Podcast Episodes
Back to SearchEarnings Season Expectations: IREN, CIFR, BITF, RIOT, MARA & BTDR!
Season 1 Episode 492
We map out the earnings season playbook for Bitcoin miners, from production gaps and HODL hits under FASB to the first meaningful AI and HPC revenues…
1 month, 1 week ago
Bitfarms Deep Dive: From Bitcoin Miner to Top HPC Contender!
Season 1 Episode 491
We trace Bitfarms’ shift from a legacy Bitcoin miner to a U.S.-focused AI and HPC builder under CEO Ben Gagnon. From selling South American sites to …
1 month, 1 week ago
Hive Deep Dive: Strategy, Scale and Outlook!
Season 1 Episode 490
We track a volatile week for Bitcoin and miners, then break down why Hive Digital’s growth from 6 to 25 exahash, low debt, and dual engine model posi…
1 month, 1 week ago
AI Infrastructure Delivery & Execution: BITZ, HIVE, SLNH, IREN, CORZ, DGXX & BTDR
Season 1 Episode 489
We track the pivot from Bitcoin mining to Tier 3 AI data centers, focusing on how contracts turn into energized megawatts. From Denton to Childress, …
1 month, 1 week ago
Who Got The Best HPC AI Deal? CIFR, CORZ, HUT, IREN, RIOT & WULF
Season 1 Episode 488
We compare six headline HPC AI contracts signed by leading North American miners, mapping the tradeoffs between hybrid retrofits, tier three builds, …
1 month, 1 week ago
Soluna Holdings - CEO John Belizaire Q&A - AI/HPC Updates for 2026!
Season 1 Episode 487
We explore how Soluna and Siemens plan to solve AI’s grid risk while scaling behind-the-meter data centers powered by wind. We also break down the Me…
1 month, 2 weeks ago
Riot Platforms - CEO Jason Les Q&A - AMD Deal Announcement!
Season 1 Episode 486
We sit down with Riot Platforms CEO Jason Les to unpack the AMD lease, the Rockdale land purchase, and how we convert a mining-first footprint into a…
1 month, 2 weeks ago
Top 10 Power Moments Of 2025!
Season 1 Episode 485
We count down our top CEO moments of 2025 and trace how Bitcoin miners pivot into AI infrastructure while policy and markets reshape the risk. Deals,…
1 month, 2 weeks ago
Bitcoin At 98k & The AI Power Pivot: BITF, BTDR, BITZ, CIFR, CLSK & WYFI Analysis!
Season 1 Episode 484
Bitcoin pushes toward 98k as miners rotate into AI and HPC, reframing the constraint from chips to power and infrastructure. We unpack leadership shi…
1 month, 2 weeks ago
How Bitdeer Surged To 55 Exahash And Rewrote The Miner Playbook!
Season 1 Episode 483
Bitcoin pushes back into the 90s as we break down why miner strength now comes from power scale, hardware efficiency, and real customers. Bitdeer sur…
1 month, 2 weeks ago