Podcast Episodes
Back to SearchRiot Platforms CEO Jason Les Q&A - Q1 Earnings, April Production & HPC Updates!
Season 1 Episode 284
Riot Platforms CEO Jason Less joins us to discuss their record-breaking Q1 2025 earnings despite Bitcoin's halving and discusses their strategic pivot toward AI data centers.
• Record Q1 revenue of $1…
Published on 7 months, 3 weeks ago
April Production Analysis: Cipher Mining, Marathon & Riot Platforms!
Season 1 Episode 283
We examine the market's peculiar disconnect between Bitcoin miners' treasuries and their market caps, with Marathon Digital and DMG Blockchain holdings worth more than their entire company valuations…
Published on 7 months, 3 weeks ago
Riot's Q1 Earnings Reveal Mining Industry's Turning Point & 2025 Miner Catalysts!
Season 1 Episode 282
The Bitcoin mining sector is experiencing a resurgence as Bitcoin flirts with $98,000 while miners show strong price action and improved financial metrics.
• Riot up 12% following Q1 earnings with rev…
Published on 7 months, 4 weeks ago
Bitcoin Breaks $97K: Riot Platforms, Bit Digital, Bitfarms & DMG Blockchain News!
Season 1 Episode 281
We analyze Bitcoin's surge past $97,000 and its powerful impact on mining stocks, with companies like Terawulf gaining up to 17% in a single session. This remarkable performance highlights how mining…
Published on 7 months, 4 weeks ago
Bitcoin Miners: Q1 Earnings Preview (HODL, Margins, Hashprice & Difficulty)
Season 1 Episode 281
Bitcoin mining companies face significant paper losses in Q1 2025 earnings due to FASB accounting rules that require marking their Bitcoin holdings to market prices. As Bitcoin fell from $93,429 to $…
Published on 8 months ago
Compass Mining - Director of Operations (Facility Ops), Cameron Morrissey Q&A - Operations & Staffing!
Season 1 Episode 280
Cameron Morrissey, Director of Operations at Compass Mining, shares insights on managing Bitcoin mining facilities across the US, focusing on how the company achieves 99% uptime through careful infra…
Published on 8 months ago
The Bitcoin Supercycle Begins: Cycle Timing, Peak, Duration and Impact on Miners!
Season 1 Episode 279
Bitcoin is experiencing unprecedented institutional and governmental adoption, suggesting this cycle could be fundamentally different from previous ones. Major catalysts from state-level reserves to …
Published on 8 months ago
Bitcoin Banking Frontier: Tether, Twenty One, and Strategy's Latest Moves!
Season 1 Episode 278
Bitcoin mining stocks continue their recovery with a third consecutive green day as Bitcoin stabilizes around $93,500, showing strong support after the recent drop to $76,000. ETF inflows exceed $2.2…
Published on 8 months ago
Bitcoin Breakout: What It Means for Miner MCAP's, HODL's & Valuations!
Season 1 Episode 277
Bitcoin's price surge to $94,000 has dramatically boosted mining stocks, with companies like Bitdeer and BitFarms seeing gains of 20% and 8% respectively while creating new valuation opportunities ac…
Published on 8 months, 1 week ago
Bitcoin Breaks $91K: Miners Surge & 6 Month Thesis!
Season 1 Episode 276
We explore Bitcoin's dramatic surge past $91,000 and its impact on mining stocks which are up double digits with some exceeding 20% gains in a single session.
• Bitcoin mining stocks acting as a lever…
Published on 8 months, 1 week ago