Podcasts about Cooling

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Best podcasts about Cooling

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Latest podcast episodes about Cooling

Late Confirmation by CoinDesk
THE MINING POD: Nvidia's Q3 Earnings, ERCOT Power Market Update, Cipher Lands $830M Fluidstack Expansion

Late Confirmation by CoinDesk

Play Episode Listen Later Nov 21, 2025 43:16


The market rallied this week following Nvidia's earnings, only for it all to come tumbling down on Friday as bitcoin, tech, AI, and bitcoin miners sold off. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haley Thomson, the director of energy trading at Luxor Technology, joins us to talk about how AI demand is impacting the ERCOT power market. For news, we break down Nvidia's Q3 earnings and the market's Thursday morning reversal, dissect a load growth report that suggests there are currently 166GW of US load growth demand through 2030, and discuss Cipher's $830M extension with Fluidstack. And for this week's cry corner, The Financial Times is doing its best to report on AI like it has with Bitcoin. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Hash price at all-time low: $36.97/PH/day • Previous low was August 2024 at $38/PH/day • 166GW load growth projected through 2030 • Cipher's deal: $830M over 10 years • Google backstop: $333M revenue guarantee • Oracle lost $350B market cap post-AI deal Timestamps: 00:00 Start 01:56 Difficulty report 07:32 Nvidia smashes earnings 12:24 Grid Strategy Forecast Report 36:37 Cipher Fluidstack deal 39:25 Cry Corner: Oracle down bad?

West Michigan Live with Justin Barclay
"SEDITIOUS BEHAVIOR, punishable by DEATH" Trump Calls Out Democrats (WML) 11-21 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 21, 2025 37:05 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
Mystery at Dick Cheney's Funeral? (After Show) 11-21-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 21, 2025 38:10 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
Michigan Elissa Slotkin, Dems call on Deep State to rise up against Trump - Kyle Olsen 11-21 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 21, 2025 10:32 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
Speaker Matt Hall Brings the HEAT and Transparency in Lansing 11-20 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 20, 2025 5:35 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
Meet Michigan's DEAD Voters - Patty McMurray 11-20 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 20, 2025 7:59 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
TRUMP SIGNS EPSTEIN BILL.. What happens next? (WML) 11-20 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 20, 2025 38:54 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

Hashr8 Podcast
Bitdeer Q3 Recap: AI Plans, the Future of BTDR's Bhutan Mining, and SEALMINER A4 Update w/ Harit Basit

Hashr8 Podcast

Play Episode Listen Later Nov 20, 2025 32:34


Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haris Basit, CSO at Bitdeer, joins us to break down their Q3 results, where revenue hit $169.7M (up 173% YoY), self-mining production doubled to 1,109 BTC, and they achieved 41.2 EH/s of self-mining capacity. We dive deep into Bitdeer's AI and HPC expansion strategy across sites in Norway, Tennessee, Washington, and Ohio, discuss the SEALMINER A3's production schedule and A4 chip development delays, and get updates on the Massillon facility fire recovery. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Revenue up 173% YoY to $169.7M • Self-mining doubled: 565 to 1,109 BTC • Hash rate reached 41.2 exahash in October • Adjusted EBITDA: $43M vs -$7.9M last year • SEALMINER delays • AI expansion: planned across 4 sites Timestamps: 00:00 Start 03:32 Overview of report 05:43 Colocation vs self mining vs neoloud 09:30 Why do both colocation & neocloud? 10:42 Facility fire 12:13 Bhutan 15:01 Convertible notes 16:43 Future financing options 18:54 Cloud mining profitability 19:57 Choosing where to locate services 22:11 Alberta 24:03 Ethiopia 25:20 ASIC production 28:35 A4 delays 31:39 What's coming?

