Best Bryce McNallie Podcasts (2025)

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WhiteFiber - CEO Sam Tabar - NC-1 & Nscale Deal Q&A! 31:16

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2h ago31:16

31:16

We break down WhiteFiber’s 10-year, $865 million co-location and services deal with Nscale and why speed to revenue is the company’s edge. Sam Tabar details the retrofit-first playbook, financing approach, and why co-location outshines commoditized GPU cloud. • $2 million per MW ARR contract economics at NC1 • Co-location plus services model with d…

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Bitdeer’s U.S. Manufacturing Bet And Cipher’s 200 MW Ohio Push! 15:49

3h ago15:49

15:49

We track a steady Bitcoin price and light holiday volumes while spotlighting the bigger shift: how AI and HPC demand, new tariff rules, and efficiency gains are reshaping mining strategy. Bitdeer moves manufacturing to Nevada and Cipher secures 200 MW in PJM as policy momentum builds. • Bitcoin price hovering high‑80k with muted tape • Miner board …

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Is The 4 Year Cycle Broken? 53:53

2h ago53:53

53:53

We map where Bitcoin sits after repeated 90k rejections and why ETFs, corporate treasuries, banks, and policy shifts could extend or break the four‑year cycle. Then we dig into miners decoupling from BTC as they pivot power toward HPC and sign AI compute deals that reshape valuations. • ETF demand and corporate HODL tightening free float • Policy m…

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Inside The Week’s Biggest HPC Contracts & Construction Push: WYFI, IREN, CIFR, HUT & WULF! 35:03

3d ago35:03

35:03

Two landmark AI co-location deals reset expectations for Bitcoin miners, while construction updates show how speed, siting, and contract structure drive value. We compare NOI headlines with the real cost stack and call out where timelines and capex per MW separate leaders from laggards. • bitcoin stalls near 90,000 as options expiry looms • miners …

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Why AI Is Not A Bubble And What It Means For Bitcoin Miners + DMGI & WULF News! 38:24

3h ago38:24

38:24

We track a choppy Bitcoin tape against surging AI compute demand and explain why miners with power, contracts, and build capability stand to benefit. DMG’s earnings, Terawulf’s JV financing, and fresh signals from chipmakers and analysts point to durable tailwinds, not a bubble. • Bitcoin price resilience alongside short-term pullbacks • Miners’ dr…

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Hut 8’s $7B HPC Deal, Analysis & Outlook! 35:10

2h ago35:10

35:10

We break down Hut 8’s Google‑backed HPC lease with Anthropic and FluidStack, why the Riverbend campus is set up to scale, and how contract terms like ROFO, escalators, and NOI per megawatt change how miners are valued. Market volatility meets long‑dated cash flows as power becomes the moat. • Bitcoin price action and miner correlation • Shift from …

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Luxor Technology, Research Analyst Kaan Farahani Q&A - November Network Analysis! 40:56

6h ago40:56

40:56

We break down November’s mining pain: hash price near new lows, difficulty still high, and fees stuck at the floor. We show how hedging outperformed spot, why efficiency and power costs decide survival, and where miners pivot toward AI HPC as capital gets cheaper. • November hash price decline and fee drought • Rising difficulty with intermittent n…

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Top 3 Picks for 2026! 37:39

2h ago37:39

37:39

We unpack why power access and delivery speed will decide the winners of AI HPC in 2026, then rank our top picks: Riot, IREN, Cipher, Bitfarms, and Core Scientific. Bitcoin’s pullback frames entry points, but the core story is megawatts, contracts, and teams that can build at scale. • Bitcoin price weakness and miner share compression • Heat map re…

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AI HPC Hype Meets Bitcoin’s Pullback: What's Next For Miners? 47:31

2h ago47:31

47:31

Markets open deep red as Bitcoin snaps support and miner stocks slide. We dig into AI HPC doubts, delivery risk, regulation tailwinds, Bitdeer’s operational surge, and why treasury strategy now decides who survives the next 24 months. • Bitcoin breaks support and volumes stay thin • Miner heat map turns red despite no new contract news • AI HPC tim…

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If You Put $1,000 Into Each Miner, Here’s How Many Sats You Actually Get! 35:28

6d ago35:28

35:28

We compare Satoshis per $1,000 across major Bitcoin miners, stack it against MNAV, and weigh how HPC contracts are reshaping valuations. ETF demand, thin volumes, and Hive’s new Colombia listing set the backdrop as we map where equity delivers more sats than buying BTC. • Bitcoin price steady near 90k with ETF inflows • Miner volumes lower and heat…

