Podcasts about asic

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Best podcasts about asic

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Latest podcast episodes about asic

Business Now with Ross Greenwood
Business Now | 17 November

Business Now with Ross Greenwood

Play Episode Listen Later Nov 17, 2025 21:39 Transcription Available


The UK High Court decides BHP is liable for the 2016 Samarco tailings dam wall collapse in Brazil, SQM says it will fight an action brought by corporate regulator ASIC. Plus, the apparent first major gas discovery in Bass Strait in eight years.See omnystudio.com/listener for privacy information.

Caffeine, Crime and Canines
Episode 233 | REPLAY | Melissa Caddick | The Sydney conwoman and her severed foot

Caffeine, Crime and Canines

Play Episode Listen Later Nov 16, 2025 39:53


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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

聽天下:天下雜誌Podcast
【阿榕伯胡說科技Ep.64】AI趨勢怎麼看?AI晶片泡沫危機?ASIC與GPU競爭鹿死誰手?800V高壓直流、CoPoS、矽光子,誰是2026最重要的投資關鍵? ft. 程正樺

聽天下:天下雜誌Podcast

Play Episode Listen Later Nov 13, 2025 53:30


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

Proactive - Interviews for investors
Quantum Blockchain cuts time-to-market for miners with 'software only' version of Method C

Proactive - Interviews for investors

Play Episode Listen Later Nov 13, 2025 6:11


Quantum Blockchain Technologies PLC (AIM:QBT) CEO Francesco Gardin talked with Proactive's Stephen Gunnion about the company's latest breakthrough — a software-only version of Method C AI Oracle, which enhances Bitcoin mining efficiency without requiring hardware changes. Gardin explained that this new version allows the integration of Oracle at the operating system level of mining rigs. “The energy required is the same… but the number of quality hashes… is higher,” he said, referring to their lab-tested 10% improvement in mining efficiency. This advancement significantly reduces the time-to-market from 18 months to just a few weeks, enabling miners to implement upgrades much faster than traditional ASIC-based improvements. Gardin noted that their method increases "quality hashing" — a performance measure based on hash difficulty rather than speed alone. He added that all major ASIC manufacturers they've approached are receptive to testing the Oracle directly on their own machines, as QBT is not prepared to disclose proprietary details. Testing is currently being performed on legacy S9 miners as a proof of concept, and Gardin is in Dallas attending the Mining Disrupt conference to advance commercial discussions. With implementation timelines of 4–6 weeks once a machine is received, Gardin highlighted that companies lagging behind market leader Bitmain view Oracle as a potential opportunity to close the competitive gap. Visit Proactive's YouTube channel for more interviews, and don't forget to like this video, subscribe, and turn on notifications for future content. #QuantumBlockchain #BitcoinMining #CryptoTechnology #MiningEfficiency #BlockchainSoftware #ASICMiners #MethodC #CryptoInnovation #MiningDisrupt #CGMiner

Proactive - Interviews for investors
Sterling Digital eyes AQSE listing as it fuels off-grid Bitcoin mining assets with stranded gas

Proactive - Interviews for investors

Play Episode Listen Later Nov 12, 2025 4:20


Sterling Digital Plc CEO Stefan Michaelides joined Stephen Gunnion in Proactive's studio with more on the company's unique approach to off-grid Bitcoin mining and its upcoming listing on the Aquis Growth Market. Sterling Digital is distinguishing itself from traditional miners by utilising stranded natural gas from oil fields, primarily in the United States, to power its operations. According to Michaelides, this model provides a cost advantage and addresses an environmental challenge by capturing methane-rich gas that would otherwise be vented or flared. He explained, “We're not only solving an environmental issue, but creating a valuable asset at the same time.” The company sources the gas at prices under one dollar per MCF, which translates to approximately half a cent per kilowatt-hour—significantly lower than grid-based energy costs. Michaelides also discussed the scalability of Sterling Digital's operations, noting that a series of assets are already lined up, setting a clear path for the next 12 to 18 months. While future international expansion is being considered, the focus remains firmly in the United States for now. Sterling Digital plans to hold its mined Bitcoin as part of a treasury policy, potentially lending to liquidity providers to earn yield. The company's ticker on the Aquis exchange will be ASIC. For more interviews and updates, visit Proactive's YouTube channel. Don't forget to like the video, subscribe, and turn on notifications for the latest content. #BitcoinMining #SterlingDigital #Cryptocurrency #StrandedGas #MethaneReduction #ESGInvesting #Bitcoin #DigitalAssets #EnergyEfficiency #AquisListing #BTCMining #OffGridEnergy #CryptoInfrastructure

