Podcast Episodes
Back to SearchLatest News, Earnings & Production Reports: MARA, HUT, ABTC, CIFR & RIOT!
Season 1 Episode 425
We track a rough Bitcoin slide, then focus on how miners are hedging the cycle by building power, signing HPC contracts, and turning HODL into workin…
8 months, 4 weeks ago
Miners Turn Data Center Titans: Latest HIVE, CIFR & IREN Deal Analysis!
Season 1 Episode 424
We track a turning point as leading Bitcoin miners pivot into high-performance compute, landing hyperscaler deals and redefining how power, GPUs, and…
8 months, 4 weeks ago
Cipher’s $5.5B AWS Deal: CIFR Deal Analysis!
Season 1 Episode 423
We break down Cipher Mining’s 15-year, 300 MW lease with AWS, why miners are being repriced as data center operators, and how Texas power and a deep …
8 months, 4 weeks ago
IREN’s $9.7B Leap With Microsoft: IREN & MSFT Deal Analysis!
Season 1 Episode 422
Microsoft signs a five-year, $9.7 billion contract with IREN as the miner pivots to building and operating AI data centers at 200 MW scale. We unpack…
8 months, 4 weeks ago
Riot Platforms CEO Jason Les Q&A - Q3 Earnings & Data Center Expansion!
Season 1 Episode 421
We break down Riot’s record Q3 and the strategy shift that turns low-cost power into high-value data centers. Jason Les explains how Corsicana scales…
9 months ago
Earnings Season For Bitcoin Miners: Core, Riot & The HPC Pivot!
Season 1 Episode 420
We break down how Bitcoin miners are shifting from pure hashrate to hyperscale data centers, with Core Scientific’s vote outcome and Riot’s Corsicana…
9 months ago
Core Scientific Votes Down CoreWeave Deal & Valuation per MW Analysis!
Season 1 Episode 419
We break down how retail investors just repriced Core Scientific’s megawatts, why TerraWulf and BitDeer are racing into AI hosting, and how value per…
9 months ago
Miner Deep Dive: MARA, DMGI, WULF, CLSK & CORZ!
Season 1 Episode 418
We break down how top Bitcoin miners are shifting into AI and HPC to squeeze more value from every megawatt, with deep dives on MARA, DMG, Core Scien…
9 months ago
AI Power & Land Grab: Latest Miner News & Price Targets (WULF, HUT & CORZ)
Season 1 Episode 417
We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed…
9 months ago
Latest Macro & Miner News from ABTC, HIVE & CORZ!
Season 1 Episode 416
Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABT…
9 months ago