Best CIFR Podcasts (2025)

1
IREN Shatters Records: IREN & CIFR Production + IREN, MARA, CLSK, RIOT & CIFR Analysis! 27:56

5d ago27:56

27:56

Bitcoin miners Iren and Cipher release blockbuster July production results with Iren mining a record 728 Bitcoin at 76% gross margins while Cipher reaches their 20 exahash target. The standout performers demonstrate how strategic power management and operational efficiency separate industry leaders from competitors. • Iren delivers 91% fleet utiliz…

1
The Rise and Fall of CleanSpark: What's Next for America's Bitcoin Miner? 42:58

9h ago42:58

42:58

CleanSpark CEO Zach Bradford has resigned with Chairman Matt Schultz taking over as the new CEO, marking a significant leadership shift for America's Bitcoin miner. Bitcoin and mining stocks kicked off the week with a bullish start as BTC briefly touched $122,000 before settling around $120,000. • CleanSpark achieved its ambitious target of 50 exah…

1
CleanSpark & TeraWulf Earnings + HIVE Production Update! 23:30

3d ago23:30

23:30

Bitcoin miners trade deep in the red despite Bitcoin holding above $116,000, demonstrating the volatile nature of mining stocks compared to the underlying cryptocurrency they produce. • Hive Digital Technologies reaches 15.1 ExaHash milestone, representing 150% hash rate growth since January • July production totaled 203 Bitcoin, up 24% from June, …

1
Cipher Mining - CEO Tyler Page Q&A - Q2 Earnings, Black Pearl Phase II & HPC Updates! 41:27

4d ago41:27

41:27

Tyler Page, CEO of Cipher Mining, discusses the company's recently reported Q2 results, highlighting the ahead-of-schedule completion of their new Black Pearl data center and their strategic approach to Bitcoin mining profitability. • Completion of Black Pearl's first 150 megawatts ahead of schedule, with full operation expected by end of Q3 • Stra…

1
The Bitcoin Mining Landscape: Cipher Q2 Earnings, DMG & Soluna Production & WYFI IPO! 39:28

4d ago39:28

39:28

McNallie Money delivers an action-packed analysis of Q2 earnings from Cipher Mining alongside July production results from DMG Blockchain and Soluna Holdings, while examining the WhiteFiber IPO and its implications for Bit Digital shareholders. • Bitcoin price trading around $117,000, reaching the top end of its recent range • WhiteFiber (WYFI) IPO…

1
The Wall Street Perspective on Bitcoin Mining: Kevin Dede, Managing Director & Sr. Tech Analysts, H.C. Wainwright & Co.!! 1:03:40

5d ago1:03:40

1:03:40

Kevin Dede, Managing Director and Senior Technology Analyst at H.C. Wainwright Co., provides an institutional perspective on Bitcoin mining, exploring the industry's past, present, and future challenges. His unique Wall Street lens reveals how power costs, semiconductor advancement, and strategic pivots to HPC/AI are reshaping the sector's competit…

1
BUZZ HPC - President & COO Craig Tavares Q&A - Hive Digital Technologies HPC & AI Special! 57:15

6d ago57:15

57:15

Craig Tavares, President and COO of Buzz HPC, shares how the Hive Digital subsidiary is pioneering sovereign AI cloud services powered by 100% renewable energy in strategic locations across Canada and Sweden. Leveraging their vertically integrated approach from owned power assets to GPU clusters, BuzzHPC delivers high-performance computing at a qua…

1
CleanSpark vs RIOT July Production Analysis & Latest Bitfarms News! 29:14

6d ago29:14

29:14

The Bitcoin mining landscape reveals a competitive edge forming between industry leaders, with CleanSpark and Riot's July production results showcasing different approaches to power management and profitability during challenging summer conditions. BitFarms announces a strategic partnership with T5 Data Centers to accelerate their AI infrastructure…

1
Riot Platforms CEO Jason Les Q&A - Q2 Earnings & Strategy Update! 44:54

8d ago44:54

44:54

Riot Platforms has achieved record-breaking financial results in Q2 with nearly $500 million in adjusted EBITDA and $220 million in GAAP net income, while simultaneously advancing their strategic transition from Bitcoin mining toward high-performance computing and data centers. • 50% gross margin in Bitcoin mining operations despite a one-time tax …

1
Navigating Market Volatility with Top Mining Stocks: Latest Bitcoin Mining Metrics to Wacth! 21:26

8d ago21:26

21:26

Bitcoin miners show promising recovery with both Bitcoin and mining stocks turning green after last week's significant downturn, signaling renewed investor confidence despite ongoing geopolitical tensions. • Mara's July production of 703 Bitcoin shows impact of curtailment issues despite hash rate growth to 58.9 EH/s • Mara's Bitcoin holdings now w…