Spark of Ages
Why You Can't Build Sovereign AI Alone/David Keane, Akash Agarwal, Abhi Ingle - SCX.ai, SambaNova, Australia ~ Spark of Ages Ep 50

Spark of Ages

Play Episode Listen Later Nov 7, 2025 68:45 Transcription Available


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

Fear and Greed
The Weekend Edition | 8-9 Nov 2025

Fear and Greed

Play Episode Listen Later Nov 7, 2025 32:19 Transcription Available


RBA meetings, nervous investors, an ASIC report into private credit and Elon Musk's $1 trillion payday (maybe!) - there's plenty to choose from this week.Sean Aylmer and Michael Thompson go head to head on the top business stories of the week, with Adam Lang picking a winner in a fierce debate.Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

華爾街見聞
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

華爾街見聞

Play Episode Listen Later Nov 6, 2025 43:06


【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

Money News with Ross Greenwood: Highlights
MWP November 5: ASX sinks again, as ASIC puts private credit under the microscope

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Nov 5, 2025 5:49


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.

Money News with Ross Greenwood: Highlights
Simone Constant, ASIC Commissioner

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Nov 5, 2025 15:57


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.

Fear and Greed Business Headlines
Fast Five | 6 Nov 2025

Fear and Greed Business Headlines

Play Episode Listen Later Nov 5, 2025 6:29 Transcription Available


Thursday 6 November 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Equities, bitcoin, gold sell-off ASIC boss warns on private credit Goodman’s warning on AI infrastructure surge Voters fire Trump a warning AI & smart watches helping heart health Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, is it time to fix your interest rate? 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.

Fear and Greed
Equities, bitcoin, gold sell-off; voters fire Trump a warning; smartwatches, AI heart health

Fear and Greed

Play Episode Listen Later Nov 5, 2025 16:54 Transcription Available


Thursday 6 November 2025 Equities, crypto currencies and gold sell off as investors re-assess the outlook for risk and interest rates. ASIC boss Joe Longo warns that private credit faces new rules if it doesn’t clean up its act. Goodman Group warns on the surge in AI related infrastructure. US polls show voters are tiring of Donald Trump. How smartwatch data and AI are combining to uncover heart problems. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, is it time to fix your interest rate? 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.

Business Now with Ross Greenwood
Business Now | 5 November

Business Now with Ross Greenwood

Play Episode Listen Later Nov 5, 2025 22:30 Transcription Available


Our stockmarket hits a six week low, corporate regulator ASIC says our market technology has fallen behind. Plus, Suncorp CEO says more Australians are vulnerable to weather events as towns are being built in the wrong places. See omnystudio.com/listener for privacy information.

Fear and Greed Business Headlines
Fast Five | 5 Nov 2025

Fear and Greed Business Headlines

Play Episode Listen Later Nov 4, 2025 5:40 Transcription Available


Wednesday 5 November 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Rates on hold, cut still possible ASIC warns on private credit Power companies to provide free power Microsoft’s deal with Tassie company Maldives bans smoking Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, is it time to fix your interest rate? 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.

Fear and Greed
Rates on hold, cut still possible; ASIC warns on private credit; Maldives bans smoking

Fear and Greed

Play Episode Listen Later Nov 4, 2025 16:27 Transcription Available


Wednesday 5 November 2025 The Reserve Bank leaves interest rates on hold, with little clear direction about whether there’ll be any more rate cuts. The corporate regulator, ASIC, criticises private credit players in a benchmark review of financial markets. The federal government will force electricity suppliers to provide three free hours of energy to households each day. Microsoft’s mega-deal with a largely unknown Tasmanian data centre operator. The Maldives becomes the first country in the world to outlaw cigarette smoking. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, is it time to fix your interest rate? 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.

