Podcasts about blockspace

CleanSpark CEO Matt Schultz joins us to discuss CleanSpark's fiscal year 2025 earnings. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Matthew Schultz, CEO of CleanSpark, joins us to talk about CleanSpark'sfiscal year 2025 earnings. CleanSpark raked in $766M in revenue for the year, hit the 50 EH/s milestone, and has begun expanding into AI loads. Schultz shares insights on CleanSpark's partnerships with Submer for cooling solutions, the company's capital strategy, the potential for hybrid mining-HPC loads at CleanSpark sites, and what the AI revolution means for bitcoin mining in the United States. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • $766M in FY 2025 revenue  • LEadership change refocused company • Austin Texas site underway • AI load feasibility being explored for Sandersville, other sites • $1.15B convertible note almost over subscribed Timestamps: 00:00 Start 03:15 Overview of fiscal year 07:16 Leadership change 09:43 Texas site development 13:41 Submer cooling solutions partner 18:30 Containerized solutions 21:39 Green field vs retrofit 27:23 Blended AI & mining sites 30:50 Two business lines 36:11 $1.15B note 45:19 Evaluating operators

Historical data reveals Bitcoin's Thanksgiving-to-Christmas performance is a literal coin toss: 6 up years, 6 down years since 2012. Learn why orange pilling family is brutally hard and the only strategy that actually works. We analyze Bitcoin's historical holiday performance from 2012-2024, revealing that Thanksgiving-to-Christmas returns are a perfect 50/50 coin toss. We break down why 2017's spectacular bull run spoiled expectations, how the COVID-era 2020 produced the GOAT Thanksgiving shill with 69% gains, and why dollar cost averaging is the only advice worth giving your skeptical relatives. Plus: practical strategies for orange pilling family without ruining dinner. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Bitcoin 50/50 up or down Thanksgiving to Christmas • 2020 had 69% gain, best holiday performance ever • 2017 bull run was 50% gains in one month • 1 in 7 Americans now own Bitcoin • Dollar cost averaging recommended strategy • ETFs make onboarding boomers easier now Timestamps: 00:00 Start 00:25 It's all about family 03:34 Past holiday returns 06:24 2017 & 2020 holiday markets 07:52 FTX 12:52 Akshually, the returns average 6% -

This week in bitcoin mining news, the Department of Homeland Security is targeting Bitmain with Operation Red Sunset, and Tether buys more shares of Bitdeer. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Colin and Charlie break down Operation Red Sunset—the US government's probe into Bitmain over national security concerns. We also cover brutal mining economics with hashprice at all-time lows, Trump's new executive order spurring AI and energy R&D, Hive's $300M at-the-market offering, and Tether reupping its BTDR investment. And for this week's dual cry corner, why Cardano still sucks and why gamers are crying as RAM prices surge from AI demand. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** - Hash price at $36 per petahash per day (all-time low territory) - First back-to-back negative difficulty adjustments since summer - Small miners (1-5MW) shutting down operations - DDR5 RAM jumped from $100 to $400+ per unit - Hive raises $300M at-the-market offering - Operation Red Sunset targets Bitmain security risks Timestamps: 00:00 Start 01:34 Difficulty Report by Luxor 06:22 US probes Bitmain 13:37 White House Genesis Mission EO 18:34 Hive $300m ATM 20:40 Tether reups its BTDR stake 26:17 Cry Corner: Cardano go down 30:44 Cry Corner: RAM too spensy

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Colin and Charlie break down Operation Red Sunset—the US government's probe into Bitmain over national security concerns. We also cover brutal mining economics with hashprice at all-time lows, Trump's new executive order spurring AI and energy R&D, Hive's $300M at-the-market offering, and Tether reupping its BTDR investment. And for this week's dual cry corner, why Cardano still sucks and why gamers are crying as RAM prices surge from AI demand. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** - Hash price at $36 per petahash per day (all-time low territory) - First back-to-back negative difficulty adjustments since summer - Small miners (1-5MW) shutting down operations - DDR5 RAM jumped from $100 to $400+ per unit - Hive raises $300M at-the-market offering - Operation Red Sunset targets Bitmain security risks Timestamps: 00:00 Start 01:34 Difficulty Report by Luxor 06:22 US probes Bitmain 13:37 White House Genesis Mission EO 18:34 Hive $300m ATM 20:40 Tether reups its BTDR stake 26:17 Cry Corner: Cardano go down 30:44 Cry Corner: RAM too spensy

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Matthew Schultz, CEO of CleanSpark, joins us to talk about CleanSpark'sfiscal year 2025 earnings. CleanSpark raked in $766M in revenue for the year, hit the 50 EH/s milestone, and has begun expanding into AI loads. Schultz shares insights on CleanSpark's partnerships with Submer for cooling solutions, the company's capital strategy, the potential for hybrid mining-HPC loads at CleanSpark sites, and what the AI revolution means for bitcoin mining in the United States. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • $766M in FY 2025 revenue  • LEadership change refocused company • Austin Texas site underway • AI load feasibility being explored for Sandersville, other sites • $1.15B convertible note almost over subscribed Timestamps: 00:00 Start 03:15 Overview of fiscal year 07:16 Leadership change 09:43 Texas site development 13:41 Submer cooling solutions partner 18:30 Containerized solutions 21:39 Green field vs retrofit 27:23 Blended AI & mining sites 30:50 Two business lines 36:11 $1.15B note 45:19 Evaluating operators

Matt Cole, CEO of Strive, discusses corporate Bitcoin strategy, amplification tactics, surviving volatility, and why Bitcoin's 30%+ annual returns make it the ultimate hurdle rate for treasury companies in 2025. Matt Cole, Chairman and CEO of Strive Bitcoin Treasury Company joins us to talk about corporate Bitcoin treasury strategies, why he's structurally bullish on 30%+ annual returns, how Strive amplifies Bitcoin exposure through preferred equity without margin requirements, the pivot from ESG pushback to Bitcoin maximalism, and why removing capital gains taxes could make Bitcoin actual money in America. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Bitcoin expected 30%+ annual returns over 10-15 years • Strive manages $2B AUM across 13 ETFs • Matt's net worth in Bitcoin since 2016-2017 • 50% drawdowns expected as normal volatility • Preferred equity structure allows riding to $1 • Strategic Bitcoin reserve strengthens USA Timestamps: 00:00 Start 01:44 Vibes at Strive & BTC crashing 04:06 Treasury companies 07:36 What makes a "good" treasury company? 15:12 MSTR needs to catch up to Strive 20:51 Wall Street understanding 26:38 Credit rating innovation 29:59 ESG 35:33 Technical Bitcoin topics 42:15 2026 -

