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澳洲證監會(ASIC)發出最後警告,指出隨著 2026 年 1 月 1 日的教育水平限期臨近,理財行業約百分之 15 的從業員(涉及超過 2,300 人)可能被迫離開行業。
שלוש ספות מהמשרדים של NextSilicon על הבמה, לוגו על המסך, תאורה, ו… קהל.הגענו לכנס Acceleration Summit 2025 ומעבר לאנשים המעניינים שפגשנו וההרצאות המרתקות ששמענו, הקלטנו גם פרק בלייב.המרואיין שלנו הפעם הוא ניצן שקד. ניצן בעל עבר עשיר בפיתוח, ויודע דבר או שניים על #HPC ועל #AI. אז ניצלנו את ההזדמנות.על מה דיברנו?- מה ההבדל בין תוכנה למחשבי על וזו ל-AI?- מה כל כך מיוחד ב#GPU?- מה היה ה-Aha moment בהקשר AI?- איך יראה עולם התוכנה והחומרה אחרי עידן הטרנספורמרים?- איפה יהיה צוואר הבקבוק הבא של עולם המיחשוב?אחרי שהאזנתם לפרק מוזמנים להצטרף לקבוצת המאזינים שלנו - שם אנחנו מאיצים יחד איתכם טרנדים טכנולוגיים >>> https://chat.whatsapp.com/KwUu8pQsxx220qS7AXv04Tמוזמנים ליצור איתנו קשר במייל podcasthardreset@gmail.comשמעתם שאנחנו מתקרבים בצעדי ענק לגמר #פודקאסט_השנה של @גיקטיים? רוצים לראות אותנו שם? כנסו לקישור, וכתבו Hard Reset בקטגוריות ״טכנולוגיה״ ו-״הייטק ופיתוח״:https://www.geektime.co.il/podcast-of-the-year-2025-pre-vote-is-now-open/האזנה נעימה.
The guys discuss the fallout from the Bondi tragedy and why Labor failed to act on Antisemitism, Taylor Swift’s Eras Richard, ASIC loses the plot with the First Guardian debacle, PuppyGate WFH, Shayne Elliott $13.5m ANZ lawsuit and is Lululemon done? Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.
Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this episode, CJ and Ying Yi debate the rising dominance of the state over markets, arguing that Australia's declining productivity, capital flight, and ballooning public debt reflect political choices rather than bad luck. They explore why mobile talent and capital are leaving for more competitive jurisdictions, how activist government is eroding incentives to work and innovate, and why history suggests only crisis—not consensus—forces meaningful reform. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.
Subscribe to the Blockspace newsletter! Welcome back to The Mining Pod! Today, Nick Hanson, CEO of Luxor Technology, joins us to talk about the ramifications of the most recent Bitcoin mining crackdown in Xinjiang China, how it relates to the 2021 prior ban, and what could happen to all that hashrate if the crackdown holds. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** 100 EH/s off-line in Xinjiang 1.3GW to 1.63GW of lost capacity 400,000 to 500,000 machines off-line Hashrate fell 6% to 1062 EH/s China's market share: 14% (145 EH/s) Hash price $36 or $37 (depressed) Timestamps: 00:00:00:00 Start 00:03:02:23 China Ban Redux 00:07:03:13 Discrepancy in numbers 00:08:13:22 What does this mean for miners? 00:09:52:11 Tik Tok & Red Note 00:12:00:19 Global Hashrate heat map 00:13:54:09 Moving hashrate globally 00:16:49:24 ASIC market 00:18:42:10 Does this lead to consolidation in ASIC manufacturing?00:21:39:23 What about China Ban 1.0?
Tuesday 16 December 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Tougher gun laws after massacre ASIC slams ASX Aussie cattle icon sold for $315m SpaceX valued at $US800b Video shows orcas hunting with dolphins Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week: five ways to deal with money anxiety. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
The ASX 200 started off the week down 62 points to 8635 (0.7%). Miners bore the brunt of the selling after a stellar week last week, with BHP down 2.9% and RIO falling 2.4% on lower iron ore and copper prices. Gold miners too in profit taking mode after solid gains on Friday. GMD fell 5.4% and NEM off 0.9%. Lithium miners were also in profit taking mode as PLS fell 3.9% and LTR off 6.4%. Uranium stocks dropped hard as the AI trade in the US was called into question again, and thus the energy trade. NXG fell 4.5% and PDN down 4.7% with BOE off 8.2%. The banks were relatively calm as CBA fell 0.6% with the other three higher. The Big Bank Basket eased to $272.41 (-0.1%). Other financials eased, ASX under pressure following the ASIC reforms, GQG up 1.1% and SOL falling 1.2%. Insurers were generally better. Healthcare mixed as CSL stumbled 2.5% lower, TLX falling another 4.2%. REITs mixed, industrials mixed too. TLS down 0.8% and TPG up 1.8% with tech trying to find a base, WTC down 0.7% and XRO up 0.6%. The All-Tech Index up 0.04%. Retailers also found some bargain hunters, JBH up 2.3% and APE recovering 1.0%. In corporate news, TWE in a trading halt pending outlook statement. EOS jumped 28.9% on an US$80m order from South Korea. 4DX rose 9.9% on news of approvals in Canada. WGX announced plans to spin off non-core assets and FMG announced plans to buy the remaining shares in Alta Copper. Nothing locally on the economic front but Japanese factory sentiment improved opening the way to a rate rise this week. China announced its weakest retail numbers since Covid. Asian markets eased on US falls, Japan down 1.4%, HK down 0.9% and China off 0.2%.US futures were better, Dow up 160 and Nasdaq up 52.10-year yields steady at 4.72%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The national cabinet will pursue much tougher gun laws, as the federal government faces criticism for not doing enough to stop antisemitism, following Sunday’s massacre in Bondi. Corporate regulator ASIC comes down hard on the ASX. One of Australia’s largest cattle properties is sold for more than $300 million. Elon Musk’s SpaceX is valued at $US800 billion. New footage shows killer whales hunting in tandem with dolphins. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week: five ways to deal with money anxiety. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
What if Bitcoin does not fail because of governments, banks, or the IMF, but because Bitcoiners themselves refuse to actually use it? In this episode, Mike sits down with Isabella Santos in El Salvador to confront one of the most uncomfortable questions in Bitcoin today. Is most “Bitcoin adoption” actually fake if merchants never see anyone spend sats?Isabella shares the unfiltered story of how BTC Isla in Isla Mujeres went from a Twitter idea to a true Bitcoin circular economy with a Bitcoin cafe, a Bitcoin gym, and over 30 local merchants now accepting sats. She explains why trying to orange pill people with education alone did not work, and why building real businesses that accept Bitcoin as sound money was the only way to earn real trust inside the community.In one of the most extreme Bitcoin experiments you will hear this year, Isabella Santos lived for 21 days using only Bitcoin, earning sats through physical jobs like cleaning toilets, selling churros, and making tacos. No fiat safety net. No savings bailout. Just proof that a circular economy either works in real life, or it does not exist at all.The conversation then turns toward a side of Bitcoin many people avoid. Isabella openly calls out Bitcoin maxis who refuse to spend sats, the rise of ETFs that distract from sound money, and the uncomfortable truth that Bitcoin mining hardware is already highly centralized in only a few manufacturers. Her warning is simple and unsettling. Bitcoin does not win automatically. It only works if people fight for it.They close with the human side of adoption through the Bitcoin Fit Games, where fitness, scavenger hunts, and sats came together to support the very merchants who took the first risk on Bitcoin. From helping feed a family in crisis to building a wellness hub with a gym, recovery center, and café, Isabella Santos shows what Bitcoin looks like when it leaves Twitter and enters real life.