Podcasts about asic

【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

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.

As an asset class, private credit is surging, worth at least $200 billion locally - and increasingly, retail investors are becoming interested in private credit. But is it a safe way to invest money? What should an investor be looking for when considering private credit?Sean Aylmer is joined by ASIC commissioner Simone Constant to discuss ASIC's benchmark reports into public and private markets.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

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

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX up 1.3pc Cyber warning during Chinese delegation visit BoM website overhaul blows out ASIC’s record haul Trump shuts down DOGE Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX up 1.3pc Cyber warning during Chinese delegation visit BoM website overhaul blows out ASIC’s record haul Trump shuts down DOGE Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

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.

Fenton and Whitten are together in person for a special edition of Wine and Wisdom, debriefing the week and navigating the political uncertainty and clickbait journalism surrounding wealth creation.   They dive deep into the booming Australian residential real estate market, tearing down the "mortgage stress" narrative and debating the potential for a property price crash by looking at the lessons from Japan. The hosts also rant on government overreach, including the ATO's latest attempt to police holiday home tax deductions , and the lunacy of policies that punish Australians for simply creating wealth. Finally, they look at the simple, disciplined strategy for maximizing your Superannuation and discuss the future of work in the age of AI.   Episode Highlights Australian Residential Real Estate Hits a New High: The value of residential real estate has cracked $12 trillion for the first time in Australia's history, making it the country's largest asset class. Myth-Busting "Mortgage Stress": The hosts challenge the media's narrative of widespread "mortgage stress," pointing to the total outstanding mortgage debt of $2.5 trillion against the $12 trillion asset value, suggesting an overall low Loan-to-Value Ratio (LVR). The "Four Menaces" Erode Wealth: The hosts warn against reacting to the "Four Menaces" that erode wealth in Australia, crowning politicians as the number one menace. The "What If" Scenario: Could Australian Property Prices Crash? Discussion on the possibility of a property price decline, dismissing the idea as "rubbish" but analyzing what happened in Japan for comparison. Market Manipulation by Government: Criticism of "fake economics" where market manipulation through subsidies or legislation (like first-home buyer grants) only causes property values to rise, creating a "manipulation gap" that capitalism will always close. Conflict of Interest at the Top: Concerns are raised over former executives from ethics and regulation bodies (Fasea and ASIC) launching a trustee service, suggesting an advantageous privatization of business models based on rules they wrote. ATO Overreach on Holiday Homes: A rant against the Australian Tax Office's draft guidance that proposes disallowing tax deductions for holiday homes if the property is considered "mainly for personal use," especially during "peak periods". Lending Restrictions and Supply Chain: Discussion on APRA's looming lending curbs and policies like the Debt-to-Income Ratio (DTI) , arguing that five years of restricting lending has contributed to the supply chain issue in housing. Government Competing in the Housing Market: Criticism of government entities like Housing Australia buying up bulk properties and utilizing shared equity schemes where the taxpayer (via government) takes a 40% stake in the homeowner's property. Superannuation Discipline: The hosts illustrate a simple, powerful super strategy: contributing an extra $100 per week can dramatically increase retirement savings, pushing people into the politician-defined territory of being "horribly, egregiously rich". The Future of Work and AI: A warning that the Australian future is not in white-collar administration, as AI and tools like Chat GPT will take over many processes , emphasizing the increasing value and scarcity of vocational trades like plumbing.

take my analog course: https://www.zerotoasiccourse.com/analog/Nanik's distortion ASIC: https://www.tinytapeout.com/chips/tt0...Kelly Heaton's analog birds: https://www.kellyheatonstudio.com/dee...--00:00 Intro 00:55 Nanik Adnani 01:52 Why analog 03:46 Horizontal vs Vertical IP block s09:20 Advice for getting into industry 11:20 Analog Birds by Kelly Heaton 15:30 Guitar Distortion Pedal on Tiny Tapeout 17:50 The schematic isn't the hard part 20:51 130nm isn't as far from 7nm as you think 23:07 Do a Tiny Tapeout!

In this episode of Wealth Coffee Chats, Alex breaks down a busy week across markets, AI stocks, crypto, and gold. He unpacks Nvidia's fresh earnings announcement, discusses concerns around an “AI bubble,” and explores how shifting interest rate expectations are impacting global markets. Alex also dives into ASIC's latest report on Self-Managed Super Funds (SMSFs), revealing their rapid growth, key risks, compliance responsibilities, and why SMSFs now represent a quarter of Australia's total superannuation assets. Whether you're navigating choppy markets or considering an SMSF strategy, this episode offers timely insights to help you make informed financial decisions.   Episode Highlights: Market pullback explained — Aussie market down ~7% and the US top 500 down ~4% over the month. Nvidia's blockbuster earnings — how AI-related revenue keeps reshaping investor sentiment. AI bubble concerns — understanding the feedback loop between AI startups and chip suppliers. Crypto correction — Bitcoin and Ethereum dropping sharply after strong yearly gains. Interest rate expectations — how delays in rate cuts are influencing volatility. ASIC's SMSF Report 824 — key findings including SMSFs hitting $1 trillion in total assets. Risks & responsibilities of SMSFs — diversification, cashflow concerns, compliance duties, and why proper strategy is essential.

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.

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

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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

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

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

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.  

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.

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.

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

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

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!"

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.

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

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.

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

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