Podcast Episodes
Back to SearchApril 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 holdin…
10 months 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 me…
10 months 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.…
10 months 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 t…
10 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…
10 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 o…
10 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 t…
10 months, 1 week 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% respecti…
10 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…
10 months, 1 week ago
Navigating Tariffs and Supply Chain Challenges in Bitcoin Mining with Logistics Plus!
Season 1 Episode 275
The team from Logistics Plus details how they help Bitcoin miners navigate complex supply chain challenges, especially the current tariff environment…
10 months, 1 week ago