The Primal Shift
117: I've Had Enough With Eight Sleep…

The Primal Shift

Play Episode Listen Later Nov 19, 2025 12:12


We've been using Eight Sleep at the Kummer house for years, and in many ways it's been an incredible tool. The pod keeps the bed at exactly the right temperature through hot Georgia nights; lets us set different temperatures for falling asleep, the first half of the night, the second half, and waking up; and it tracks sleep, HRV, heart rate, respiratory rate, and even snoring. From a comfort and data perspective, we've genuinely loved a lot of what it can do. This episode isn't an endorsement, though. It's about why I've grown increasingly frustrated with Eight Sleep's dependence on constant WiFi and a stable internet connection.  Here's the bottom line: if you turn off your home's WiFi at night – as we do, to avoid unnecessary EMF exposure – the system basically breaks. Cooling stops, you can't change the temperature, and if the adjustable base is up, you can't even put it back down.  But even if you're not concerned about EMF exposure, the system's reliance on an internet connection is a major problem. For example, during recent internet and AWS outages, users couldn't control their beds at all – which is absurd for a product that's supposed to improve sleep. Eight Sleep's response to the AWS outage was to roll out a "backup mode" that lets the app talk to the pod over Bluetooth when cloud systems are down. That might help with outages, but it doesn't address the underlying issue that a sleep and health company keeps adding more wireless components around your bed. The latest generation even adds speakers and requires more communication between the base and the hub. We're in the middle of a move and I've decided we'll rip all of that out and stop using it. I still believe bed cooling is incredibly helpful in a modern, sealed house where airflow is limited, and I'll keep recommending the idea of bed cooling. But I'd rather use a simpler solution with less EMF exposure, even if that means losing automation, app control, and detailed sleep tracking. In the episode I talk through that decision, why I can't comfortably recommend Eight Sleep anymore, and what I'm looking for in a replacement. I also share some lower-tech levers we're already pulling — like better mattress and sheet materials — and ask you to share what's worked for you, whether that's another cooling system, smarter use of windows, or just a more breathable sleep setup. Learn more: Is the Eight Sleep Pod 4 Ultra the Answer to Better Sleep?: https://youtu.be/n6QsckyU9bs  How To Sleep Better And Fall Asleep Quicker: https://michaelkummer.com/sleep-guide/  85: Sleep Before Midnight: Does It Really Matter?: https://www.primalshiftpodcast.com/85-sleep-before-midnight-does-it-really-matter/  Thank you to this episode's sponsor, Peluva! Peluva makes minimalist shoes to support optimal foot, back and joint health. I started wearing Peluvas several months ago, and I haven't worn regular shoes since. I encourage you to consider trading your sneakers or training shoes for a pair of Peluvas, and then watch the health of your feet and lower back improve while reducing your risk of injury.  To learn more about why I love Peluva barefoot shoes, check out my in-depth review: https://michaelkummer.com/health/peluva-review/  And use code MICHAEL to get 10% off your first pair: https://michaelkummer.com/go/peluva  In this episode: 00:00 Intro 00:28 The benefits of Eight Sleep 01:25 Major drawbacks and frustrations 03:07 Recent outage and update 06:22 Personal decision to move on 08:54 Exploring alternatives 11:26 Conclusion and final thoughts Find me on social media for more health and wellness content: Website: https://michaelkummer.com/ YouTube: https://www.youtube.com/@MichaelKummer Instagram: https://www.instagram.com/primalshiftpodcast/ Pinterest: https://www.pinterest.com/michaelkummer/ Twitter/X: https://twitter.com/mkummer82 Facebook: https://www.facebook.com/realmichaelkummer/ [Medical Disclaimer] The information shared on this video is for educational purposes only, is not a substitute for the advice of medical doctors or registered dietitians (which I am not) and should not be used to prevent, diagnose, or treat any condition. Consult with a physician before starting a fitness regimen, adding supplements to your diet, or making other changes that may affect your medications, treatment plan, or overall health. [Affiliate Disclaimer] I earn affiliate commissions from some of the brands and products I review on this channel. While that doesn't change my editorial integrity, it helps make this channel happen. If you'd like to support me, please use my affiliate links or discount code. #EightSleep #SleepHealth  

West Michigan Live with Justin Barclay
Michigan Democrat Senator Slotkin Wants Military to Disobey Orders? (WML) 11-19 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 19, 2025 38:42 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
Michigan Board of Education adopts controversial new sex ed guidelines - Republican Board Member Tom McMillan Voted NO 11-19 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 19, 2025 9:28 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

Inside Sources with Boyd Matheson
Gov. Cox's Popularity: GOP Strong, Democrats Cooling

Inside Sources with Boyd Matheson

Play Episode Listen Later Nov 19, 2025 10:17


Utah Gov. Spencer Cox remains a favorite among Republicans, but new polling shows his support among Democrats is slipping. Brigham Tomco with the Deseret News joins us, and Greg and Holly weigh in from both sides of the aisle on what’s driving the divide. Holly breaks down what surprised her with the way the Governor is faring with Republicans.

