Podcast Episodes
Back to SearchData Center Demand & Deal Analysis: CIFR, RIOT, IREN, BITF & CLSK!
Season 1 Episode 445
We weigh the Nvidia beat against a falling Bitcoin price and show why data center power, not GPUs, is the true bottleneck for AI. Site visits, fresh …
8 months, 1 week ago
Bitdeer Technologies - VP of Capital Markets, Jeff LaBerge Q&A - Q3 Earnings & HPC Strategy!
Season 1 Episode 444
We unpack Bitdeer’s Q3 results, why IFRS noise masked operating strength, and how vertical integration across chips, rigs, and sites creates flexibil…
8 months, 1 week ago
Bitcoin Miners Under Pressure: FUFU, CAN, SLNH, WYFI, BTBT & HIVE News!
Season 1 Episode 442
We revisit five Texas site visits, then unpack earnings across Bit Digital, WhiteFiber, Bitfufu, Soluna, Canaan, and Hive to map where mining margins…
8 months, 1 week ago
BitFuFu - VP of IR Charley Brady Q&A - Q3 Earnings, Cloud Mining & Growth!
Season 1 Episode 443
We sit down with BitFuFu’s VP of IR, Charlie Brady, to unpack a standout Q3 and the mechanics of a cloud-first mining model that balances locked-in r…
8 months, 1 week ago
IREN - COO Kent Draper Q&A - Q1 Earnings, Microsoft Deal, GPUs & Growth!
Season 1 Episode 441
We break down IREN’s leap from top-tier bitcoin mining margins to a $10B Microsoft GPU-as-a-service contract, and how prepayments, Dell terms, and di…
8 months, 1 week ago
Soluna Holdings - CEO John Belizaire Q&A - Q3 Earnings, Outlook & Strategy!
Season 1 Episode 440
We bring back Soluna CEO John Belizaire to unpack a transformative quarter, a Texas tour of the Dorothy facility, and a roadmap that blends Bitcoin h…
8 months, 1 week ago
Inside Bitdeer's Rockdale Facility: Scale, Cooling, And The SEAL Miner Advantage!
Season 1 Episode 438
A retired smelter in Rockdale now runs as Bitdeer’s flagship, blending direct-to-chip cooling, efficient SEALMiners, and tight software control into …
8 months, 2 weeks ago
ABTC - President Matt Prusak - Q3 Earnings, Bitcoin Per Share & Strategy!
Season 1 Episode 439
We unpack ABTC’s first earnings as a public company and why Satoshis per share, not vanity exahash, guides every choice. Matt Prusak lays out a lean …
8 months, 2 weeks ago
Bitfarms - CEO Ben Gagnon Q&A - Q3 Earnings & HPC Strategy!
Season 1 Episode 437
Ben Gagnon CEO of Bitfarms joins us to unpack Q3 results, explain IFRS versus operational reality, and walk through the strategy to pivot from Bitcoi…
8 months, 2 weeks ago
Inside RIOT’s Corsicana Build: From Bitcoin Mining To HPC Momentum!
Season 1 Episode 435
We tour Riot’s Corsicana campus to see how a leading Bitcoin miner is building toward a gigawatt-ready HPC future. From massive substations and a lit…
8 months, 2 weeks ago