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

Bitcoin's down 30%, ETF holders are underwater, and treasury companies are struggling. Colin and Charlie break down the anatomy of the November 2025 crash and what it means for miners, leverage plays, and your portfolio. Colin and Charlie break down the brutal November 2025 Bitcoin selloff. With BTC trading at $87K, the average ETF holder is now underwater, hash prices are at all-time lows, and treasury companies like MicroStrategy and Nokia are facing serious headwinds. We discuss whether this is just typical Bitcoin volatility or something more concerning, analyze the dangers of leverage in crypto, and examine what happens when treasury companies can no longer access capital markets.  Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Bitcoin trading at $86-87K (red for the year) • Average BTC ETF holder now underwater • Hash price at all-time low for miners • MicroStrategy convertible notes taking haircuts • 30% drawdown within historic BTC range • Treasury companies face capital access issues Timestamps: 00:00 Start 00:34 Number Go Down WTF! 04:15 Bitcoin is volatile, strap in! 09:02 But why go down? 16:50 NAKA 20:20 Treasury company bubble 21:50 Metaplanet 25:09 Leverage will break you 28:32 Hashprice -

The market rallied this week following Nvidia's earnings, only for it all to come tumbling down on Friday as bitcoin, tech, AI, and bitcoin miners sold off. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haley Thomson, the director of energy trading at Luxor Technology, joins us to talk about how AI demand is impacting the ERCOT power market. For news, we break down Nvidia's Q3 earnings and the market's Thursday morning reversal, dissect a load growth report that suggests there are currently 166GW of US load growth demand through 2030, and discuss Cipher's $830M extension with Fluidstack. And for this week's cry corner, The Financial Times is doing its best to report on AI like it has with Bitcoin. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Hash price at all-time low: $36.97/PH/day • Previous low was August 2024 at $38/PH/day • 166GW load growth projected through 2030 • Cipher's deal: $830M over 10 years • Google backstop: $333M revenue guarantee • Oracle lost $350B market cap post-AI deal Timestamps: 00:00 Start 01:56 Difficulty report 07:32 Nvidia smashes earnings 12:24 Grid Strategy Forecast Report 36:37 Cipher Fluidstack deal 39:25 Cry Corner: Oracle down bad?

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haley Thomson, the director of energy trading at Luxor Technology, joins us to talk about how AI demand is impacting the ERCOT power market. For news, we break down Nvidia's Q3 earnings and the market's Thursday morning reversal, dissect a load growth report that suggests there are currently 166GW of US load growth demand through 2030, and discuss Cipher's $830M extension with Fluidstack. And for this week's cry corner, The Financial Times is doing its best to report on AI like it has with Bitcoin. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Hash price at all-time low: $36.97/PH/day • Previous low was August 2024 at $38/PH/day • 166GW load growth projected through 2030 • Cipher's deal: $830M over 10 years • Google backstop: $333M revenue guarantee • Oracle lost $350B market cap post-AI deal Timestamps: 00:00 Start 01:56 Difficulty report 07:32 Nvidia smashes earnings 12:24 Grid Strategy Forecast Report 36:37 Cipher Fluidstack deal 39:25 Cry Corner: Oracle down bad?

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haris Basit, CSO at Bitdeer, joins us to break down their Q3 results, where revenue hit $169.7M (up 173% YoY), self-mining production doubled to 1,109 BTC, and they achieved 41.2 EH/s of self-mining capacity. We dive deep into Bitdeer's AI and HPC expansion strategy across sites in Norway, Tennessee, Washington, and Ohio, discuss the SEALMINER A3's production schedule and A4 chip development delays, and get updates on the Massillon facility fire recovery. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Revenue up 173% YoY to $169.7M • Self-mining doubled: 565 to 1,109 BTC • Hash rate reached 41.2 exahash in October • Adjusted EBITDA: $43M vs -$7.9M last year • SEALMINER delays • AI expansion: planned across 4 sites Timestamps: 00:00 Start 03:32 Overview of report 05:43 Colocation vs self mining vs neoloud 09:30 Why do both colocation & neocloud? 10:42 Facility fire 12:13 Bhutan 15:01 Convertible notes 16:43 Future financing options 18:54 Cloud mining profitability 19:57 Choosing where to locate services 22:11 Alberta 24:03 Ethiopia 25:20 ASIC production 28:35 A4 delays 31:39 What's coming?

WULF's CFO joins the pod to discuss TeraWulf's Q3 earnings, financing strategy, and the future of its bitcoin mining business. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Patrick Fleury, CFO of TeraWulf, joins us to talk about WULF's Q3 where they booked their first AI revenue at $7.2 million, signed AI deals with FluidStack  and Core42, and how they're balancing their debt structure. Patrick also drops a provocative warning about Bitcoin's security: with US hashrate potentially dropping from 40% to just 5-10% by 2028, Bitmain could become the largest miner controlled by China, creating the only real vulnerability in Bitcoin's network. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • First AI revenue: $7.2 million in Q3 • 450MW contracted with FluidStack at Lake Mariner • 72.5MW deal with Core42 signed • Demand response revenue: $7.3-7.4 million Q3 • Adjusted energy cost: 4.7 cents per kWh • Current hashrate: 7.2 exahash Timestamps: 00:00 Start 02:57 Anthropic 05:50 Q3 summary 11:05 HPC & income margin 13:01 Designing capital raises 21:31 Balancing different debt instruments 25:50 Replacing ATM debt 29:07 Agreements 33:32 Bitcoin mining ops