Late Confirmation by CoinDesk
THE MINING POD: TeraWulf Q3 Recap: Future AI Deals, Capital Structure, and the Future of WULF's BTC Mining

Late Confirmation by CoinDesk

Play Episode Listen Later Nov 18, 2025 39:37


WULF's CFO joins the pod to discuss TeraWulf's Q3 earnings, financing strategy, and the future of its bitcoin mining business. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Patrick Fleury, CFO of TeraWulf, joins us to talk about WULF's Q3 where they booked their first AI revenue at $7.2 million, signed AI deals with FluidStack  and Core42, and how they're balancing their debt structure. Patrick also drops a provocative warning about Bitcoin's security: with US hashrate potentially dropping from 40% to just 5-10% by 2028, Bitmain could become the largest miner controlled by China, creating the only real vulnerability in Bitcoin's network. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • First AI revenue: $7.2 million in Q3 • 450MW contracted with FluidStack at Lake Mariner • 72.5MW deal with Core42 signed • Demand response revenue: $7.3-7.4 million Q3 • Adjusted energy cost: 4.7 cents per kWh • Current hashrate: 7.2 exahash Timestamps: 00:00 Start 02:57 Anthropic 05:50 Q3 summary 11:05 HPC & income margin 13:01 Designing capital raises 21:31 Balancing different debt instruments 25:50 Replacing ATM debt 29:07 Agreements 33:32 Bitcoin mining ops

West Michigan Live with Justin Barclay
House votes to release the Epstein files after President Trump's request? (WML) 11-18 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 18, 2025 38:34 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
MASSIVE INTERNET OUTAGE - What's happening and why with your favorite apps and websites (Tech Tuesday) 11-18 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 18, 2025 11:34 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
The Latest Democrat Hoax DEBUNKED (After Show) 11-18-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 18, 2025 41:10 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
RELEASE THE FILES” Trump Asks Congress to Release Epstein Files (WML) 11-17 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 17, 2025 37:26 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
Trump focusing on Making Life More Affordable For Americans (After Show) 11-17-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 17, 2025 26:43 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
The Truth About Violence in America - Lt. Col. Denny Gillem 11-17-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 17, 2025 12:41 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

Hashr8 Podcast
TeraWulf Q3 Recap: Future AI Deals, Capital Structure, and the Future of WULF's BTC Mining

Hashr8 Podcast

Play Episode Listen Later Nov 15, 2025 39:37


Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Patrick Fleury, CFO of TeraWulf, joins us to talk about WULF's Q3 where they booked their first AI revenue at $7.2 million, signed AI deals with FluidStack  and Core42, and how they're balancing their debt structure. Patrick also drops a provocative warning about Bitcoin's security: with US hashrate potentially dropping from 40% to just 5-10% by 2028, Bitmain could become the largest miner controlled by China, creating the only real vulnerability in Bitcoin's network. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • First AI revenue: $7.2 million in Q3 • 450MW contracted with FluidStack at Lake Mariner • 72.5MW deal with Core42 signed • Demand response revenue: $7.3-7.4 million Q3 • Adjusted energy cost: 4.7 cents per kWh • Current hashrate: 7.2 exahash Timestamps: 00:00 Start 02:57 Anthropic 05:50 Q3 summary 11:05 HPC & income margin 13:01 Designing capital raises 21:31 Balancing different debt instruments 25:50 Replacing ATM debt 29:07 Agreements 33:32 Bitcoin mining ops

Late Confirmation by CoinDesk
THE MINING POD: Bitcoin Mining Stock Prices Lose $20B, Bitdeer's Data Center Fire, Auradine's New Unit, Jim Cramer Yells at CRWV

