Energizing Bitcoin & Ai
Energizing Bitcoin & Ai explores the intersection of Bitcoin Mining, AI, and Energy. Each week, we break down the latest trends, strategies, and innovations shaping these industries, featuring conversations with the key players driving change. Whether you're an industry veteran or a curious newcomer, stay ahead of the curve with insights that power the future.
10
Is AI Pricing Bitcoin Mining Out of North America?
<p>Is Bitcoin mining getting squeezed out of North America or is it about to evolve into its next, off-grid chapter?</p><p>In this episode, Jake Corley (@jacobcorley) and Justin Ballard (@JLB_Oso) sit down with Matt Williams (Luxor) to unpack what’s changing in the mining and power markets and why Luxor just launched an energy business inside ERCOT to become a true “one-stop shop” for miners.</p><p>From netting mining rewards against power bills to using BTC as collateral, from AI/HPC demand pressuring grid capacity to the comeback of smaller 5–20 MW sites, this conversation connects the dots...
The AI Infrastructure Debate - Boom or Bubble?
<p>Is AI infrastructure the next great buildout — or the next bubble waiting to burst?</p><p>In this episode, Jake Corley (@jacobcorley) and Justin Ballard (@JLB_Oso) break down what might be the largest capital migration in modern history — the trillion-dollar rush to build data centers, generation, and power infrastructure for AI.</p><p>From Fermi America’s $13B IPO to Crusoe’s $10B valuation, from China’s 40-GW dams to America’s permitting gridlock — this one connects the dots between energy, compute, and capital.</p><p>We explore:<br> ⚡ The $250B+ pouring into AI infrastructure this year<br> ⚡ How off-grid power a...
TeraWulf's $3.7B Deal w/ Google, Block's Disruptive New ASIC, O&G Gets Into Power
<p>Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) regroup to riff on miner-to-AI megadeals, gas-to-power plays, and a modular ASIC that could reset fleet economics.</p><p>AI x Power x Bitcoin</p><p>This week we break down:</p><p>TeraWulf × Google – a 10-year, 200 MW hosting deal (headline $3.7B; options could push multiyear value far higher) and why clean, reliable electrons (nuke/hydro) earn a premium—and might end in outright M&A.</p><p>Who’s Next? – the consolidation map: why Bitfarms (and possibly IREN/Iris) look “target-ready,” what MARA/RIOT are more likely to do, and how miner sto...
#074 - Chris Kline - The Playbook on Stacking Bitcoin Tax Free with Bitcoin IRA
<p>Chris Kline, co-founder & COO of Bitcoin IRA, sits down with Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) to show you how to turn the IRS into your silent stacking partner.</p><p><br></p><p>They break down:</p>Tax-Free BTC Forever – how Roth and SEP IRAs let your sats snowball to seven figures without kissing them goodbye to the tax man.Checkbook Control – spin up an IRA-owned LLC or trust to self-custody keys, lease tractors, or even run mining rigs—all inside the shelter.$69K Contribution Hack – entrepreneurs can shovel up to $69k a year into a SEP and...
#073 - Rachel Silverstein & Alex Brammer - Bitfarms’ Dream Team Pivots from Bitcoin to AI
<p>Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) sit down with Bitfarms power duo Rachel Silverstein (GC & firm-builder) and Alex Brammer (ex-Ranger turned HPC czar) to map out Bitfarms’ high-voltage pivot from pure Bitcoin mining to hyperscale AI infrastructure. They unpack how a 460 MW fleet, a gigawatt development pipeline, and a fresh $300 million Macquarie project-finance deal are transforming legacy mining sites into liquid-cooled, 600 kW-per-rack AI engines. Discover why a “dream-team” exec roster, project-level debt, and a land-plus-power land-grab strategy could vault Bitfarms from blocks to bots—and what it all means for energy markets, AI’s compute arms race, and the fu...
#072 - Rajiv Khemani - How Auradine Plans to Dethrone Bitmain & MicroBT
<p>Rajiv Khemani, co-founder & CEO of Auradine, sits down with Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) live from Bitcoin 2025 in Las Vegas to pull back the curtain on America’s newest 3 nm ASIC powerhouse. <br>Auradine<br> They break down:</p>Hydro Hash Density – 600 TH/s packed into a 2U rack and tunable down to 13.5 J/TH for “eco-mode” efficiency.AI-by-Day, Bitcoin-by-Night – shared liquid-cooling racks that swing idle GPU power into mining revenue in seconds.Heat Recapture Hustles – turning spent watts into shower water, fish-farm warmth, and any creative thermal side-gig you can dream up.Tariff-Proof Supply Chain – why building c...
#071 - TJ Miller - Why TJ Miller Went Full Bitcoin
<p>Comedian T.J. Miller (@nottjmiller) drops by to riff with Jake Corley (@jacobcorley) and Justin Ballard (@JLB_Oso) about getting “orange-pilled” by the Winklevoss twins, swapping war stories with Michael Saylor, and why true Bitcoiners keep stacking no matter how “frothy” the market gets. Expect unapologetic laughs, hard-won lessons on dollar-cost averaging, and a spicy take on politicians suddenly chasing crypto clout. Plug in for a fast-paced, no-filters tour of Bitcoin culture—from Broadway dinners to back-stage conference drama—and find out why T.J. thinks hodling might be comedy’s greatest punchline.</p>
#070 - Charley Brady - BitFufu's Unique Cloud Mining Strategy
<p>Charlie Brady of Bitfufu sits down with Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) to explore the world of cloud mining as a major revenue stream. They unpack the dynamics of Bitfufu's cloud mining operations, the strategic shift from asset-light to owning data centers, and how cloud mining is reshaping the financial landscape for both institutional and retail investors. Discover why cloud mining is a game-changer in the cryptocurrency space and what the future holds for this innovative approach.</p>
#069 – Dan Morrison – Turning Stranded Waha Gas into Bitcoin
<p>Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) sit down with oil-patch veteran-turned-Bitcoin-miner Dan Morrison to unpack Waha-gas economics, off-grid data centers, and why 2025 may finally be the oil-and-gas adoption year for Bitcoin mining.</p><p><br>Show Notes</p><p>00:00 Wildlife-podcast banter, Missouri recording location, and Dan’s long-overdue appearance<br> 01:42 First meeting at the 2021 “secret” Houston Bitcoin meetup<br> 03:10 Dan’s background: bankrupt E&P turnaround and “MBA-on-steroids” lessons<br> 05:26 Buying distressed New Mexico assets & naming the venture “Amalgamated Sludge”<br> 07:48 Paying $80/ TH for ASICs at the cycle peak and booting 1.3 MW of self-mining<br> 10:55 Turning negative Waha gas into revenue...
#068: Energizing Bitcoin & Ai Retreat: Tariffs, Tax Credits & the AI Power Land Rush
