エピソード

  • ASIC Prices, Russia Restrictions, Alaska Bitcoin Mining, $4.6B Mining Stock Shorts, Bye Bye Gary

    ASIC Prices, Russia Restrictions, Alaska Bitcoin Mining, $4.6B Mining Stock Shorts, Bye Bye Gary
    2024/11/22
    Welcome back to The Mining Pod! Colin, Charlie, and Matt are back with this week’s biggest Bitcoin mining headlines. To start, the trio dives into this week’s Mining Pod newsletter to discuss revival of the ASIC miner market. Then, they provide an update on incipient restrictions of Bitcoin mining in Russia in areas with power shortages. They also cover a novel story onHicorp tapping the largest gas reserve in the US with a bitcoin mining pilot in Alaska, yet more news on AI-pivots from bitcoin miners, and the $4.6 billion in open shorts against Bitcoin miners. Finally, for this week’s cry corner, Bitcoin and crypto professionals, pedestrians, and obsessives rejoice at the resignation of Gary Gensler. Timestamps: CHAPTERS 00:00 Start 02:22 Difficulty update 06:31 ASIC prices rebound 13:03 Russia restricts mining in certain areas 19:50 Hilcorp natgas mining in Alaska 26:01 Miners moving to AI 34:12 $4.6bn short squeeze 36:23 Cry Corner: Gensler is gone, girl Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts on Twitter: @AsILayHodling, @cbspears, @bc1matt - Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    43 分
  • Are Mining Stocks Overvalued? With JP Morgan’s Reggie Smith

    Are Mining Stocks Overvalued? With JP Morgan’s Reggie Smith
    2024/11/19
    JP Morgan analyst Reggie Smith rejoins Colin and Will to discuss Bitcoin mining economics, valuation metrics, and the emerging intersection with AI computing. We go through how a big bank like JP Morgan values miners, including possible costs and revenues, before focusing on AI/HPC and mining. Lastly, we finish on mining costs, dilution and relative valuations of the mining industry. Timestamps: 00:00 Start 01:53 Fintech team at JPMorgan 02:42 Valuing mining companies 03:38 Analyst goals 06:11 Miner report 07:51 Economic models 12:40 Calculating operational costs 18:38 AI and costs 21:52 How liquid is the AI compute market? 25:36 Good metrics for miner valuation? 28:42 Payroll costs 32:29 Equity dilution 39:17 AI strategies 46:40 The power of existing PPAs 51:22 Highest & lowest gains 54:18 Are miners overvalued? 58:12 M&A activity 1:01:40 Price & hashrate predictions Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    1 時間 7 分
  • Oct Miner Updates, MARA M&A, Mining in Ethiopia, and Block’s Proto ASIC

    Oct Miner Updates, MARA M&A, Mining in Ethiopia, and Block’s Proto ASIC
    2024/11/15
    Welcome back to The Mining Pod! Colin, Will, and Matt are back with this week’s meatiest mining headlines. October updates are in for public bitcoin miners, so the gang covers the highs (and lows) of the first month of Q4. They also cover MARA’s 8-figure acquisition of three mining sites in Ohio. Plus, an update on Bitcoin mining in Ethiopia, which is reportedly netting the country’s power authority ~$55 million in business with roughly 2-3% of the Bitcoin network’s hashrate in the country. And for the final news item, an update from Block’s Proto team on its forthcoming bitcoin mining ASIC – oh, and this week’s cry corner, in which *checks notes* legacy media pundits are still comparing Bitcoin to the dot com bubble’s defunct early movers… Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts on Twitter: @wsfoxley, @AsILayHodling, @bc1matt - Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    46 分
  • MARA Q3 Earnings Call Recap

    MARA Q3 Earnings Call Recap
    2024/11/13
    Welcome back to The Bitcoin Stock Show! MARA just released its Q3 earnings, so for this week’s show, we livestreamed the earnings call and invited Pennyether on for a post-call debrief. You can find the full earnings call livestream on our YouTube and on the Blockspace Media website, but this pod only includes the after-call analysis. Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts and guest on Twitter: @wsfoxley, @AsILayHodling, @penny_ether - Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    32 分
  • Bitcoin Mining Capital Markets, How the Elections Benefit BTC with Mostafa Al-Mashita

