Podcast Episodes
Back to SearchFrom Halving To HPC: How Miners Adapt And Survive!
Season 1 Episode 452
A green week lifts Bitcoin miners, but we dig beneath the bounce to show how difficulty, power costs, and fleet efficiency drive real margins. We walk through CleanSpark’s HPC pivot, Bitfarms’ positi…
Published on 1 month ago
CleanSpark’s FY25 Earnings Analysis, WULF, HIVE & CIFR News!
Season 1 Episode 451
We break down CleanSpark’s FY25 results, compare miner margins, and explain why hashprice pressure is pushing operators toward HPC. We also cover TerraWulf’s preferred conversion, Cypher’s warrants, …
Published on 1 month ago
AI Arms Race And Incoming Demand: CIFR, IREN, WULF & RIOT!
Season 1 Episode 450
We weigh how AI became a national security priority and why miners with power are positioned to supply the surge. From AWS’s classified 1.3 GW plan to gigawatt campuses in Texas, we connect governmen…
Published on 1 month ago
Bitcoin Miners Bounce Back: Spotlight on Bitzero & DMG Blockchain!
Season 1 Episode 449
We track Bitcoin’s rebound near 87,000, then dig into Bitzero’s CSE debut and DMG’s US expansion to show how miners are positioning for sovereign AI demand and secure, modular data centers. Governmen…
Published on 1 month ago
Bitcoin Miners End A Max-Pain Week: IREN, CIFR, RIOT & BITF Analysis!
Season 1 Episode 447
Bitcoin pulls back hard and miners feel the strain as hash price hits all-time lows. We unpack why the sector sold off, how HPC AI changes the playbook, and what to watch in balance sheets, power cos…
Published on 1 month ago
HIVE Digital Technologies - Chairman, Frank Holmes Q&A - Q2 Earnings & Buzz HPC Growth!
Season 1 Episode 448
Frank Holmes joins us to map a fast-moving shift from pure Bitcoin mining to high-performance computing, set against a real data and power arms race. We talk Paraguay power, Canadian partnerships, GP…
Published on 1 month ago
Luxor Technology, Research Analyst Kaan Farahani Q&A - October Network & Miner Recap!
Season 1 Episode 446
We unpack October’s miner economics with Luxor’s Kaan Farahani, connect difficulty and hash price to real production, and show how forward markets protected margins while fees hit historic lows. We c…
Published on 1 month, 1 week ago
Data 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 contracts, and campus build-outs reveal how miners…
Published on 1 month, 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 flexibility in a tougher mining market. We then break down…
Published on 1 month, 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 compress and where HPC and cloud revenue expand. …
Published on 1 month, 1 week ago