Podcasts about asic

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?

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The guys discuss Nvidia’s $100b OpenAI ‘Investment’, Canva’s Profitability Conundrum, ASIC hammers Latrobe and signals trouble for private credit, the guys argue about the Stubhub IPO, Adir’s Airline troubles and has Australia become the red tape mecca of the world. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

1:16 近期盤勢只漲大型股，扭曲與廣度縮窄 2:48 ONO聯盟(Oracle、NVIDIA、OpenAI) 3:45 單純供應鏈之間私募入股是OK的 5:05 保證協議的會計認列才是疑慮重點 8:25 根本: 回到之前提過的AI買家現金流疑慮 11:00 收手吧老黃! 搶ASIC份額、油門催落不好吧… 16:30 密切留意CoreWeave、OpenAI募資狀況 18:14 藥品關稅與相關232調查出爐，短期影響預期有限 20:00 機器人與工業機械，別忘了台灣還沒有談成… 23:50 傳出蘋果投資INTEL，更證實政治面為主要動機 25:17 這就是川普政府，赤裸裸的裙帶資本主義 27:15 而且謠言又扯到台積電，無奈… 30:30 利空消化過程中，止跌關鍵是波動度要見頂 32:00 看法人選擇權Call/Put 雙買部位是否持續減碼 33:15 連假回來，關注先破底的加密貨幣 35:00 選擇權的數據觀察與小結 相關文章連結 https://www.big-econ.com/index.php?sec=article&ID=4017 -- Hosting provided by SoundOn

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

"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

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

Jo and Jade are here for the Weekly Wrap, on this week's episode-Optus in hot water-CGT turns 40-La Trobe also in hot water-The To-Do ListLinks-Optus to pay $100m fine, as crisis engulfing Australia's second biggest telco continues-‘Stay wary, plan ahead': KPMG warns businesses as CGT turns 40-La Trobe vs ASIC: how a single word settled the stop-order stoushCheck out our website:www.jigsawtaxandadvisory.com.au  See you next week,      Jo and Jade- Co-Host      Joel - Producer     