Late Confirmation by CoinDesk

Play Episode Listen Later Nov 14, 2025 59:23


Bitcoin mining stock prices were aflame on Thursday, while Bitdeer was putting out fires of its own. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Will, Colin, and Matt don their butchers' aprons to dissect Thursday's market carnage, with some bitcoin miners down double digits on the day. We cover Bitdeer's electrical fire at a facility in Ohio, discuss Lava's controversial custody model changes, Stone Ridge/Nydig's oil and gas expansion, and for this week's cry corner, Jim Cramer yells at CoreWeave's CEO. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining stocks down 5-10% across the board today • Bitdeer down 46% on five-day chart • $20B wiped from mining market cap since October • Riot peaked at $70, started Liberation Day at $2 • Bitdeer fire destroyed two mining units in Ohio • 650B annual revenue by 2029 needed for 10% AI return Timestamps: 00:00 Start 04:19 Market crashing 08:35 Difficulty Report by Luxor 13:11 Bitdeer mining farm in Ohio burning 23:02 Lava goes centralized 31:26 Auradine's new unit announced 38:59 What's NYDIG up to? 42:23 Cry Corner: CORZ delay

West Michigan Live with Justin Barclay
Mamdani Takes Over NYC 25 Years After 9/11 - Troy Miller, President NRB 11-12-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 14, 2025 13:16 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

City Cast Madison
City Budget Controversy, Beltline Traffic, and Development Delays

City Cast Madison

Play Episode Listen Later Nov 14, 2025 34:38


Unfortunately for Dwight Schrute, we're talking about budgets, buildings, and the Beltline not bears, beets, and Battlestar Galactica on this week's Friday news roundup. The City Council passed the 2026 budget and voted down an amendment that would defund the Office of the Independent police Monitor. A proposed building development on West Wilson has us, and the surrounding neighborhood, asking how necessary is parking downtown. Plus, the state has finished its study on the Beltline and has solutions for the traffic, and no they don't suggest adding a north or south Beltline. City Cast Madison executive producer Hayley Sperling digs into these stories and more with newsletter editor Rob Thomas, and producer Jade Iseri-Ramos. Mentioned on the show: Madison passes $453 million budget, rejects move to pull police monitor funding [Isthmus]City of Madison 2026 Mayor's Budget [Wisconsin Policy Forum] City undecided on 16-story Wilson Street development with no parking [Wisconsin State Journal] Recommendations for Beltline aim to improve traffic flow, reduce congestion [Wisconsin State Journal]

Hashr8 Podcast
Bitcoin Mining Stock Prices Lose $20B, Bitdeer's Data Center Fire, Auradine's New Unit, Jim Cramer Yells at CRWV

Hashr8 Podcast

Play Episode Listen Later Nov 14, 2025 59:23


Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Will, Colin, and Matt don their butchers' aprons to dissect Thursday's market carnage, with some bitcoin miners down double digits on the day. We cover Bitdeer's electrical fire at a facility in Ohio, discuss Lava's controversial custody model changes, Stone Ridge/Nydig's oil and gas expansion, and for this week's cry corner, Jim Cramer yells at CoreWeave's CEO. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining stocks down 5-10% across the board today • Bitdeer down 46% on five-day chart • $20B wiped from mining market cap since October • Riot peaked at $70, started Liberation Day at $2 • Bitdeer fire destroyed two mining units in Ohio • 650B annual revenue by 2029 needed for 10% AI return Timestamps: 00:00 Start 04:19 Market crashing 08:35 Difficulty Report by Luxor 13:11 Bitdeer mining farm in Ohio burning 23:02 Lava goes centralized 31:26 Auradine's new unit announced 38:59 What's NYDIG up to? 42:23 Cry Corner: CORZ delay

Podbless
Wabbit Season!!!!

Podbless

Play Episode Listen Later Nov 14, 2025 65:08


Join in with the gang as they get into some fun conversations on hunting, God, and laughter. Be sure to like share and subscribe. If you have hardware needs but sure to check out Ideal Supply' sIf you have HVAC needs be sure to hit up Rescue Heating and Cooling.

Joni and Friends Radio

Share this program with a friend or family member at www.joniradio.org!  --------This Christmas, you can shine the light of Christ into places of darkness and pain with a purchase from the Joni and Friends Christmas catalog. You are sending hope and practical care to people with disabilities, all in the name of Jesus! Thank you for listening! Your support of Joni and Friends helps make this show possible. Joni and Friends envisions a world where every person with a disability finds hope, dignity, and their place in the body of Christ. Become part of the global movement today at www.joniandfriends.org. Find more encouragement on Instagram, TikTok, Facebook, and YouTube.