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Rate Cuts And Hash Rates: Latest HIVE, ABTC & FUFU News! 25:12

4h ago25:12

25:12

We break down why the Fed’s 25 bps cut matters for miners’ capex and refinancing, then map how rising difficulty pressures production while HPC revenues open a second engine for growth. We spotlight Bitfufu’s cloud hashrate scale, American BTC’s treasury strategy, and Hive’s operational gains. • impact of a 25 bps cut on miner financing and interes…

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Bitcoin Miners Catch A Green Wave: IREN, Soluna, Bitzero & Luxor News! 32:19

14d ago32:19

32:19

Markets pop and miners follow, but the real story is how operators are lowering costs, tightening financing, and moving into HPC AI. We break down Bitzero’s hydro buildout, Iron’s convertibles, Soluna’s hosting growth, and Luxor’s GPU push with COO Ethan Vera. • Miner heat map turns green after weeks of drawdowns • BitZero expands Norway site to 11…

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Inside The Big 4 Contracts Powering HPC & AI: CIRF, CORZ, IREN & WULF! 47:35

3h ago47:35

47:35

We break down four landmark AI and HPC deals in mining and explain why power, PUE, and contract structure now drive valuation more than day-to-day price. We compare Cipher, Core Scientific, Iren, and TeraWulf, and share how Luxor’s tools can steady mining revenue. • Bitcoin price volatility context and miner performance • Why long-term contracts be…

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Red Week, Strong Conviction: BTBT, FUFU, DMGI, HIVE & SLNH News! 33:30

10d ago33:30

33:30

We recap a red week for Bitcoin and miner equities, then dig into why leverage, difficulty, and power costs are rewriting mining economics. We compare strategies across ETH staking, fleet upgrades, and AI HPC, and share which teams are turning megawatts into durable cash flow. • Bitcoin dips below a key level amid leverage-driven volatility • Miner…

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Bitzero Holdings - CEO, Mohammed Bakhashwain & Kevin O'Leary Q&A - Finland Giga-Scale News! 32:36

19d ago32:36

32:36

We trace Kevin O’Leary’s pivot from Bitcoin skeptic to investor and dig into why Bitzero is building a power-first platform for AI compute and mining. CEO, Mohammed Bakhashwain lays out hash rate growth, Finland’s heat reuse plan, and how cheap energy and permits beat hardware hype. • ETF approval as the inflection for institutional crypto • BTC an…

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Latest Miner News: BitZero’s Finland Build & Riot’s Production Analysis! 23:55

12d ago23:55

23:55

We break down why ETF demand is changing Bitcoin’s market rhythm and how miners can win on efficiency, power, and optionality. Kevin O’Leary weighs in on the AI capex flood as Bitzero breaks ground in Finland and Riot posts steady, low-cost production. • Bitcoin price stabilising around 92–93k and ETF buying power shaping demand • Miner equities su…

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Jim Cramer Says Sell: IREN & CleanSpark News! 28:25

7d ago28:25

28:25

We track a wild 24 hours where ETF demand dwarfs mining supply, UK policy shifts add legal clarity, and miner strategies split between pure Bitcoin efficiency and HPC expansion. CleanSpark posts a nuanced production update as IREN retools its capital stack for long-term growth. • Vanguard ETF flows translating into massive Bitcoin purchases • Short…

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Bitcoin Miners, Fed Moves & IREN News! 35:10

15d ago35:10

35:10

Bitcoin rips back above 92k as miners wobble, institutions pile in, and IREN unveils a financing stack sized for hyperscale AI compute. We step through Marathon’s power-led strategy, Auradine’s efficiency jump, and why hashprice headwinds are forcing an HPC pivot. • Bitcoin volatility viewed through long-term returns • Miner equity correlation vers…

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Wind, Wires & Hashrate: HPC & AI Strategy Analysis! 48:16

22d ago48:16

48:16

We break down why Bitcoin’s drop doesn’t change the long arc toward higher compute demand, then map three distinct strategies reshaping mining into AI infrastructure. From wind curtailment to liquid cooling and CSP models, we focus on execution, timelines, and real contracts. • Market headwinds, leverage wipeouts, and miner drawdowns • Soluna’s beh…

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From Halving To HPC: How Miners Adapt And Survive! 34:22

18d ago34:22

34:22

A green week lifts Bitcoin miners, but we dig beneath the bounce to show how difficulty, power costs, and fleet efficiency drive real margins. We walk through CleanSpark’s HPC pivot, Bitfarms’ positioning, Core Scientific’s crossroads, and why hash price lows are forcing strategy shifts. • market recap and whale selling context • miner heat map hig…