The National Australia Bank is the victim of a $150 million money laundering fraud. Plus, the ASIC corporate regulator forced Macquarie Group to repay $321 million to investors who used its service to access the Shield Master Fund.See omnystudio.com/listener for privacy information.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫英伟达的护城河，来自古董鱼。看了一晚上英伟达的护城河，强行洗脑，最后的结论是英伟达不倒，我不撤退，一直AI下去。如果哪天英伟达被颠覆了，别问我还能不能拿，因为那时候我已经跑了。大家都以为英伟达的硬件强，其实它的隐形护城河是计算平台和编程模型加网络。我们来看看英伟达的先发优势与成熟度：他的计算平台和编程模型于 2007 年推出，经过近 20 年的发展，已成为 G P U 计算的行业标准。它积累了超过 400 万开发者，形成了庞大的社区和网络效应。从英伟达的全栈优化与工具链来看，计算平台和编程模型提供了从编译器、调试器到高度优化的核心库的全套工具。这些库经过英伟达的深度优化，能充分发挥其硬件性能，开发者无需编写底层代码即可获得顶尖性能。再从开发习惯与迁移成本来看，计算平台和编程模型广泛纳入大学课程和培训项目，工程师们从小白阶段就开始接触它。企业积累了大量的 CUDA 代码和专业知识，切换到其他平台需要重写代码、重新培训员工，并面临性能不确定的风险，这种切换成本高得难以想象。这种计算平台和编程模型的关键优势之一是，随着时间的推移，它通过新的软件更新不断改进硬件。刚刚对在H100和新的Blackwell GB200 NVL72这两种版本的芯片上运行AI训练进行了基准比较，结果表明了为什么计算平台和编程模型及其软件随着时间的推移的改进如此重要。最新，CoreWeave公司给出的数据，对 NVIDIA GB300 NVL72，进行了基准测试，其每 4x的 G P U 的单位时间内跑AI的速度比16x的H100高6倍，最初可不是这个比值，通过英伟达的计算平台和编程模型的不断优化，最后达到了这个高性能。其实一直有用CUDA转换器的，然而，用过转换器的，他们以大约80%的速度转换CUDA代码，而剩下的20%必须由内核工程师手动完成，这样成本并不便宜。同样有趣的是，虽然其他公司正在结成联盟，为Nv的全栈部分建立替代方案，但是目前没有一个与英伟达竞争的联盟出现。接着是英伟达网络的护城河。关于网络，通常说纵向扩展和横向扩展这两个部分，最近火的scale across先不提了。纵向扩展指的是机架里的 G P U 能够相互连接，形成单个 G P U 节点，并使其尽可能强大。然后，横向扩展网络使这些 G P U 节点能够连接到其他 G P U 节点，并共同形成一个大型 G P U 集群，使用其专有的 N V Link和 N V switches横向扩展时，他们使用从Mellanox收购中获得InfiniBand或以太网作为次要选项。英伟达的其他对手一起搞了个 U A link联盟，它的成员包含了能想到的其他公司。U A link有 A M D 、亚马逊、谷歌、英特尔、Meta、微软、思科、苹果、Astera Labs等公司组成。但它对 A M D 来说很重要，因为与英伟达相比，其最大的缺点之一是网络。网络不仅对培训人工智能工作负载很重要，而且对推理也很重要。随着推理模型的推论变得更加复杂，拥有良好的放大和缩小是关键。同时，为了解决这一挑战，他们希望支持所有可用的替代方案。这就是为什么他们有灵活的输入输出通道。这些灵活的输入输出通道使A M D能够支持不同的标准。虽然 U A Link还很年轻，但它已经遇到了很大的挫折。起初，博通是参与的关键公司之一，但后来退了。这是一个重大的挫折，因为 A M D 现在必须依靠AsteraLabs和Marvell来生产 U A Link联盟的交换机，而 U A Link交换机要到2027年才能准备就绪。这就是为什么我们可以看到，虽然 A M D 的MI400x显卡有 U A Link Serdes，但它并没有构成一个完整的扩展网络。不过，英伟达不仅仅是在关注这一发展，因为在UALink 1.0发布一个月后，他们宣布了NVLink Fusion，从纸面上看，它打开了NVLink生态系统。这对英伟达来说是一大步，因为一位前英伟达高级员工解释说，在内部实施这一步骤是多么具有挑战性，因为Meta想在他在那里工作时将 N V Links用于他们的MTIA，而英伟达的回答是坚定的“不”。NVLink 技术模块是用英伟达自家独有的方式和芯片传递数据的，其中一部分技术至今还是英伟达独有的。有了这套技术，英伟达只能让客户用他们的芯片间连接技术。现在客户也意识到了这一点，就像那位前英伟达员工提到的，他们担心这样一来，就算自己有定制的专用芯片ASIC，也会进一步被绑在英伟达的生态系统里 ，所以 U A Link到现在依旧是个替代选择。英伟达和 U A Link这边，有个关键角色是 Astera Labs公司 —— 毕竟现在博通已经自己单干、走自己的技术路线了。现在 U A Link联盟得靠 Astera Labs 来提供交换机。英伟达很清楚Astera Labs现在是 U A Link联盟里的核心部分，可能会想办法促使Astera Labs订购更多英伟达的 NVLink Fusion；而一旦Astera Labs用了NVLink Fusion，他们能为 U A Link服务的能力就会受限，至于这么做最终能不能帮到英伟达，还得靠时间来验证。在横向扩展方面，英伟达的InfiniBand网络技术，有个替代方案是支持远程直接内存访问的以太网。英伟达也支持这个替代方案，但只把它当作“次要选项”，英伟达甚至还有个 Spectrum X 以太网平台，因为他们通过收购，拿到了Spectrum系列交换机的技术和产能。很多大型科技公司也支持以太网，原因很实在：它成本更低，早就广泛用在数据中心里，而且有多家供应商可选。现在支持 RDMA 的以太网已经获得了不少采用度，因为大型科技公司和Meta这类企业，都愿意用它来减少对英伟达的依赖。不过，此前我们虽已探讨过纵向扩展和横向扩展软件与网络这两个核心层面，但还有一个新的关键层面才刚刚兴起，那就是HBM，高带宽内存。作为人工智能加速器的核心组件之一，HBM的重要性会随着AI模型向更大规模、更复杂结构发展，而愈发凸显。目前，海力士与美光是 HBM3 内存的主要供应商，不过三星预计也将完成相关认证流程，加入 HBM3 的供应体系。当向HBM4内存过渡时，将迎来一项关键变革：HBM4 的基础芯片晶圆需采用先进的逻辑芯片制造工艺。这意味着海力士与美光无法独立完成，必须将制造环节外包给台积电；同时，这些内存厂商还需与逻辑芯片设计公司或技术授权商展开合作，方能完成它的设计工作。这一变革为 “定制化 HBM 内存方案” 创造了空间，但反过来也意味着，HBM4的利润需与台积电共享一部分 —— 毕竟其制造环节高度依赖台积电。此外，HBM4 的复杂度远高于HBM3，需将内存厂商的芯片堆叠技术与代工厂的先进制造工艺相结合，这种局面实际上对英伟达更为有利，因为英伟达此前已计划自主设计HBM4的 3 纳米芯片裸片。事实上，我并不担心专用芯片ASIC会侵占过多市场份额。多数云服务提供商选择自主研发芯片，主要源于英伟达的市场垄断与显卡产能不足 —— 这实属无奈之举，他们为了更快获取可用算力，才不得不走上自主研发之路。此次英伟达发布的 Rubin 系列 CPX 产品，核心目标便是提升 AI 的上下文推理能力。在我看来，推理领域真正的领先者，并非 ASIC 这类专用推理芯片，仍属英伟达的产品。另有一项关键问题不容忽视：数据中心可使用的电力存在限制，尤其在北美地区，电力更是必须重视的硬性约束。为何 X AI 公司能在 122 天内建成全球规模最大的算力中心？一方面，马斯克拥有全球顶尖的工程团队与执行能力；更重要的是，X AI所能获得的供电支持，在全球范围内也处于顶尖水平。当你运营现有数据中心，或计划新建数据中心时，需与电力公司合作确定固定的电力使用额度，而这一额度具有明确上限 —— 你无法随意致电电力公司，提出 “需额外增加 10% 电力” 的需求。若我们对比英伟达当前一代与下一代服务器，那么在评估H100与GB300服务器时，核心衡量标准应是 “处理同等数量的令牌时，可节省多少电力”。而英伟达每次产品更新，实际上都在推进这项电力效率优化工作。所以，我想说的是英伟达的手里牌很多，老黄这个人能力强的可怕，就算现在出来ASIC和其他 G P U 竞争对手，都是更多跟随和模仿，对所有在供应链做硬件的公司都是利好，因为总的需求变多了，可以说遍地开花。

