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On this week's roundup, we touch on the CoreWeave and Core Scientific acquisition, IREN's new AI GPUs, and more. 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/blockspacenewsFILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Ben Harper from Luxor Technology joins us to discuss CoreWeave's $9 billion acquisition of Core Scientific, IREN's $130 million Nvidia GPU purchase, hashprice hitting $60 for the first time since February, summer hashrate curtailment, and why transaction fees are so low. Plus, why Bit Digital and BIT Mining are becoming altcoin treasury companies. Subscribe to our newsletter! **Notes:**• CoreWeave to acquire Core Scientific for ~$9 billion• Hash price reaches $60 per terahash per day• Bitcoin fees in sats/vb lowest since March 2012• IREN purchases 2,400 Nvidia Blackwell GPUs• Difficulty adjustment expected +7.3%• Bit Digital pivots to Ethereum treasuryTimestamps:00:00 Start01:50 Difficulty Report by Luxor06:00 CRWV < > CORZ deal15:20 Fractal Bitcoin16:00 IREN Blackwell purchase22:14 Transaction update,26:04 Hashrate Futures contracts35:52 Bit Digital/BIT Mining Pivots
This week, we discuss the return of command line tools, Kubernetes embracing VMs, and the steady march of Windows. Plus, thoughts on TSA, boots, and the “old country." Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/W0_6hPybAsQ?si=QfWLvts-ueyATxtz) 528 (https://www.youtube.com/live/W0_6hPybAsQ?si=QfWLvts-ueyATxtz) Runner-up Titles Pool Problems Stockholm Pool Syndrome The Old Country VMs aren't going anywhere Vaya con Dios This is why we have milk Why's he talking about forks? Commander Claude The Columbia Music House business plan Beat this horse into glue Reinvent Command Line “Man falls in love with CLI” Windows is always giving you the middle button CBT - Claude Behavioral Therapy. Rundown TSA tests security lines allowing passengers to keep their shoes on (https://www.washingtonpost.com/travel/2025/07/08/tsa-shoe-policy-airport-security/) KubeCon Is Starting To Sound a Lot Like VMCon (https://thenewstack.io/kubecon-is-starting-to-sound-a-lot-like-vmcon/?link_source=ta_bluesky_link&taid=6866ce8d6b59ab0001f28d23&utm_campaign=trueanthem&utm_medium=social&utm_source=bluesky) Claude Code and the CLI Gemini CLI: your open-source AI agent (https://blog.google/technology/developers/introducing-gemini-cli-open-source-ai-agent/) Cursor launches a web app to manage AI coding agents (https://techcrunch.com/2025/06/30/cursor-launches-a-web-app-to-manage-ai-coding-agents/) AI Tooling, Evolution and The Promiscuity of Modern Developers (https://redmonk.com/sogrady/2025/07/09/promiscuity-of-modern-developers/) Introducing OpenCLI (https://patriksvensson.se/posts/2025/07/introducing-open-cli) Windows Windows 11 has finally overtaken Windows 10 as the most used desktop OS (https://www.theverge.com/news/699161/microsoft-windows-11-usage-milestone-windows-10) Microsoft quietly implies Windows has LOST millions of users since Windows 11 debut — are people really abandoning ship? [UPDATE] (https://www.windowscentral.com/software-apps/windows-11/windows-11-10-lost-400-million-users-3-years) Relevant to your Interests Public cloud becomes a commodity (https://www.infoworld.com/article/4011196/public-cloud-becomes-a-commodity.html?utm_date=20250625131623&utm_campaign=InfoWorld%20US%20%20All%20Things%20Cloud&utm_content=slotno-1-title-Public%20cloud%20becomes%20a%20commodity&utm_term=Infoworld%20US%20Editorial%20Newsletters&utm_medium=email&utm_source=Adestra&aid=29276237&huid=) Nvidia Ruffles Tech Giants With Move Into Cloud Computing (https://www.wsj.com/tech/ai/nvidia-dgx-cloud-computing-28c49748?mod=hp_lead_pos11) Which Coding Assistants Retain Their Customers and Which Ones Don't (https://www.theinformation.com/articles/coding-assistants-retain-customers-ones?utm_source=ti_app&rc=giqjaz) Anthropic destroyed millions of print books to build its AI models (https://arstechnica.com/ai/2025/06/anthropic-destroyed-millions-of-print-books-to-build-its-ai-models/) Sam Altman upstages the critics (https://www.platformer.news/sam-altman-hard-fork-live/?ref=platformer-newsletter) The Ultimate Cloud Security Championship | 12 Months × 12 Challenges (https://cloudsecuritychampionship.com/) Denmark to tackle deepfakes by giving people copyright to their own features (https://www.theguardian.com/technology/2025/jun/27/deepfakes-denmark-copyright-law-artificial-intelligence) Why Automattic CEO Matt Mullenweg went to war over WordPress (https://overcast.fm/+AAQLdsK48uM) How Nintendo locked down the Switch 2's USB-C port and broke third-party docking (https://www.theverge.com/report/695915/switch-2-usb-c-third-party-docks-dont-work-authentication-encryption) CoreWeave to acquire Core Scientific in $9 billion all-stock deal (https://www.cnbc.com/2025/07/07/coreweave-core-scientific-stock-acquisition.html) Valve conquered PC gaming. What comes next? (https://www.ft.com/content/f4a13716-838a-43da-853b-7c31ac17192c) Datadog stock jumps 10% on tech company's inclusion in S&P 500 index (https://www.cnbc.com/2025/07/02/datadog-stock-jumps-sp-500-index-inclusion.html) Jack Dorsey just released a Bluetooth messaging app that doesn't need the internet (https://www.engadget.com/apps/jack-dorsey-just-released-a-bluetooth-messaging-app-that-doesnt-need-the-internet-191023870.html) Unlock the Full Chainguard Containers Catalog – Now with a Catalog Pricing Option (https://www.chainguard.dev/unchained/unlock-the-full-chainguard-containers-catalog-now-with-a-catalog-pricing-option) Oracle stock jumps after $30 billion annual cloud deal revealed in filing (https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html) Docker State of App Dev: AI (https://www.docker.com/blog/docker-state-of-app-dev-ai/) X Chief Says She Is Leaving the Social Media Platform (https://www.nytimes.com/2025/07/09/technology/linda-yaccarino-x-steps-down.html) Meta's recruiting blitz claims three OpenAI researchers (https://techcrunch.com/2025/06/25/metas-recruiting-blitz-claims-three-openai-researchers/) OpenAI Reportedly Shuts Down for a Week as Zuck Poaches Its Top