—Bitcoin Beach teamConnect and Learn more about Isabella Santos:X: https://x.com/BTCIsla X: https://x.com/isabellasg3 YT: https://www.youtube.com/@btcisla Support the project through Geyser Fund: https://geyser.fund/project/btcisla https://www.youtube.com/@getbasedtvSupport and follow Bitcoin Beach:X: https://www.twitter.com/BitcoinBeach IG: https://www.instagram.com/bitcoinbeach_sv TikTok: https://www.tiktok.com/@livefrombitcoinbeach Web: https://www.bitcoinbeach.com Browse through this quick guide to learn more about the episode:0:00 Intro1:25 Is El Salvador really welcoming Bitcoiners at the airport with a “Welcome to Bitcoin Country” sign?4:49 What is BTC Isla and how does it work? How do you set up a Bitcoin cafe payment system that actually gets used?8:23 How does Bitcoin relate to health and low time preference at the first Bitcoin gym in Mexico running its own node?11:14 Can you live using only Bitcoin for 21 days? How do you get paid in Bitcoin for local jobs on an island?13:01 Should Bitcoin prices be listed in sats or fiat? How do you separate a Bitcoin savings stack from a spending stack so you can spend without guilt?18:36 How do you organize a Bitcoin themed fitness event? Can Bitcoin be used to support local families in need?27:19 How do you build a Bitcoin circular economy? How many merchants in Isla Mujeres accept Bitcoin, and how do you convince local merchants to accept Bitcoin?31:31 How do you grow a Bitcoin YouTube channel fast? What is The Exit Manual Bitcoin show ( @exitmanual )? How do you make Bitcoin content that reaches teenagers?35:25 Is Bitcoin mining too centralized? Who makes the ASIC mining chips? Is Bitcoin centralized?Live From Bitcoin Beach
In this episode, eco & Tyler welcome back Skot who was at the African Bitcoin Conference, this year hosted in Mauritius, where he spoke on open-source Bitcoin mining. We swap travel tales (including Scott's chaotic Paris layover) and impressions of Mauritius, the conference venue, and side events focused on Bitcoin education. We dig into mining headlines: Bitdeer's missed ASIC roadmap and investor lawsuit, Bitmain's history (Antbleed) and why open-source mining matters, and MicroBT's M70-series lineup pushing industrial-scale, three-phase miners. Skot explains the theory behind Bitdeer's hyped “adiabatic charge recovery logic,” why it's hard to scale, and how thermal and power density realities define miner design. We go deep on open hardware and firmware progress: Braiins' open control board, Secure Boot obstacles, and Mujina's modular path to safe, customizable, dev-fee-free mining; plus Skot's BitCrain control board concept for USB‑controlled fleets. We share shop-floor lessons building AddIt boards and Ember One prototypes (solder paste, tombstoning, reflow profiles) and celebrate practical innovation like Gridless's open-source JuaKali direct-DC solar mining kit. On home-mining UX, Tyler demos new Home Assistant integrations for Canaan Avalons and WhatsMiner, and we preview Hydra Pool deployments (Grafana/Prometheus dashboards) for the upcoming Telehash. Finally, we update the community on the Samourai Wallet case: Keonne's facility designation, the continuing push for a presidential pardon, and how to support via petition and donations. #PardonSamourai.
This week in bitcoin mining news, ERCOT sees a 266 GW of interconnection requests in 2026, IREN closed a $2.3 billion convertible note offering, and GPUs are leaving ASICs in the dust. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Ethan Vera, COO of Luxor, joins us as we dive into MicroBT's Whatsminer M70 launching into a challenging ASIC market, IREN's $2.3 billion convertible note offering, the precarious state of hashprice, Luxor's new GPU hardware sales business, the staggering 270% leap in ERCOT interconnection requests, and the controversial Cat bitcoin fork proposal aimed at filtering ordinals / inscriptions. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** - Hash price is below $40 per second - Three negative difficulty adjustments - Ercot requests leaped 270% in 2025 - 73% of requests from data centers - IREN raised $2.3B in convertible notes - M70 efficiency: 12.5 J/TH 00:00 Start 02:35 Difficulty Report by Luxor 07:26 IREN note 10:44 M70 launch 20:02 Luxor launches GPU trading 27:12 ERCOT LL requests up 270% in 2025 34:10 Cry Corner: another filter fork proposal
Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Ethan Vera, COO of Luxor, joins us as we dive into MicroBT's Whatsminer M70 launching into a challenging ASIC market, IREN's $2.3 billion convertible note offering, the precarious state of hashprice, Luxor's new GPU hardware sales business, the staggering 270% leap in ERCOT interconnection requests, and the controversial Cat bitcoin fork proposal aimed at filtering ordinals / inscriptions. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** - Hash price is below $40 per second - Three negative difficulty adjustments - Ercot requests leaped 270% in 2025 - 73% of requests from data centers - IREN raised $2.3B in convertible notes - M70 efficiency: 12.5 J/TH 00:00 Start 02:35 Difficulty Report by Luxor 07:26 IREN note 10:44 M70 launch 20:02 Luxor launches GPU trading 27:12 ERCOT LL requests up 270% in 2025 34:10 Cry Corner: another filter fork proposal
Australia’s world-first under 16 social media ban has officially kicked in and that means TikTok, Meta and Snap are plotting their next move ASIC is on a fining-spree after hitting companies like Grill’d, Bob Jane and MJ Bale with fines for failing to lodge their financial accounts ChatGPT has officially become the most downloaded free iPhone app for 2025 - meaning it has overtaken TikTok, Instagram and even Google _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.