華爾街見聞
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

華爾街見聞

Play Episode Listen Later Nov 3, 2025 12:39


【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

We Are Selling with Lee Woodward
Why Treating Property Sales As A Money Process Changes Everything with Lucas McEntee

We Are Selling with Lee Woodward

Play Episode Listen Later Nov 2, 2025 43:43 Transcription Available


Send a message directly to Lee ( Include your details )We dismantle the broken listed‑to‑settled process and show how banking‑grade rails rebuild it end to end. Lucas McEntee reveals how RiverStone Partners unifies signing, AML, deposits, supplier payments, commission advances, and PEXA settlement into one secure workflow.• treating property sales as a financial sequence• the shift from SaleFunder to Riverstone Partners• why deposits and settlement must come first• BPAY vs direct debit and chargeback risk• AML Phase 2 made practical with Equifax• one screen, seven tabs from sign to settle• promotion funding and supplier payment controls• advancing commission at exchange with Agent Funder• PEXA integration and instant order on the agent• compliance, SOC 2, ASIC, AFCA, and Law Society oversightUse this particular link, and you will get your first five settlements free of charge as a special offerHosted by Lee Woodward Training Systems Brought to you by The Complete Salesperson Course & Super Coaching Program

Spark Club Podcast
Al Gore says stop Australia's diesel fuel subsidy - Tim Buckley Ep62

Spark Club Podcast

Play Episode Listen Later Nov 2, 2025 44:49


Spark Club Podcast recorded on 31 October 2025 Highlights BESS deployments booming in Australia Batteries are the biggest disruptive force in global energy markets in 2025. Australia becomes world's third-largest utility battery market. Australia has overtaken the UK to rank behind China and the US in utility-scale battery capacity, with 14GW/37GWh of projects at or nearing financial close. Rystad Energy estimates the Australian pipeline of battery projects jumped 45GW in one year from 109GW in August 2024 to 154GW now. Meanwhile Minister Bowen is rightly crowing about the >100,000 home battery installs so far. Worth noting the world's largest hybrid BESS by MASDAR in the UAE, a 5GW solar and 19GWh BESS designed to provide 1GW of 24/7 power supply commenced construction this week. And AEMO's new 3Q2025 Quarterly Energy Dynamics report reveals that average wholesale electricity prices across the National Electricity Market, fell to $87/MWh, down 27% on the same quarter last year. AEMO says the surge in battery storage – up an average 461MW in the evening peaks – clearly had an impact on other peaking generation sources, with gas fired generation down 11%. All of these factors also helped the renewable share hit a new 3Q high of 42.7%, nearly 10% higher than the Q3 average of 39.3% last year. You'd never know this reading the mainstream climate science denialist media! AEMO's Quarterly Energy dynamics report had great news for Minister Bowen.  China The September 2025 electricity generation statistics for China show a ⬇️ 5.4% yoy decline in coal and gas generation for the September month, and a ⬇️ 1.2% yoy decline in the first nine months. And with cement production volumes -5.2% yoy YTD 2025, and crude steel volumes -2.9% yoy YTD 2025, that is consistent with Centre for Research on Energy and Clean Air (CREA)'s suggestion that China's national emissions peaked back in March 2024. Rho Motion reports China's EV sales in the first nine months of 2025 are 9.0m, +24% yoy, largely in line with the global rate of +26% yoy (given China is 61% of global EV sales in 2025 YTD), while China's EV exports are booming. Lowlights Sanjeev Gupta strikes Australia again, and again, this time InfraBuild InfraBuild reported a net loss of $250m in FY2025 and is likely trading while insolvent, thanks to Gupta have borrowed $1.07bn of really expensive debt against it. Beyond time ASIC acted against directors. Tomago Closure Threats Rio Tinto is threatening to close Tomago aluminium smelter due to their inability to access cheap coal power beyond 2028. Oliver Yates has proposed a simple government intervention to ensure low cost zero emissions firmed #RE to permanently solve this problem. We cant afford to have every multinational corporate lining up for $100-1000m subsidies, blackmailing the Federal Government trying valiantly to implement their FMIA, 82% RE by 2030 and Green Metal Exports policies. The Methane Gas lobby is out in force The NSW and SA governments are out lobbying on behalf of SANTOS, trying to force Narrabri gas development through again, and again. Meanwhile the SA government announced another $17m taxpayer subsidy for new methane gas developments in SA. BlueScope is leading a manufacturing lobby group calling for more gas development. The obvious solution is to accelerate electrification of everything so we permanently remove our addiction to fossil fuels. Main Story – Fossil fuel subsidies It was Tim's pleasure to met former US Vice President Al Gore at the IGCC annual investor conference, and then for a follow up private session hosted by Wollemi and SEC with Australia's largest Asset Owners. Al Gore had Tim when he demanded governments should stop giving fossil fuel companies subsidies! Al Gore stamina and determination is seriously impressive, he spoke for over an hour at IGCC then gave a lunch presentation and then another afternoon presentation. CEF continues to advocate for the Federal Government to reform the diesel fuel rebate, a $12bn annual subsidy for expensive high emissions imported diesel. It was brilliant to have Matt Kean, Chair of the CCA repeatedly call out this massive $12bn annual subsidy by Treasurer Jim Chalmers, the 15th largest budget expense item, and promote CEF's Transition Tax Incentive idea to instead incentivise the mining majors to invest in electrification and decarbonisation. CEF will be working with a growing coalition of aligned voices from CANA, LEAN, ACTU and Fortescue et al to push for this long overdue reform, particularly given it would be perfect announceable for Minister Bowen if and when Australia gets the COP31 presidency! What's coming up? Next week Tim is joining the ACBC for a full day discussion on Australia-China Energy Transition Dialogue then 2 days with the Climate Capital Forum in its third Parliament House delegation this year to discuss key issues in cleantech – YFYS, diesel fuel rebate and getting public capital deployments accelerated. Then in December Tim is joining the NSW Government for a battery forum in Guangdong China.