A report into private credit by ASIC has called for “enhanced standards”, but how does the sector work?See omnystudio.com/listener for privacy information.

Hive Digital Technologies CEO Aydin Kilic joined Steve Darling from Proactive to announce a significant achievement for the company — surpassing 20 Exahash per second (EH/s) of global Bitcoin mining capacity. This milestone comes on the heels of the continued rollout of advanced ASIC miners at HIVE's Phase 3 Valenzuela facility in Paraguay. Kilic explained that Phase 3 marks the company's third major 100-megawatt project in Paraguay, powered entirely by renewable hydroelectric energy from the world-renowned Itaipu Dam. This expansion underscores HIVE's long-term commitment to building sustainable, environmentally responsible Bitcoin mining operations while scaling its global footprint. The results so far have been substantial. HIVE has grown its hashrate by approximately 233% year-to-date and is currently producing around nine Bitcoin per day at a fleet efficiency of 18 Joules per Terahash (J/TH). Importantly, the company is achieving a healthy 55% mining margin after electricity costs, demonstrating the profitability of its green-energy-powered infrastructure. At present, HIVE's operations account for roughly 2% of the entire Bitcoin network, based on the current network difficulty of 142 trillion. With Phase 3 construction now largely complete and installations advancing ahead of schedule, HIVE recently surpassed its interim goal of 19 EH/s, ultimately pushing the company's global fleet to 20 EH/s. This marks a critical milestone in its strategic roadmap to reach 25 EH/s by U.S. Thanksgiving later this year. Looking ahead, once Phase 3 is fully completed, HIVE expects its daily Bitcoin production to increase to approximately 12 BTC, while further improving efficiency to around 17.5 J/TH. This scaling effort positions the company to strengthen its role as one of the leading players in sustainable Bitcoin mining worldwide. #proactiveinvestors #hivedigitaltechnologieslet #tsxv #hive #nasdaq #hive #CryptoMining #GreenEnergy #BitcoinMining #ParaguayMining #DataCenter #Exahash #S21Miners #DigitalAssets #ProactiveInvestors

In the latest episode of The ifa Show, Ben Walsh, principal research consultant at WealthVantage Partners, joins host Keith Ford to break down the corporate regulator's new report on the private credit market and highlight the main areas that financial advisers need to understand. Walsh delves into the report's detailed examination of the industry, emphasising the need for greater transparency and scrutiny, particularly regarding special purpose vehicles, fee disclosures, and product labelling. Tune in to hear: Why advisers need to conduct thorough due diligence and not rely on any third party when recommending private credit to clients. The danger of private credit funds often being mislabelled as “defensive exposure” despite the illiquid nature of their underlying assets. Why advisers shouldn't be considered gatekeepers, and more onus needs to be on the fund managers themselves.

This is a free preview of a paid episode. To hear more, visit www.babyblueviper.com( Listen for free on X @babyblueviper1 )Baby Blue Viper is an evolving platform for clarity, reflection, and poetic disruption.BBV Consultancy is its applied, bilingual arm — offering strategic support in English and Spanish for those navigating complexity, change, and the Bitcoin era.The BBV Bitcoin Party is our political movement without borders.We stand for decentralized governance, financial autonomy through Bitcoin, and Christian ethics of love and service.Join us in building a better world.

