Podcast Episodes
Back to SearchBitcoin 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…
11 months, 3 weeks 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…
11 months, 3 weeks 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…
11 months, 4 weeks 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…
1 year 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…
1 year 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…
1 year 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…
1 year ago
Are We Witnessing Bitcoin's Evolution into a True Safe Haven Asset?
Season 1 Episode 274
Bitcoin breaks through the $88,000 mark, showcasing its decoupling from traditional markets as indices like the S&P 500 and NASDAQ tumble. This diver…
1 year ago
March Performance Analysis: Bitcoin Miner Valuations & Metrics!
Season 1 Episode 273
The McNallie Money team breaks down the March performance data for Bitcoin miners, revealing improved production metrics across the board while exami…
1 year ago
Bitcoin Miners: Undervalued Megawatt Giants?
Season 1 Episode 272
Bitcoin mining stocks are trading at steep discounts compared to their infrastructure value, with most miners showing significant upside potential ba…
1 year ago