BIGECON 站在巨人肩膀看世界經濟
隼先生怎麼說#EP231|四大CSP財報過後,ASIC伺服器供應鏈再度點燃反攻號角

BIGECON 站在巨人肩膀看世界經濟

Play Episode Listen Later Nov 1, 2025 34:55


1:32 四大CSP的財報,華爾街檢視變不出新把戲就三招 3:35 (一)三大雲的營收年增率,亞馬遜暴漲主因 5:10 (二)營收、EPS 85%美股公司會Double beat,Meta重挫主因 7:40 (三)資本支出的總額與組成檢視 10:16 微軟雲營收季平、下季趨緩,認列虧損,跟OpenAI的關係是? 17:25 GPU VS ASIC伺服器競爭,ASIC陣營重獲反彈! 19:00 台股的供應鏈分界,用Q2、Q3營收高峰可初步判別 22:00 Oracle財報暴漲36%,一路破線接近100MA逼近漲幅全數回吐 23:55 台股法說變法會? 其實基本面還是好,只是估值太誇張 28:30 Meta資本支出展望其實算保守,動機為何? 預期利空必須要裝乖 32:45 小結 -- Hosting provided by SoundOn

Late Confirmation by CoinDesk
THE MINING POD: CoreWeave-Core Scientific Deal Fails, CleanSpark Eyes 285 MW AI Site, TeraWulf's $9.5B Fluidstack Deal

Late Confirmation by CoinDesk

Play Episode Listen Later Oct 31, 2025 43:25


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?

Hashr8 Podcast
Core Scientific-CoreWeave Deal Fails, CleanSpark Eyes 285 MW AI Site, TeraWulf's $9.5B Fluidstack Deal

Hashr8 Podcast

Play Episode Listen Later Oct 31, 2025 43:25


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?

Complexity Premia
Episode 69: The Hybrid Market Shake-Up; Global Shifts; and What's Next for Aussie Investors?

Complexity Premia

Play Episode Listen Later Oct 29, 2025 9:51


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 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 you can find it on Spotify, Podbean or Apple Podcasts. In this episode, Chris and Ying Yi explore the decline of Australia's $38.8 billion listed hybrid market and the global implications, including New Zealand's proposal to phase out hybrid securities and the controversial Credit Suisse hybrid write-off. They discuss the risks and conflicts inherent in hybrid structures, the impact of APRA's decision to phase out bank hybrids, and the emerging alternatives in the market, highlighting the broader implications for both investors and financial stability. 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.  