In this episode of The Alternative Investing Advantage,host Alex Perny sits down with Josh Moore, founder and CEO of the NFN8 Group, to break down how everyday investors can participate in the explosive world of Bitcoin mining—without needing to build rigs in their garage. Josh shares his journey from the early days of self-directed IRAs toscaling large-format mining operations, and explains why mining is one of the most compelling cash-flow plays in the digital asset space today.They also explore ASIC technology, data centers, electricityeconomics, sale-leaseback investor structures, and why Bitcoin mining has matured from a hobbyist experiment into an institutional-grade asset class. Whether you're crypto-curious or already own digital assets, this episode brings clarity to one of the most misunderstood (and lucrative) sectors of the crypto ecosystem.00:00 Introduction to Cryptocurrency and Mining02:23 Josh Moore's Journey into Cryptocurrency09:28 The Catalyst for Mining Investments12:52 Understanding Mining as a Financial Model18:46 The Evolution of Mining Hardware21:02 Demystifying the Mining Process23:16 Understanding Bitcoin Mining Basics24:53 The Economics of Bitcoin Mining28:08 Scaling Bitcoin Mining Operations29:50 Building and Managing Data Centers33:58 Investor Perspectives on Bitcoin Mining45:57 Final Thoughts and Future OutlookSubscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.com.Learn more about our guest, Josh Moore: https://www.linkedin.com/in/josh-e-moore/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.#BitcoinMining #CryptoInvesting #DigitalAssets#PassiveIncome #ASICMining #Blockchain #AlternativeInvesting #JoshMoore#AdvantaIRA #MiningROI
Quantum Blockchain Technologies PLC (AIM:QBT) CEO Francesco Gardin talked with Proactive's Stephen Gunnion about the company's progress in signing non-disclosure agreements (NDAs) with ASIC manufacturers, marking the third such agreement in recent months. These agreements, Gardin explained, reflect deep industry interest and rigorous due diligence processes from potential partners. The company has prioritized the software version of its Method C AI Oracle software, enabling a faster commercial rollout than the hardware version. Gardin said, “Thanks to our AI development team, they came up with the software version, which means that we can install this version on the operating system, reducing deployment time to weeks rather than a year and a half.” This software approach allows for integration into existing systems without altering hardware, positioning Quantum Blockchain Technologies to offer significant performance boosts to mining operations. Gardin confirmed that these NDAs have taken months of engagement, highlighting the thorough assessment from large organisations. He noted that while initial reactions to their technology were skeptical, “Then we show the numbers and they start to say, maybe that's not really impossible.” The company is exploring multiple revenue avenues, including licensing fees per system sold, share of hash rates, or even direct mining. Gardin also addressed the company's intellectual property strategy, noting a selective approach to patent filings in order to protect proprietary discoveries over the long term. To hear the full breakdown of Quantum Blockchain's ASIC partnerships, Method C rollout, and monetisation plans, watch the full interview. For more interviews and updates, visit Proactive's YouTube channel. Don't forget to like the video, subscribe to the channel, and enable notifications so you don't miss future content. #QuantumBlockchain #BitcoinMining #ASIC #CryptoTech #FrancescoGardin #MethodC #BlockchainInnovation #MiningSoftware #CryptoHardware #QBT #ProactiveInvestors
【98有聲書房】開張,訂閱收藏News98精選有聲書:https://apple.co/44KcuRo 主持人:阮慕驊 來賓:資深證券分析師 連乾文 (阿文師) 主題:ASIC壓著輝達打?TPU商機聯發科吃得到? 節目時間:週一至週五 5:00pm-7:00pm 本集播出日期:2025.12.04 此集影片YouTube連結 https://youtube.com/live/v74mQXC09Vo
Google Gemini 的強勢逆襲,驗證雲端巨頭自研晶片的成效,也讓市場聚焦 ASIC 的趨勢 本集《上流投資術》深入剖析,當 AI 伺服器走向客製化,哪些台廠早已卡位關鍵節點? 《各節重點》 * 雲端巨頭的逆襲 * ASIC 供應鏈大解密 * 封測與檢測商機 加入會員,支持節目: https://wealth1974.firstory.io/join 留言告訴我你對這一集的想法: https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments ★ 打電話也可以訂財訊→(02)2551-5228 轉 10。 ★ 商業合作請洽 ad@wealth.com.tw,或撥專線 (02)2551-2561 轉 255。 製作|財訊雙週刊 主持|尚清林 來賓|劉志明 企劃|吳雨軒 攝影|吳雨軒 剪輯|吳雨軒 錄影時間|2025.12.2
Money markets say the next move in interest rates will be up, ASIC completes its first ever survey of companies and their policies about whistle-blowers. Plus, a week out from the ban on major social media sites for under-16-year-olds kicks in.See omnystudio.com/listener for privacy information.
