Season 1 Episode 412
Bitcoin rips higher while most miners end red, revealing a sharp decoupling and raising hard questions about margins, difficulty, and strategy. We unpack Hive’s Paraguay expansion and Bell partnershi…
Published on 3 weeks ago
Season 1 Episode 411
We track a sharp rally in Bitcoin mining stocks while Bitcoin trades sideways and explain why the AWS outage turned the spotlight to power, proximity, and decentralized data center capacity. The core…
Published on 3 weeks, 1 day ago
Season 1 Episode 410
We break down a brutal two-day sell-off in Bitcoin miners, weigh gold’s run against Bitcoin’s long-term outperformance, and map the financing levers that decide who scales and who stalls. From Terawu…
Published on 3 weeks, 4 days ago
Season 1 Episode 409
We break down why miners are rising while Bitcoin chops, and how power, contracts, and HPC pivots are reshaping valuations. From the Core Scientific vote to Bitdeer’s ASIC roadmap, we map the capital…
Published on 3 weeks, 6 days ago
Season 1 Episode 408
Bitcoin dips, miners rip, and the market rewards real power and execution. We track the HPC pivot across TeraWulf, Bitfarms, IREN, Cipher, Core Scientific, and DMG, and explain why megawatts, land, a…
Published on 4 weeks ago
Season 1 Episode 407
Panic hits after a tariff threat wipes billions, then miners rip back as cooler heads step in and whales buy the dip. We break down the liquidation mechanics, miner rerates into HPC, and why patience…
Published on 4 weeks, 1 day ago
Season 1 Episode 406
A fast, volatile week ends with tariffs rattling risk assets while miners showcase real HPC momentum, fresh financing, and stronger balance sheet plays. We break down Bitfarms’ Panther Creek funding,…
Published on 1 month ago
Season 1 Episode 405
We sit down with Luxor CEO Nick Hansen to trace the journey from early GPU rigs to a full mining stack and unveil Luxor Energy, a REP platform in ERCOT with Bitcoin collateral, auto‑pay, dispatch sig…
Published on 1 month ago
Season 1 Episode 404
Bitcoin cools while ETF inflows heat up, and we break down why miners are racing toward HPC and hosting to protect margins. We unpack Iron’s convertible, Saluna’s new client, hash price pressure, and…
Published on 1 month ago
Season 1 Episode 403
We break down why miners are surging, where AI HPC demand is pulling capital, and how four operators—Bit Digital, Cipher, DMG, and IREN—are repositioning from pure Bitcoin exposure to power-first, co…
Published on 1 month ago
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