1
Big 4 Miner Earnings Analysis: RIOT & MARA Actuals vs. CLSK & IREN Forecast! 51:48

11d ago51:48

51:48

Bitcoin mining's "Big Four" face intense scrutiny as Riot and Mara release Q2 earnings with mixed market reactions, revealing stark differences in operational efficiency and mining costs between industry leaders. Our comprehensive analysis suggests IREN achieves the lowest cost structure at approximately $45,000 per Bitcoin, while Mara and Riot ope…

1
MARA CFO Salman Khan Q&A - Q2 Earnings & Outlook! 59:52

12d ago59:52

59:52

Mara Holdings CFO Salman Khan joins us to discuss the company's record-breaking Q2 results and outline their strategic approach to Bitcoin mining in a competitive landscape. We explore how Mara has positioned itself as an industry leader through innovative operational strategies and technological development. • Transitioning from asset-light to ass…

1
Mara Holdings Q2 Analysis, HIVE Achieves 14 EH/s & Bit Digital/WhiteFiber News! 22:03

13d ago22:03

22:03

Earnings season begins in the Bitcoin mining space with Mara Holdings reporting powerful Q2 results, including $808 million in net income largely driven by their Bitcoin holdings. • Bit Digital awards 300,000 restricted stock units to senior management • WhiteFiber IPO structure reveals BitDigital shareholders will retain 75.1% of the new company •…

1
Bitcoin Miner Earnings Expectations, Top News & Price Targets! (MARA, IREN, CLSK & BTBT) 32:22

14d ago32:22

32:22

Bitcoin miners face market pressure as the price retreats below $118,000, yet the industry shows resilience with miners quickly recovering from early losses and continued institutional interest through price target increases. • Bitcoin temporarily dropped to $17,000 before recovering to around $18,000, demonstrating market resilience • An OG Bitcoi…

1
Hedge Fund Q&A with Eric Jackson, EMJ Capital: OPEN, CVNA, IREN, CIFR & Strategy! 47:18

15d ago47:18

47:18

Eric Jackson, founder and portfolio manager of EMJ Capital, shares his journey of identifying 100x investment opportunities through market cycles and AI-powered analysis. His fund specializes in finding undervalued companies at inflection points that Wall Street has written off as failures. • Built a tech-focused hedge fund that found early opportu…

1
Latest Bitcoin Mining Stock News: CORZ, DMGI, HIVE, MARA & RIOT! 22:02

19d ago22:02

22:02

McNallie Money explores the latest Bitcoin mining sector developments, company updates, and upcoming Q2 earnings season strategies while analyzing how miners are positioning themselves in the evolving digital infrastructure landscape. • Bitcoin price stabilizing in the $117,000-$119,000 range, creating a foundation for miners' strategies • CoreWeav…

1
Bitcoin Mining Metrics That Matter! 35:14

20d ago35:14

35:14

We dive deep into the evolving landscape of Bitcoin mining and treasury companies, examining key metrics that investors should watch during this pivotal earnings season. The conversation reveals significant valuation gaps between Bitcoin miners and pure treasury companies despite impressive profit margins approaching 70-80% for efficient operators.…

1
The Art of Taking Profits in a Bitcoin Bull Market: When to Sell Your Miners! 47:15

21d ago47:15

47:15

Anthony Power and Bryce McNallie examine their selling strategies for Bitcoin mining stocks during this bull market cycle, revealing lessons learned from previous cycles and the importance of predetermined exit points. • Bitcoin has broken its all-time high of $123,000 with miners surging 50-90% in the last month • Bitfarms announced a 10% share bu…

1
Miners Surge on HPC Speculation: IREN, CIFR, RIOT, HIVE & BITF HPC Analysis! 38:28

22d ago38:28

38:28

McNallie Money examines the significant market movements among Bitcoin mining stocks with High-Performance Computing (HPC) aspirations, analyzing which companies are best positioned to secure lucrative hyperscaler deals. • Iren reaching a 52-week high of $21.54 with massive trading volume • Miners with HPC plans (Iren, Cipher, Bitfarms, Hive, Riot)…

1
Crypto's Game-Changing Moment: All Three Bills Pass in Congress & Impact to Miners! 29:03

25d ago29:03

29:03

Monumental shifts are occurring in the crypto world as the United States passes three critical bills headed to the President's desk, with major financial institutions like Charles Schwab enabling Bitcoin trading in retirement accounts. • Three crypto bills – the Clarity Act, the Genius Act, and the Anti-CBDC Act approved and awaiting the President'…