Interview recorded - 2nd of December, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Warwick Powell. Warwick is an Adjunct Professor at Queensland University of Professor working at the intersection of China, digital technologies, supply chains, financial flows and global political economy & governance.During our conversation we spoke about Warwick's overview of 2025, accelerating shift away from US hegemony, BRICS institution, currency and more. I hope you enjoy!0:00 - Introduction0:57 - Overview of 20256:50 - Accelerating US hegemonic shift?12:25 - Drivers of Western challenges18:28 - Real capital investment into US23:44 - AI impact on employment28:18 - Shifting alliances33:25 - BRICS institutions39:03 - European type alliance42:01 - BRICS currency48:33 - One message to takeaway?Warwick began his career in academia, teaching Chinese history and European cultural history at Griffith University. He graduated with First Class Honours and is the recipient of the prestigious University Medal for Academic Excellence. Warwick was also awarded a Department of Foreign Affairs and Trade scholarship to undertake postgraduate studies at People's University, Beijing. He deferred his studies to begin work for Kevin Rudd in the Queensland Government.He is the chairman and founder of Sister City Partners Limited, a not-for-profit investment bank focusing on developing links between regional Australia and the markets of Asia. Through this work, Warwick has experience in diverse industries including cattle and sheep production and processing, information and communication technology, infrastructure, energy, natural resources, travel and tourism and property development.He is a director of a number of funds management companies responsible for funds established under an ASIC-approved Australian Financial Services License. He is a member of the Central Highlands Accelerate Agribusiness Advisory Board and was the founding Treasurer of Innovation NQ Inc., a not-for-profit innovation incubator in North Queensland.He continues to teach professional courses in areas such as innovation, creativity, regional economic development and blockchain technology with James Cook University, QUT and Edith Cowan University.Warwick Powell: LinkedIn - https://au.linkedin.com/in/warwickpowellSubstack - https://substack.com/@warwickpowell Twitter - https://x.com/baoshaoshanWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
Happy Mindful Monday Everyone!In this week's episode, our host, Allie Brooke, sits down with amazing Brigette Panetta. Brigette has emerged as a powerful advocate for individuals facing social injustice and adversity. As the partner of James Mawhinney, founder of Media.com, Brigette has personally experienced the profound challenges of fighting against a government body. Over the past four years, she has witnessed the severe impact of Australia's corporate regulator, ASIC's, false allegations on her family's investment business, Mayfair 101. This ordeal has deeply affected Brigette, her young family, and the lives of nearly 600 Australians. Her journey began under extraordinary circumstances—two days after giving birth during the onset of the pandemic, Brigette found herself in the ICU, recovering from a traumatic birthing experience while simultaneously supporting James through 26 legal hearings. The struggle resulted in losing their family home and enduring significant personal and professional setbacks. Despite these hardships, Brigette's resilience has driven her to speak out and assist others in similar predicaments. Brigette is committed to creating a foundation to provide litigation funding and support for individuals battling injustices. She aims to offer a platform for people to share their stories and find solidarity in their experiences. In addition to her advocacy work, Brigette is passionate about holistic healing modalities. She has explored and benefited from practices such as breath work, meditation, kinesiology, and Reiki to overcome trauma and stress. Through her journey, she has discovered the power of internal healing and now wishes to educate others on these methods.Episode TopicsHow did you specifically cultivate mental resilience during such an intense social justice pursuit, when the stakes were so high?Can you share an experience where a mental barrier (like self-doubt, fear, or hopelessness) felt particularly overwhelming, and what immediate, in-the-moment strategies you used to overcome it?How did your experiences with adversity fundamentally shift your perspective on personal strength and the human capacity for endurance?You've leveraged meditation, Reiki, and other holistic healing modalities to transcend adversity. For listeners who might be new to these practices, where would you recommend they start to begin building their inner strength?Can you describe how integrating mind, body, and spirit through these practices creates a different kind of resilience compared to purely mental fortitude?Was there a specific holistic practice that felt most impactful for you during your most challenging times, and what made it so powerful?How do you continue to weave these holistic practices into your daily life now, beyond times of crisis, to maintain your well-being?How To Connect w| BrigetteWebsiteLinkedIn The Growth METHOD. Membership◦ Join Here! (Both FREE and Premium)◦ Use Code:growthmindsetgal for 50% off your first month's subscription! THE GREAT 2025 LOCK-IN GIFTED 1HR COACHING CALL SIGN UPENDS 12/31/2025 1:1 GROWTH MINDSET COACHING PROGRAMS!◦ Application Form What are the coaching sessions like?• Tailored weekly discussion questions and activities to spark introspection and self-discovery.• Guided reflections to help you delve deeper into your thoughts and feelings.• Thoughtfully facilitated sessions to provide maximum support, accountability, and growth.• Please apply for a FREE discovery call with me!• Allie's Socials• Instagram:@thegrowthmindsetgal• TikTok: @growthmindsetgal• Email: thegrowthmindsetgal@gmail.comLinks from the episode• Growth Mindset Gang Instagram Broadcast Channel• Growth Mindset Gang Newsletter • Growth Mindset Gal Website• Better Help Link: Save 10%SubstackDonate to GLOWIGloci 10% off Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or find it on Spotify, Podbean or Apple Podcasts. In this episode, Chris and Ying Yi unpack the macro consequences of the AI build-out, exploring how the multi-trillion-dollar data-centre capex boom, rising memory costs, and U.S. reshoring are reshaping inflation, credit markets, and central-bank policy. They also assess why AI-exposed sectors like management consulting are expanding—not contracting—as AI augments human productivity. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.
Upstream Data CEO and Founder Steve Barbour joins the pod to talk about the state of bitcoin mining and why he's not sold on the hybrid AI-bitcoin miner trade. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Steve Barbour, CEO of Upstream Data, joins us for a bitcoin mining palate cleanser! We cover the current state of mining economics, his take on some of the new ASIC models coming to market, oil and gas markets, the infrastructural / operational differences between AI/HPC data centers and mining farms, and why he believes Bitcoin mining is entering a new phase of maturity with sustainable business models. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining difficulty at all-time highs • Energy partnerships crucial for profitability • Home mining still viable for enthusiasts • Public miners face market pressure • Equipment costs down significantly • Operational efficiency key to survival Timestamps: 00:00 Start 04:11 Miner sentiment check 07:37 How much more downside? 11:28 ASIC market 14:18 Bitdeer & AISC sales 19:43 Proto ASIC design 23:18 Oil field mining 27:51 Renewables 30:00 Miner retrofit 35:58 NatGas Generators 39:53 Oil prices 41:26 Bits vs atoms 43:44 Lawsuit
Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Steve Barbour, CEO of Upstream Data, joins us for a bitcoin mining palate cleanser! We cover the current state of mining economics, his take on some of the new ASIC models coming to market, oil and gas markets, the infrastructural / operational differences between AI/HPC data centers and mining farms, and why he believes Bitcoin mining is entering a new phase of maturity with sustainable business models. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining difficulty at all-time highs • Energy partnerships crucial for profitability • Home mining still viable for enthusiasts • Public miners face market pressure • Equipment costs down significantly • Operational efficiency key to survival Timestamps: 00:00 Start 04:11 Miner sentiment check 07:37 How much more downside? 11:28 ASIC market 14:18 Bitdeer & AISC sales 19:43 Proto ASIC design 23:18 Oil field mining 27:51 Renewables 30:00 Miner retrofit 35:58 NatGas Generators 39:53 Oil prices 41:26 Bits vs atoms 43:44 Lawsuit
Khảo sát của ASIC cho thấy người Úc dự tính sẽ chi gần 800 đô mỗi người cho quà tặng, du lịch và tiệc tùng trong dịp cuối năm. Nhưng theo các chuyên gia, lập kế hoạch từ sớm và chi tiêu có chiến lược có thể giúp bạn tận hưởng trọn vẹn mùa lễ mà không vượt ngân sách.