West Michigan Live with Justin Barclay
Candidate for Governor Plans to March in Dearborn - Anthony Hudson 11-13 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 13, 2025 11:13 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
FRAUD Discovered in SNAP? Crackdown Coming - After Show 11-13-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 13, 2025 30:46 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
Jocelyn Benson's husband is VP of company forcing data center on Saline Township - Kyle Olsen 11-13

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 13, 2025 7:35 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
The Latest Democrat Hoax To “FINALLY Get” Trump Fizzles Within Hours (WML) 11-13-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 13, 2025 38:34 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

City Cast Madison
How Madison Food Pantries are Weathering a Storm of Uncertainty

City Cast Madison

Play Episode Listen Later Nov 13, 2025 24:58


Food insecurity continues to dominate headlines both in local and national news spheres. And with good reason. In Wisconsin, over 700,000 people rely on FoodShare benefits to feed themselves and their families. In Dane County, that number is more than 65,000 and growing. Today, local food pantries are navigating uncertain territory between conflicting directions from the federal government and increased need from local residents. Host Bianca Martin dives into the issue with Ellen Carlson, Wayforward Resources executive director. Want to give help to people in need or get help for yourself? There are resources available.

West Michigan Live with Justin Barclay
J6 Pipe Bomb Whistle Blower (After Show) 11-12-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 12, 2025 29:09 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
SHOCKING UPDATE: Oval Office Fainter Was ON the Drugs! - MAHA Missy Malone 11-12-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 12, 2025 35:22 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
50 Year Mortgages? - Dave Galloway, HHMLending.com 11-12-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 12, 2025 12:38 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
Vote to reopen government could come today (WML) 11-12 2025

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 12, 2025 39:39 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

City Cast Madison
The Best and Worst of Madison's Dating Scene

City Cast Madison

Play Episode Listen Later Nov 12, 2025 26:10


‘Tis the season for cuffing – AKA the time of year when people try to lock down romantic relationships to avoid spending winter at home alone. (Though there's nothing wrong with that.) To get a better understanding of what it's like to look for love in our fair city, we took our microphones to the streets to get your takes on Madison's dating scene in 2025. And boy, did y'all deliver. Host Bianca Martin and executive producer Hayley Sperling share their stories and insights too. This show originally aired Feb. 10, 2025.

Hashr8 Podcast
How Galaxy Digital Smashed Q3 Earnings Expectations w/ Jonathan Goldowsky

Hashr8 Podcast

Play Episode Listen Later Nov 12, 2025 29:55


Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Jonathan Goldowsky, Head of Investor Relations at Galaxy Digital, joins us to talk about Galaxy's record-breaking Q3 2025 with $505M in net income and $29.2B in revenue. We discuss the launch of Galaxy One, their new fintech platform, Galaxy's CoreWeave AI data center deal at their Helios campus in Texas, the historic 80,000+ Bitcoin trade, and what Galaxy's pivot to AI infrastructure really means for the company's bitcoin mining arm. **Notes:** • Net income: $505M in Q3 2025 • Total revenue: $29.2B, up 223% YoY • Largest Bitcoin trade ever: 80,000+ BTC sold • Assets on platform: $17B all-time high • CoreWeave deal: 800MW at Helios campus • Mining capacity reduced from 6+ EH/s to 1.5-2 EH/s Timestamps: 00:00 Start 03:24 Galaxy earnings overview 06:09 Galaxy One Launch 07:21 Premium Yield Account 09:03 Current Galaxy One customers 12:05 Staking 13:23 Cleanspark Ad 13:54 AI & HPC (Coreweave) 17:02 Powershell Vs Neocloud 21:13 Capital structure 24:58 Getting past the first build 26:44 New build sites? 28:19 Phasing out BTC mining?