1
Spotlight: Deep Dive into Canaan Stock! 25:19

26d ago25:19

25:19

Canaan is a pioneering Bitcoin ASIC manufacturer that has evolved into a global mining operation with significant holdings and competitive advantages. We examine their journey from hardware innovation to strategic mining operations across multiple continents. • Founded in 2013 as an ASIC manufacturer with their Avalon series miners • Currently hold…

1
The Crypto Week That Could Change Everything: GENIUS, CLARITY & Anti-CBDC Bills Explained! 30:36

27d ago30:36

30:36

The cryptocurrency market is experiencing a major week with Bitcoin reaching $119,000 and crucial legislation being considered in Washington that could transform America's approach to digital assets. • Three key bills being voted on in the US this week could redefine the crypto landscape • Bitcoin miners showing strong performance with many up in h…

1
Ethereum Treasury Strategy: The New Race Begins! 31:27

28d ago31:27

31:27

The emerging competition between Ethereum strategy companies is heating up as Bit Digital, BTCS, Bitmine, and Sharplink Gaming race to accumulate ETH treasury assets. We analyze how these companies are differentiating themselves from traditional Bitcoin treasury strategies by generating 3% returns through staking. • Ethereum treasury companies seei…

1
Miners vs. Treasury Companies: mNAV & HODL Valuation Analysis! 40:09

29d ago40:09

40:09

Bitcoin achieves a significant milestone surpassing $120,000 and becoming the fifth most valuable entity in the world, overtaking Amazon and approaching Apple's market capitalization. This dramatic price movement highlights a fascinating valuation discrepancy between Bitcoin miners and Bitcoin treasury companies in how the market values their Bitco…

1
While Bitcoin Soars to New Heights, Mining Stocks Struggle to Keep Pace... 23:56

1M ago23:56

23:56

Bitcoin breaks through all-time highs reaching $118,000 while mining stocks show a puzzling disconnect by trading mostly flat or down despite the price surge. • Bitcoin has overtaken Silver and Google in market capitalization, with Amazon next in sight • Mining stocks experiencing high trading volumes but mixed performance despite record Bitcoin pr…

1
CoreWeave's $9 Billion Acquisition of Core Scientific: Deal Analysis and Shareholder Implications! 36:44

1M ago36:44

36:44

The cryptocurrency mining landscape is undergoing a transformative shift with CoreWeave's announced $9 billion acquisition of Core Scientific, representing one of the most significant transactions in the industry's history. • CoreWeave offering 0.1235 shares for each Core Scientific share, initially valued at $20.40 per share • 83.7% of CoreWeave s…

1
Miner Valuations Uncovered: HODL vs. MCAP Analysis, Bitdeer & IREN News + RIOT & BITF Updates! 46:36

1M ago46:36

46:36

Bitcoin miners are implementing diverse strategies for treasury management, with some embracing strong HODL policies while others sell daily to fund operations, creating dramatically different market valuations. • Bit Digital has pivoted from Bitcoin to Ethereum, accumulating over 100,000 ETH tokens worth $268 million • After company directors purc…

1
Updated Miner Targets & Gross Margins, HIVE Production & Soluna News! 47:40

1M ago47:40

47:40

The Bitcoin mining industry faces a critical strategic pivot as companies navigate between traditional mining and emerging HPC/AI infrastructure opportunities with varying profitability models. • Bitcoin price stability around $108-109k still leaves many miners unprofitable • Several miners aggressively scaling up hash rates (Mara targeting 75 EH/s…

1
CoreWeave to Buy Core Scientific, Bit Digital Completes Pivot to ETH, IREN & CLSK Production Analysis! 38:10

1M ago38:10

38:10

CoreWeave makes a $9 billion acquisition offer for Core Scientific in an all-stock deal valuing shares at $20.40, while BitDigital pivots to a full Ethereum treasury strategy causing shares to soar over 30%. • CoreWeave's acquisition offer values Core Scientific below many analyst expectations • Deal structure ties final value to CoreWeave's share …

1
Behind the Curtain: How Top Bitcoin Miners Raised Capital to Dominate 50:32

1M ago50:32

50:32

Bitcoin surpasses $110,000 as mining stocks rally with significant volume increases, showing renewed investor interest in the sector amid improving fundamentals and strategic capital deployment. • Bitcoin trading above $109,000 with miners showing strong share price performance • Iren announces purchase of 2,400 NVIDIA Blackwell GPUs ($130M) for AI…

