Research area
Analysis of AI infrastructure, high-performance computing, data centers, energy demand, and the systems that support advanced models
In the November 28, 2024, episode of The Mining Pod, Will Foxley and Colin Harper explore the robust mergers and acquisitions (M&A) activities among publicly traded Bitcoin miners in 2024, with total deal value exceeding $470 million.
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The November 22, 2024, episode of The Mining Pod focuses on pivotal trends in Bitcoin mining, from surging ASIC prices and geopolitical restrictions to groundbreaking mining projects in Alaska.
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The November 16, 2024, episode of the McNallie Money podcast features Steve Gutterman discussing Gryphon Digital Mining’s strategic pivot toward asset-light Bitcoin mining and AI compute diversification.
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The November 12, 2024 episode of the Melanion Capital podcast features Frank Holmes, of Hive Digital, delving into the interplay between green Bitcoin mining, the rise of Bitcoin ETFs, and the broader implications of decentralization in finance.
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The November 15, 2024 episode of Sebastian's podcast features Patrick Fleury, CFO of TeraWulf, providing an in-depth analysis of the company's Q3 earnings and strategic direction.
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The November 15, 2024, episode of the McNallie Money podcast features Sue Ennis, Head of Investor Relations at Hut 8, discussing the company’s recent Q3 earnings and strategic developments.
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The November 11, 2024 episode of McNallie Money has Bryce and Anthony analyzing Bitcoin’s recent price surge and its impact on mining stocks, outlining trends in energy efficiency, high-performance computing (HPC) diversification, and government reserves that shape the industry’s future.
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The November 7, 2024 episode of the McNallie Money podcast features Adam Sullivan, CEO of Core Scientific, discussing the company’s strategic advances in Q3 and plans for transitioning to high-performance computing (HPC) operations.
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The November 6, 2024 episode of The Mining Pod features Frank Holmes, Executive Chairman of Hive Digital, exploring Hive’s strategic expansions in high-performance computing (HPC) and Bitcoin mining, focusing on Paraguay and the U.S. election’s implications for Bitcoin.
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This October 24, 2024 episode of McNallie Money covers major strategic and political developments in the Bitcoin mining sector, from Terawulf’s convertible note issuance aimed at HPC expansion to Satoshi Action Fund’s advocacy for state-level Bitcoin adoption.
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This October 24, 2024 podcast episode was recorded at Bitcoin Amsterdam 2024. The panel on 'Bitcoin mining in 2050' explored the evolving landscape of mining, focusing on energy dependence, centralization, regulatory impact, and potential synergies with AI.
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Sebastian's October 24, 2024 podcast episode focuses on Terawulf’s recent decision to initiate a substantial share buyback program, sparking debate on whether it signifies strategic growth or short-term market maneuvering.
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