Myer shares tumble more than 18 per cent marking their worst day in years, ASIC’s 21-day freeze on La Trobe Financial sparks backlash. Plus, small business groups push back on bank support for a credit card surcharge ban.See omnystudio.com/listener for privacy information.

ASIC probes the private credit sector, Lachlan Murdoch involved in TikTok deal, government open to increasing Net Zero spending. Plus, RBA governor appears in Canberra.See omnystudio.com/listener for privacy information.

The private credit sector is facing increased scrutiny from the Australian Securities and Investments Commission (ASIC), which has announced a planned crackdown on what it describes as an inconsistent and high-risk industry. This was a key point of discussion in this week's episode of Broker Daily Uncut. Host Jack Campbell and co-hosts Alex Whitlock and Eva Loisance discussed the looming regulatory action. ASIC's plans include releasing a series of reports and new guidance over the next few months, aiming to bring consistency and protect consumers from predatory practices.

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

The US Fed makes its first play on rates for the year, but should we expect the floodgates to open? ASIC Chair Joe Longo won’t seek reappointment to his role, due to expire in May next year. Can salary packaging be a way to get around the pitfalls of bracket creep? And the ASX closed the week higher, with Wall Street excited for what’s to come. Interview with: Mike Daly, salary packaging expert from Smart Email us your thoughts to moneynews@nine.com.au Hosted by: Tom StoreySee omnystudio.com/listener for privacy information.

ABC Business reporter Dan Ziffer joined Philip Clark on Nightlife Economics to discuss the turmoil gripping one of the four big banks and changes ahead in the banking sector. 

Chanticleer columnist James Thomson and banking reporter Angira Bharadwaj on ANZ’s overhaul, why banks are cutting jobs and whether management has lost control of the message. This podcast is sponsored by Ancenda Further reading:ANZ’s pragmatic deal for ‘betraying’ Australia deserves no applauseANZ has stitched up a pragmatic settlement with ASIC to give Nuno Matos room to launch his reset. But it shouldn’t distract from what has been shabby governance.‘It’s long overdue’: The cull wiping out thousands of bank jobsAfter a spike in staff numbers since the royal commission, three of the big four banks are wielding the axe, with more than 5000 people exiting the industry.It’s the age of turbulence as Nuno Matos turns ANZ upside-downKnown among some staff as El Nuno, the Lisbon-born chief executive is attracting fear, intrigue and admiration as he cuts staff and overhauls the bank.See omnystudio.com/listener for privacy information.

The Australian share market has begun the week lower, despite optimism ahead of the US Federal Reserve's expected interest rate cut this week. For more, Stephanie Youssef spoke with Macquarie Private Bank Division Director Martin Lakos. Plus, ANZ has been fined $240 million for what ASIC has called widespread misconduct, including allegations of failing to respond to customer hardship notices and failing to refund fees charged to thousands of dead customers. For more, Asha Abdi spoke with Professor Allan Fels from the University of Melbourne.

ਆਸਟ੍ਰੇਲੀਅਨ ਸਿਕਿਓਰਿਟੀਜ਼ ਐਂਡ ਇਨਵੈਸਟਮੈਂਟ ਕਮਿਸ਼ਨ ਯਾਨੀ ASIC ਦੇ ਅਨੁਸਾਰ, ANZ ਬੈਂਕ ਨੇ ਆਸਟ੍ਰੇਲੀਆਈ ਸਰਕਾਰ ਨੂੰ ਪ੍ਰਦਾਨ ਕੀਤੀਆਂ ਗਈਆਂ ਸੇਵਾਵਾਂ ਵਿੱਚ ਗੈਰ-ਜ਼ਿੰਮੇਵਾਰਾਨਾ ਵਿਵਹਾਰ ਕਰਨ ਦੀ ਗੱਲ ਸਵੀਕਾਰ ਕੀਤੀ ਹੈ। ਇਸ ਸਬੰਧ ਵਿਚ $240 ਮਿਲੀਅਨ ਦੇ ਜੁਰਮਾਨੇ ਦੀ ਗੱਲ ਹੋ ਰਹੀ ਹੈ। ਇਸ ਖਬਰ ਸਮੇਤ ਦਿਨ ਭਰ ਦੀਆਂ ਅਹਿਮ ਖਬਰਾਂ ਇਸ ਪੌਡਕਾਸਟ ਰਾਹੀਂ ਸੁਣੋ।

ANZ continued its horror run, with ASIC pushing to fine it with $240 million over a string of failures by the bank.See omnystudio.com/listener for privacy information.

– Could governments fix debt problems by substituting tax for interest rates? – Should I use my professional knowledge negatively in my investing? – What about the ARKK ETF for AI? – ASIC says ‘stay away’! – How else do you make change?See omnystudio.com/listener for privacy information.

Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) regroup to riff on miner-to-AI megadeals, gas-to-power plays, and a modular ASIC that could reset fleet economics.AI x Power x BitcoinThis week we break down:TeraWulf × Google – a 10-year, 200 MW hosting deal (headline $3.7B; options could push multiyear value far higher) and why clean, reliable electrons (nuke/hydro) earn a premium—and might end in outright M&A.Who's Next? – the consolidation map: why Bitfarms (and possibly IREN/Iris) look “target-ready,” what MARA/RIOT are more likely to do, and how miner stock spikes telegraph hyperscaler interest.CoreWeave–Core Scientific Playbook – how long-dated revenue agreements morph into acquisitions when the real prize is energized, rack-ready capacity.Coterra's Power Option – a 7-year gas sale to CPV's 1.3 GW CCGT in Ward County with the right to buy ~250 MW/day indexed to ERCOT West—the first true Permian netback template and what it signals for E&Ps.Turbines, Permits & Sudoku – deposits and long lead times, GPA/air permits (NOx/CO₂), and the catch-22 between offtakes and hardware—why scale + compliance + capital win.Block's Proto Miner – Apple-clean design, rack-side sub-90-second repairs (as pitched), modular hashboards, open-source fleet software, and a 10-year design life—what that does to uptime and capex cycles.The AI Arms Race – trillion-dollar capex, billion-dollar talent bids, China's generation build-out, and why power-secure brownfield beats greenfield timelines.Where to Find Us IRL – Permian Power Conference (Midland, Sep 29–30) + Texas Capitol investor day/North American Blockchain Summit (Dallas, October).

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

Ben and Jay unpack why Broadcom's “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in the near term. They frame the true battleground as networking—Ethernet's ubiquity vs. NVLink's tight integration—then differentiate GPUs' performance-per-watt advantages from custom ASIC cost calculus, arguing that “lumpiness” (program outcomes) is not “cyclicality” (inventory swings). They stress TAM realism: it's easy to total up CapEx, but the ROI numerator (revenue/profit) is still unknowable. Structurally, TSMC remains the default winner, with a plausible Intel Foundry financing path in the wings, while Google looks more likely to “sell capacity” for TPUs than chips. Net: GPUs keep the bulk of spend through 2030 even as select first-party silicon scales, and the market should judge claims against networking choices and workload fit—not headlines.

מהו חוק ברנולי ואיך הוא קשור למעבדים?התשובה - צוואר בקבוק.חוק ברנולי מתאר את חוק שימור האנרגיה בצינור עם זורם. אם נחשוב אילו פרמטרים יכולים להשפיע על הזרימה נקבל את המשוואה הבאה:P + ½ρv² + ρgh = constהלחץ בנקודה מסויימת בצינור ועוד האנרגיה הקינטית ועוד האנרגיה הפוטנציאלית קבוע.כאשר הצינור נעשה צר יותר, הנוזל חייב לנוע במהירות גבוהה יותר.לתופעה הזאת קוראים - צוואר בקבוק.התופעה הזאת מופיעה גם בהנדסה בהקשר של מחלפים, משאבות במתקני התפלה, קופות בסופר או הבאת מידע מהזיכרון למעבד - כולן בעיות הנדסיות עם השם הקליט "בעיות צוואר בקבוק".בעיית צוואר בקבוק הוא מונח הנדסי המתאר בעיה המשפיעה על הביצועים של מערכת גדולה יותר. אז אין מתאים יותר לדבר על הנושא מאשר מי שהיה אחראי על פתרון בעיית הSTA באינטל - פרופ' אבינעם קולודני.*ראשי התיבות STA הן - Static Timing Analysisקולודני (הוא הסכים לנו לקרוא לו ככה) עשה את המעבר מהתעשייה לאקדמיה בדומה לקולגה שלו (והמרואיין שלנו מפרק 72) פרופ' אורי וייזר.מקורות אמינים סיפרו לנו שקולודני הוא מרצה מעולה, מה שרק מוסיף לאיכות הפרק.זה שהייתה לו מצגת מוכנה בזמן הפרק על הנושא, זה רק בונוס

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

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

Rugby Australia has wiped its debt after the success of its British and Irish Lions Tour this year…and now it’s ready to run the ball upfield with a big investment. Giant Aussie retailer Mecca has been flagged for investigation by ASIC over non-compliant reporting. Electric vehicle maker BYD has seen its shares fall 5% after its profits had a little tumble for the first time in three years. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

7NEWS Spotlight 節目揭露了澳洲史上最大規模的退休金倒閉事件，超過 12 億元的退休公積金帳戶的餘額歸零，澳洲市民對此感到震驚、憤怒，不知如何是好。

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 dissect the RBA's recent rate cut and its ripple effects on housing, productivity, and fiscal policy, before turning to the US where Trump's tariffs, Fed easing, and central bank independence dominate the debate; rounding out with a deep dive into the hunt for yield, we compare hybrids, bonds, and equities, stressing the trade-offs between risk, return, and the often-underestimated value of liquidity. 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.  