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CleanSpark’s FY25 Earnings Analysis, WULF, HIVE & CIFR News! 33:42

16d ago33:42

33:42

We break down CleanSpark’s FY25 results, compare miner margins, and explain why hashprice pressure is pushing operators toward HPC. We also cover TerraWulf’s preferred conversion, Cypher’s warrants, and Hive’s new ATM, plus CleanSpark’s Texas expansion and options-based yield. • Bitcoin market context and volatility • CleanSpark FY25 revenue, margi…

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AI Arms Race And Incoming Demand: CIFR, IREN, WULF & RIOT! 29:53

24d ago29:53

29:53

We weigh how AI became a national security priority and why miners with power are positioned to supply the surge. From AWS’s classified 1.3 GW plan to gigawatt campuses in Texas, we connect government demand, hyperscalers, and mining portfolios shifting to HPC. • market snapshot on bitcoin price and miner breadth • frank holmes on nato budgets and …

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Bitcoin Miners Bounce Back: Spotlight on Bitzero & DMG Blockchain! 27:05

11d ago27:05

27:05

We track Bitcoin’s rebound near 87,000, then dig into Bitzero’s CSE debut and DMG’s US expansion to show how miners are positioning for sovereign AI demand and secure, modular data centers. Government partnerships, cold-climate sites, and hydro power shape the next phase of compute. • BTC volatility, cycle risk, and profit-taking discipline • Miner…

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Bitcoin Miners End A Max-Pain Week: IREN, CIFR, RIOT & BITF Analysis! 32:28

25d ago32:28

32:28

Bitcoin pulls back hard and miners feel the strain as hash price hits all-time lows. We unpack why the sector sold off, how HPC AI changes the playbook, and what to watch in balance sheets, power costs, and timelines. • price slide pressures miner margins and sentiment • AI co-location deals create revenue delays and interest costs • miners with lo…

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HIVE Digital Technologies - Chairman, Frank Holmes Q&A - Q2 Earnings & Buzz HPC Growth! 44:22

14d ago44:22

44:22

Frank Holmes joins us to map a fast-moving shift from pure Bitcoin mining to high-performance computing, set against a real data and power arms race. We talk Paraguay power, Canadian partnerships, GPU economics, and how to build tier three data centers on miner timelines. • global macro framing for AI, chips and security • miners as rapid-build dat…

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Luxor Technology, Research Analyst Kaan Farahani Q&A - October Network & Miner Recap! 49:36

1M ago49:36

49:36

We unpack October’s miner economics with Luxor’s Kaan Farahani, connect difficulty and hash price to real production, and show how forward markets protected margins while fees hit historic lows. We compare Bitcoin mining versus AI/HPC power allocations and share data on what the curves imply next. • October difficulty up, production per EH down • B…

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Data Center Demand & Deal Analysis: CIFR, RIOT, IREN, BITF & CLSK! 34:32

29d ago34:32

34:32

We weigh the Nvidia beat against a falling Bitcoin price and show why data center power, not GPUs, is the true bottleneck for AI. Site visits, fresh contracts, and campus build-outs reveal how miners are pivoting into durable, contracted HPC revenue. • Bitcoin price slide and miner sentiment • Nvidia’s record results and AI infrastructure demand • …

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Bitdeer Technologies - VP of Capital Markets, Jeff LaBerge Q&A - Q3 Earnings & HPC Strategy! 37:02

1M ago37:02

37:02

We unpack Bitdeer’s Q3 results, why IFRS noise masked operating strength, and how vertical integration across chips, rigs, and sites creates flexibility in a tougher mining market. We then break down the HPC strategy, from cloud services to colocation, and the plan to monetize three gigawatts of secured power as demand for 2026–2027 capacity surges…

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Bitcoin Miners Under Pressure: FUFU, CAN, SLNH, WYFI, BTBT & HIVE News! 35:32

1M ago35:32

35:32

We revisit five Texas site visits, then unpack earnings across Bit Digital, WhiteFiber, Bitfufu, Soluna, Canaan, and Hive to map where mining margins compress and where HPC and cloud revenue expand. Bitcoin weakness, ETF flows, and hashprice slides frame the pivot from pure mining to diversified compute. • key takeaways from Texas tours and scale o…

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BitFuFu - VP of IR Charley Brady Q&A - Q3 Earnings, Cloud Mining & Growth! 38:47

16d ago38:47

38:47

We sit down with BitFuFu’s VP of IR, Charlie Brady, to unpack a standout Q3 and the mechanics of a cloud-first mining model that balances locked-in revenue with Bitcoin upside. The conversation traces how dynamic hash allocation, disciplined costs, and smart site ownership create resilience heading into the halving. • cloud mining as a service driv…