1
Miners Breaking Out: Price Action & News! 31:01

1M ago31:01

31:01

Bitcoin and mining stocks are surging with many top names up double-digit percentages as BTC approaches $110,000. The sector shows strong trading volumes and recovered share prices across most publicly traded miners. • Bit Digital raises $163 million through fully exercised underwriter options to purchase Ethereum • Company aims to become largest p…

1
IREN Achieves 50 EH/s Target, ABTC News & MARA Production! 38:02

1M ago38:02

38:02

IREN achieves its ambitious 50 exahash per second target on schedule, marking extraordinary growth from just 1 exahash 30 months ago and demonstrating the team's consistent ability to deliver on promises. • IREN reaches 50 exahash milestone in record time, representing 50x growth in 2.5 years • IREN's stock hits 12-month high of $16.23 per share, r…

1
The Perfect Storm: When Mining Fundamentals Meet Corporate Adoption 33:58

1M ago33:58

33:58

Mining stocks rally amid Bitcoin's surge above $107,000 and the expanding adoption of HPC co-location strategies by major industry players. The market is rewarding companies like Core Scientific, Iren, and Cipher that are diversifying their operations beyond traditional mining. • Bitcoin mining stocks up significantly with multiple catalysts drivin…

1
How Much is Core Scientific Worth? 46:51

2M ago46:51

46:51

The cryptocurrency mining sector is dramatically transforming as Bitcoin miners pivot to high-performance computing (HPC), with CoreWeave's potential acquisition of Core Scientific highlighting this shift. • Wall Street Journal reveals CoreWeave may be acquiring Core Scientific • Core Scientific's HPC agreement with CoreWeave worth $850 million ann…

1
CoreWeave Eyes Core Scientific Acquisition, Bit Digital Spinning out WhiteFiber, HIVE Earnings & RIOT/BITF News! 35:31

2M ago35:31

35:31

CoreWeave puts in a second offer to acquire Core Scientific, following the initial billion-dollar bid rejection last year, causing mining stocks with HPC exposure to surge dramatically. The market appears to finally recognize the value of Bitcoin miners' data center infrastructure, with shares of companies like Terawulf, Iren, and Cipher all seeing…

1
Luxor Technology - Director of Derivatives, Ben Harper Q&A - Hash Rate Derivatives Explained! 48:59

2M ago48:59

48:59

Ben Harper, Director of Derivatives at Luxor Technology, reveals how hash rate derivatives are transforming Bitcoin mining by providing revenue stability and new financing opportunities for miners of all sizes. • Hash rate derivatives are financial contracts that allow miners to sell future hash rate production and investors to gain exposure withou…

1
When Miners Power Down: Exploring the Hash Rate Dive and Miner Impacts! 20:49

2M ago20:49

20:49

Global Bitcoin hash rate experienced a dramatic 40% drop followed by a 50% recovery in 48 hours, with evidence pointing to North American miners curtailing operations due to summer heat rather than Middle East tensions. This curtailment coincides with the start of Texas's 4CP program where miners power down during peak demand periods in exchange fo…

1
Bitcoin Miners Surge as Bitcoin Rebounds: Miners Rally | Bitcoin Mining Stocks to Watch + BTBT, BTDR, CIFR, CLSK, HIVE, HUT & SLNH News! 29:17

2M ago29:17

29:17

Bitcoin mining stocks rally impressively as BTC rebounds to $105,000, with major companies announcing strategic financing initiatives and milestone achievements in both mining and high-performance computing. • Bit Digital secures $60 million credit facility with Royal Bank of Canada at 5.25% interest for data center expansion • Bitdeer formalizes $…

1
The $100,000 Bitcoin Threshold: Mining Economics at a Crossroads + HIVE Digital HPC News! 35:27

2M ago35:27

35:27

Bitcoin dropped below $100,000 over the weekend, raising questions about whether this signals a bear market or simply represents a temporary pullback in the ongoing bull cycle. The cryptocurrency quickly rebounded above the $100,000 threshold, but mining stocks continue to face significant pressure. • Bitcoin miners are down 35% year-to-date despit…

1
IREN Surges 10% on HPC Speculation & HIVE's Expansion News! 36:58

2M ago36:58

36:58

Bitcoin mining companies are rapidly evolving their business models, with Iron's stock surging 10% amidst speculation of an imminent HPC deal announcement and Hive Digital Technologies exceeding their hash rate targets ahead of schedule. • IREN's shares jumped over 10% without any formal news, suggesting potential developments related to their Hori…