This episode is part of our replay series while we take a short break—one of our favourites from the archives.This episode covers the mysterious disappearance of Sydney businesswoman Melissa Caddick, who vanished in November 2020 after her company was raided by ASIC. Months later, her severed foot washed ashore, sparking speculation and controversy that still surrounds the case today.Skip ahead to episode: 06.45www.cluelesscrime.com.aubuymeacoffee.com/cluelesscrimepatreon.com/cluelesscrimeinstagram.com/cluelesscrimepodcast
美國四大CSP(Microsoft、Google、AWS、Meta)近期法說會不約而同調高資本支出預期,Google更是一路調高至900多億美元。OpenAI執行長奧特曼(Sam Altman)甚至計劃在2030年前打造近30GW的算力,預計投入超過一兆美元。面對如此龐大的投資,市場不免出現泡沫質疑。然而在今年九月Open AI、Oracle與Nvidia之間的「AI永動機」啟動後,AI晶片供過於求的問題卻似乎有了一些反轉⋯⋯ 這集節目,我們特別邀請長期關注半導體與AI產業的艦長程正樺,一起深入聊聊AI產業的現況與展望。 主持人:天下雜誌總主筆 陳良榕 來賓: 騰旭股份有限公司投資長 程正樺 *Podcast限定優惠方案!訂閱一年《胡說科技》還附天下暢銷書《晶片戰爭》:https://bit.ly/47fR4PX *意見信箱:bill@cw.com.tw -- Hosting provided by SoundOn
Australia needs control over its intelligence layer, not just its data. We explore SCX's sovereign AI cloud, Project Magpie's cultural reasoning, and why inference economics and time-to-market beat hype-driven buildouts.• sovereign AI as control and context, not just security• SCX's inference cloud and partnership with SambaNova• Project Magpie fine-tuning the reasoning layer for Australia• training vs inference split to optimize cost and speed• tokens per kilowatt as the core unit economics• open source vs closed models in enterprise adoption• retrofitting existing data centers with pre-assembled racks• moving pilots to production through cost, control, and confidence• regional strategy across Southeast Asia and exportable tokens• agents shifting work to domain teams, doing more not just cutting costs• candid MBA debate on value, narrative, and people skills• playful Spark Tank on pickleball and rapid-fire personal insightsWhat if a nation's most critical asset isn't oil, power, or spectrum—but intelligence? We sit down with Southern Cross AI (SCX) founder David Keane, co-founder and CSO Akash Agrawal, and SambaNova's Chief Product and Strategy Officer Abhi Ingle to unpack how a sovereign AI cloud can protect context, culture, and control while still competing on cost and speed. From Australia's national needs to regional demand across Southeast Asia, we chart a pragmatic route from vision to working systems.David explains why SCX is built around inference as a service and how Project Magpie fine-tunes the reasoning layer so models “think like an Australian,” reflecting local law, language, and norms. Abhi breaks down training vs inference in plain English, clarifying why pretraining might live on massive GPU clusters while high-throughput, energy-efficient inference thrives on SambaNova's ASIC-based systems. Akash digs into enterprise realities—data sovereignty, runaway costs, and integration roadblocks—and makes the case for open source models you can fork, fine-tune, and operate within your perimeter.We get practical about tokens per kilowatt as the new ROI, pre-assembled racks that drop into existing data centers, and managed services that cut time-to-market from years to months. We explore why most buyers don't care which chip is under the hood—they care about latency, reliability, and price—and how that shifts competition from hardware logos to delivered outcomes. Go to SCX.ai to experience the future of sovereign AI.Remember, in order to win the “$1,000 token credit" you'll have to explain what a magpie is in the comments, and the team at SCX will judge the winner!David Keane - https://www.linkedin.com/in/dakeane/David serves as the Founder & CEO of SouthernCrossAI (SCX.ai), an Inference-as-a-Service platform dedicated to establishing sovereign, scalable, and cost-efficient AI infrastructure tailored for Australian requirements.Akash Agarwal - https://www.linkedin.com/in/aagarwal/Currently, Akash serves as the Chief Strategy Officer and Co-Founder of SouthernCrossAI (SCX.ai).Abhi Ingle - https://www.linkedin.com/in/ingle-abhi/Abhi Ingle - Currently, Abhi serves as the Chief Product & Strategy Officer (CPSO) at SWebsite: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Sandeep Parikh: https://www.instagram.com/sandeepparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com
【謝晨彥分析師Line官方帳號】 https://lin.ee/cdWWQ9a 2025.11.06【鴻海強勢回歸! AI 記憶體 ASIC PCB 誰領風騷?】#台股怪談 謝晨彥分析師 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID:@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #台股怪談 #大賺 -- Hosting provided by SoundOn
ASIC has laid out its findings into the private credit industry, as it looks to balance the risks with growth opportunities.See omnystudio.com/listener for privacy information.
ASIC is running its eye over private credit, with the $200 billion industry primed for growth, but still with concerns over risks.See omnystudio.com/listener for privacy information.