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IREN - COO Kent Draper Q&A - Q1 Earnings, Microsoft Deal, GPUs & Growth! 52:50

24d ago52:50

52:50

We break down IREN’s leap from top-tier bitcoin mining margins to a $10B Microsoft GPU-as-a-service contract, and how prepayments, Dell terms, and disciplined financing de-risk the build. The conversation spans GPU paybacks, ERCOT policy shifts, BC growth, and the balance between mining and AI. • Q1 operating highlights and mid‑60s gross margins • …

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Soluna Holdings - CEO John Belizaire Q&A - Q3 Earnings, Outlook & Strategy! 51:50

20d ago51:50

51:50

We bring back Soluna CEO John Belizaire to unpack a transformative quarter, a Texas tour of the Dorothy facility, and a roadmap that blends Bitcoin hosting with AI-ready, renewable computing. The focus: convert curtailed wind into flexible, profitable load while scaling responsibly with strong partners. • 36% revenue growth and expanding gross marg…

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Inside Bitdeer's Rockdale Facility: Scale, Cooling, And The SEAL Miner Advantage! 22:05

1M ago22:05

22:05

A retired smelter in Rockdale now runs as Bitdeer’s flagship, blending direct-to-chip cooling, efficient SEALMiners, and tight software control into a quiet, fast-moving operation. We tour the repair center, walk the racks, test the thermals, and map the path from mining to AI-ready infrastructure. • origins as an aluminum smelter adapted for Bitco…

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ABTC - President Matt Prusak - Q3 Earnings, Bitcoin Per Share & Strategy! 29:02

25d ago29:02

29:02

We unpack ABTC’s first earnings as a public company and why Satoshis per share, not vanity exahash, guides every choice. Matt Prusak lays out a lean mining model, disciplined treasury playbook, and an ecosystem push aimed at durable, post-halving economics. • doubling revenue and setting Satoshis per share as the north star • 8–10 BTC per day with …

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Bitfarms - CEO Ben Gagnon Q&A - Q3 Earnings & HPC Strategy! 1:08:36

22d ago1:08:36

1:08:36

Ben Gagnon CEO of Bitfarms joins us to unpack Q3 results, explain IFRS versus operational reality, and walk through the strategy to pivot from Bitcoin mining to high‑margin HPC and AI infrastructure. We cover Washington’s build, the power pipeline, lease timing, and why patience can create more value than quick wins. • Clarifying Bitfarms Q3 revenu…

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Inside RIOT’s Corsicana Build: From Bitcoin Mining To HPC Momentum! 27:37

24d ago27:37

27:37

We tour Riot’s Corsicana campus to see how a leading Bitcoin miner is building toward a gigawatt-ready HPC future. From massive substations and a literal lake to modular immersion halls and an adjacent core‑shell campus, the plan is bold and patient. • in‑house development model and faster delivery • expanded substation capacity and ESS Metron edge…

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Markets On Edge, Miners On Mission: BitFuFu, Canaan, Hive, Bitdeer & Soluna News! 33:36

21d ago33:36

33:36

A tough week for bitcoin and miners reveals which operators hold real power advantages, hardware roadmaps, and diversified revenue. We share on-site takeaways from Texas, break down October production across major names, and explain why HPC and hosting are becoming core to mining economics. • Bitcoin price pressure and macro drag • Miner sell-off d…

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Inside MARA's Flagship Granbury Site! 20:53

25d ago20:53

20:53

We tour MARA’s Granbury flagship to show how a 260 MW Bitcoin mine runs quietly beside a natural gas plant and why 67% of rigs now sit in immersion. We break down modular build speed, behind‑the‑meter power, vertical integration, and load balancing with HPC. • 260 MW flagship site with 12.2 EH contribution • Immersion cooling adoption at 67% of act…

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Inside Soluna Holdings Dorothy Site: Wind-Powered Compute in Texas! 27:22

23d ago27:22

27:22

We tour Soluna’s Dorothy facility in Silverton to see how behind-the-meter wind power becomes low-cost compute for Bitcoin hosting and future HPC. We dig into the diamond layout, airflow engineering, and how a hybrid wind+grid strategy underpins margins and growth. • behind-the-meter wind model and grid interconnect • diamond site layout and therma…

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IREN - Childress Facility Tour & Analysis! 22:41

1M ago22:41

22:41

We tour IREN’s Childress campus to see how power, cooling, and repeatable design create a mega-scale platform for Bitcoin mining today and HPC AI tomorrow. From grid ties and substation planning to closed-loop water and 20-year infrastructure, we map the strategy behind the Microsoft deal. • community impact in Childress and local hiring • 750 MW c…