Accountant's Minute's podcast
Guide SMEs to Growth Through Crowd Sourced Funding

Accountant's Minute's podcast

Play Episode Listen Later Oct 29, 2025 34:29


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

The Front
WiseTech: Sex, walkouts and now police raids

The Front

Play Episode Listen Later Oct 28, 2025 10:37 Transcription Available


Tech success story WiseTech weathered allegations of sexual drama - now it's being raided by the cops. What’s going on at Australia’s most dramatic company? Read more about this story, plus see photos, videos and additional reporting, on the website or on The Australian’s app. This episode of The Front is presented and produced by Claire Harvey and edited by Joshua Burton. Our team includes Kristen Amiet, Lia Tsamoglou, Tiffany Dimmack, Stephanie Coombes and Jasper Leak, who also composed our music. See omnystudio.com/listener for privacy information.

The Front
Headlines: Elderly lady dies after cruise ship ‘leaves without her'

The Front

Play Episode Listen Later Oct 28, 2025 2:27 Transcription Available


It’s one of Australia’s most exquisite tourist destinations, but now Queensland Police and the coroner are investigating how an 80-year-old solo traveller died after apparently ‘failing to board’ her cruise ship, the 120-berth Coral Adventurer. See omnystudio.com/listener for privacy information.

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GMoney 財經頻道_Linda NEWS 最錢線

Play Episode Listen Later Oct 28, 2025 52:00


開飯、真珠及饗泰多聯手與廚神小當家強檔聯名,小當家劉昴星的大魔術熊貓豆腐、七星刀雷恩的頂級炸蟹斗及料理仙女阿貝師傅的貝氏糖醋櫻桃肉,夢幻料理等你來享用!即日起來店點購聯名料理,參加夢幻料理蒐集任務將品牌餐券帶回家! https://sofm.pse.is/8a7w4x ----以上為 SoundOn 動態廣告---- 觀看影片

Money News with Ross Greenwood: Highlights
MWP October 28: Big news out of Wisetech & CSL drags the market back

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Oct 28, 2025 8:12


Police & ASIC have raided Wisetech Global offices, while CSL finds a tough crowd at its AGM.See omnystudio.com/listener for privacy information.

Packet Pushers - Full Podcast Feed
NB549: Startups Take on Switch, ASIC Incumbents; Google Claims Quantum Advantage

Packet Pushers - Full Podcast Feed

Play Episode Listen Later Oct 27, 2025 49:32


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 »

Packet Pushers - Network Break
NB549: Startups Take on Switch, ASIC Incumbents; Google Claims Quantum Advantage

Packet Pushers - Network Break

Play Episode Listen Later Oct 27, 2025 49:32


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 »

Packet Pushers - Fat Pipe
NB549: Startups Take on Switch, ASIC Incumbents; Google Claims Quantum Advantage

Packet Pushers - Fat Pipe

Play Episode Listen Later Oct 27, 2025 49:32


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 »

Hard Reset
E83 - Chip Aging (Prof. Freddy Gabbay)

Hard Reset

Play Episode Listen Later Oct 27, 2025 85:43


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.

The Competitive Edge
Moving On Up: Amelia McKellar and Kaushalya Mataraaratchi on No-Poach and Non-Compete Agreements and the planned changes to stop them

The Competitive Edge

Play Episode Listen Later Oct 24, 2025 41:38


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.

Complexity Premia
Episode 68: Making Sense of the Fixed Income Paradox; Rising Term Premia; September Market Rally; Aussie Economic Outlook

Complexity Premia

Play Episode Listen Later Oct 15, 2025 22:15


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 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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi unpack the paradox facing investors today: tight corporate credit spreads against the backdrop of historically high bond yields. They explore how this dynamic is reshaping opportunities across global debt markets, the shifting balance of risk between governments and corporates, and what it all means for returns. The discussion also delves into September's market rally, Australia's inflation outlook, and how population growth and housing trends could shape the nation's economic future. 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.  

OnTrack with Judy Warner
Programmable Logic Made Easy: GreenPAK Tutorial with Dima Mymrikov

OnTrack with Judy Warner

Play Episode Listen Later Oct 14, 2025 47:19


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.  