Late Confirmation by CoinDesk
THE MINING POD: Unpacking MARA's AI Plans w/ CEO Fred Thiel

Late Confirmation by CoinDesk

Play Episode Listen Later Nov 11, 2025 74:18


MARA's Fred Thiel joins the Mining Pod to discuss the company's AI and HPC plans, bitcoin, and the future of edge computing. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Fred Thiel, CEO and Chairman of MARA (formerly Marathon Digital Holdings), joins us to talk about MARA's strategic pivot toward AI and HPC infrastructure, the critical importance of energy ownership over PPAs, inference at the edge computing, MARA's partnerships with MPL and Exaion in Europe, and why Bitcoin's path to $1M will be harder than most think as the asset matures and institutionalizes. Notes:  • $1.4T AI spending planned over next 5 years • MARA owns energy vs paying PPAs for electrons • Many HPC contracts have strict delivery outs • Bitcoin no longer follows 4-year cycle pattern • 10% Bitcoin price change = $200B market move • MARA has ~250 employees currently Timestamps: 00:00 Start 04:05 Q3 look back 13:13 Inference at the edge 20:22 Sovereign cloud 27:13 MARA: hash cost vs hash price 29:33 Valuations not reflecting risk 33:22 MARA: value accretion 34:39 Operational deployment 37:07 Asset light vs hosting 41:47 Exaion deal 46:15 MPLX deal (natural gas ) 50:22 CapEx costs 50:53 MPLX deal structure 56:23 CTO & 2PIC 1:01:28 Share dilution 1:12:31 What are you reading?

West Michigan Live with Justin Barclay
Benson BUSTED Handing Out CDL to Illegal Truck Driver (WML) 11-11-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 11, 2025 39:01 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
AI Taking Over Air Traffic Control? (Tech Tuesday) 11-11-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 11, 2025 12:25 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
Michigan Muslim Extremist Says Americans Are Backwards Because They Use Toilet Paper (After Show) 11-11-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 11, 2025 44:09 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

City Cast Madison
Can College Students Afford to Live in Madison?

City Cast Madison

Play Episode Listen Later Nov 11, 2025 30:34


What did Jane Austen say? It is a truth universally acknowledged, that a student in pursuit of a UW-Madison education, must be in want of affordable housing. Or something like that. As most Madisonians know, the rent is getting too damn high in our little hamlet and finding affordable housing can feel near impossible. When did it get so bad, and what are students doing to get by? Kacie Lucchini Butcher, director of the Rebecca M. Blank Center for Campus History and co-host of the Reorientation podcast, joins host Bianca Martin to talk about the new season of Reorientation, which tackles the complicated history of UW campus housing. 

Hashr8 Podcast
Unpacking MARA's AI Plans w/ CEO Fred Thiel

Hashr8 Podcast

Play Episode Listen Later Nov 11, 2025 74:18


Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Fred Thiel, CEO and Chairman of MARA (formerly Marathon Digital Holdings), joins us to talk about MARA's strategic pivot toward AI and HPC infrastructure, the critical importance of energy ownership over PPAs, inference at the edge computing, MARA's partnerships with MPL and Exaion in Europe, and why Bitcoin's path to $1M will be harder than most think as the asset matures and institutionalizes. Notes:  • $1.4T AI spending planned over next 5 years • MARA owns energy vs paying PPAs for electrons • Many HPC contracts have strict delivery outs • Bitcoin no longer follows 4-year cycle pattern • 10% Bitcoin price change = $200B market move • MARA has ~250 employees currently Timestamps: 00:00 Start 04:05 Q3 look back 13:13 Inference at the edge 20:22 Sovereign cloud 27:13 MARA: hash cost vs hash price 29:33 Valuations not reflecting risk 33:22 MARA: value accretion 34:39 Operational deployment 37:07 Asset light vs hosting 41:47 Exaion deal 46:15 MPLX deal (natural gas ) 50:22 CapEx costs 50:53 MPLX deal structure 56:23 CTO & 2PIC 1:01:28 Share dilution 1:12:31 What are you reading?

West Michigan Live with Justin Barclay
J6 Pipe Bomber Identified? A former Capitol Police officer is a forensic match (WML) 11-10-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 10, 2025 41:03 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
Trump Pardons Key 2020 Election Figures - Fmr. MI Sen. Pat Colbeck 11-10-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 10, 2025 18:07 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

West Michigan Live with Justin Barclay
Trump's Epic Flyover at Lions Game - After Show 11-10-25

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 10, 2025 37:52 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

City Cast Madison
Madison Rocker Explores Wisconsin's WWI Experience For Veterans Day

City Cast Madison

Play Episode Listen Later Nov 10, 2025 32:16


What does the lead singer of an Irish rock band know about World War I? Well, as it would turn out, quite a lot. Ken Fitzsimmons from The Kissers joins host Bianca Martin to discuss an innovative Veterans Day event on the Barrymore Theatre stage by the multi-discipline troupe Mobilize The Poets. “The Foe And The Fallen: Stories from The Greatest War” blends rock and roll with multimedia to tell the stories of Wisconsinites from World War I, aiming to build connections across time. Ken shares insights into the show's format, the power of music in storytelling, and the Great War's impact in Wisconsin.