Cash App & Square roll out Bitcoin payments at 4M+ merchants. Jack Dorsey leverages Lightning Network to compete with Visa/credit card fees. Plus: the controversial Bitcoin denomination change that's dividing the community. We break down Jack Dorsey's massive Bitcoin rollout across Cash App and Square—4M merchants can now accept BTC payments via Lightning and mainnet. We explore how Bitcoin rails are undercutting Visa/Amex fees, the Strike-style settlement strategy, and the controversial BIP 177 denomination debate. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • 4M Square merchants now accept Bitcoin payments • Credit card fees range from 2-6% per transaction • Cash App uses Lightning Network for settlements • BIP 177 proposes renaming Satoshis to Bitcoins • 100M Satoshis equal one Bitcoin • Jack Dorsey owns Block, Square, and Cash App Timestamps: 00:00 Start 00:46 CashApp & Square updates overview 03:52 Bitcoin rails 09:36 Network effects 13:59 150 features 21:08 Bits are BACK -

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Patrick Fleury, CFO of TeraWulf, joins us to talk about WULF's Q3 where they booked their first AI revenue at $7.2 million, signed AI deals with FluidStack  and Core42, and how they're balancing their debt structure. Patrick also drops a provocative warning about Bitcoin's security: with US hashrate potentially dropping from 40% to just 5-10% by 2028, Bitmain could become the largest miner controlled by China, creating the only real vulnerability in Bitcoin's network. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • First AI revenue: $7.2 million in Q3 • 450MW contracted with FluidStack at Lake Mariner • 72.5MW deal with Core42 signed • Demand response revenue: $7.3-7.4 million Q3 • Adjusted energy cost: 4.7 cents per kWh • Current hashrate: 7.2 exahash Timestamps: 00:00 Start 02:57 Anthropic 05:50 Q3 summary 11:05 HPC & income margin 13:01 Designing capital raises 21:31 Balancing different debt instruments 25:50 Replacing ATM debt 29:07 Agreements 33:32 Bitcoin mining ops

Bitcoin mining stock prices were aflame on Thursday, while Bitdeer was putting out fires of its own. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Will, Colin, and Matt don their butchers' aprons to dissect Thursday's market carnage, with some bitcoin miners down double digits on the day. We cover Bitdeer's electrical fire at a facility in Ohio, discuss Lava's controversial custody model changes, Stone Ridge/Nydig's oil and gas expansion, and for this week's cry corner, Jim Cramer yells at CoreWeave's CEO. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining stocks down 5-10% across the board today • Bitdeer down 46% on five-day chart • $20B wiped from mining market cap since October • Riot peaked at $70, started Liberation Day at $2 • Bitdeer fire destroyed two mining units in Ohio • 650B annual revenue by 2029 needed for 10% AI return Timestamps: 00:00 Start 04:19 Market crashing 08:35 Difficulty Report by Luxor 13:11 Bitdeer mining farm in Ohio burning 23:02 Lava goes centralized 31:26 Auradine's new unit announced 38:59 What's NYDIG up to? 42:23 Cry Corner: CORZ delay

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Will, Colin, and Matt don their butchers' aprons to dissect Thursday's market carnage, with some bitcoin miners down double digits on the day. We cover Bitdeer's electrical fire at a facility in Ohio, discuss Lava's controversial custody model changes, Stone Ridge/Nydig's oil and gas expansion, and for this week's cry corner, Jim Cramer yells at CoreWeave's CEO. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Mining stocks down 5-10% across the board today • Bitdeer down 46% on five-day chart • $20B wiped from mining market cap since October • Riot peaked at $70, started Liberation Day at $2 • Bitdeer fire destroyed two mining units in Ohio • 650B annual revenue by 2029 needed for 10% AI return Timestamps: 00:00 Start 04:19 Market crashing 08:35 Difficulty Report by Luxor 13:11 Bitdeer mining farm in Ohio burning 23:02 Lava goes centralized 31:26 Auradine's new unit announced 38:59 What's NYDIG up to? 42:23 Cry Corner: CORZ delay

Alex Thorn from Galaxy Digital discusses why they revised their Bitcoin price target from $185K to $120K, competition from gold and AI, the stalling Bitcoin Season 2 momentum, stablecoin growth, and Bitcoin's transition into a mature, lower-volatility asset class. Alex Thorn, Head of Research at Galaxy Digital, joins us to talk about why Galaxy revised their Bitcoin end-of-year target from $185K to $120K, the competitive headwinds from gold (up 57% vs Bitcoin's 12%), AI investments, and stablecoins, the October 10th leverage wipeout, Bitcoin's maturation into a lower-volatility asset, whale distribution patterns, the stalled momentum of ordinals and runes, Bitcoin Layer 2 developments, and the ongoing arbitrary data filters debate affecting projects like Citrea and Botanix. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Galaxy revised BTC target: $185K down to $120K • Gold outperformed Bitcoin: 57% vs 12% YTD • October 10th leverage wipeout major catalyst • Bitcoin Season 2 momentum has stalled out • Stablecoins creating major market competition • Layer 2s like Citrea, Botanix still early stage Timestamps: 00:00 Start 00:49 Gov shutdown? Oh no!!! 03:03 Revising EOY price prediction 07:55 Next price catalyst? 10:50 Longer term price predictions 14:01 Crashing to $100k 16:34 Stablecoins 22:38 Tether & competition 30:11 Backing 33:58 Did we lose the plot? 37:37 Enthusiasm for BTC development -

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Jonathan Goldowsky, Head of Investor Relations at Galaxy Digital, joins us to talk about Galaxy's record-breaking Q3 2025 with $505M in net income and $29.2B in revenue. We discuss the launch of Galaxy One, their new fintech platform, Galaxy's CoreWeave AI data center deal at their Helios campus in Texas, the historic 80,000+ Bitcoin trade, and what Galaxy's pivot to AI infrastructure really means for the company's bitcoin mining arm. **Notes:** • Net income: $505M in Q3 2025 • Total revenue: $29.2B, up 223% YoY • Largest Bitcoin trade ever: 80,000+ BTC sold • Assets on platform: $17B all-time high • CoreWeave deal: 800MW at Helios campus • Mining capacity reduced from 6+ EH/s to 1.5-2 EH/s Timestamps: 00:00 Start 03:24 Galaxy earnings overview 06:09 Galaxy One Launch 07:21 Premium Yield Account 09:03 Current Galaxy One customers 12:05 Staking 13:23 Cleanspark Ad 13:54 AI & HPC (Coreweave) 17:02 Powershell Vs Neocloud 21:13 Capital structure 24:58 Getting past the first build 26:44 New build sites? 28:19 Phasing out BTC mining?