Digital Finance Analytics (DFA) Blog
The Banks Have Got The Major Parties By The Throat!

Digital Finance Analytics (DFA) Blog

Play Episode Listen Later Oct 12, 2025 60:19


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!"

SBS World News Radio
ASIC approves ASX listing market competitor; is AI in a bubble? and gold approaches US$4,000

SBS World News Radio

Play Episode Listen Later Oct 7, 2025 9:33


SBS Finance Editor Ricardo Gonçalves speaks with Todd Hoare from LGT Wealth Management Australia Management about the day's sharemarket action, including ASIC's approval of Cboe Australia's listing market.

Late Confirmation by CoinDesk
THE MINING POD: ICE Raids BTC Mine, EOY Hashrate Forecast, Core Scientific CRWV Vote, Tether's BTC Holdings

Late Confirmation by CoinDesk

Play Episode Listen Later Oct 3, 2025 32:58


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

Hashr8 Podcast
ICE Raids BTC Mine, EOY Hashrate Forecast, Core Scientific CRWV Vote, Tether's BTC Holdings

Hashr8 Podcast

Play Episode Listen Later Oct 3, 2025 32:58


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

Late Confirmation by CoinDesk
Trading the AI/HPC Sector, Bitdeer's ASIC, Bitcoin's Parabolic Hashrate w/Pennyether

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 30, 2025 55:29


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?

Hashr8 Podcast
Trading the AI/HPC Sector, Bitdeer's ASIC, Bitcoin's Parabolic Hashrate w/Pennyether

Hashr8 Podcast

Play Episode Listen Later Sep 30, 2025 55:29


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?

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華爾街見聞

Play Episode Listen Later Sep 30, 2025 11:38


【謝晨彥分析師Line官方帳號】 https://lin.ee/cdWWQ9a 2025.10.01【博通將成台積電第二大客戶! ASIC明年大爆發?】#華爾街見聞 謝晨彥分析師 ☆ 博通百億訂單客戶曝光!明年將成台積電第二大客戶! ☆ 四大CSP廠ASIC佈局最新進度完整分析! ☆ #聯發科 #世芯 #創意 利多不漲?何時出現買點? 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

The Greener Way
Transparency and ESG in private credit

The Greener Way

Play Episode Listen Later Sep 29, 2025 17:04


Criticisms of private credit are typically focused on its opaque nature; as a recent ASIC report pointed out, transparency is scarce.As an ESG-led manager, Woodbridge Capital believes there's nothing more important than transparency – and that investors working with private credit managers that don't prioritise it put themselves at risk.Woodbridge Capital chief executive Andrew Torrington joins The Greener Way to discuss the evolving private credit landscape, what ESG implementation looks like within it, and explains what might make a project unfundable.This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Late Confirmation by CoinDesk
THE MINING POD: Cipher Lands Google Deal, MicroBT Opens U.S. Shop, IREN Doubles GPU Fleet

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 26, 2025 25:49


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)

Citadel Dispatch
CD179: SETH FOR PRIVACY QUARTERLY UPDATE

Citadel Dispatch

Play Episode Listen Later Sep 26, 2025 74:14 Transcription Available


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

THE Bitcoin Podcast
Quest of Keys Part One - Bitcoin-Themed Cyberpunk Dungeons & Dragons Campaign

