal terms, the financing structure, and what i…

2 weeks, 6 days ago

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Huge WULF & Anthropic Deal, NBIS Enters Spain, META Enters Compute, KEEL, ABTC & IREN News!

Season 1 Episode 618

Bitcoin steadies above $62K as AI infrastructure names rebound, but the bigger story is how hyperscalers and neo-clouds are redefining the market for…

3 weeks ago

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Hedge Fund Q&A with Eric Jackson, EMJ Capital: IREN, HUT, CIFR & OPEN!

Season 1 Episode 617

We go from Drake and viral stock videos to a serious framework for investing in OpenDoor, AI data centers, and the miner-to-HPC transition. We also b…

3 weeks, 3 days ago

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IREN Fallout: News, Sentiment, Outlook & Valuation Analysis!

Season 1 Episode 616

We break down IREN’s biggest new headlines and why a single compensation filing can swing investor sentiment faster than any quarterly update. We zoo…

3 weeks, 4 days ago

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BTDR Valuation Analysis, Top ABTC & HIVE News Now!

Season 1 Episode 615

Bitcoin stays choppy under 60,000 while mining and AI infrastructure stocks swing even harder, so we slow down and focus on what the numbers actually…

3 weeks, 5 days ago

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AI Earnings Season Expectations: Latest SLNH, BTBT, HUT, KEEL & WULF News!

Season 1 Episode 614

Bitcoin slides into the high $50Ks and we zoom out on cycle expectations, investor psychology, and why pullbacks can create opportunities. We then tr…

3 weeks, 6 days ago

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IREN & NVDA News, BTDR Deal & Latest KEEL & BTBT News!

Season 1 Episode 613

We size up Bitcoin’s slide under $60,000 and what “near the bottom” really means when you invest long term. Then we follow the money into preferred d…

4 weeks ago

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Latest BTDR News, HIVE Stock Analysis & How Low Will Bitcoin Go?

Season 1 Episode 612

We break down a brutal week in markets by zooming out on Bitcoin’s cycle and asking what “near the bottom” really looks like when miners are under re…

1 month ago

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