MARA's Fred Thiel joins the Mining Pod to discuss the company's AI and HPC plans, bitcoin, and the future of edge computing. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Fred Thiel, CEO and Chairman of MARA (formerly Marathon Digital Holdings), joins us to talk about MARA's strategic pivot toward AI and HPC infrastructure, the critical importance of energy ownership over PPAs, inference at the edge computing, MARA's partnerships with MPL and Exaion in Europe, and why Bitcoin's path to $1M will be harder than most think as the asset matures and institutionalizes. Notes:  • $1.4T AI spending planned over next 5 years • MARA owns energy vs paying PPAs for electrons • Many HPC contracts have strict delivery outs • Bitcoin no longer follows 4-year cycle pattern • 10% Bitcoin price change = $200B market move • MARA has ~250 employees currently Timestamps: 00:00 Start 04:05 Q3 look back 13:13 Inference at the edge 20:22 Sovereign cloud 27:13 MARA: hash cost vs hash price 29:33 Valuations not reflecting risk 33:22 MARA: value accretion 34:39 Operational deployment 37:07 Asset light vs hosting 41:47 Exaion deal 46:15 MPLX deal (natural gas ) 50:22 CapEx costs 50:53 MPLX deal structure 56:23 CTO & 2PIC 1:01:28 Share dilution 1:12:31 What are you reading?

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Fred Thiel, CEO and Chairman of MARA (formerly Marathon Digital Holdings), joins us to talk about MARA's strategic pivot toward AI and HPC infrastructure, the critical importance of energy ownership over PPAs, inference at the edge computing, MARA's partnerships with MPL and Exaion in Europe, and why Bitcoin's path to $1M will be harder than most think as the asset matures and institutionalizes. Notes:  • $1.4T AI spending planned over next 5 years • MARA owns energy vs paying PPAs for electrons • Many HPC contracts have strict delivery outs • Bitcoin no longer follows 4-year cycle pattern • 10% Bitcoin price change = $200B market move • MARA has ~250 employees currently Timestamps: 00:00 Start 04:05 Q3 look back 13:13 Inference at the edge 20:22 Sovereign cloud 27:13 MARA: hash cost vs hash price 29:33 Valuations not reflecting risk 33:22 MARA: value accretion 34:39 Operational deployment 37:07 Asset light vs hosting 41:47 Exaion deal 46:15 MPLX deal (natural gas ) 50:22 CapEx costs 50:53 MPLX deal structure 56:23 CTO & 2PIC 1:01:28 Share dilution 1:12:31 What are you reading?

IREN and Cipher both announced deals with hyperscalers this week as the AI race heats up among bitcoin miners. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Colin and Matt talk about two massive hyperscaler deals that have upped the expectations for AI-pivots. Cipher Mining just secured a $5.5B, 15-year lease with Amazon Web Services for 300MW at their Bear Lake facility, while IREN signed a $9.7B, 5-year deal with Microsoft for 200MW in Texas. We also cover highlights from public miner Q3 earnings that have trickled through so far, a bitcoin miner lawsuit that involves OpenAI, and why Warren Buffett's Pacific Power's loss with Amazon is a win for bitcoin miners. Plus: Will China win the AI race? Nvidia's CEO thinks yes. Notes:  • Cipher signs $5.5B AWS deal for 300MW facility • IREN inks $9.7B Microsoft cloud compute agreement • Hash price crashes to $40 per petahash per day • Bitcoin retraced from $126K to $101K support • Cipher announces 1GW data center JV project • Pacific Power fails to deliver Amazon capacity Timestamps: 00:00 Start 02:00 Difficulty Report by Luxor 05:05 Cipher Amazon deal 08:02 IREN Microsoft deal 13:56 Cleanspark Ad 14:25 Q3 earnings update 14:38 RIOT 14:54 MARA 15:34 HUT 8 16:08 CIPHER 18:23 CORZ workers comp lawsuit 21:08 China winning AI race? 26:31 Cry Corner: Buffett can't MW

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Colin and Matt talk about two massive hyperscaler deals that have upped the expectations for AI-pivots. Cipher Mining just secured a $5.5B, 15-year lease with Amazon Web Services for 300MW at their Bear Lake facility, while IREN signed a $9.7B, 5-year deal with Microsoft for 200MW in Texas. We also cover highlights from public miner Q3 earnings that have trickled through so far, a bitcoin miner lawsuit that involves OpenAI, and why Warren Buffett's Pacific Power's loss with Amazon is a win for bitcoin miners. Plus: Will China win the AI race? Nvidia's CEO thinks yes. Notes:  • AI runway better than mining for miners • IREN Microsoft deal is a win for powershell model thesis • AI business lines give miners better access to capital • Miners with exposure but no deals on the table could offer interesting opportunities • Mining in the U.S. not done yet • Cipher signs $5.5B AWS deal for 300MW facility • IREN inks $9.7B Microsoft cloud compute agreement • Hash price crashes to $40 per petahash per day • Bitcoin retraced from $126K to $101K support • Cipher announces 1GW data center JV project • Pacific Power fails to deliver Amazon capacity Timestamps: 00:00 Start 02:00 Difficulty Report by Luxor 05:05 Cipher Amazon deal 08:02 IREN Microsoft deal 13:56 Cleanspark Ad 14:25 Q3 earnings update 14:38 RIOT 14:54 MARA 15:34 HUT 8 16:08 CIPHER 18:23 CORZ workers comp lawsuit 21:08 China winning AI race?26:31 Cry Corner: Buffett can't MW

Q2 and Q3 were explosive for bitcoin miners pivoting to AI. H.C. Wainwright's Kevin Dede joins us to give his takes on the latest AI deals from IREN, CIFR, WULF, and more.  Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Kevin Dede, Managing Director at H.C. Wainwright, joins us to give a pulse check on the bitcoin miners pivoting to AI. We cover the latest deals from IREN, Cipher, Terawulf, and others, and pick apart whether the neocloud or powershell business model is the best fit for bitcoin miners. Plus, what the CoreWeave-Core Scientific deal's failure means for the AI-miner market as a whole, why bitcoin mining won't die easily in the U.S., and why Dede thinks the AI-miners are just getting geared up. Notes:  • AI runway better than mining for miners • IREN Microsoft deal is a win for powershell model thesis • AI business lines give miners better access to capital • Miners with exposure but no deals on the table could offer interesting opportunities • Mining in the U.S. not done yet Timestamps: 00:00 Start 02:34 Intro 03:33 Mining stock overview 04:13 AI 06:03 HPC 08:52 IREN 13:05 Infrastructure & Neo-Cloud 19:18 Miners w/ AI are ripping 20:16 Financing options 22:25 CORZ & Core Scientific 29:02 How many winners can there be? 31:18 JV deals 33:38 Bullish or bearish majors