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Hut 8 - CEO Asher Genoot - Q3 Earnings, Strategy & Outlook! 1:03:02

1M ago1:03:02

1:03:02

We challenge the old mining playbook and explain why we separated Bitcoin exposure into ABTC while building Hut 8 into a power-first infrastructure platform that can serve AI demand. Q3 results, the development flywheel, and contract structure take center stage, with clear views on compensation, treasury, and national hashrate. • Q3 beat on revenue…

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IREN Earnings, Market Whipsaws & Miners Rebound + Canaan, Hut 8 & Bit Digital News! 30:27

1M ago30:27

30:27

A wild market selloff flips to a late-session rebound as we unpack miner volatility, policy catalysts, and a megadeal that could reshape crypto infrastructure. We compare treasury strategies, grid choices, and how AI contracts change the revenue math for miners. • macro jitters and Bitcoin’s sharp intraday swings • Kazakhstan’s $1bn crypto reserve …

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Red Day For Miners, Eyes On IREN Earnings: Cipher, Soluna & WhiteFiber News! 27:16

1M ago27:16

27:16

Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues. • Bitcoin softness and miner correlation on a red tape day • Year‑to‑date strength for HPC‑oriented …

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MARA - CFO Salman Khan Q&A - Q3 Earnings & Strategy! 52:36

2M ago52:36

52:36

We unpack MARA Q3 records, liquidity moves, and a power-first strategy that treats electricity as the core asset and compute as an allocation decision. We also dig into AI inference, grid balancing, policy, and how to scale internationally without losing discipline. • record revenue, 60.4 EH/s, growing Bitcoin treasury • $1.025b 0% convert, liquidi…

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Analyst Upgrades, DMG’s U.S. Move, Bitfufu’s Model Explained & Canaan News! 36:26

2M ago36:26

36:26

We break down why hyperscaler demand is pulling Bitcoin miners into HPC, how analysts are splitting on Iron’s value, and what DMG, Bitfufu, and Canaan signal about the next phase of mining. A quick macro twist from Kazakhstan adds fuel to the adoption story. • Bitcoin rebound and miner strength • Riot and Iren positioned for HPC near Texas hubs • B…

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TeraWulf - CFO Patrick Fleury Q&A - Fluidstack & Google JV Deal Analysis! 1:05:25

1M ago1:05:25

1:05:25

TeraWulf’s CFO Patrick Fleury walks through a new Google-backed FluidStack JV, why SPP beats ERCOT for timelines, and how a rated, callable debt structure unlocks scale. We compare co-location to GPUaaS, unpack NOI math, and outline a repeatable playbook for AI-ready, water-cooled data centers. • Google-supported FluidStack JV structure and equity …

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Latest News, Earnings & Production Reports: MARA, HUT, ABTC, CIFR & RIOT! 35:32

2M ago35:32

35:32

We track a rough Bitcoin slide, then focus on how miners are hedging the cycle by building power, signing HPC contracts, and turning HODL into working capital. Earnings and production updates from MARA, CleanSpark, Riot, and HUT 8 show the pivot from pure hash to diversified compute. • Bitcoin price context, business cycle links, and miner decoupli…

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Miners Turn Data Center Titans: Latest HIVE, CIFR & IREN Deal Analysis! 30:18

2M ago30:18

30:18

We track a turning point as leading Bitcoin miners pivot into high-performance compute, landing hyperscaler deals and redefining how power, GPUs, and data centers drive value. Hive, Iren, and Cipher set the pace while we compare risk, contracts, and value per megawatt. • Bitcoin price softness contrasted with strong miner equity performance • Hive …

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Cipher’s $5.5B AWS Deal: CIFR Deal Analysis! 18:14

2M ago18:14

18:14

We break down Cipher Mining’s 15-year, 300 MW lease with AWS, why miners are being repriced as data center operators, and how Texas power and a deep site pipeline drive the shift from hash rate to hyperscale demand. We also touch on earnings, revenue ramps, and where AWS could land in the portfolio. • AWS lease: 300 MW gross, $5.5bn value, August 2…

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IREN’s $9.7B Leap With Microsoft: IREN & MSFT Deal Analysis! 14:04

2M ago14:04

14:04

Microsoft signs a five-year, $9.7 billion contract with IREN as the miner pivots to building and operating AI data centers at 200 MW scale. We unpack EBITDA claims, GPU CapEx realities, Childress buildout progress, and why miners are becoming HPC providers. • Contract headline terms and 20% prepayment • Why this is not a co-location model • GPU Cap…