Talent (https://gizmodo.com/openai-reportedly-shuts-down-for-a-week-as-zuck-poaches-its-top-talent-2000622145?utm_source=tldrnewsletter) OpenAI Leadership Responds to Meta Offers: ‘Someone Has Broken Into Our Home' (https://www.wired.com/story/openai-meta-leadership-talent-rivalry/) Sam Altman Slams Meta's AI Talent-Poaching Spree: ‘Missionaries Will Beat Mercenaries' (https://www.wired.com/story/sam-altman-meta-ai-talent-poaching-spree-leaked-messages/) Report: Apple looked into building its own AWS competitor (https://9to5mac.com/2025/07/03/report-apple-looked-into-building-its-own-aws-competitor/) Cloudflare launches a marketplace that lets websites charge AI bots for scraping (https://techcrunch.com/2025/07/01/cloudflare-launches-a-marketplace-that-lets-websites-charge-ai-bots-for-scraping/) The Open-Source Software Saving the Internet From AI Bot Scrapers (https://www.404media.co/the-open-source-software-saving-the-internet-from-ai-bot-scrapers/) Nonsense After 8 years of playing D&D nonstop, I've finally tried its biggest alternative (https://www.polygon.com/tabletop-games/610875/dnd-alternative-dungeon-crawl-classics-old-school) TSA tests security lines allowing passengers to keep their shoes on (https://www.washingtonpost.com/travel/2025/07/08/tsa-shoe-policy-airport-security/) Conferences Sydney Wizdom Meet-Up (https://www.wiz.io/events/sydney-wizdom-meet-up-aug-2025), Sydney, August 7. Matt will be there. SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/watch?v=f_xOudsmUmk). Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/shorts/-COoeIJcFN4). SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CFP closes August 3rd (https://www.papercall.io/txlf2025). CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th to 16th, London. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Park ATX Free Parking Codes (https://www.austintexas.gov/page/park-atx): FREE15ATX1 and FREE15ATX2 Matt: Careless People (https://en.wikipedia.org/wiki/Careless_People) Coté: Wizard Zines bundle (https://wizardzines.com/zines/all-the-zines/), Julia Evans. 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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. FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Ben Harper from Luxor Technology joins us to discuss CoreWeave's $9 billion acquisition of Core Scientific, IREN's $130 million Nvidia GPU purchase, hashprice hitting $60 for the first time since February, summer hashrate curtailment, and why transaction fees are so low. Plus, why Bit Digital and BIT Mining are becoming altcoin treasury companies. Subscribe to our newsletter! **Notes:** • CoreWeave to acquire Core Scientific for ~$9 billion • Hash price reaches $60 per terahash per day • Bitcoin fees in sats/vb lowest since March 2012 • IREN purchases 2,400 Nvidia Blackwell GPUs • Difficulty adjustment expected +7.3% • Bit Digital pivots to Ethereum treasury Timestamps: 00:00 Start 01:50 Difficulty Report by Luxor 06:00 CRWV < > CORZ deal 15:20 Fractal Bitcoin 16:00 IREN Blackwell purchase 22:14 Transaction update, 26:04 Hashrate Futures contracts 35:52 Bit Digital/BIT Mining Pivots
Joel Elconin, Co-Host of the PreMarket Prep Show and Co-Founder of the Stock Trader Network, joins me for a wild trading session as the general US stock indexes blast to new all-time highs, and many tech and growth stocks have some very volatile trading in this risk-on environment. Key topics include: The S&P 500 and Nasdaq blasted up to new all-time highs in Thursday's trading session. We talk about what a different week we are having compared to what many projected we'd have, initially thinking the Trump reciprocal tariffs were coming off this week. Instead they were pushed back and the TACO trade is alive and well. Travel and leisure stocks surged, with notable moves higher this week from Delta Airlines and Royal Caribbean. This brings up the concept of “digital nomads” and how as many as 50 million individuals are taking their digital work with them to travel more and work in multiple destinations. Growth stock are in and value stocks are out. Berkshire Hathaway, one of the preeminent value stocks has been in a downtrend since May, coinciding both with the markets breaking higher, and Warren Buffett stepping down from the company he built over multiple decades. Tesla remains resilient, no matter how many tangents Elon Musk goes on publicly. Joel reviews technical levels in (TLSA), but points out that it is somewhat of a cult stock, and there always ends up being a bid come in for this “love stock.” There has been an unusual opportunity developing in the trading arbitrage since the new market darling CoreWeave, Inc (CRWV) announced its intention to acquire Core Scientific (CORZ). Joel breaks down how the pair trade evolved with a “buy the rumor sell the news” effect, and how there wasn't a good way to borrow short against CoreWeave, so the arbitrage got wider, but there was uncertainty on if the deal will go through keep some investors from buying Core Scientific. The gap is starting to narrow more, but it could still be a compelling arb-trade for those traders with the right risk tolerance temperament. MP Materials (MP) skyrocketed up roughly 50% on Thursday's session after the US government became their largest shareholder. US Defense Department just announced becoming MP Materials' biggest shareholder in a multibillion-dollar deal to boost output of rare earth magnets and help loosen China's grip on the materials used to build weapons, electric vehicles and many electronics. Click here to visit Joel's PreMarket Prep website. Click here to visit the Stock Trader Network.
In this episode, we talk to Core Scientific COO Matt Brown about the company's pivot away from housing cryptomining rigs to hosting GPUs for the likes of AI cloud firm CoreWeave.We talk about the wider crypto market and why the move to AI hosting is becoming so common, the rise of the neoclouds and why they're willing to work with companies that might not be used to working to Tier III-quality uptime requirements, and Matt's own experience coming to the crypto space from world of traditional colo.