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Kevin Dede, Managing Director at H.C. Wainwright, joins us to give a pulse check on the bitcoin miners pivoting to AI. We cover the latest deals from IREN, Cipher, Terawulf, and others, and pick apart whether the neocloud or powershell business model is the best fit for bitcoin miners. Plus, what the CoreWeave-Core Scientific deal's failure means for the AI-miner market as a whole, why bitcoin mining won't die easily in the U.S., and why Dede thinks the AI-miners are just getting geared up. Notes:  • AI runway better than mining for miners • IREN Microsoft deal is a win for powershell model thesis • AI business lines give miners better access to capital • Miners with exposure but no deals on the table could offer interesting opportunities • Mining in the U.S. not done yet Timestamps: 00:00 Start 02:34 Intro 03:33 Mining stock overview 04:13 AI 06:03 HPC 08:52 IREN 13:05 Infrastructure & Neo-Cloud 19:18 Miners w/ AI are ripping 20:16 Financing options 22:25 CORZ & Core Scientific 29:02 How many winners can there be? 31:18 JV deals 33:38 Bullish or bearish majors

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?

World Chain launches Priority Blockspace on mainnet. Succinct announces Stage 2.5 of its prover onboarding. And the staked ETH supply reaches a new ATH. Read more: https://ethdaily.io/729 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

KeywordsBitcoin, block space, mining, cryptocurrency, settlement layer, hyperbitcoinization, commodity, financial institutions, nation states, future of BitcoinSummaryIn this conversation, Rob Warren and Bob Burnett discuss the evolving concept of block space in Bitcoin, emphasizing its scarcity and future implications. They explore how Bitcoin may serve as a global settlement layer, the necessity for miners and businesses to adapt to the commodification of block space, and the potential role of nation states in controlling this resource. The discussion highlights the importance of understanding the future dynamics of Bitcoin mining and transaction processing as the ecosystem matures.TakeawaysBlock space is becoming a commodity rather than just a reward for miners.The future of Bitcoin will see it as a major player in global settlement.There is a need for regularity in transaction processing for businesses.Miners will need to adapt to the commodification of block space.Nation states may become significant players in Bitcoin mining.The demand for block space will increase as Bitcoin matures.Businesses will require assurances for transaction costs and processing.The concept of block space futures could emerge in the market.Bitcoin's role as a settlement layer will necessitate changes in transaction processing.The sovereignty of nations may depend on their control over block space.Chapters00:00 Introduction to Block Space Scarcity02:08 The Evolution of Mining and Block Space04:49 Understanding Block Space as a Commodity07:12 The Future of Bitcoin as a Settlement Layer09:37 Predictability in Transaction Processing11:48 The Role of Corporations and Nation-States in Mining14:31 The Financialization of Block Space16:50 Block Space Futures and Market Dynamics19:34 The Ethics of Bitcoin Mining22:11 The Future of Block Space Control24:29 Conclusion and Future Outlook

As society evolves, so do its values and principles, but is that desirable for technology that seeks to build the most reliable, trustless and censorship resistant global settlement layer? Ever since the rise in popularity of Solana with its inflow of retail capital in a memecoin gold rush, Ethereum became even more criticized for sticking true to its core values despite the completely divergent demands of market participants. Moreover, the rollup centric scaling roadmap seemed to further silo attention and cause liquidity fragmentation, driving away value from Ethereum mainnet. As institutional demand is expected to grow with the introduction of staking ETFs, a new executive leadership took charge of Ethereum foundation to help steer the protocol's narrative at the intersection between community demands and Ethereum's ethos.Topics covered in this episode:Hsiao-Wei's & Tomasz' backgroundsHow they became co-executive directors of Ethereum FoundationEthereum Foundation's role moving forwardDecision making in Ethereum FoundationShaping Ethereum's narrativeThe layer 2 landscapeScaling Ethereum as the global settlement layerShardingRollup scalability & their trade-offsWhat values drive adoptionL2 interoperabilityFuture goalsEpisode links:Hsiao-Wei Wang on XTomasz Stanczak on XEthereum Foundation on XEthereum 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.

Valentin Rousseau joins the pod to discuss his new report that forecasts Bitcoin's hashrate for 2025 through 2027.You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comWant to mine Bitcoin? Check out the Blockspace Media store today!Welcome back to The Mining Pod! Welcome back to The Mining Pod! Today, Valentin Rousseau (a.k.a as Muad Dib on X), a bitcoin mining researcher who's worked with Hash Labs and the University of Cambridge, joins us to discuss his Blockspace report on hashrate forecasting for 2025, 2026, and 2027. Valentin breaks down his methodology for predicting Bitcoin's hashrate trajectory, analyzes hashrate deployment schedules for public miners, unpacks how tariffs could slow U.S. hashrate growth – and thus the Bitcoin network's growth as well, and answers the question: will we still see 1 zetahash in 2025? # Notes:- Projected ~1000 EH/s by end of 2025- Forecast: 1700 EH/s by end of 2027- Public miners = 37% of global hashrate- US tariffs reduced 2025 forecast by 60 EH/s- Private miners leading international expansion- ASIC prices flattened since 2022 crashTimestamps:00:00 Start02:27 2025 Mining Outlook06:28 Public miner success rate08:30 2026 & 2027 Outlook11:27 Hashrate prediction 202713:59 Accounting for tariffs16:14 US domestic vs International17:10 Private vs public hashrate20:06 Machine purchases24:34 Greenfield vs Brownfield sites29:34 Map of US hashrate31:54 Hashrate averages35:57 Wrap up49:29 Vibe shift

FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Welcome back to The Mining Pod! Today, Valentin Rousseau (a.k.a as Muad Dib on X), a bitcoin mining researcher who's worked with Hash Labs and the University of Cambridge, joins us to discuss his Blockspace report on hashrate forecasting for 2025, 2026, and 2027. Valentin breaks down his methodology for predicting Bitcoin's hashrate trajectory, analyzes hashrate deployment schedules for public miners, unpacks how tariffs could slow U.S. hashrate growth – and thus the Bitcoin network's growth as well, and answers the question: will we still see 1 zetahash in 2025?  You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.com # Notes: - Projected ~1000 EH/s by end of 2025 - Forecast: 1700 EH/s by end of 2027 - Public miners = 37% of global hashrate - US tariffs reduced 2025 forecast by 60 EH/s - Private miners leading international expansion - ASIC prices flattened since 2022 crash Timestamps: 00:00 Start 02:27 2025 Mining Outlook 06:28 Public miner success rate 08:30 2026 & 2027 Outlook 11:27 Hashrate prediction 2027 13:59 Accounting for tariffs 16:14 US domestic vs International 17:10 Private vs public hashrate 20:06 Machine purchases 24:34 Greenfield vs Brownfield sites 29:34 Map of US hashrate 31:54 Hashrate averages 35:57 Wrap up 49:29 Vibe shift

This is a cross-post of our latest Writer's Room for Bitcoin Season 2, a weekly back-and-forth between Blockspace's Charlie Spears and Colin Harper on hot news items and Bitcoin esoterica. You can find prior episodes on the Bitcoin Season 2 YouTube. You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.com How do previous Bitcoin crashes compare to this week's Tariff Troubles? Colin and Charlie analyze Bitcoin's recent 30% drop from $109K to $76K in context of previous market crashes. We compare the COVID crash of 2020, the Terra/Luna collapse of 2022, and the FTX insolvency in November that same year. We cover how market sentiment in each crash despite similar percentage drops, explore how exogenous and endogenous factors affected declines and recoveries – plus, why the current drawdown, mired in macro turmoil, most resembles the March 2020 COVID crash. Follow our guests: @cbspears @asilayhodling @btcszn2 Notes: - Bitcoin down 30% from $109K to $76K - Markets recovered 9.5% in one day - Terra/Luna crash: 35% drop in one week - FTX collapse: only 30% drop but worst sentiment - US fiscal deficit at $36.7 trillion debt - BitMEX "outage" may have saved 2020 crash Timestamps: 00:00 Start 00:46 Bitcoin crashes, “don't buy it” 06:25 Macro lookback 14:00 Covid crash (march 2020) 23:18 Terra Luna crash (may 2022) 32:16 FTX Crash 38:43 Stay humble, stack sats Learn more about your ad choices. Visit megaphone.fm/adchoices

The CBP is seizing ASIC miners at the border, and Chinese tech giant Tencent adds to its bitcoin mining exposure.You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWelcome back to The Mining Pod! For this week's news roundup, Colin and Matt talk about the big story Blockspace broke this week: the U.S. Customs and Border Protection agency is seizing Antminer ASICs at ports of entry, and it's also started to detain MicroBT and Canaan units. Plus, the $500 billion Chinese tech giant Tencent ups its stake in newly-christened public bitcoin miner Cango to 15.6%. They also touch on Bit Digital's WhiteFiber AI rebrand, and why Riot's newest board member signals that it's getting increasingly serious about an AI pivot. The duo also welcomes Luxor Director of Energy Trading Haley Thomson to discuss what the AI boom means for Texas power prices. And for this week's cry corner: bitcoin obituaries are dead – all hail number go up.Notes:• BitaxeOpen Source Project• 256 Foundation Mission• Breaking Mining Monopolies• Standardized Hash Boards• DIY Mining Innovation• Hardware DemocratizationTimestamps00:00 Start01:59 Telehash & hitting block05:26 Intros12:51 256 Foundation mandate?16:02 BitAxe users18:53 AmberOne project22:08 Designer BitAxe culture27:24 Mining centralization

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com Welcome back to The Mining Pod! For this week's news roundup, Colin and Matt talk about the big story Blockspace broke this week: the U.S. Customs and Border Protection agency is seizing Antminer ASICs at ports of entry, and it's also started to detain MicroBT and Canaan units. Plus, the $500 billion Chinese tech giant Tencent ups its stake in newly-christened public bitcoin miner Cango to 15.6%. They also touch on Bit Digital's WhiteFiber AI rebrand, and why Riot's newest board member signals that it's getting increasingly serious about an AI pivot. The duo also welcomes Luxor Director of Energy Trading Haley Thomson to discuss what the AI boom means for Texas power prices. And for this week's cry corner: bitcoin obituaries are dead – all hail number go up. Timestamps 00:00 Start 01:20 Difficulty report 04:33 CBP crackdown on ASICs 12:08 Tencent owns 15% of Cango 18:05 Haley Thomson, Dir of Energy Trading @ Luxor 30:52 Bit Digital rebrands AI/HPC as WhiteFiber 32:24 Riot appoints Jamie Leverton to board among AI/HPC probe 34:27 Cry Corner: Bitcoin obituaries are dead

We chat with Charlie (CBSpears), creator of Blockspace Media and a Bitcoin OG about the current state of the Bitcoin ecosystem. We ask him about how he has perceived the Bitcoin culture's evolution within the space as he has been a participant pre and post Ordinals. Charlie views Bitcoin as not only being in a price discovery phase but also in a narrative discovery phase as Bitcoin is becoming more complex and dynamic than what it originally was. With memes overtaking overall crypto market sentiment and Murad acting as a driving force for this sectors growth, we ask Charlie how he views this sector interplaying with Bitcoin and the ecosystem brewing within it. We discuss the existential miner subsidy crisis not many are openly discussing, which could pose future risks if more awareness and careful diligence isn't directed toward solving the impending issue. With Charlie's background and expert knowledge of the Bitcoin mining industry we propose to him the $NAT token miner subsidy model. He gives his honest interpretation as to whether it is a good idea to help miners discover new verticals of long term sustainability. Overall Charlie views DMT and other metaprotocol experiments as too early to tell whether they will be main contributors to Bitcoin in the long term. Topics: First up, who is Charlie aka (CBSpears), and how did they get into the web3 space? Next, what does Charlie think With memes overtaking overall crypto market sentiment? and Finally, discussing the existential miner subsidy crisis not many are openly discussing Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube Twitter: bit.ly/TBR-Twitter Telegram: bit.ly/TBR-Telegram Discord: bit.ly/TBR-Discord