Any donation is greatly appreciated! 47e6GvjL4in5Zy5vVHMb9PQtGXQAcFvWSCQn2fuwDYZoZRk3oFjefr51WBNDGG9EjF1YDavg7pwGDFSAVWC5K42CBcLLv5U OR DONATE HERE: https://www.monerotalk.live/donate TODAY'S SHOW: In this episode of Monero Talk Douglas Tuman has a discussion with Vinny Barbosa, a Brazilian crypto writer and privacy advocate, about the current challenges facing the Monero network, particularly the ongoing selfish mining attacks by the Qubic pool. The conversation explores both short-term and long-term solutions, including the proposed "Publish or Perish" soft fork to disincentivize selfish mining, defensive mining strategies, and the controversial idea of incorporating proof-of-stake elements or a finality layer to enhance network security. Vinny argues that while Monero's proof-of-work and ASIC resistance are valuable for decentralization and permissionless mining, all proof-of-work systems are inherently vulnerable to such attacks, and the community should remain open to researching hybrid or alternative consensus models without ideological dogma. The dialogue emphasizes the importance of open debate, technical innovation, and community resilience in navigating Monero's current crisis, while also touching on broader themes of digital cash, sovereignty, and interoperability with other privacy and scalable cryptocurrencies like Zcash and Nano. TIMESTAMPS: 00:06:56 Vinny's Crypto Journey and Current Work 00:12:17 Discussion of Qubic Pool Attack 00:17:25 Debate on Proof-of-Work vs. Proof-of-Stake 00:24:21 The "Publish or Perish" Proposal 00:54:54 Challenging Common Arguements Against Proof of Stake 01:04:48 Broader Discussion on Privacy Coins GUEST LINKS: https://x.com/vinibarbosabr Purchase Cafe & tip the farmers w/ XMR! https://gratuitas.org/ SPONSORS: Cakewallet.com, the first open-source Monero wallet for iOS. You can even exchange between XMR, BTC, LTC & more in the app! Monero.com by Cake Wallet - ONLY Monero wallet (https://monero.com/) StealthEX, an instant exchange. Go to (https://stealthex.io) to instantly exchange between Monero and 450 plus assets, w/o having to create an account or register & with no limits. WEBSITE: https://www.monerotopia.com CONTACT: monerotalk@protonmail.com ODYSEE: https://odysee.com/@MoneroTalk:8 TWITTER: https://twitter.com/monerotalk FACEBOOK: https://www.facebook.com/MoneroTalk HOST: https://twitter.com/douglastuman INSTAGRAM: https://www.instagram.com/monerotalk TELEGRAM: https://t.me/monerotopia MATRIX: https://matrix.to/#/%23monerotopia%3Amonero.social MASTODON: @Monerotalk@mastodon.social MONERO.TOWN: https://monero.town/u/monerotalkAny donation is greatly appreciated!Any donation is greatly appreciated!

Blockchains operate as a public ledger, ‘disclosing' the entire transaction history and associated data to everyone. While verifiability and traceability are key traits, as blockchains gain global adoption, those very features hinder the process. Self custody, on-chain identities, corporate strategies, transaction history, private deals, all represent highly sensitive information that call for provable confidentiality. Fully homomorphic encryption has long been considered the ‘holy grail' of cryptography as it enables computation to be performed on encrypted data without the need of prior decryption. This basically translates to true end-to-end encryption, both on-chain and off-chain. As cryptographic research advances, so does the scalability and applicability of FHE. As a result of more than 5 years of work, Zama has now released Zama Protocol, which enables confidential smart contracts on top of any L1 or L2 using FHE, without any additional execution burden. By encrypting all ciphertexts with the same public key, FHE ensures composability and seamless integration across different blockchains and applications, making it a true cross-chain confidentiality layer. Through parallel execution, Zama Protocol already surpasses Ethereum's throughput, yet future roadmap includes open-source development of FPGA & ASIC in order to scale it even further, to accommodate faster, non-EVM chains.Topics covered in this episode:Zama's progress in FHEZama's confidential blockchain ProtocolSecurity guarantees of MPC coprocessorsMaintaining a healthy operator setSlashing and governanceZama's throughputOpen-sourcing FPGA & ASIC developmentThe Zama token & its implicationsZama's public testnetPrivate votingZama fundingRegulationsExpanding use cases beyond blockchainsFuture goals and expectationsEpisode links:Rand Hindi on XZama on XSponsors:Gnosis: Gnosis builds decentralized infrastructure for the Ethereum ecosystem, since 2015. This year marks the launch of Gnosis Pay— the world's first Decentralized Payment Network. Get started today at - gnosis.ioChorus One: one of the largest node operators worldwide, trusted by 175,000+ accounts across more than 60 networks, Chorus One combines institutional-grade security with the highest yields at - chorus.oneThis episode is hosted by Friederike Ernst.

