Podcast Episodes
Back to SearchMarkets In Freefall, Miners On Edge: AMD, NVDA, MSFT, IREN, RIOT, CIFR, BITF & WULF!
Season 1 Episode 502
Markets sell off hard as Bitcoin breaks support, AI leaders stumble despite strong numbers, and miners wear double-digit declines. We weigh fear agai…
2 months, 2 weeks ago
TeraWulf - CFO Patrick Fleury Q&A - Maryland & Kentucky Announcement!
Season 1 Episode 499
We welcome TeraWulf CFO Patrick Fleury to break down two site acquisitions that more than double company scale. We explore fast-track capacity in Ken…
2 months, 2 weeks ago
Bitcoin’s Slide And The AI Pivot: Site Updates from IREN, MARA & BITF!
Season 1 Episode 498
Bitcoin slides under 75k as risk assets wobble, yet AI and HPC demand accelerate with fresh power openings, site approvals, and hyperscaler CapEx com…
2 months, 3 weeks ago
Wall Street Price Targets: IREN, HUT, MARA, BTDR, ABTC, HIVE, FUFU & SLNH!
Season 1 Episode 497
We break down fresh analyst targets for leading Bitcoin miners, the macro crosswinds hitting price and hash, and why AI‑driven compute demand is resh…
2 months, 3 weeks ago
Bit Digital & WhiteFiber Deep Dive: From Mining to HPC!
Season 1 Episode 496
Two forces collide: a soft Bitcoin tape and a roaring AI buildout. We explain why Bit Digital exits BTC mining, doubles down on an Ethereum treasury,…
2 months, 3 weeks ago
Power Pipeline Or Pipe Dream... IREN, CIFR, WULF, BITF, HUT & RIOT!
Season 1 Episode 495
We map the AI HPC land grab as Bitcoin miners race to convert power pipelines into revenue. Deals, financing, and timelines separate real execution f…
2 months, 3 weeks ago
Miners, Megawatts, And What’s Happens Next: BITZ, ABTC, WYFI, IREN & CLSK Stock News!
Season 1 Episode 494
We weigh the next chapter for Bitcoin miners as price volatility meets a surge in AI and HPC demand. Power, financing, and execution define who wins …
2 months, 3 weeks ago
Is the 4 Year Cycle Over... Bitcoin’s Four-Year Rhythm Meets The AI Shift!
Season 1 Episode 493
We ask whether Bitcoin’s four‑year cycle still holds in a world of ETFs, corporate treasuries, and AI compute demand. We weigh miner margins, weather…
2 months, 4 weeks ago
Earnings 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…
3 months 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 …
3 months ago