THE Bitcoin Podcast

Play Episode Listen Later Sep 26, 2025 227:17


"Quest of Keys" is a first-of-its-kind Bitcoin-themed Dungeons & Dragons campaign set in futuristic Las Vegas, 2249. Featuring Dungeon Master Tatum Turnup and players Carla Bitcoin, Lyn Alden, Mags, Steven Lubka, and Walker America. The dice are rolling, the strip is alive, and the fate of Bitcoin hangs in the balance. This is a DnD adventure where Bitcoin is treasure, quantum demons are the enemy, and the Quest of Keys decides it all. A dragonborn podcaster, an ASIC barbarian, a corrupted clone, a cryo-influencer, and an eternal poster are bound together on a dangerous mission: recover the lost keys to SaylorBot21's vault before the quantum demons claim it all. ⚔️ This is the beginning of the Quest of Keys. Watch Quest of Keys Part One here: X: https://x.com/QuestOfKeys/status/1971636882640720357 YOUTUBE: https://www.youtube.com/watch?v=o78AZHa0eV8 RUMBLE: https://rumble.com/v6zgqp6-premiere-quest-of-keys-part-1-new-cyberpunk-dungeons-and-dragons-campaign.html FOLLOW ON NOSTR: https://primal.net/p/nprofile1qqs2nnvwq73zlgvwm38esckvv5uhyrx9x5ccqnmum4m6ccgtxqpxa7czaj30s FOLLOW ON X: https://x.com/questofkeys FOLLOW ON INSTAGRAM: https://www.instagram.com/questofkeys/ ALL SOCIAL LINKS: https://linktr.ee/QuestOfKeys FEATURING: Dungeon Master Tatum Turnup: https://x.com/tatumturnup Carla Bitcoin: https://x.com/carlabitcoin Lyn Alden: https://x.com/LynAldenContact Mags: https://x.com/Crypto_Mags Steven Lubka: https://x.com/DzambhalaHODL and Walker America: https://x.com/WalkerAmerica

Bitcoin Takeover Podcast
S16 E45: Shai Wyborski on Bitcoin, Kaspa & Proof of Work Research

Bitcoin Takeover Podcast

Play Episode Listen Later Sep 25, 2025 508:56


Shai Wyborski is one of the three co-authors of the GHOSTDAG paper, and a man who takes pride in his independent thinking and divergent approach to research. As a PhD in quantum cryptography, he's got lots of knowledge to share. But by virtue of his involvement in Bitcoin and Kaspa, he's got stories to tell too. What does the future of Proof of Work look like? Let's find out! Time stamps: 00:01:09 - Welcoming Shai Wyborski 00:01:28 - Dig into GhostDAG; most interesting PoW scaling tech. 00:04:44 - Shai's BTC opinions over time 00:05:21 - How Shai spent BTC on "creativity fuel" (undisclosed). 00:06:31 - Disenchantment: Steam drops BTC (congestion/volatility); SegWit "tyranny" births BCH. 00:10:47 - Rejects SoV; BTC as "decentralized vault" for eternal data archiving. 00:15:44 - BTC probs: Low TPS; LN fails. 00:16:15 - Kaspa suite: Beyond TPS/confirmations. 00:16:59 - Tradeoff: High throughput → no audit; pruning for 10-30yr trust. 00:18:40 - GhostDAG multi-ledger: Parallel processing, flexible tx order. 00:19:45 - Miners: Partial info cuts selfish mining/MEV. 00:20:42 - Enables auctions/oracles (Elliot Mabe block-voting). 00:21:40 - Debunks PoW myths: BTC artifacts (congestion for fees). 00:22:15 - Kaspa: Paradigm shift proof; lessons from protocols. 00:23:24 - Flaw: Fast emission + fair launch = whale buyout. 00:23:49 - Fair ≠ community; coercion w/o social contract. 00:25:10 - Whales fund → control; monetary world nature. 00:27:46 - Balance: Incentives, explicit contracts. 00:30:31 - Mining phases: CPU/GPU/ASIC stages; ultra-ASIC decen lock. 00:32:22 - ASIC-friendly: Cheap/low-power scale. 00:32:47 - Emission: Heavy early; ASICs 80-90% pre-retail. 00:34:29 - Full supply lifetime; tail short?00:35:28 - BTC emission extend 2-4x for social good. 00:37:27 - Kaspa whales: 3 hold 6% ($100M), foundation collusion. 00:38:27 - Kaspa emission: 60% in 1.5yrs emulates BTC adjusted for fast adoption. 00:41:16 - Guitar jam & sponsors.SideShift.ai: KYC-free swaps. NoOnes.com: P2P global south, "lions" mission. Bitcoin.com News: global views. LayerTwo Labs: Drivechains, ETH/Zcash sides. 00:46:49 - Kaspa drivechain?; WBTC custody risks. 00:48:33 - Citrea: ZK-rollup BTC DeFi. 00:49:27 - Alts: Quai grant, Kadena parallels. 00:50:47 - Parallel sec dilution. 00:52:03 - Quai: Selfish mining fixes, Monero 28% vuln. 00:53:01 - Monero RandomX ASIC-hostility. 00:54:02 - PoW specialized non-wasteful. 01:00:00 - Myths: Scalable, non-congested, decentralization. 01:15:00 - Casino stifles ingenuity; hype vs depth (IOTA rush). 01:30:00 - Funding: Retail quick vs VC long (Mobileye 20yr $80B). 01:45:00 - Game theory: Mechanism design incentives. 02:00:00 - Kaspa risks: Whale control, docs issues. 07:00:00 - Music: Beatles Sgt. Pepper post-Pet Sounds. 07:15:00 - McCartney bass; prog Floyd/Crimson.07:30:00 - Pet Sounds "God Only Knows" acapella. 07:43:02 - Pop→exp; Helter Skelter metal. 07:45:36 - Metal thrash/extreme; stoner Pantheon I. 07:47:41 - HS Pantera/prog/funk.07:49:51 - Concerts: Aristocrats, AC/DC; Dylan regret. 07:52:39 - Misses: Jethro Tull/Motörhead; Bon Jovi meh. 07:55:16 - Grunge: Nirvana In Utero, Soundgarden. 07:58:11 - Smashing Pumpkins trilogy; Corgan drama. 08:00:00 - Timeless tees; Doors sloppy; Zep Moby Dick. 08:02:40 - Zappa Inca Roads/Stink-Foot. 08:07:19 - AI scans/drones; govt bans. 08:12:08 - Radical: Vault, SoV, ultra-ASIC. 08:14:02 - PoW scalable/non-wasteful.08:15:00 - Fair vs community; casino timing punish. 08:17:40 - Narratives over fundamentals; retail vs VC. 08:21:07 - Record 8h21m+; ramble praise. 08:21:50 - Q&A: Kaspa 10yr alive, adapt. 08:22:24 - Beatles Kaspa? Pruning no. 08:23:44 - Game theory mechanism design. 08:26:09 - Work: Consulting, patents, Tectonic quantum.08:29:23 - Quai edu grant, freelance. 08:31:17 - KAS +3% pump; past dumps. 08:31:58 - Quai minor pump; negative effects. 08:33:34 - First interview 0.15→0.5¢; 13 KAS dons. 08:34:21 - Jam: Theme rock, lag. 08:38:07 8h39m record! Sponsors recap. 08:40:00 - Next interview with Val Venis on Monero/WWF; banter.