1
Bitcoin Miner Valuation Analysis & Latest News! 45:48

2M ago45:48

45:48

The complex world of Bitcoin miner valuations reveals a striking disparity between how the market values treasury-focused companies versus operational mining businesses despite their substantial underlying assets and revenue potential. We explore how miners with significant infrastructure, equipment, and profitable operations are often valued only …

1
Hash Wars: Why Everyone's Abandoning Their 100 Exahash Dreams! 52:10

2M ago52:10

52:10

The Bitcoin mining industry is experiencing a major strategic shift as public miners pivot from pure cryptocurrency mining toward high-performance computing and AI infrastructure due to economic pressures and emerging opportunities. Global hash rate has increased 15x since China's 2021 mining ban, reaching over 900 Exahash today, forcing miners to …

1
May 2025 Mining Report: IREN, MARA, CLSK & RIOT Square Off! 33:42

2M ago33:42

33:42

Bitcoin's impressive rise above $107,000 coincides with substantial institutional buying, creating a significant supply-demand imbalance as miners report their May production results. • Marathon leads May production with 950 Bitcoin mined ($99.6 million revenue) • Top six miners all within 1% of each other on Bitcoin-per-exahash metric • CleanSpark…

1
Bit Digital - CEO Sam Tabar - Q1 Earnings & WhiteFiber Expansion! 27:46

2M ago27:46

27:46

Bit Digital CEO Sam Tabar joins us to discuss their strategic shift from Bitcoin mining to High-Performance Computing and Ethereum investments, showcasing impressive Q1 results with $25 million in revenue and zero debt on their balance sheet. • Total revenue of over $25 million with HPC revenue at $16.4 million and Bitcoin mining revenue at $7.8 mi…

1
Shining the Spotlight on BitFuFu & Soluna Holdings Financing News! 27:54

2M ago27:54

27:54

McNallie Money takes a deep dive into BitFuFu, a $500M market cap Bitcoin miner with over 34 exahash under management that hasn't been featured on the channel before. Anthony Power joins to analyze this Chinese mining company that successfully combines cloud mining, self-mining, and equipment sales to create a resilient business model attracting ov…

1
IREN's bold $500M move and HPC Outlook, Bitdeer Production & Soluna News! 41:08

2M ago41:08

41:08

Anthony Power and I break down Iron's recently announced $500M convertible note, exploring whether this signals standard financing or preparation for a major HPC/AI contract announcement. • Iren secures $500M convertible note at 3.5% interest due in 2029 • CEO Dan Roberts previously stated they need $250M to complete 50 exahash mining capacity, Hor…

1
Daily Mining Revenue Analysis: Margins, Revenue & Latest RIOT/BITF Updates! 41:53

2M ago41:53

41:53

Bitcoin's climb past $110,000 creates unprecedented revenue opportunities for mining companies, with leading operations achieving gross margins up to 77% on their daily production. • Daily miner revenue analysis showing Marathon producing $3.3 million daily with 70% gross margins • Detailed breakdown of mining economics including pool fees, energy …

1
Exploring Miner MCAP, mNAV, HODL & Margins in Q2! 36:48

2M ago36:48

36:48

McNally Money dives into Bitcoin miners' market caps, HODL positions, mNAV premiums, and live mining margins to understand why miners are undervalued compared to Bitcoin treasury companies. • Bitcoin shows resilience after the Trump/Elon news, recovering to $108,000 over the weekend • Miners showing a mixed trading day despite Bitcoin strength • Mi…

1
Trump vs Musk: A Digital Showdown Shakes Markets + Miner News! 43:32

2M ago43:32

43:32

The Trump-Musk bromance appears to have ended with implications for Bitcoin miners as they recover from a market pullback while Hive Digital and Saluna reveal impressive production updates and expansion plans. • Trump and Musk's public Twitter feud caused markets to tumble briefly before a swift recovery • Bitcoin dropped to $101,000 but quickly bo…

1
May Production Analysis: IREN, DMG, and Cipher Mining Excel Amid $100K+ Bitcoin! 37:16

2M ago37:16

37:16

Bitcoin miners are delivering record revenue results as prices hover consistently above $100,000. We examine the May production results from Iren, DMG, and Cipher Mining, analyzing their performance metrics and future growth strategies. • Iren achieved record monthly revenue of $67 million with exceptional 74% margins • Iren mined 627 Bitcoin in Ma…

Podcasts Worth a Listen

CIFR Podcasts

Podcasts Worth a Listen

Quick Reference Guide