【謝晨彥分析師Line官方帳號】 https://lin.ee/se5Bh8n 2025.11.04【外資再降聯發科目標價 發哥何時重返榮耀?】#華爾街見聞 謝晨彥分析師 ☆ 外資為何調降目標價 #聯發科 1300保衛戰? ☆ #ASIC 明年營收10億美元!發哥法說會完整分析 ☆ ASIC、智慧手機與車用邊緣AI 將助發哥重返榮耀? 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID:@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #飆股啟航 #大賺 #美債 #華爾街見聞 -- Hosting provided by SoundOn
Core Scientific shareholders voted no on CoreWeave's $9 billion acquisition proposal, and CleanSpark acquired a Texas site for a 285 MW AI site. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! For this week's roundup, we break down Core Scientific shareholders voting NO on the $9B CoreWeave acquisition, CleanSpark's plans for a new 285 megawatt Texas site for AI workloads, and TeraWulf's record 25-year contract with FluidStack. Plus, Ethan Vera from Luxor joins to analyze the ASIC market and where hash rate growth is really coming from. And for this week's cry corner, why the filter soft fork is doomed to fail. Notes: • Core Scientific shareholders rejected CoreWeave deal • Hashprice dropped to $43.73 per petahash daily • Difficulty adjusted upward 6.3% • Hashrate reached 1.1 zettahash on 7-day average • CleanSpark acquired Texas site with 300 MW pipeline • TeraWulf signed 25-year deal with FluidStack Timestamps: 00:00 Start 02:09 Difficulty Report by Luxor 07:47 ASIC market update 12:01 CORZ deal fails 22:14 CleanSpark data center acquisition 27:51 WULF $9.5B FS extension 33:36 Cry Corner: Fork time?
Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! For this week's roundup, we break down Core Scientific shareholders voting NO on the $9B CoreWeave acquisition, CleanSpark's plans for a new 285 megawatt Texas site for AI workloads, and TeraWulf's record 25-year contract with FluidStack. Plus, Ethan Vera from Luxor joins to analyze the ASIC market and where hash rate growth is really coming from. And for this week's cry corner, why the filter soft fork is doomed to fail. Notes: • Core Scientific shareholders rejected CoreWeave deal • Hashprice dropped to $43.73 per petahash daily • Difficulty adjusted upward 6.3% • Hashrate reached 1.1 zettahash on 7-day average • CleanSpark acquired Texas site with 300 MW pipeline • TeraWulf signed 25-year deal with FluidStack Timestamps: 00:00 Start 02:09 Difficulty Report by Luxor 07:47 ASIC market update 12:01 CORZ deal fails 22:14 CleanSpark data center acquisition 27:51 WULF $9.5B FS extension 33:36 Cry Corner: Fork time?
Crowd-Sourced Funding (CSF) Equity Raising: a real, underused pathway for SMEs – and a powerful advisory opportunity for your firm. In this episode of Accountants Minute Podcast, Peter Towers busts the myth that only unlisted public companies can raise via CSF, explains the ASIC-licensed intermediary model, and shows how accountants, bookkeepers and advisors can prepare SME clients to raise up to $5M without a prospectus. You'll learn where firms add the most value – investment-readiness (plans, budgets, cashflow forecasts, governance), crafting the CSF Offer Document, and converting post-raise support into ongoing Virtual CFO work. You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube
Take a Network Break! Companies spying on…I mean, monitoring…their employees via software called WorkExaminer should be aware of a login bypass that needs to be locked down. On the news front, we opine on whether it’s worth trying to design your way around AWS outages, and speculate on the prospects of a new Ethernet switch... Read more »
Take a Network Break! Companies spying on…I mean, monitoring…their employees via software called WorkExaminer should be aware of a login bypass that needs to be locked down. On the news front, we opine on whether it’s worth trying to design your way around AWS outages, and speculate on the prospects of a new Ethernet switch... Read more »
Take a Network Break! Companies spying on…I mean, monitoring…their employees via software called WorkExaminer should be aware of a login bypass that needs to be locked down. On the news front, we opine on whether it’s worth trying to design your way around AWS outages, and speculate on the prospects of a new Ethernet switch... Read more »
כל שנה של אדם זה 7 שנים של כלב.כל שנה של אדם זה 25 שנה של טלפון.אז כל שנה של אדם היא כמה שנים של שבב?זאת שאלה שלא חשבנו לשאול את עצמנו.אבל זו שאלה שיכולה לעלות כשמדברים עם פרופסור בחזית המחקר!אז איך ניגשים לשאלה הזאת? דעיכה גרעינית של סיליקון? מדידת ביצועים של השבב?מהו המדד הנכון למדידת אורך חיי השבב?בשביל לענות על השאלה הזאת הבאנו לאולפן את פרופ' פרדי גבאי, יוצא מלאנוקס ופרופסור באוניברסיטה העברית בירושלים - שיענה על השאלה הזאת בדיוק.פרדי פתח את עינינו בנושא הזדקנות צ'יפים, התופעות הפיזיקליות וטיפולי אנטי-אייג'ינג שלא תמצאו בסופר-פארם.אז על מה דיברנו?- כמה שנים של שבב זאת שנה של אדם?- למה פיזיקל דיזיין הולך לקבל בוסט בשנים הקרובות?- אילו מדדים פיזיקליים משפיעים על הזדקנות השבב?- אילו השפעות יש לשבב זקן?- אילו תעשיות צריכות לשים לב יותר לגיל השבבים שלהן?אחרי שהאזנתם לפרק מוזמנים להצטרף לקבוצת המאזינים שלנו - שם אנחנו מאמנים את השבבים מגיל צעיר >>>https://chat.whatsapp.com/KwUu8pQsxx220qS7AXv04THard Reset - הפודקאסט של קהילת Hardware Engineering Israel.מוזמנים ליצור איתנו קשר במייל podcasthardreset@gmail.comהאזנה נעימה.