A look inside CoreWeave's neocloud business model, and how the company went from an ETH miner to a $75 billion business. FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers. We explore CoreWeave's neocloud business model, GPU economics vs bitcoin mining profitability, and what this means for the future of the mining industry.Subscribe to our newsletter! **Notes:**• CoreWeave valued at $75B+ (12x revenue multiple)• 72% of Q1 revenue came from Microsoft/OpenAI• CoreWeave manages 250,000+ GPUs globally• $15B+ in contracted revenue securedTimestamps:00:00 Start04:05 Coreweave overview07:40 Neocloud10:28 Other Neocloud providers12:49 Oracle, OpenAI & Stargate16:20 Crusoe17:58 Hyperscaler street cred21:08 Energy pipeline26:53 Revenue32:51 Capex vs revenue38:03 GPU lifespan41:58 Bull vs Bear49:00 Partner concentration
FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers. We explore CoreWeave's neocloud business model, GPU economics vs bitcoin mining profitability, and what this means for the future of the mining industry. Subscribe to our newsletter! **Notes:** • CoreWeave valued at $75B+ (12x revenue multiple) • 72% of Q1 revenue came from Microsoft/OpenAI • CoreWeave manages 250,000+ GPUs globally • $15B+ in contracted revenue secured Timestamps: 00:00 Start 04:05 Coreweave overview 07:40 Neocloud 10:28 Other Neocloud providers 12:49 Oracle, OpenAI & Stargate 16:20 Crusoe 17:58 Hyperscaler street cred 21:08 Energy pipeline 26:53 Revenue 32:51 Capex vs revenue 38:03 GPU lifespan 41:58 Bull vs Bear 49:00 Partner concentration Article links: https://mattturck.com/coreweave/ https://research.artemis.xyz/p/coreweave-fundamental-deep-dive https://www.mostlymetrics.com/p/coreweave-ipo-s1-breakdown https://research.artemis.xyz/p/coreweave-fundamental-deep-dive https://www.mostlymetrics.com/p/coreweave-ipo-s1-breakdown
Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Trump startet Zoll-Chaos gegen Japan und Südkorea. CoreWeave kauft Core Scientific. Capgemini kauft WNS. Royal Gold kauft Horizon Copper und Sandstorm Gold. Tesla leidet unter Musk-Partei. Hongkong boomt, Stellantis nicht. Der wichtigste Baumarkt der Welt will auch noch zum wichtigsten Baustoffhändler werden. Das ist die Strategie von Home Depot (WKN: 866953). Von 30 auf 860 Mio. € Börsenwert. Mit Steckdosen-Equipment. Shelly (WKN: A2DGX9) macht's möglich. Diesen Podcast vom 08.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Plus: Artificial intelligence company CoreWeave to acquire Core Scientific in $9 billion deal. And, Tesla stock closes down after CEO Elon Musk says he's creating a new political party. Julie Chang hosts. Programming note: Starting this week, Tech News Briefing episodes will be released on Tuesdays and Fridays, and the TNB Tech Minute will be released twice on weekdays, in the morning and afternoon. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's show:Startup exits are heating up with $67.7B in Q2 activity, QSBS just got a major expansion, and Robinhood is pushing boundaries with tokenized SPVs. In this episode, @Jason and @alex break down what it all means for founders and investors, plus the rise of Elon's “America Party,” TikTok's potential reboot, and why SaaS startups must rebrand around AI to stay competitive. A must-watch for anyone building, investing, or navigating tech in 2025.Timestamps:(04:29) Jason's thoughts on Elon Musk's America Party(10:05) Oracle - Try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist(15:02) M&A keeps heating up and why a big fintech IPO could be on the way!(20:00) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openphone.com/twist(26:32) Unpacking liquidation preferences for non-experts(29:11) AI companies are soaking up the majority of investment dollars but what does that really MEAN?(30:02) MonarchMoney - Get 50% off your first year by going to MonarchMoney.com and using the offer code TWiST(36:26) Why Jason's group chat will love the QSBS expansion but it's not really that big of a deal…(46:27) TikTok seems poised to make a deal… Why Jason thinks they do pose a national security threat.(59:22) Why is CoreWeave picking up Core Scientific, and is now a good time to sell your shares?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:05) Oracle - Try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist(20:00) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at https://www.openphone.com/twist(30:02) MonarchMoney - Get 50% off your first year by going to MonarchMoney.com and using the offer code TWiST.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Plus: Houthis attack a ship in the Red Sea for the first time since President Trump announced a Truce. CoreWeave is set to acquire Core Scientific in a $9 billion deal. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla and Jim Cramer discussed what's ahead for stock markets entering a new week at record highs. The anchors also reacted to what Treasury Secretary Scott Bessent told CNBC about President Trump's tariff deadline and to expect "several announcements in the next 48 hours." White House senior trade and manufacturing adviser Peter Navarro joined the program to discuss his op-ed titled "Jerome Powell Is Competing to Become the Worst Fed Chair in History." Also in focus: Tesla shares slide after Elon Musk announces formation of the new "America Party" -- and Trump says Musk has gone "off the rails," high-flying CoreWeave buys Core Scientific, Oracle offers the federal government a discount. Squawk on the Street Disclaimer
Carl Quintanilla, Leslie Picker, and Mike Santoli began the hour by breaking down shares of Tesla moving in reverse after Elon Musk said he is launching a political party. CNBC's Phil LeBeau also joined the show to break down the motives behind Musk's new “America Party” and why the news sent Tesla shares lower. The desk then shifted to the latest news out of D.C., after President Trump moved the tariff deadline to August 1 from July 9, with Treasury Secretary Bessent also teasing that the administration could make “several” trade-related announcements in the next 48 hours. Also in focus: a huge deal in the AI space. CoreWeave announced it will acquire Core Scientific in a $9 billion all-stock deal to strengthen its position in the AI arms race. Squawk on the Street Disclaimer
FILL OUT THE SURVEY BY CLICKING HERE AI hyperscaler CoreWeave (CRWV) announced today that it will acquire Core Scientific (CORZ) in an all-stock deal valued at approximately $9 billion. We react on the news! Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! Apple https://apple.co/3fNfrdi Spotify https://tinyurl.com/3cmz3jkc Anchor https://tinyurl.com/yckv8t7p RSS https://bit.ly/3chpULV Newsletter https://miningpod.blockspace.media/
In this episode of Around the Desk, Sean Emory sits down with three investors who have been closely following IREN — the Bitcoin miner now pivoting toward high-performance computing (HPC).We dig into the key questions:• Can a miner really become an AI infrastructure player?• What's happening on the ground with grid capacity, permitting, and capex?• Are they executing or just announcing?Guests Kama, Frans, and Dulce join anonymously (X-style) to break down their views — from land records and site visits to financial modeling and risk.This is a technical, high-conviction conversation for anyone trying to understand the shift from Bitcoin mining to AI compute infrastructure.0:00 Intro1:50 Backstory4:15 Kama view on the pivot to HPC8:15 HPC execution?9:20 Dulce adds in to HPC pivot thoughts...16:40 Frans adds in.52:20 Valuation views?62:45 Risks—Hosted by: Sean Emory, Co-Founder & CIO of AvoryPodcast: Around the Desk by Avory—⚠️ Disclaimer: This podcast is for informational purposes only and does not constitute investment advice. All views expressed are those of the individual participants and do not represent the opinions of Avory or its affiliates. Always do your own research before making investment decisions.$IREN $CORE $NVDA
CoreWeave is in talks to buy Core Scientific, and Bitcoin's hashrate is taking a hit in the summer heat.FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Luxor CEO Nick Hansen joins Colin to talk about CoreWeave's bombshell proposal to acquire Core Scientific, Riot selling off part of its stake in Bitfarms at a 59% haircut, a new Texas law forcing data center curtailment during grid emergencies, and why Bitcoin's hash rate drop wasn't caused by US strikes on Iran (spoiler: it was just really hot outside).Subscribe to our newsletter! **Notes:**• CoreWeave-Core Scientific deal: $4-6B+ estimated• Riot sells part of its Bitfarms stake• Hash rate dropped from 944 to 808 EH/s• 7% difficulty adjustment coming (potentially largest since Dec 2022)• Texas projects 138GW load by 2030 vs 87GW today• Hashprice currently around $54-56/dayTimestamps:00:00 Start02:26 Difficulty Report by Luxor06:20 CoreWeave to buy Core Scientific16:41 Riot sells Bitfarms Shares22:44 US hashrate peak?25:37 Texas curtailment bill32:25 Cry Corner: Iran Strikes37:02 Zetahash inbound?