聽天下:天下雜誌Podcast
【阿榕伯胡說科技Ep.60】輝達入股英特爾,誰是大贏家?黃仁勳最強對手現身,ASIC大餅,台灣誰吃得到?

聽天下:天下雜誌Podcast

Play Episode Listen Later Sep 25, 2025 58:42


這集節目是9/19胡說科技Youtube直播內容,想看影像版歡迎點擊連結:https://lihi.cc/4gsEH 黃仁勳的挑戰者終於出現了!不是AMD蘇姿丰,更不用提中國寒武紀了。 真正能稱得上「輝達剋星」的,是剛公布財報的博通(Broadcom)。阿榕伯稱執行長陳福陽是最被低估的CEO。博通最新財報出爐,AI成長預期喊出60%,比輝達更快。因為ASIC指標性勝利出現了! 為什麼ASIC成長的速度比GPU更快?輝達的市佔會被吃掉嗎?盤點ASIC三傑!台灣的機會在哪裡?這場直播,阿榕伯為你解答。 主持人:天下雜誌總主筆 陳良榕 *Podcast限定優惠方案!訂閱一年《胡說科技》還附天下新書《造光者》:https://bit.ly/4n8h6tW *意見信箱:bill@cw.com.tw -- Hosting provided by SoundOn

Late Confirmation by CoinDesk
THE MINING POD: Bitcoin Mining News: Bitcoin Mining Stocks Surge, SEALMINER A3 Launch, NAKA Stock Crash

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 19, 2025 39:27


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

Late Confirmation by CoinDesk
THE MINING POD: Jack Dorsey's Proto Miner is Coming For Bitmain

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 8, 2025 29:26


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

Late Confirmation by CoinDesk
THE MINING POD: Bitcoin Mining News: Trump-Backed ABTC Goes Public, IREN Overpriced? And CORZ Deal Trouble

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 5, 2025 27:42


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