    Bitcoin Mining Capital Markets, How the Elections Benefit BTC with Mostafa Al-Mashita
    2024/11/12
    Welcome back to The Mining Pod! Not so long ago, Bitcoin miners had difficulty accessing debt – they still do, but miner capital markets have improved significantly. Secure Digital Markets Co-founder and Direct of Sales and Trading Mostafa Al-Mashita joins us on this Mining Pod to explain how these markets have changed and what it will take for them to improve further. He also gives his take on what a second Trump presidency means for Bitcoin and the market more broadly. Timestamps: 00:00 Start 02:17 Secured Digital Markets 03:20 Financial products for miners 07:11 Miner auto-liquidating 11:10 Miners using derivatives 14:04 Miner OTC desks? 17:30 Lending 20:45 Will ASIC backed loans come back? 23:46 Seizing ASICs to pay back debt 25:49 Fed funds rate changes 28:52 Has the ETF changed miner capital markets? 32:09 ETF effects 34:07 Public vs private capital access 38:36 Is capital access for private miners getting easier? 43:34 US presidential election 44:35 Chokepoint 2.0 49:03 Any personal effects of Chokepoint 2.0 Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell - Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    58 分
  • Hive's HPC and Paraguay Plans, and What a Red Wave Means for BTC w/ Frank Holmes

    Hive's HPC and Paraguay Plans, and What a Red Wave Means for BTC w/ Frank Holmes
    2024/11/06
    Welcome back to the Bitcoin Stock Show! For today's show, we're joined by Hive Digital Co-Founder and Executive Chairman Frank Holmes. We recorded this on the day after the 2024 US elections, and since the Republican party swept the Presidency, Senate, and (probably) the House, we had to get Frank's take on what the Red Wave means for Bitcoin and its mining industry -- and whether or not this election marks a sea change in Washington's attitude toward Bitcoin. Turning the focus to Hive, we also touch on the company's HPC plans and its 100 MW expansion into Paraguay. 👉 Get tickets to OP_NEXT by visiting the website! And use discount code NAKAMOTO to get 50% off at check out! Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling - Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    52 分
  • Is Bitcoin Mining Investable?

    Is Bitcoin Mining Investable?
    2024/11/05
    Welcome back to The Mining Pod! Today we are joined by Chris Bendiksen of Coinshares to discuss investing in Bitcoin mining! What’s the value prop of miners? How should we think about their go-to-market strategy? What about the huge ASIC orders that get zeroed out so quickly overtime? For retail investors, Chris thinks its not a great purchase and certainly not when compared to Bitcoin. Check out the show for more thoughts! Link to the article: https://blog.coinshares.com/no-end-in-sight-for-the-asic-arms-race-4ede8e346cbf 👉 Get tickets to OP_NEXT by visiting the website! And use discount code OCTOBER to get 25% off at check out! Timestamps: 00:00 Start 01:29 Story reading 09:16 Story origins 11:04 Can miners get more efficient? 16:31 New efficiency methods 20:53 Access to new ASIC models as strategy 23:39 ATMs & PubCo balance sheets 29:09 New financing models 34:55 Bitcoin treasury 36:47 Wrap up Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    38 分
  • Bitcoin Hashrate All-Time High, Greenidge Court Case, Unfounded Bitmain Sanctions Scare, and Faketoshi 2.0

    Bitcoin Hashrate All-Time High, Greenidge Court Case, Unfounded Bitmain Sanctions Scare, and Faketoshi 2.0
    2024/11/01
    Welcome back to The Mining Pod! Bitcoin’s hashrate is ripping, so Will and Colin sit down to discuss where all the new hashrate is coming from. They also touch on updates for Greenidge’s long-standing lawsuit against the State of New York and why the scuttlebutt that Bitmain might come under the scope of US sanctions is unfounded for now. Finally, in this week’s cry corner, why you shouldn’t spend £500 to hear yet another bloviating imposter claim that he’s Satoshi. 👉 Get tickets to OP_NEXT by visiting the website! And use discount code OCTOBER to get 25% off at check out! Timestamps: 00:00 Start 02:41 Difficulty update 11:13 US, Russia, China drive bitcoin hashrate all-time high 16:47 Greenidge lawsuit with the State of New York 21:17 Rumors catch Bitmain in the crossfire of Sophgo investigation 27:37 Cry corner: Satoshi reveals himself (lol jk) Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell - Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    33 分