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Luxor CEO Nick Hansen joins Colin to talk about CoreWeave's bombshell proposal to acquire Core Scientific, Riot selling off part of its stake in Bitfarms at a 59% haircut, a new Texas law forcing data center curtailment during grid emergencies, and why Bitcoin's hash rate drop wasn't caused by US strikes on Iran (spoiler: it was just really hot outside). Subscribe to our newsletter! **Notes:** • CoreWeave-Core Scientific deal: $4-6B+ estimated • Riot sells part of its Bitfarms stake • Hash rate dropped from 944 to 808 EH/s • 7% difficulty adjustment coming (potentially largest since Dec 2022) • Texas projects 138GW load by 2030 vs 87GW today • Hashprice currently around $54-56/day Timestamps: 00:00 Start 02:26 Difficulty Report by Luxor 06:20 CoreWeave to buy Core Scientific 16:41 Riot sells Bitfarms Shares 22:44 US hashrate peak? 25:37 Texas curtailment bill 32:25 Cry Corner: Iran Strikes 37:02 Zetahash inbound?
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Nando Sommerfeldt über die neuesten CoreWeave-Pläne, das Aufatmen bei Nike und erklären, was außer Gold sonst noch glänzt. Außerdem geht es um Rheinmetall, Hensoldt, Renk, BAE Systems, Airbus, Nvidia, Core Scientific, First Solar, SolarEdge, Enphase, Adidas, Xtrackers Physical Platinum EUR Hedged ETC (WKN: A1EK0H), Global X Silver Miners ETF (WKN: A3DC8R), WisdomTree Physical Platinum (WKN: A0N6XG), MSCI World EUR Hedged (WKN: A1C5E7), Invesco FTSE All-World EUR Hedged (WKN: A3EC3H), Xtrackers S&P 500 Swap EUR Hedged (A2P7NV) Amundi Multi-Asset Portfolio EUR Hedged (WKN: ETF703) und Thyssenkrupp Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
US markets surged overnight, with the S&P 500 brushing record territory and the Nasdaq jumping nearly 1%. But Nike's shocking plunge in profits raises questions about consumer demand and inventory strategy. Michelle and Ryan discuss what this could signal for global apparel and retail. Plus, corporate moves from Core Scientific and FWD, AEM’s guidance boost, and a Tesla vs Xiaomi EV showdown. Get the global cues that could shape your Singapore portfolio next. Market View, hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.
Jeff Booth is a visionary leader, technology entrepreneur and best-selling author of The Price of Tomorrow – Why Deflation is Key to an Abundant Future. With his expertise in technology, system thinking and design, he is at the forefront of a transition from an economic system built for the past, and one built for the future. Jeff has been featured in Forbes, TechCrunch, Inc.com, The Globe and Mail, BNN, Fast Company, Entrepreneur, Bloomberg, TIME, and The Wall Street Journal. In 2015, he was named BC Technology Industry Association's (BCTIA) Person of the Year, and in 2016 Goldman Sachs named him among its 100 Most Intriguing Entrepreneurs.He is a Founding Partner of ego death capital, Co-Founder of addy and NocNoc. He has been a Young Presidents Organization member since 2004 and contributes time as a Founding Fellow at the Creative Destruction Lab. Jeff currently sits on the boards of Core Scientific, Scoop Solar, Fedi and Breez. Read Jeff's article Finding Signal In A Noisy World
The best podcast for military veterans, police officers, firefighters, and first responders preparing for veteran transition and life after service. Helping you plan and implement strategies to prepare for your transition into civilian life. In this episode, Kyle Buckett offers a powerful, unfiltered look at the journey from high school dropout to Navy SEAL, and ultimately to successful entrepreneur and author. From enlisting in the military on his 18th birthday to becoming a SEAL leader and stepping on an IED in Afghanistan, Buckett's story is a study in resilience, grit, and unwavering purpose. He recounts the physical and mental trials of SEAL training, the challenges of leadership under pressure, and the life-changing moment that could have ended it all but instead deepened his commitment to serve beyond the uniform. His transition out of the Navy in 2018 at the rank of E8 was not without friction—he speaks openly about the difficulties military veterans face adjusting to a civilian workforce that often misunderstands their skill sets. Yet Buckett turned those obstacles into opportunity, from his role with Core Scientific to becoming the CEO and co-founder of a renewable energy tech startup, and co-authoring Leadership Is Overrated, a book that redefines what real leadership looks like. He continues to mentor young service members, champion veteran transition awareness, and lead by example in life after service. Throughout the podcast, Buckett's humility and humor shine through as he emphasizes the power of mindset, the importance of mental fitness, and the need for veterans and first responders alike to recognize their own value. CONNECT WITH THE PODCAST:IG: WEBSITE: LinkedIn: SIGN-UP FOR THE NEWSLETTER:QUESTIONS OR COMMENTS:CONNECT WITH KYLESPONSORS:Brothers & Arms USAGet 20% off your purchaseLink: https://brothersandarms.comPromo Code: Transition20Trident CoffeeGet 15% off your purchaseLink: https://tridentcoffee.comPromo Code: TDP15Human Performance TRTGet 30% off your purchaseWeb: https://hptrt.com/Promo Code: TDP
CoreWeave turned heads a few times this week. We cover all the moves!You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWant to mine Bitcoin? Check out the Blockspace Media store today!Charlie and Matt fill in for Colin and Will on this week's Mining Pod. They discuss CoreWeave's public listing plans and its 12-year, $10.2B contract with Core Scientific, making it the AI darling of American markets. They debunk rumors about Microsoft canceling CoreWeave contracts, cover US customs releasing seized Bitcoin miners after months of delays, and analyze Cathedra's $21M sale of a 60MW North Dakota mining site. The episode wraps with insights on market volatility driven by Trump's tariff policies and how Scott Bessent's Bitcoin knowledge influences economic decisions.Notes:• Difficulty adjustment expected at +1.16%• Hash price bottomed at $45/PH/s/day in February• CoreWeave's 2024 revenue: $1.92B (77% from 2 clients)• Cathedra sold 60MW site for $350K per megawatt• Mining equipment being released by US customs• Market volatility from Trump's tariff policiesTimestamps:00:00 Start01:55 Difficulty update05:12 Coreweave IPO?09:39 Coreweave MSFT FUD14:54 Customs mining rig seizures24:09 Cry Corner: Tariff Tug of War
Charlie and Matt fill in for Colin and Will on this week's Mining Pod. They discuss Core We've's public listing plans and its 12-year, $10.2B contract with Core Scientific, making it the AI darling of American markets. They debunk rumors about Microsoft canceling CoreWeave contracts, cover US customs releasing seized Bitcoin miners after months of delays, and analyze Cathedra's $21M sale of a 60MW North Dakota mining site. The episode wraps with insights on market volatility driven by Trump's tariff policies and how Scott Bessent's Bitcoin knowledge influences economic decisions. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Difficulty adjustment expected at +1.16% • Hash price bottomed at $45/PH/s/day in February • CoreWeave 2024 revenue: $1.92B (77% from 2 clients) • Cathedra sold 60MW site for $350K per megawatt • Mining equipment being released by US customs • Market volatility from Trump's tariff policies Timestamps: 00:00 Start 01:55 Difficulty update 05:12 Coreweave IPO? 09:39 Coreweave MSFT FUD 14:54 Customs mining rig seizures 24:09 Cry Corner: Tariff Tug of War 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! Learn more about your ad choices. Visit megaphone.fm/adchoices