Investment scams empowered by AI are going to get worse in the years ahead - and no amount of regulation is going to stop 'bad actors' inside finance. Self-defence in the form of financial literacy is the answer: investors need it, kids in school need it, but the government has put the issue on the back burner. It’s time for a change. Tracey West, financial education manager at Ecstra, the financial literacy foundation joins Associate Editor - James Kirby in this episode. In today's episode, we cover: Scam watch - What investors need to know Why the First Guardian scandal is a taste of things to come Should schools make financial literacy mandatory? How AI 'fakes' will drive a new wave of investment fraud See omnystudio.com/listener for privacy information.

FRIENDS AND ENEMIESJoin us for some QUALITY Bitcoin and economics talk, with a Canadian focus, every Monday at 7 PM EST. The Knots vs Core drama is going to another level. Who is to blame? Jack Dorsey's new American made ASIC solution. Defending your home is a crime? Bank for International Settlements has no idea how to deal with bitcoin and so much more.From a couple of Canucks who like to talk about how Bitcoin will impact Canada. As always, none of the info is financial advice. Website: ⁠www.CanadianBitcoiners.com⁠Discord:   / discord   A part of the CBP Media Network: ⁠www.twitter.com/CBPMediaNetworkThis show is sponsored by: easyDNS - https://easydns.com EasyDNS is the best spot for Anycast DNS, domain name registrations, web and email services. They are fast, reliable and privacy focused. With DomainSure and EasyMail, you'll sleep soundly knowing your domain, email and information are private and protected. You can even pay for your services with Bitcoin! Apply coupon code 'CBPMEDIA' for 50% off initial purchase Bull Bitcoin - ⁠⁠https://mission.bullbitcoin.com/cbp⁠⁠ The CBP recommends Bull Bitcoin for all your BTC needs. There's never been a quicker, simpler, way to acquire Bitcoin. Use the link above for 25% off fees FOR LIFE, and start stacking today.256Heat -⁠ https://256heat.com/ ⁠GET PAID TO HEAT YOUR HOUSE with 256 Heat. Whether you're heating your home, garage, office or rental, use a 256Heat unit and get paid MORE BITCOIN than it costs to run the unit. Book a call with a hashrate heating consultant today.The Canadian Bitcoin Conference - https://canadianbitcoinconf.com/The PREMIER Bitcoin Conference, held annually in the great white North, where Bitcoiners come together to share stories, build momentum and have a great time while doing so. Whether your a pleb, business, newcomer or OG, the Canadian Bitcoin Conference wants to see you in Montreal, October 16-18 2025. Don't miss this one!

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, TicTacc Director of Business Development Michael Rhoden joins us to talk about the current state of the ASIC market in 2025, including the impact of tariffs on pricing and demand, Proto's ASIC miner launch, the rise of hydro cooling solutions, manufacturing shifts to the US, and how public miner pivots to AI/HPC are reshaping the mining hardware landscape. Subscribe to our newsletter!  **Notes:** • Tariffs add 19% duty on Malaysian imports • S21 Plus best seller with hydro cooling • Proto rig weighs 120 pounds, 10-year life • US manufacturing capacity still limited • Bitcoin mining margins remain thin • Ethiopia halts new mining expansion Timestamps: 00:00 Start 02:52 Proto miner thoughts? 04:23 Proto pricing 06:13 Consumer interest in Proto 07:32 Tariffs 10:19 Bitmain's markets 12:08 Hottest ASIC markets globally 15:34 Ethiopia market 17:12 China mining 19:34 Cooling trends 22:53 S21 oversupply? 26:48 AISC prices not in a bull run 29:08 HPC pivots 34:46 Mad in the USA 37:22 Auradine 41:00 Dynamic ASIC market 43:12 Wrap up