West Michigan Live with Justin Barclay
Trump Warns Nigerian Government to End Christian Genocide - Pastor Brad Brandon, AcrossNigeria.org (podcast

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 8, 2025 21:01 Transcription Available


Get the stories from today's show in THE STACK: https://justinbarclay.comJoin Justin in the MAHA revolution - http://HealthWithJustin.comProTech Heating and Cooling - http://ProTechGR.com New gear is here! Check out the latest in the Justin Store: https://justinbarclay.com/storeKirk Elliott PHD - FREE consultation on wealth conservation - http://GoldWithJustin.comTry Cue Streaming for just $2 / day and help support the good guys https://justinbarclay.com/cueUp to 80% OFF! Use promo code JUSTIN http://MyPillow.com/JustinPatriots are making the Switch! What if we could start voting with our dollars too? http://SwitchWithJustin.com

Late Confirmation by CoinDesk
THE MINING POD: Cipher's Amazon Deal, IREN's Microsoft Deal, Q3 Earnings Recap, and is China Winning the AI Race?

Late Confirmation by CoinDesk

Play Episode Listen Later Nov 7, 2025 31:35


IREN and Cipher both announced deals with hyperscalers this week as the AI race heats up among bitcoin miners. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Colin and Matt talk about two massive hyperscaler deals that have upped the expectations for AI-pivots. Cipher Mining just secured a $5.5B, 15-year lease with Amazon Web Services for 300MW at their Bear Lake facility, while IREN signed a $9.7B, 5-year deal with Microsoft for 200MW in Texas. We also cover highlights from public miner Q3 earnings that have trickled through so far, a bitcoin miner lawsuit that involves OpenAI, and why Warren Buffett's Pacific Power's loss with Amazon is a win for bitcoin miners. Plus: Will China win the AI race? Nvidia's CEO thinks yes. Notes:  • Cipher signs $5.5B AWS deal for 300MW facility • IREN inks $9.7B Microsoft cloud compute agreement • Hash price crashes to $40 per petahash per day • Bitcoin retraced from $126K to $101K support • Cipher announces 1GW data center JV project • Pacific Power fails to deliver Amazon capacity Timestamps: 00:00 Start 02:00 Difficulty Report by Luxor 05:05 Cipher Amazon deal 08:02 IREN Microsoft deal 13:56 Cleanspark Ad 14:25 Q3 earnings update 14:38 RIOT 14:54 MARA 15:34 HUT 8 16:08 CIPHER 18:23 CORZ workers comp lawsuit 21:08 China winning AI race? 26:31 Cry Corner: Buffett can't MW

Late Confirmation by CoinDesk
THE MINING POD: Picking Winners in the Bitcoin Miner AI Race w/ Kevin Dede

Late Confirmation by CoinDesk

Play Episode Listen Later Nov 4, 2025 35:56


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.  Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Kevin Dede, Managing Director at H.C. Wainwright, joins us to give a pulse check on the bitcoin miners pivoting to AI. We cover the latest deals from IREN, Cipher, Terawulf, and others, and pick apart whether the neocloud or powershell business model is the best fit for bitcoin miners. Plus, what the CoreWeave-Core Scientific deal's failure means for the AI-miner market as a whole, why bitcoin mining won't die easily in the U.S., and why Dede thinks the AI-miners are just getting geared up. Notes:  • AI runway better than mining for miners • IREN Microsoft deal is a win for powershell model thesis • AI business lines give miners better access to capital • Miners with exposure but no deals on the table could offer interesting opportunities • Mining in the U.S. not done yet Timestamps: 00:00 Start 02:34 Intro 03:33 Mining stock overview 04:13 AI 06:03 HPC 08:52 IREN 13:05 Infrastructure & Neo-Cloud 19:18 Miners w/ AI are ripping 20:16 Financing options 22:25 CORZ & Core Scientific 29:02 How many winners can there be? 31:18 JV deals 33:38 Bullish or bearish majors