How much of the mining market does BlackRock own, and why did Argentinian President Javier Milei endorse a memecoin?You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWant to mine Bitcoin? Check out the Blockspace Media store today!Welcome back to The Mining Pod! For this week's news round, the boys are back, and they came with receipts on the billions of dollars institutions have invested in public bitcoin miners. Plus, BitFuFu is expanding its presence in the United States with a $20.4 million deal for an Oklahoma bitcoin mine, and Core Scientific could be altering its AI/HPC strategy with an acquisition of its own. The Texas Blockchain Council also has a report for us on just how many jobs bitcoin mining has created in the U.S.A. And for this week's cry corner, why Argentina's President Javier Milei is staring down the barrel of impeachment after his involvement with a memecoin rugpull. Notes:Hash price at $55/TH/dayExpected -2.47% difficulty adjustmentBlackRock, Vanguard own ~$4B worth of bitcoin minersBitFuFu is buying a 51 MW OK mine for $20.4MTexas mining: $4.23B economic impactCore Scientific: $400M Alabama investmentTimestamps:00:00 Start01:30 Difficulty report05:18 Institutions own 40% of mining stocks11:34 BitFuFu19:55 Bitcoin Mining Adds 31k Jobs to US26:10 Core buying an AI data center?32:46 Cry Corner: Got them LIBRA blues
You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com Want to mine Bitcoin? Check out the Blockspace Media store today! Welcome back to The Mining Pod! For this week's news round, the boys are back, and they came with receipts on the billions of dollars institutions have invested in public bitcoin miners. Plus, BitFuFu is expanding its presence in the United States with a $20.4 million deal for an Oklahoma bitcoin mine, and Core Scientific could be altering its AI/HPC strategy with an acquisition of its own. The Texas Blockchain Council also has a report for us on just how many jobs bitcoin mining has created in the U.S.A. And for this week's cry corner, why Argentina's President Javier Milei is staring down the barrel of impeachment after his involvement with a memecoin rugpull. Notes: Hash price at $55/TH/day Expected -2.47% difficulty adjustment BlackRock, Vanguard own ~$4B worth of bitcoin miners BitFuFu is buying a 51 MW OK mine for $20.4M Texas mining: $4.23B economic impact Core Scientific: $400M Alabama investment Timestamps: 00:00 Start 01:30 Difficulty report 05:18 Institutions own 40% of mining stocks 11:34 BitFuFu 19:55 Bitcoin Mining Adds 31k Jobs to US 26:10 Core buying an AI data center? 32:46 Cry Corner: Got them LIBRA blues
What makes recycling metals from cremations crucial for both the environment and society? Mike McKenna, director of Recycling and Development with Core Scientific, discusses the importance of a circular economy for repurposing metals from cremations. This process not only conserves precious resources but also supports charities with the recycled materials' value. Through such innovative practices, funeral professionals are now contributing significantly to sustainability and environmental conservation. Key Takeaways Certainly. Below are five key themes discussed in the transcript along with the main conceptual takeaway for each theme: Circular Economy and Recycling: Takeaway: Recycling plays a crucial role in conserving resources by keeping materials in a circular economy. This means metals from implants and other sources are reused, reducing the need for new raw material extraction. This process conserves air, land, and water resources (Mike McKenna [00:01:34], [00:19:40]). Cremation and Metal Implants: Takeaway: The process of cremation includes the retrieval and recycling of metal implants such as hips, knees, and dental implants. These metals are then repurposed into various everyday products, emphasizing the importance of recycling even in death (Genevieve [00:05:57], Mike McKenna [00:17:43]). Professionalizing Recycling in Funeral Industry: Takeaway: Core Scientific works with crematoriums to implement structured recycling programs, training operators, and handling logistics to ensure metals are collected and reused responsibly. This professionalization signals a shift towards more ethical practices in the funeral industry (Mike McKenna [00:04:55]). Historical Context of Medical Implants: Takeaway: Medical implants have a rich history dating back thousands of years, evolving from materials like wood, ivory, and seashells to modern-day titanium and cobalt. This evolution highlights humanity’s long-standing efforts to improve the quality of life through medical advancements (Mike McKenna [00:20:32], [00:22:26]). Environmental and Ethical Implications: Takeaway: Recycling metals from cremation not only conserves natural resources but also aligns with ethical responsibilities. The value from recycled metals is often donated to charities, further extending the positive impact on society and perpetuating a cycle of giving (Mike McKenna [00:34:59], Genevieve [00:36:19]). Timestamped Overview 00:00 Core Scientific's Origins and Development 05:57 Cremation: Separating Implant Metals 09:54 Crematorium Metal Removal Processors 12:20 Cremation Remains: Protocol and Personal Requests 16:26 Implant Recycling & Circular Economy 20:34 Exploring Funeral History & Prosthetics 22:53 Early History of Surgical Implants 24:59 Cremation Rise and Implant Growth 28:06 Localized Adoption in Select States 32:12 Cremation's Metal Dilemma 37:09 Ethical Funeral Metals Recycling 40:04 Crematorium Operators' Dedication HighlightedSee omnystudio.com/listener for privacy information.
Welcome back to The Mining Pod! For this week' Bitcoin Stock Show, Colin sits down with Cathedra Bitcoin COO and President Drew Armstrong of Kungsleden Founder Tom Masiero, whose companies merged last year. They talk about Cathedra/Kungsleden's infrastructure plays and strategy, bitcoin mining hosting vs. pure-play mining business strategies, what we can expect from the AI/HPC plays that are so hot right now, what Trump means for the bitcoin mining industry, and more. Timestamps: 00:00 Start 02:33 Stas Per Share memo 05:41 Synota deal 11:13 Hosting market 16:35 Hosted v self mining 22:15 Lesson learned last cycle 27:39 Kungsleden Merger 33:14 Core Scientific pivot 37:47 Buying AI GPUs 42:18 Trump changes 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 Bitcoin Stock Show! Today, Russell Cann, the chief development officer at Core Scientific, joins Colin to discuss the public miner's multi-billion dollar AI pivot. At the start of 2024, Core Scientific came out of its 2023 Chapter 11 bankruptcy swinging when it announced that it would be retrofitting some of its existing bitcoin mines in partnership with CoreWeave. Fast forward to the end of the year, and Core Scientific is converting up to 800 MW for CoreWeave's GPU fleet in a deal valued at $8.7 billion over 12 years. During the show, Cann gives us a brief history of CoreWeave and how the two companies arrived at the deal; the challenges, conditions, and considerations for retrofitting bitcoin mines for AI/HPC load; what we should expect from Core Scientific going forward, especially with regard to its bitcoin mining business; and everything in between. 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!
