TeraWulf Q3 Recap: Future AI Deals, Capital Structure, and the Future of WULF’s BTC Mining
WULF’s CFO joins the pod to discuss TeraWulf’s Q3 earnings, financing strategy, and the future of its bitcoin mining business.
Bitcoin Mining Stock Prices Lose $20B, Bitdeer’s Data Center Fire, Auradine’s New Unit, Jim Cramer Yells at CRWV
Bitcoin mining stock prices were aflame on Thursday, while Bitdeer was putting out fires of its own.
How Galaxy Digital Smashed Q3 Earnings Expectations w/ Jonathan Goldowsky
Galaxy Digital had a record breaking Q3, earning more net income ($505M) than all of last year.
Unpacking MARA’s AI Plans w/ CEO Fred Thiel
MARA’s Fred Thiel joins the Mining Pod to discuss the company’s AI and HPC plans, bitcoin, and the future of edge computing.
Cipher’s Amazon Deal, IREN’s Microsoft Deal, Q3 Earnings Recap, and is China Winning the AI Race?
IREN and Cipher both announced deals with hyperscalers this week as the AI race heats up among bitcoin miners.
Picking Winners in the Bitcoin Miner AI Race w/ Kevin Dede
Q2 and Q3 were explosive for bitcoin miners pivoting to AI. H.C. Wainwright’s Kevin Dede joins us to give his takes on the latest AI deals from IREN, CIFR, WULF, and more.
Core Scientific-CoreWeave Deal Fails, CleanSpark Eyes 285 MW AI Site, TeraWulf’s $9.5B Fluidstack Deal
Core Scientific shareholders voted no on CoreWeave’s $9 billion acquisition proposal, and CleanSpark acquired a Texas site for a 285 MW AI site.
Has the Market Left MARA Behind?
MARA as once the darling of public bitcoin miners, but it’s fallen behind in 2025. We break down why and what MARA can do to get back in the limelight.
TeraWulf’s Record $3.2B Note, Miner Debt Tops $20B, and Why AI Companies Are Buying Jet Engines
TeraWulf is gunning to raise a $3.2 billion secured loan, right as bitcoin miner debt tops $20 billion.
How the BTC ETF Changes Investor Time Horizons
T. Rowe Price’s Blue Macellari argues that the BTC ETF has altered its cycles forever.