For this week's mining news, a surprising decision on Crusoe and Upstream Data's patent dispute and more.Welcome back to The Mining Pod! Today, the gang covers news that Blockspace broke regarding a surprising mixed decision in Crusoe and Upstream Data's patent dispute. Plus, Lancium gets in on the Project Stargate action with a 1.2 GW AI campus, a data recap from Hashrate Index's 2024 Year-in-Review, and TSMC is fabbing ASIC chips for Bitdeer's SEALMINER series in the U.S.A. And finally, for this week's cry corner, scammers hijack Riot Platform's X account to lure folks into the Solana memecoin casino. Timestamps:00:00 Start01:28 Difficulty report05:36 Crusoe & Upstream14:54 Lancium's Project Stargate Deal27:34 Hashrate Index 2024 Year-in-Review45:36 TSMC US fabbed chips for Bitdeer51:34 Cry corner: Riot HackPublished twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

In Episode 106 of Rugpull Radio, GMoney is joined by special guest Bob Burnett, CEO of Barefoot Mining, to discuss the geopolitics of blockspace, the evolution of Bitcoin mining, and the potential of Bitcoin as money for the next millennium. Bob shares insights from his time as CTO of Gateway Inc. and his transition into Bitcoin mining, exploring topics like energy monetization, decentralization, and the philosophical underpinnings of Bitcoin's proof-of-work model. From the parallels between early PC development and blockchain technology to the future of global sovereignty through Bitcoin mining, this episode dives deep into the mechanics and implications of a Bitcoin-driven world.

Welcome back to The Mining Pod! Today, the gang covers news that Blockspace broke regarding a surprising mixed decision in Crusoe and Upstream Data's patent dispute. Plus, Lancium gets in on the Project Stargate action with a 1.2 GW AI campus, a data recap from Hashrate Index's 2024 Year-in-Review, and TSMC is fabbing ASIC chips for Bitdeer's SEALMINER series in the U.S.A. And finally, for this week's cry corner, scammers hijack Riot Platform's X account to lure folks into the Solana memecoin casino.  Timestamps: 00:00 Start 01:28 Difficulty report 05:36 Crusoe & Upstream 14:54 Lancium's Project Stargate Deal 27:34 Hashrate Index 2024 Year-in-Review 45:36 TSMC US fabbed chips for Bitdeer 51:34 Cry corner: Riot Hack Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 

Welcome back to The Mining Pod! For this week's Bitcoin Stock Show, we welcome back Second Gate Advisory Co-founder Brandon Bailey for a refresher on Bitdeer. Bailey first came on the show in September 2024 after penning an op-ed for Blockspace, “The bullish case for Bitdeer.” Since this analysis, Bitdeer is up 240%, and he thinks it has room to grow, largely because of the company's burgeoning ASIC manufacturing line. We touch on the ASIC manufacturing line in depth in this episode, plus some insights into other newcomers to the ASIC manufacturing space.  Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 

We're dropping a show from Bitcoin Season 2, another podcast on Blockspace! If you enjoy the show, check it out on Spotify, Apple or wherever else you listen to podcasts! For today's Writer's Room, Colin and Charlie celebrate Running Bitcoin Day by picking through the Bitcoin Talk archives for a selection of Hal Finney's most prescient takes. Finney is famous for being the first person (after Satoshi) to run Bitcoin -- a claim to fame that involves receiving the first non-mining related transaction from Bitcoin's creator -- as well as being one of the earliest contributors to Bitcoin Core. Hal was highly active in Bitcoin's salad days and a prolific poster on Bitcoin Talk, where he provided his thoughts on Bitcoin's earliest versions, pontificated over the cryptocurrency's future, and shared ideas with its earliest adopters. Many of Hal's ideas and prognostications were incredibly incisive and clairvoyant -- almost frighteningly so -- hence the title of today's show. Learn more about your ad choices. Visit megaphone.fm/adchoices

We cover the Compute North creditor lawsuit, Phoenix Group's new 50 MW North Dakota site, and Canaan's Nano 3S and Avalon Mining 3 in today's news roundup. Welcome back to The Mining Pod! For today's news roundup, Will, Colin, and Matt are joined by Luxor CEO, Nick Hansen. The gang covers news that Blockspace broke this week pertaining to a creditor lawsuit against former executives of defunct Compute North, the erstwhile bitcoin mining hosting titan that went bankrupt in 2022. Plus, Phoenix Group's 50 MW bitcoin mine in North Dakota, a 2024 bitcoin mining market review from Nick, and Canaan's new home mining heater series with the Nano 3S and Avalon Mini 3. And for this week's cry corner, popular Ethereum browser wallet Metamask is adding support for…Bitcoin? Timestamps:00:00 Start02:19 Difficulty report07:32 Creditors sue Compute North16:30 Phoenix 50MW North Dakota site27:18 Yearly overview31:15 Canaan Nano 3 home heater40:13 Cry corner: Metamask seeks Bitcoin product managerPublished twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

Welcome back to The Mining Pod! For today's news roundup, Will, Colin, and Matt are joined by Luxor CEO, Nick Hansen. The gang covers news that Blockspace broke this week pertaining to a creditor lawsuit against former executives of defunct Compute North, the erstwhile bitcoin mining hosting titan that went bankrupt in 2022. Plus, Phoenix Group's 50 MW bitcoin mine in North Dakota, a 2024 bitcoin mining market review from Nick, and Canaan's new home mining heater series with the Nano 3S and Avalon Mini 3. And for this week's cry corner, popular Ethereum browser wallet Metamask is adding support for…Bitcoin?  Timestamps: 00:00 Start 02:19 Difficulty report 07:32 Creditors sue Compute North 16:30 Phoenix 50MW North Dakota site 27:18 Yearly overview 31:15 Canaan Nano 3 home heater 40:13 Cry corner: Metamask seeks Bitcoin product manager Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 