Core Scientific went bankrupt after selling the city of Denton, Texas on a local crypto mine that doubled its energy footprint. Now, emerging from bankruptcy, the company has convinced the city to support its even larger AI supercomputer. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Jack Dorsey's Block is making a new Bitcoin ASIC, including a custom shipment of chips to Core Scientific. We dig into the new unit on an exclusive show with the team!Welcome back to the Mining Pod! On today's show, we have an exclusive with Proto and Core Scientific, who recently announced a collaboration on a new ASIC chip design. Core Scientific–one of the largest Bitcoin miners in the world–will be buying 15 EH/s of chips to make custom units. Meanwhile, Proto will be working on selling more chips and a custom form factor of its own. Timestamps:00:00 Start03:20 Building hardware at Argo03:48 Proto miner05:36 Proto tools development06:29 Intel chips08:59 Why is Core Scientific interested in ASIC creation13:34 Collaboration vs competition16:06 Interacting with Bitcoin needs to be easier17:59 Geopolitics19:54 Having US built ASICs22:33 Have ASICs gotten better?25:01 Repairs27:26 Upgrading rigs30:09 Form factor changes35:51 AI & mining45:36 Is AI driving site design?50:50 15 exahash or bust?52:34 EPIC collaboration56:50 Launch date?57:28 Open market sales eventually?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! On today's show, we have an exclusive with Proto and Core Scientific, who recently announced a collaboration on a new ASIC chip design. Core Scientific–one of the largest Bitcoin miners in the world–will be buying 15 EH/s of chips to make custom units. Meanwhile, Proto will be working on selling more chips and a custom form factor of its own. Timestamps: 00:00 Start 03:20 Building hardware at Argo 03:48 Proto miner 05:36 Proto tools development 06:29 Intel chips 08:59 Why is Core Scientific interested in ASIC creation 13:34 Collaboration vs competition 16:06 Interacting with Bitcoin needs to be easier 17:59 Geopolitics 19:54 Having US built ASICs 22:33 Have ASICs gotten better? 25:01 Repairs 27:26 Upgrading rigs 30:09 Form factor changes 35:51 AI & mining 45:36 Is AI driving site design? 50:50 15 exahash or bust? 52:34 EPIC collaboration 56:50 Launch date? 57:28 Open market sales eventually? 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!
In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Trumps neuen Finanzminister und die Folgen für die Börse, die Tech-Rotation und was diese Woche sonst noch wichtig wird. Außerdem geht es um SAP, Siemens, Deutsche Telekom, Bechtle, Kion Group, Grenke, Jungheinrich, SGL Carbon, Bilfinger, Cancom, Sixt, Wacker Chemie, DHL, E.on, Takkt, Ionos, Secunet, Vossloh, Gesco, Warner Bros Discovery, Comcast Corp, Paramount Global, United Airlines, Delta Air Lines, Vistra, Talen Energy, Vertiv Holdings, Flutter Entertainment, Kellanova, Smartsheet, Expedia, Booking, Carvana, Ansys, Discover Financial, EQT, Paypal, AppLovin, Core Scientific, Tesla, Upstart, MSCI, JD.com, Hilton Worldwide, iShares Bitcoin Trust ETF (WKN: A3ERHE) und US Global Jets ETF (WKN: A14ZEZ). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Happy Veterans Day to all of our military personnel. We are deeply grateful for your service and sacrifice, and we will forever be thankful for your role in keeping our country free. In this episode, host Gabe Schauf is joined by Jennifer Heiselman, Navy Chief Mortician (Retired), who served our country as a Navy Embalmer and Funeral Director. Jennifer spent 24 years both at home and abroad, caring for soldiers killed while on active duty and in combat, and managing the logistics and processes to ensure these fallen heroes were returned home to their families. In this episode, she shares some of her experiences and insights, reflecting on her remarkable career. This episode is sponsored by Core Scientific
In this episode, Josh Solesbury joins the show to discuss the bitcoin mining landscape, the ongoing transition to AI/HPC, and the future of the industry. We also delve into industry bottlenecks, the risks of transitioning to AI, and much more. Enjoy! — Follow Josh Solesbury: https://x.com/joshsolesbury Follow Quinn: https://x.com/qthomp Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network's future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now's the time to join. Start your journey today at polkadot.com/get-started Ledger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world's crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we'll donate $5 to brink.dev. Buy now at Ledger.com. MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability. Key Features: Built using Cosmos SDK, IBC compatible, with CosmWasm supported Secured via a sovereign PoS validator set Scalable up to 10k TPS Built-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs Improved User Experience to onboard non-native users and institutions to Web3 Learn more: https://www.mantrachain.io/ — Timestamps: (00:00) Introduction (02:32) Josh's Background (03:52) Overview Of The Bitcoin Mining Landscape (10:44) Bitcoin Mining Cyclicality (12:55) Industry Consolidation (16:18) Differentiating Miners (22:39) Miner Transition To AI/HPC (36:44) Ads (38:53) Miner Transition To AI/HPC (Continued) (42:09) Chips & Bottlenecks (49:18) Why Don't Miners Abandon Bitcoin For AI? (59:18) CoreWeave & Core Scientific (01:04:30) Risks To Transition To AI/HPC (01:07:55) The Future Of The Mining Industry — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Summary:This episode was recorded in front of a live audience at Bitcoin Park on November 4, 2024. In this episode, we dive into a lively discussion with our guests who have traveled from far and wide, including a memorable visit from Calle from Sweden, who shared his insightful books on Bitcoin. We also engage in a humorous debate about the price of Bitcoin and the lengths one might go to for a million-dollar Bitcoin, including shaving beards and more. The episode is filled with laughter and camaraderie as we explore the dynamics of Bitcoin Park and the vibrant community that surrounds it.We also delve into the exciting world of Bitcoin mining, discussing the innovative projects at the 256 Foundation aimed at making Bitcoin mining more open and accessible. We announce a new supporter, Heatbit and thank them for their generous contribution. We highlight the Ember One project, which seeks to create a fully open-source, 100-watt hash board, and the potential it holds for the future of mining. The conversation touches on the challenges and triumphs of mining, including the recent success of a fully self-sovereign mined block by a Futurebit Apollo miner.Our discussion takes a turn towards the political landscape, contemplating the potential impact of the upcoming election on Bitcoin and the broader cryptocurrency ecosystem. We reflect on the current state of the network, the rising hash rate, and the implications of major players like Core Scientific shifting focus to AI servers.Throughout the episode, we emphasize the importance of community and collaboration, celebrating the contributions of our supporters and the innovative spirit that drives the Bitcoin ecosystem forward. We also share some light-hearted moments, including a humorous mishap with a vacuum cleaner, reminding us of the human side of technology and innovation.Support POD256 with your hashrate:Simply follow these four easy steps!Tier II Supporters:HeatbitHRFFoundry USA
In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über den Ampel-Aus-Boost für den Dax, Rückenwind durch die Konkurrenz für Adidas und Puma und eine ziemlich durchwachsene Bilanz von AirBnB. Außerdem geht es um Porsche AG, BMW, Mercedes-Benz, Volkswagen, Heidelberg Materials, Rheinmetall, Adidas, Puma, Under Armour, Lyft, Affirm, Upstart, Pinterest, Lucid, Rivian, Applovin, Wolfspeed, Palantir, Trump Media & Technology, Tesla, RWE, EnBW, Siemens Energy, Bitfarms, Bit Digital, Canaan, Cleanspark, Bitdeer, IREN, Riot Platforms, Core Scientific. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Will Russia actually encourage trade in bitcoin to evade sanction? Plus, an update on Core Scientific's 500 MW, $8.7 billion deal with Core Weave.Welcome back to the Mining Pod! Will, Colin, and Matt are back with another news roundup. It's election season, so naturally, headlines about Russia have weaseled their way into the news cycle – only this time, the news is about how Russia allegedly wants to encourage trade in bitcoin to bypass sanctions. The gang also talks about Coinmint's partnership with NYDIG to expand its Massena, NY facility, and our friends at Compass give us an update on the bitcoin mining hosting market. The show wraps up with the latest on Core Scientific's $8.7 billion deal with Core Weave, and in this week's cry corner, the fellas are perplexed at why Dennis Porter, founder of Satoshi Action Fund, is getting so much heat for Pennsylvania's new bitcoin rights bill.