FRIENDS AND ENEMIESJoin us for some QUALITY Bitcoin and economics talk, with a Canadian focus, every Monday at 7 PM EST. The Knots vs Core drama is going to another level. Who is to blame? Jack Dorsey's new American made ASIC solution. Defending your home is a crime? Bank for International Settlements has no idea how to deal with bitcoin and so much more.From a couple of Canucks who like to talk about how Bitcoin will impact Canada. As always, none of the info is financial advice. Website: ⁠www.CanadianBitcoiners.com⁠Discord:   / discord   A part of the CBP Media Network: ⁠www.twitter.com/CBPMediaNetworkThis show is sponsored by: easyDNS - https://easydns.com EasyDNS is the best spot for Anycast DNS, domain name registrations, web and email services. They are fast, reliable and privacy focused. With DomainSure and EasyMail, you'll sleep soundly knowing your domain, email and information are private and protected. You can even pay for your services with Bitcoin! Apply coupon code 'CBPMEDIA' for 50% off initial purchase Bull Bitcoin - ⁠⁠https://mission.bullbitcoin.com/cbp⁠⁠ The CBP recommends Bull Bitcoin for all your BTC needs. There's never been a quicker, simpler, way to acquire Bitcoin. Use the link above for 25% off fees FOR LIFE, and start stacking today.256Heat -⁠ https://256heat.com/ ⁠GET PAID TO HEAT YOUR HOUSE with 256 Heat. Whether you're heating your home, garage, office or rental, use a 256Heat unit and get paid MORE BITCOIN than it costs to run the unit. Book a call with a hashrate heating consultant today.The Canadian Bitcoin Conference - https://canadianbitcoinconf.com/The PREMIER Bitcoin Conference, held annually in the great white North, where Bitcoiners come together to share stories, build momentum and have a great time while doing so. Whether your a pleb, business, newcomer or OG, the Canadian Bitcoin Conference wants to see you in Montreal, October 16-18 2025. Don't miss this one!

AGNTCY - Unlock agents at scale with an open Internet of Agents. Visit https://agntcy.org/ and add your support. In this episode of Eye on AI, we sit down with Leon Song, VP of Research at Together AI, to explore how open-source models and cutting-edge infrastructure are reshaping the AI landscape.    From speculative decoding to FlashAttention and RedPajama, Leon shares how Together AI is building one of the fastest, most cost-efficient AI clouds—helping enterprises fine-tune, deploy, and scale open-source models at the level of GPT-4 and beyond.   We dive into Leon's journey from leading DeepSpeed and AI for Science at Microsoft to driving system-level innovation at Together AI. Topics include: The future of open-source vs. closed-source AI models Breakthroughs in speculative decoding for faster inference How Together AI's cloud platform empowers enterprises with data sovereignty and model ownership Why open-source models like DeepSeek R1 and Llama 4 are now rivaling proprietary systems The role of GPUs vs. ASIC accelerators in scaling AI infrastructure   Whether you're an AI researcher, enterprise leader, or curious about where generative AI is heading, this conversation reveals the technology and strategy behind one of the most important players in the open-source AI movement. Stay Updated: Craig Smith on X:https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI

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! 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. Subscribe to our newsletter!  **Notes:** • 14.1 joules per hash efficiency rating • 12kW power consumption per unit • 96-224 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

Proto is changing the game with its new ASIC miner, Rig, and MARA takes a majority stake in an AI/HPC company tied to France's government-run power provider. 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/blockspacenewsWelcome back to The Mining Pod! Today, Colin and Matt cover Proto's groundbreaking new ASIC miner, Terawulf's $3.7B Google-backed HPC deal, Ethiopia's bitcoin mining ban, and Monero's 51% attack. Subscribe to our newsletter! **Notes:**• Proto Rig: 14.1 J/TH, 800 TH/s, swappable hashboards• Terra Wolf: $3.7B deal, Google 8% stake• Bitcoin hit $124K ATH, down to $117.9K• Hash price: $57.89 per PH/day• Mara acquires 64% stake in Exaion for $168M• Monero down 18% after miner attackTimestamps:00:00 Start03:09 Difficulty Report by Luxor08:02 Proto Event14:51 MARA stake in Exaion18:36 Cleanspark19:05 Terawulf 200 MW HPC deal23:15 Ethiopia mining ban27:24 Cry Corner- Monero 51% attack

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 Harper and Matt cover Proto's groundbreaking new ASIC miner, Terawulf's $3.7B Google-backed HPC deal, Ethiopia's bitcoin mining ban, and Monero's 51% attack.  Subscribe to our newsletter!  **Notes:** • Proto Rig: 14.1 J/TH, 800 TH/s, swappable hashboards • Terra Wolf: $3.7B deal, Google 8% stake • Bitcoin hit $124K ATH, down to $117.9K • Hash price: $57.89 per PH/day • Mara acquires 64% stake in Exaion for $168M • Monero down 18% after miner attack Timestamps: 00:00 Start 03:09 Difficulty Report by Luxor 08:02 Proto Event 14:51 MARA stake in Exaion 18:36 Cleanspark 19:05 Terawulf 200 MW HPC deal 23:15 Ethiopia mining ban 27:24 Cry Corner- Monero 51% attack