Podcast Episodes
Back to SearchDMG Blockchain - CEO Sheldon Bennet & COO Steven Eliscu Q&A - Q4 & FY25 Earnings!
Season 1 Episode 472
We share Q4 and full-year results, then lay out how hydro cooling, energy grants, and site design set up Christina Lake to become a staged AI campus.…
2 months ago
WhiteFiber - CEO Sam Tabar - NC-1 & Nscale Deal Q&A!
Season 1 Episode 471
We break down WhiteFiber’s 10-year, $865 million co-location and services deal with Nscale and why speed to revenue is the company’s edge. Sam Tabar …
2 months, 1 week ago
Bitdeer’s U.S. Manufacturing Bet And Cipher’s 200 MW Ohio Push!
Season 1 Episode 470
We track a steady Bitcoin price and light holiday volumes while spotlighting the bigger shift: how AI and HPC demand, new tariff rules, and efficienc…
2 months, 1 week ago
Is The 4 Year Cycle Broken?
Season 1 Episode 469
We map where Bitcoin sits after repeated 90k rejections and why ETFs, corporate treasuries, banks, and policy shifts could extend or break the four‑y…
2 months, 1 week ago
Inside The Week’s Biggest HPC Contracts & Construction Push: WYFI, IREN, CIFR, HUT & WULF!
Season 1 Episode 468
Two landmark AI co-location deals reset expectations for Bitcoin miners, while construction updates show how speed, siting, and contract structure dr…
2 months, 1 week ago
Why AI Is Not A Bubble And What It Means For Bitcoin Miners + DMGI & WULF News!
Season 1 Episode 467
We track a choppy Bitcoin tape against surging AI compute demand and explain why miners with power, contracts, and build capability stand to benefit.…
2 months, 2 weeks ago
Hut 8’s $7B HPC Deal, Analysis & Outlook!
Season 1 Episode 466
We break down Hut 8’s Google‑backed HPC lease with Anthropic and FluidStack, why the Riverbend campus is set up to scale, and how contract terms like…
2 months, 2 weeks ago
Luxor Technology, Research Analyst Kaan Farahani Q&A - November Network Analysis!
Season 1 Episode 465
We break down November’s mining pain: hash price near new lows, difficulty still high, and fees stuck at the floor. We show how hedging outperformed …
2 months, 2 weeks ago
Top 3 Picks for 2026!
Season 1 Episode 464
We unpack why power access and delivery speed will decide the winners of AI HPC in 2026, then rank our top picks: Riot, IREN, Cipher, Bitfarms, and C…
2 months, 2 weeks ago
AI HPC Hype Meets Bitcoin’s Pullback: What's Next For Miners?
Season 1 Episode 463
Markets open deep red as Bitcoin snaps support and miner stocks slide. We dig into AI HPC doubts, delivery risk, regulation tailwinds, Bitdeer’s oper…
2 months, 2 weeks ago