Moving On Up: Non-compete and no-poach restrictions in employment contracts in the government's sights, and Special Counsels Amelia McKellar and Kaushalya Mataraaratchi explain how long-standing exceptions to the competition law could be put on gardening leave. Plus subscription traps and Amazon's Iliad flow, Taylor Swift and Ticketmaster, Treasury on AI and the ACL, ASIC and ANZ, and a new Commissioner at the ACCC … All this and M People with co-hosts Moya Dodd and Matt Rubinstein. Breaking News: ACCC announces decisions on two of the eight remaining old school mergers on its register, waving through Cuscal's acquisition of payment facilitation supplier Indue Limited but opposing MicroStar Logistics' acquisition of the assets of keg pooling service provider Konvoy Holdings. Links: M People with "Moving On Up" and Loleatta Holloway with "Love Sensation" and "Ride on Time" The Final Countdown on the ACCC's public informal merger clearance register MN-01019: Ampol's proposed acquisition of retail sites from EG Australia FTC and Amazon settle for $US2.5bn over Prime subscriptions FTC takes Ticketmaster to court over resales and price and ticket limits ASIC press release and press conference on ANZ agreed penalties Treasury's Final Report in its review of AI and the ACL G+T on Treasury's consultation on non-competes ABC on the rebel R360 league and eligibility for internationals Treasury and ACCC announce the new ACCC Commissioner Meet the Gilbert + Tobin Competition, Consumer + Market Regulation team Email us at edge@gtlaw.com.au Support the show: https://www.gtlaw.com.au/See omnystudio.com/listener for privacy information.
Discover how Renesas GreenPAK revolutionizes mixed-signal design by combining analog and digital blocks into a single programmable IC. In this comprehensive tutorial from the OnTrack Podcast, Dima Mymrikov demonstrates how to design, simulate, and program custom logic circuits in minutes using the intuitive Go Configure software—no coding required. Learn how GreenPAK replaces multiple discrete components with one tiny, low-cost chip. From window comparators and power sequencing to level shifters and I²C expanders, see real-world examples of consolidating complex circuits into a 2x3mm package. This is the perfect solution for engineers looking to reduce board space, lower power consumption, and accelerate prototyping without the million-dollar investment of traditional ASIC development.
Robbie Barwick, the Research Director at the Australian Citizens Party and I discuss the latest from Estimates, where again it is clear who is pulling the strings, and playing the tunes for the politicians from the major parties. We play some of the essential moments relating to bank branch closures and ASIC, to highlight why … Continue reading "The Banks Have Got The Major Parties By The Throat!"
ICE raided an ASIC repair shop this week, and a look into the crystal ball for Bitcoin's hashrate at the end of the year.Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ben Harper from Luxor Technologies joins us to talk about the brutal hash rate environment as hashrate surges past 1 zettahash. For news, we break down ICE's raid on a Bitcoin miner repair shop in Pyote, Texas, Core Scientific's shareholder vote for the CoreWeave acquisition, and Tether's massive 86,000+ BTC treasury. **Notes:** • Difficulty increased 6%, up 26% over 7 adjustments • Hashrate expected to reach 1.2 zeta by year-end • Core Scientific vote scheduled for October 30th • Tether holds 85,335 BTC worth $10.4 billion • ICE arrested 12-13 undocumented workers at TX ASIC repair shop Timestamps: 00:00 Start 04:27 Difficulty Update by Luxor 06:48 ICE raids ASIC repair shop 11:30 Hashrate Forwards 23:03 End of year Forward projections 25:41 Cleanspark Ad 26:10 Core Sci Update 28:44 Tether holds more BTC than you think
Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ben Harper from Luxor Technologies joins us to talk about the brutal hash rate environment as hashrate surges past 1 zettahash. For news, we break down ICE's raid on a Bitcoin miner repair shop in Pyote, Texas, Core Scientific's shareholder vote for the CoreWeave acquisition, and Tether's massive 86,000+ BTC treasury. **Notes:** • Difficulty increased 6%, up 26% over 7 adjustments • Hashrate expected to reach 1.2 zeta by year-end • Core Scientific vote scheduled for October 30th • Tether holds 85,335 BTC worth $10.4 billion • ICE arrested 12-13 undocumented workers at TX ASIC repair shop Timestamps: 00:00 Start 04:27 Difficulty Update by Luxor 06:48 ICE raids ASIC repair shop 11:30 Hashrate Forwards 23:03 End of year Forward projections 25:41 Cleanspark Ad 26:10 Core Sci Update 28:44 Tether holds more BTC than you think
Fan favorite Pennyether joins the show to discuss the bitcoin mining stocks, the future growth of Bitcoin's hashrate, and more. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, independent stock analyst Pennyether joins us to talk about Bitcoin hashrate crossing 1 zettahash, the economics of ASIC manufacturing, and how Bitdeer could challenge Bitmain's dominance. We explore why miners spend 35-40% of revenue on ASICs, the HPC narrative driving mining stocks up, and why hashrate will continue growing exponentially despite megawatt concerns. **Notes:** • Bitcoin hashrate officially crossed 1 zettahash • ASIC manufacturers capture 35-40% of mining revenue • $19B+ annual Bitcoin mining revenue potential • Bitfarms stock rose 138% in one week • Bitdeer using TSMC for competitive advantage • HPC deals 2-5x more profitable than mining Timestamps 00:00 Start 05:38 Who is Penny? 08:39 Testing ideas & mining data 14:31 ASIC manufacturing market 24:10 Hashrate 28:28 HPC & AI 31:14 Valuation with & without deals 36:24 ASICs & Bitdeer 40:34 ASIC margins 45:21 Cannan 49:19 Vertical integration 52:42 When mining stocks polymarket?
Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, independent stock analyst Pennyether joins us to talk about Bitcoin hashrate crossing 1 zettahash, the economics of ASIC manufacturing, and how Bitdeer could challenge Bitmain's dominance. We explore why miners spend 35-40% of revenue on ASICs, the HPC narrative driving mining stocks up, and why hashrate will continue growing exponentially despite megawatt concerns. **Notes:** • Bitcoin hashrate officially crossed 1 zettahash • ASIC manufacturers capture 35-40% of mining revenue • $19B+ annual Bitcoin mining revenue potential • Bitfarms stock rose 138% in one week • Bitdeer using TSMC for competitive advantage • HPC deals 2-5x more profitable than mining Timestamps 00:00 Start 05:38 Who is Penny? 08:39 Testing ideas & mining data 14:31 ASIC manufacturing market 24:10 Hashrate 28:28 HPC & AI 31:14 Valuation with & without deals 36:24 ASICs & Bitdeer 40:34 ASIC margins 45:21 Cannan 49:19 Vertical integration 52:42 When mining stocks polymarket?
