Podcast Episodes
Back to SearchSoluna Valuation Analysis, KEEL Highlights, HIVE, WYFI & SpaceX IPO!
Season 1 Episode 601
We react to a rare green day across Bitcoin and AI infrastructure names, then dig into what the SpaceX IPO could do to liquidity, valuations, and cap…
1 month, 2 weeks ago
Keel Infrastructure - CEO, Ben Gagnon Q&A - $458M Convert Update!
Season 1 Episode 600
We sit down with Ben Gagnon, CEO of Keel Infrastructure, right after the company’s $458M convertible raise to unpack why the timing matters and how t…
1 month, 2 weeks ago
Applied Digital Valuation Analysis, KEEL Convert & HUT News!
Season 1 Episode 599
We break down how AI infrastructure is pulling attention and capital, from token-priced AI subscriptions to hyperscaler demand for long-term compute …
1 month, 2 weeks ago
SLNH News Out, CIFR Prices Notes & Latest FUFU and HIVE News!
Season 1 Episode 598
We break down a brutal market sell-off and what it reveals about volatility in Bitcoin and crypto mining stocks, then zoom in on the companies using …
1 month, 2 weeks ago
KEEL & CIFR Valuation Analysis & Top NBIS News Today!
Season 1 Episode 597
Markets snap back to green as we track Bitcoin’s rebound and why crypto equities can move hard even on modest price changes. We then dig into AI data…
1 month, 2 weeks ago
KEEL Convertible News, HUT Note Pricing & BITZ Uplist!
Season 1 Episode 596
We watch a brutal sell-off slam Bitcoin, miners, and traditional assets at the same time, then zoom out to the cycle context and why profit-taking ke…
1 month, 3 weeks ago
CleanSpark Valuation Analysis & Hut 8 News!
Season 1 Episode 595
Bitcoin’s pullback puts pressure on miners, but the AI and HPC transition is starting to break the old link between mining stocks and BTC. We walk th…
1 month, 3 weeks ago
IREN's Enters Australia, HIVE Valuation Analysis & Cipher Digital!
Season 1 Episode 594
We map the market’s shift from pure Bitcoin mining toward AI data centers and high performance computing, and we explain why many “crypto” stocks are…
1 month, 3 weeks ago
HIVE Digital Technologies - CFO, Darcy Daubaras & Chairman, Frank Holmes - FY26' Earnings, Giga Factory & ARR Outlook!
Season 1 Episode 593
We sit down with Chairman, Frank Holmes and CFO, Darcy Daubaras from Hive Digital Technologies right after fiscal year results and major HPC AI annou…
1 month, 3 weeks ago
DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Christina Lake LOI!
Season 1 Episode 592
We break down DMG Blockchain Solutions’ newly signed LOI tied to the Christina Lake facility and why it changes the timeline for turning a Bitcoin mi…
1 month, 3 weeks ago