Research area
The March 28, 2025 episode of The Mining Pod with Will Foxley and Colin Harper examines Bitcoin mining challenges, including compressed hash prices, escalating capex, and strategic pivots toward AI and high-performance (HPC) computing.
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The January 06, 2025 episode of McNallie Money featuring Sullivan outlines Core Scientific’s strategic roadmap for leveraging a landmark HPC contract, advanced self‑mining upgrades, and robust financial strategies.
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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 7, 2024 episode of Sebastian's daily mining update covers the recent surge in Bitcoin’s price and its effect on Bitcoin miners, particularly BitDeer, Core Scientific, Hut 8, and IREN.
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The November 5, 2024 episode of the McNallie Money podcast explores Bitcoin’s price movements and operational updates from major mining firms, linking political outcomes with potential regulatory impacts on mining.
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The October 24, 2024 episode of The Mining Pod focuses covers developments in the Bitcoin mining landscape, including Russia’s exploration of Bitcoin to circumvent Western sanctions, Coinmint’s strategic expansion in New York, and Core Scientific’s pivot into AI hosting.
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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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The October 23, 2024 episode of McNallie Money focused on the latest trends in Bitcoin mining stocks and the growing importance of High-Performance Computing (HPC) contracts.
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Sebastian's October 22, 2024 podcast episode focuses on Coreweave’s expanded infrastructure deal with Core Scientific, which highlights both the growth potential in high-performance computing (HPC) and the risks associated with customer dependency.
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In the October 18, 2024 episode of his podcast, Sebastian discusses the reasons behind his recent trading moves in the Bitcoin mining sector, including selling his entire position in Core Scientific and reallocating funds to Bitfarms, CleanSpark, and Iris Energy.
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The September 26, 2024 episode of McNallie Money covers significant developments in the Bitcoin mining sector, including the surge in Bitcoin prices past $65,000, driven by institutional inflows into Bitcoin ETFs.
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