For today's roundup, the guys cover Cango, Halliburton's bitcoin mining investment, an investor lawsuit against Rhodium, and more.Welcome back to The Mining Pod! For today's roundup, the Blockspace boys cover Cango, the largest public bitcoin miner that you've never heard of, and they dig into breaking news of oil and gas giant Halliburton investing in Bitcoin mining. Plus, an investor lawsuit against Rhodium, MARA and Hut 8's bitcoin buys after issuing convertible notes, and in this episode's cry corner, Bitcoin Twitter's favorite squabble this week: the Strategic Bitcoin Reserve. Timestamps:00:00 Start03:24 Difficulty update07:01 Cangoooooooo16:25 Halliburton mining bitcoin?24:05 Miners & debt instruments31:17 Rhodium sued for fraud37:04 Cry corner: Bitcoin strategic reservePublished twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

Welcome back to The Mining Pod! For today's roundup, the Blockspace boys cover Cango, the largest public bitcoin miner that you've never heard of, and they dig into breaking news of oil and gas giant Halliburton investing in Bitcoin mining. Plus, an investor lawsuit against Rhodium, MARA and Hut 8's bitcoin buys after issuing convertible notes, and in this episode's cry corner, Bitcoin Twitter's favorite squabble this week: the Strategic Bitcoin Reserve.  Timestamps: 00:00 Start 03:24 Difficulty update 07:01 Cangoooooooo 16:25 Halliburton mining bitcoin? 24:05 Miners & debt instruments 31:17 Rhodium sued for fraud 37:04 Cry corner: Bitcoin strategic reserve Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 

The Vault is a morning show hosted on Twitter Spaces and YouTube Live on Tuesdays, Wednesdays, and Thursdays at 11:30 am EST. The show focuses on multi-chain communities, emerging protocols, NFTFi, DeFi, Gaming, and, most importantly, collecting digital assets.Adam McBride: https://twitter.com/adamamcbrideJake Gallen: https://twitter.com/jakegallen_Chris Devitte: https://twitter.com/chris_devvEmblem Vault: https://twitter.com/EmblemVault

In this week's news roundup, Will, Colin, and Matt cover the news regarding Rhodium's Chapter 11 bankruptcy, and they also touch on the spree of post-halving mergers and acquisitions in bitcoin mining. Plus, what's the deal with public bitcoin miner AI/HPC strategies? Finally, they close on the ever-persistent (and always maddening) debate over bitcoin mining's energy use.Welcome back to The Mining Pod! Blockspace broke news this weekend that Texas-based bitcoin miner Rhodium is going bankrupt, and we follow up in today's show about what we do and don't know regarding the incipient restructuring. As Rhodium starts restructuring its debt, other bitcoin miners have been expanding, with mergers and acquisitions becoming the second hottest trend this summer in the mining sector. The hottest trend, though, is AI, and we've got the straight skinny on how public bitcoin miners are approaching the hyped-up sector. And in this week's Cry Corner, the gang addresses yet more quibbling about Bitcoin's energy use (when Solomon said that there's nothing new under the sun, he was really talking about energy FUD…).Timestamps:00:00 Start01:19 Difficulty report03:27 Rhodium files for bankruptcy08:28 Bitfarms acquires Stronghold09:07 GDA expansion09:28 Cipher Mining's new site15:04 AI & HPC industry update report22:09 Cry CornerPublished twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

In this week's news roundup, Charlie, Colin, and Matt take a look at the $2.1 billion in financing public Bitcoin miners have accrued recently, CleanSpark's mining pool aspirations, and the surprising resilience of solo miners post-halving. Welcome back to The Mining Pod! How much have public miners raised since Q2? A lot – like, $2.2 billion kind of a lot. The majority of this liquidity flows from at-the-market (and other) stock offerings in Q2, while a handful of miners have also turned toward convertible notes for financing in Q3. In addition to that news, we also cover a story that Blockspace broke regarding CleanSpark's desire to launch its own mining pool, and we finish the feel good underdog story that yes, solo miners are still out there (and they're actually making money). Timestamps:00:00 Start01:43 Bitcoin mining market / metric update7:50 Publicly traded Bitcoin miners raise $2.1 billion since Q210:00 Bitdeer $150 million convertible note12:46 Marathon $250 million convertible note to buy BTC14:21 Core Scientific $350 convertible note to pay down debt17:13 When CleanSpark pool? 23:48 Bitaxe and solo mining 33:54Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

In this episode of the Bitcoin Fundamentals Podcast, we interview Bob Burnett, a Bitcoin mining and technology expert. Bob explains why the value of a block is largely misunderstood and how the future of mining may differ from common assumptions. We discuss the forward marketplace for blockspace, the economic implications of its scarcity, and the evolving role of miners. Bob also shares insights into the strategic importance of securing blockspace for major corporations and the potential symbiotic relationships between mining and financial services companies. Tune in to learn about the dynamics of blockspace, the impact of Bitcoin on energy markets, and what the future holds for the Bitcoin ecosystem. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:17 - The often misunderstood value of a block. 05:33 - The future of Bitcoin mining and how it may evolve. 08:53 - The concept of a forward marketplace for blockspace. 21:59 - Why blockspace is both a commodity and absolutely scarce. 24:45 - The strategic importance of securing blockspace for major corporations. 30:11 - How miners are shifting from producing Bitcoin to offering blockspace. 37:09 - The potential impact of mining on financial services companies. 39:47 - How the value of a block is determined beyond just transaction fees. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Bob Burnett's website: Barefoot Mining. Related episode: Bitcoin's Hardware Future with Bob Burnett. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. Support our free podcast by supporting our sponsors: River Range Rover Public Toyota American Express Fundrise Vacasa USPS AT&T Sound Advisory BAM Capital Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transaction fee volatility is a problem for Bitcoin users. How can miners and others fix this UX/UI problem? Enter Alkimiya.Welcome back to The Mining Pod! On today's show, we're sitting down with Leo Zhang of Alkimiya Protocol to discuss their novel trading solution for Bitcoin blockspace. Yes, you read that right! Alkimiya enables parties like wallets, miners or professional traders to take a position on Bitcoin blockspace. Widespread usage of this trading platform could enable wallets or others to issue on-chain transactions even when fees are high, balancing out the long term volatility of Bitcoin transaction fees. For miners, it might open up doors for trading a new commodity: Blockspace. Timestamps:00:00 Start03:04 What's Alkyamya?17:41 How can miners use?22:54 How does it work?24:31 Tech design of Alkyamya26:05 Alkyamya & L2s26:42 Building on Bitcoin33:53 New Bitcoin proposals39:11 Degen spillover41:20 Final thoughtsPublished twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!