Cipher Mining landed its first AI tenant, with $1.3 billion in the deal backstopped by Google, and MicroBT has opened a U.S. distribution hub with 10,000 ASIC miners per month in volume. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! On today's round up, we dive deep into Cipher Mining's $3 billion AI hosting deal with Fluid Stack, backed by Google's $1.4 billion guarantee. And as hashrate surges to 1,100 EH/s, miners are struggling with sub-$50 hash prices. Plus MicroBT has opened a U.S. distribution hub, and IREN's aggressive GPU expansion. **Notes:** • Cipher signed $3B AI deal with Fluid Stack • Google backstopping $1.4B of obligations • Hash price under $50/PH/day (6mo low) • Network hash rate at 1,100 EH/s • IREN doubled GPU fleet to 23K units, raises Q1-2026 ARR to $500M • MicroBT opens 10K unit/month US shop Timestamps: 00:00 Start 03:03 Difficulty Report by Luxor 07:08 Cipher and Fluidstack deal! 13:15 MicroBT opens up shop in US 17:34 Cleanspark Ad 18:03 IREN doubles GPU fleet (again)
Seth is VP of Cake Wallet, a self custody bitcoin wallet available on ios, android, and desktop. We discuss their new offline companion app, Cupcake, and variety of other privacy related topics.Seth on Nostr: https://primal.net/sethforprivacySeth on X: https://x.com/sethforprivacyCake Wallet: https://cakewallet.com/EPISODE: 179BLOCK: 916494PRICE: 909 sats per dollar(00:00:01) UK Digital ID Dystopia(00:01:02) Happy Bitcoin Friday(00:03:01) Samourai arrests fallout and Ashigaru vs Wasabi vs JoinMarket(00:06:49) Coordinator trust, liquidity, and taint/frozen funds(00:12:10) Cake Wallet updates and unveiling Cupcake signer(00:15:36) How Cupcake works: air-gapped signer, BCUR/BBQR, threat models(00:19:01) Travel, opsec, and device choices for Cupcake(00:21:30) Cupcake's scope vs hardware wallets(00:25:21) Multisig discussions, open standards, and future features(00:29:43) Single sig and practical custody advice(00:30:29) Recent Monero Attack(00:36:21) ASIC resistance debate and Monero reorg analysis(00:41:02) Wild idea: switch Monero to Litecoin's Scrypt ASICs(00:43:19) Lightning in Cake Wallet: evaluating Ark vs Spark(00:49:37) Spark's pragmatism, privacy concerns, and operators(00:56:40) Strike/Primal, Cashu, and custodial vs self-custodial tradeoffs(00:58:56) Hands-on with Spark in Wallet of Satoshi beta(01:05:02) Bitcoin privacy outlook: Silent Payments, PayJoin, Lightning(01:06:14) Silent Payments UX: Frigate server model and performance(01:09:17) Run your own node for privacy and practical setups(01:09:51) Closing reflections: builders vs discourse, optimismVideo: https://primal.net/e/nevent1qqsqmytsgrtq3s8zeqt6cgfsw4vlemyfrz5z02ylhkp7tm08ztuc2ysryw55xmore info on the show: https://citadeldispatch.comlearn more about me: https://odell.xyz
Bitcoin mining stock prices surged this week, Bitdeer released its latest ASIC miner, the SEALMINER A3, and more bitcoin mining news on this week's Mining Pod news roundup. Click Here To Join the BitAxe Giveaway Welcome back to The Mining Pod! Today, Matt Williams, the head of financial services at Luxor, joins Will and Colin to dive into this week's bitcoin mining news, including a massive bitcoin mining stock rally, Nvidia's $5 billion investment into Intel, and Bitdeer's new SEALMINER A3 ASIC miner series. Plus, Matt teases a new energy market product coming soon from Luxor, and we examine NAKA's brutal stock crash after its PIPE equity unlock. **Notes:** • Bitcoin's difficulty jumped 4.9% and 4.6% back-to-back • Nvidia invested $5 billion stake in Intel chips • NAKA stock crashed from $25 to $1.40 this year • New A3 miner delivers 290 TH at 12.5 J/TH Timestamps: 00:00 Start 05:17 Stocks are ripping, why? 10:46 NVIDIA invests in Intel 19:01 Bitdeer A3 launch 24:16 Luxor Forward and Energy Markets 31:54 Cry Corner: NAKA is down bad
Block is most well known for its point of sale hardware. But now they are gunning for the bitcoin mining market. Welcome back to The Mining Pod! On today's bonus edition, Perry Hothi from Block joins us to talk about Proto's new ASIC miner, Rig. We dive deep into the technical specs, modular hashboard design, open-source mining software, and how Block plans to compete in a hardware market dominated by Bitmain. Perry explains Rig's data center-inspired features and Block's broader Bitcoin ecosystem strategy. Notes: • 14.1 joules per hash efficiency rating • 12kW power consumption per unit • 96-124 chips per configuration • Swappable hashboard design • Single phase power that helps balance all three phases • Two fans per three hash boards design Timestamps: 00:00 Start 01:31 Specs: Jules per Terahash 05:18 Form Factor 12:03 Colorado Air Filter 13:05 Hashboard Swapping 17:28 Under clocking (operating range) 18:54 Block ecosystem 21:22 Competitors 23:42 Cleanspark 24:11 Next Gen
On today's roundup, we have an ASIC market update from Luxor, plus American Bitcoin's debut on public markets and why one investor wants to put the freeze on the Core Scientific-CoreWeave deal. Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Colin and Will with Luxor's ASIC Trading Desk Senior Account Manager Sarah Tang about the ASIC market landscape, including how tariffs are impacting pricing, demand, and futures orders, plus the most popular ASIC models currently. For news, they cover American Bitcoin's volatile Nasdaq debut, JonesResearch pumping the brakes on its IREN rating, and Core Scientific's largest active investors imploring others to vote no on the CoreWeave acquisition. Subscribe to our newsletter! **Notes:** 50 % tariff on Chinese rigs 22 % tariff on SE Asian rigs Difficulty target for 1 ZH/s = 139.7 T hashes Hash price ≈ $53.8 /TH/day American Bitcoin surged to $13/share, fell to $6.38 Timestamps: 00:00 Start 02:17 Difficulty Report by Luxor 04:33 American Bitcoin public listing 07:10 ASIC prices 17:10 Cleanspark 17:39 Jones Research downgrades IREN 22:50 Cry Corner: Two Seas Capital