Welcome back to the Mining Pod! Will, Colin, and Matt are back with another news roundup. It's election season, so naturally, headlines about Russia have weaseled their way into the news cycle – only this time, the news is about how Russia allegedly wants to encourage trade in bitcoin to bypass sanctions. The gang also talks about Coinmint's partnership with NYDIG to expand its Massena, NY facility, and our friends at Compass give us an update on the bitcoin mining hosting market. The show wraps up with the latest on Core Scientific's $8.7 billion deal with Core Weave, and in this week's cry corner, the fellas are perplexed at why Dennis Porter, founder of Satoshi Action Fund, is getting so much heat for Pennsylvania's new bitcoin rights bill.
// GUEST // X: https://x.com/Eric_BIGfund Blockchain Investment Group: http://www.big.fund/about.html Core Scientific: https://corescientific.com/team/eric-weiss/ LinkedIn: https://www.linkedin.com/in/ericsweiss// SPONSORS // The Farm at Okefenokee: https://okefarm.com/ Heart and Soil Supplements (use discount code BREEDLOVE): https://heartandsoil.co/ In Wolf's Clothing: https://wolfnyc.com/ Tuttle Twins: http://angel.com/breedlove Mindlab Pro: https://www.mindlabpro.com/breedlove// PRODUCTS I ENDORSE // Protect your mobile phone from SIM swap attacks: https://www.efani.com/breedlove Noble Protein (discount code BREEDLOVE for 15% off): https://nobleorigins.com/ The Bitcoin Advisor: https://content.thebitcoinadviser.com/breedlove Lineage Provisions (use discount code BREEDLOVE): https://lineageprovisions.com/?ref=breedlove_22 Colorado Craft Beef (use discount code BREEDLOVE): https://coloradocraftbeef.com/ // SUBSCRIBE TO THE CLIPS CHANNEL // https://www.youtube.com/@robertbreedloveclips2996/videos // OUTLINE // 0:00 - WiM Intro 1:11 - Introducing Eric Weiss 3:29 - Eric's Orange-Pill Journey 14:54 - Orange-Pilling Michael Saylor 21:51 - Bitcoin Unwinds Lies 27:58 - The Farm at Okefenokee 29:24 - Heart and Soil Supplements 30:24 - Helping Lightning Startups with In Wolf's Clothing 31:16 - The Big CPI Lie 43:06 - Bitcoin and Private Property 47:25 - Bitcoin vs Real Estate and Gold 49:54 - Hurdles to High-Network Individual Bitcoin Adoption 58:25 - Tuttle Twins: Teaching Kids Critical Thinking 59:42 - Mind Lab Pro 1:00:53 - Why the Bitcoin ETF's are Changing Everything 1:11:43 - Advice for New Hodlers 1:29:01 - Bitcoin's Moral and Ethical High-Ground 1:32:08 - Where is Bitcoin in 100 Years? 1:35:54 - The Implications of Artificial Intelligence 1:44:15 - How Deep Does the AI Rabbit Hole Go? 1:52:34 - The Future of AI and Robotics// PODCAST // Podcast Website: https://whatismoneypodcast.com/Apple Podcast: https://podcasts.apple.com/us/podcast/the-what-is-money-show/id1541404400Spotify: https://open.spotify.com/show/25LPvm8EewBGyfQQ1abIsE?RSS Feed: https://feeds.simplecast.com/MLdpYXYI// SUPPORT THIS CHANNEL // Bitcoin: 3D1gfxKZKMtfWaD1bkwiR6JsDzu6e9bZQ7 Sats via Strike: https://strike.me/breedlove22 Sats via Tippin.me: https://tippin.me/@Breedlove22Dollars via Paypal: https://www.paypal.com/paypalme/RBreedloveDollars via Venmo: https://account.venmo.com/u/Robert-Breedlove-2The "What is Money?" Show Patreon Page: https://www.patreon.com/user?u=32843101// WRITTEN WORK // Medium: https://breedlove22.medium.com/Substack: https://breedlove22.substack.com/ // SOCIAL // Breedlove Twitter: https://twitter.com/Breedlove22WiM? Twitter: https://twitter.com/WhatisMoneyShowLinkedin: https://www.linkedin.com/in/breedlove22/Instagram: https://www.instagram.com/breedlove_22/TikTok: https://www.tiktok.com/@breedlove22All My Current Work: https://linktr.ee/robertbreedlove
For this week's Bitcoin Mining Stock Show, Colin sits down with Taras Kulyk, the CEO and co-founder of Synteq Digital. The fellas open the show by talking about the differences between the AI/HPC and ASIC hardware markets, why its (much) easier for traditional data center operators to access capital markets than bitcoin miners, and whether or not Core Scientific can capitalize on its AI promises. For the second half of the show, Taras dives into what has changed in the ASIC market since the April 2024 Halving, plus the great migration of older models like the S19 and M30 series to lower cost areas in the global South. Finally, Taras shares his views on Bitmain's new U3S21EXPH hydro-cooled ASIC miner and his vision for the future of data center cooling.
Host Jennifer Sanasie breaks down the news in the crypto industry from Kamala Harris' remarks on crypto to Core Scientific's buy rating from Canaccord."CoinDesk Daily" host Christine Lee breaks down the biggest headlines in the crypto industry today, as Kamala Harris showed love to digital assets in her first remarks to donors in NYC. Plus, U.S. SEC approved the list of physically settled options tied to BlackRock's spot Bitcoin ETF, and Canaccord initiated coverage of Core Scientific with a buy rating.-This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Key Takeaways: Core Scientific: The Bitcoin Powerhouse: Think of Core Scientific as a company that does two things: they dig for digital gold (Bitcoin) with powerful computers, and they rent out those computers to other companies who need a lot of computing power. It's like having a gold mine and a computer rental shop all in one! Big Growth Potential: Right now, Core Scientific is worth about $2.6 billion. But some people think it could grow much bigger in the next ten years. Betting on Bitcoin: We're pretty optimistic about the future of Bitcoin. If it keeps going up in value, the best Bitcoin mining companies (like Core Scientific) could see their own value skyrocket too! Do Your Homework: Before you invest in any company, it's crucial to do your research. Chapters: Timestamp Summary 0:49 Overview of Core Scientific 1:15 Bitcoin Mining Explanation 1:50 Computer Landlord Concept 3:11 Market Valuation and Investment Potential Powered by Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Bitdeer went public in April 2023, and since then, it has earned consideration as one of the top 10 public bitcoin mining stocks by market cap. Today, our guest Brandon Bailey makes the case for why it deserves a spot in the top five. Welcome back to The Mining Pod! This week we are joined by Brandon Bailey (a.k.a. Bitcoin Beezy), a co-founder of Second Gate advisory and a former VP of mining at Galaxy Digital, to discuss his recent research note on Bitdeer. He argues that the public miner, which is sometimes overlooked for some combination of language barriers and the team's geographic distance from North America, is massively undervalued. He digs into Bitdeer's bitcoin mining business and its burgeoning ASIC miner manufacturing line to make the case that the company deserves a valuation comparable to Riot, Marathon, CleanSpark, and Core Scientific. Timestamps:00:00 Start02:11 Bitdeer Research Note03:46 Bitdeer as public company underdog08:12 2025 Projected Growth12:42 market segments14:59 Total Revenue16:10 Self mining vs hosting18:34 New ASICs23:46 ASIC manufacturing at scale30:13 Advantages of vertical integration35:08 Bitdeer can shift market segments37:03 AI & HPC41:11 AI training profitability45:34 3 AI Compute approaches50:43 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!
Host Jennifer Sanasie breaks down the news in the crypto industry from Kamala Harris' running mate pick to Core Scientific's soaring shares.To get the show every day, follow the podcast here."CoinDesk Daily" host Jennifer Sanasie breaks down the biggest headlines in the crypto industry today, as Vice President Kamala Harris has chosen Minnesota Governor Tim Walz, as her running mate for the upcoming election. Plus, Jump Trading allegedly moved $29 million in ether, and Core Scientific's shares surged on a new deal with CoreWeave.-This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today's blockchain and cryptocurrency news Bitcoin is up 1% at $58,832 Eth is up half a percent at $3,150 Binance Coin, is up half a percent at $535 Block produces 3NM chips for Core Scientific FTX lawywers disputing $264M damages claim from Jump trading subsidiary Pyth Network launches Express Relay Malaysian crypto miners illegally siphon electricity Donald Trump to speak at Bitcoin 2024 BitMEX pleads guilty Farcaster engagement surges. Learn more about your ad choices. Visit megaphone.fm/adchoices
"CoinDesk Daily" host Jennifer Sanasie breaks down the biggest headlines impacting the crypto industry today. Defunct bitcoin exchange, Mt. Gox said it will start distributing assets stolen from clients in a 2014 hack in July. JP Morgan reports that the bitcoin mining sector is attracting growing investor interest following the Core Scientific deal with AI company CoreWeave. Plus, Japanese institutional investors plan to invest in crypto in the next three years.-This episode was hosted, edited and produced by Jennifer Sanasie.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
There's too much M&A in Bitcoin mining to keep track of! Will and Charlie dig into this week's Bitcoin and Bitcoin mining news, including the short report leveled at Riot Platforms, CoreWeave's declined bid to purchase Core Scientific, BitDeer buying a fabless ASIC manufacturer for $140 million in shares, and lastly, Cleanspark's involvement in the Cheyenne, Wyoming Bitcoin mining slapped with an executive order by the Biden administration.Follow along on your favorite podcast player of choice by clicking here.Chapters: 00:00 Start02:31 Difficulty update04:51 Mining stocks08:04 Riot & Bitfarms16:30 Core Scientific rejects Coreweave22:00 Desiweminer (new AISC)27:21 Cleanspark vs White HousePublished 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!
Host Helene Braun breaks down the latest news in the crypto industry from Robinhood's announcement on its Bitstamp acquisition to CoreWeave's more than $1 billion buyout offer for Core Scientific.To get the show every day, follow the podcast here."CoinDesk Daily" host Helene Braun breaks down the biggest headlines impacting the crypto industry today, as trading platform Robinhood announced on Tuesday that it has agreed to acquire crypto exchange Bitstamp for $200 million in cash. Plus, Core Scientific has rejected the more than $1 billion buyout offer from cloud computing firm CoreWeave and Binance can once again allow Mastercard users to purchase crypto on the exchange.-This episode was hosted by Helene Braun. “First Mover” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today's blockchain and cryptocurrency news Bitcoin is up slightly at $68,986 Eth is down slightly at $3,759 Binance Coin, is up 1% at $646 Coinbase donates $25M to crypto super PAC Fairshake Dapper Labs settles $4M lawsuit MSTR's Michael Saylor settles tax issue with D.C. Galaxy Digital tokenizes Stradivarius. Core Scientific inks deal with AI Hyperscaler CoreWeave Learn more about your ad choices. Visit megaphone.fm/adchoices
Bill Barhydt is the Co-Founder & CEO of Abra, a new type of digital cash payments app and network enabling the transfer of cash between any two smartphones. In this conversation, we talk about the brand new regulatory approval as a registered investment advisor, what that means for Abra, how they can service both credited & uncredited investors now, why allowing basic financial services has been so difficult, and where the industry is going. ======================= Buy and sell cryptocurrency in a tax-advantaged crypto IRA with iTrustCapital. Enjoy 24/7 access, lowest fees in the industry, and tax benefits for your retirement. Open an account today at www.itrustcapital.com ======================= Core Scientific (NASDAQ: CORZ) is one of the largest public Bitcoin miners and hosting solutions providers for Bitcoin mining in North America. To learn more about Core Scientific, please visit: www.corescientific.com ======================= Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ ======================= View 10k+ open startup jobs: https://dreamstartupjob.com/ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/