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MARA beat expectations for Q2, the SEC approves in-kind BTC ETFs, and Bitmain is shipping more raw materials to the U.S.Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsWelcome back to The Mining Pod! Today, Colin and Matt dive into Mara's Q2 earnings, the SEC's approval of in-kind Bitcoin ETF redemptions, Bitmain onshoring manufacturing to the US, and JPMorgan's prediction that pure play miners will outperform HPC hybrids as the field becomes oversaturated with AI pivots.Subscribe to our newsletter! **Notes:**• Mara revenue up 12% to $238.5M in Q2• Bitcoin at $118k with hash rate at 900 EH/s• Hash price around $58.70/PH/day• Fees represent only 1% of block subsidy• Bitmain shipped 187 tons of parts to US• SEC approves in-kind BTC ETFsTimestamps:00:00 Start02:24 Difficulty Report by Luxor06:21 MARA Q2 earnings call14:29 Cleanspark15:01 SEC in-kind Bitcoin ETF approval20:43 Bitmain is shipping in Antminer parts to the US28:30 Pure-play miners to outperform as HPC hybrids
Hive is expanding its Paraguay mining sites with a target of 25 EH/s by year's end.Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsWelcome back to The Mining Pod! Today, Aydin Kilic, CEO of Hive Blockchain joins us to talk about their plan to scale to 25 EH/s by year end, the Paraguay expansion using new Bitmain hydro units, the company's ATM funding strategy, and their pivot into HPC.Subscribe to our newsletter! **Notes:**• Scaling from 12 to 25 exahash by year end• 200MW Paraguay site bought for $400k/MW• 18% share dilution in Q1 from ATM usage• $500M mining margin target at 25 EH/s• 50% gross mining margins currently• $40M profit on Bitcoin pledge tradeTimestamps:00:00 Start03:02 NYC trip04:58 25 Exahash goal07:35 Surviving bear markets18:20 Fractal Bitcoin18:59 ATM24:05 Next steps 2025
Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Aydin Kilic, CEO of Hive Blockchain joins us to talk about their plan to scale to 25 EH/s by year end, the Paraguay expansion using new Bitmain hydro units, the company's ATM funding strategy, and their pivot into HPC. Subscribe to our newsletter! **Notes:** • Scaling from 12 to 25 exahash by year end • 200MW Paraguay site bought for $400k/MW • 18% share dilution in Q1 from ATM usage • $500M mining margin target at 25 EH/s • 50% gross mining margins currently • $40M profit on Bitcoin pledge trade Timestamps: 00:00 Start 03:02 NYC trip 04:58 25 Exahash goal 07:35 Surviving bear markets 18:20 Fractal Bitcoin 18:59 ATM 24:05 Next steps 2025
What miners need to know about tax changes in the Big Beautiful Bill, plus a 4.5 GW update on Project Stargate and last week's record $4.39 billion inflows into BTC and ETH exchange-traded products.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, Will, Colin, and Matt discuss Antalpha's CEO becoming the chair of Cango, how the Big Beautiful Bill affects bitcoin miners, OpenAI and Oracle's 4.5GW datacenter plans, last week's record crypto ETF inflows of $4.39B, and Joe McCann's Solana treasury SPAC.Subscribe to our newsletter! **Notes:**• Hashprice stable at $60/hash/day• Antalpha CEO now chair of Cango • BBB allows 100% equipment depreciation • OpenAI and Oracle plan 4.5GW data center• $4.39B crypto ETF inflows weeklyTimestamps:00:00 Start04:59 Anatalpha CEO → Cango chairman13:02 BBB impact on Bitcoin miners22:06 Fractal Bitcoin22:45 $4.39B in flows last week25:53 Stargate OpenAIOracle 4.5 GW29:10 SoftBank and OpenAI's $500 Billion AI Project36:33 Joe Mcann's fails after 80% drop
Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenews FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Will, Colin, and Matt discuss Antalpha's CEO becoming the chair of Cango, how the Big Beautiful Bill affects bitcoin miners, OpenAI and Oracle's 4.5GW datacenter plans, last week's record crypto ETF inflows of $4.39B, and Joe McCann's Solana treasury SPAC. Subscribe to our newsletter! **Notes:** • Hashprice stable at $60/hash/day • Antalpha CEO now chair of Cango • BBB allows 100% equipment depreciation • OpenAI and Oracle plan 4.5GW data center • $4.39B crypto ETF inflows weekly Timestamps: 00:00 Start 04:59 Anatalpha CEO → Cango chairman 13:02 BBB impact on Bitcoin miners 22:06 Fractal Bitcoin 22:45 $4.39B in flows last week 25:53 Stargate OpenAIOracle 4.5 GW 29:10 SoftBank and OpenAI's $500 Billion AI Project 36:33 Joe Mcann's fails after 80% drop
Actor and comedian Darrell Hammond joins Adam in studio to talk about his legendary run on Saturday Night Live and what it was like taking over for the iconic Don Pardo as the show's announcer. He reflects on the surreal experience of watching old sketches of himself, including a memorable one where he portrayed Bill Clinton on the phone with Saddam Hussein and Monica Lewinsky. He opens up about the challenges he faced during his time on SNL, and a harrowing story about getting arrested in the Bahamas and being left behind by a cruise ship. In the news, Mayhem and Adam react to Hunter Biden's explosive new interview where he claims President Biden took Ambien before the 2024 debate and defends his controversial painting sales. They also weigh in on Donald Trump's demand for the Washington Commanders to revert to their former team name, as well as Bill Cosby's shocking comments comparing Malcolm-Jamal Warner's death to the murder of his own son.Writer and comedy veteran Andy Cowan stops by to share stories from his time writing for Seinfeld and pitching ideas to Larry David. Adam reflects on how doing the opposite of his mother's advice led him to success, and he asks Andy whether Jerry Seinfeld and Larry David were playing exaggerated versions of themselves or just being authentic. Andy brings in a clip from The Merv Griffin Show, where he performed a spot-on Frank Sinatra impression, prompting a nostalgic discussion about Merv's legendary career. Adam closes the show by ranting about why it is so important to use a coaster on the podcast table.Get it on.FOR MORE WITH DARRELL HAMMOND:TOUR DATE:Comedy Works Denver - South at the Landmark - Friday (7/25) - Sunday(7/27)ONE MAN SHOW: CRAY - available on AudibleINSTAGRAM & TWITTER: @darrellchammondFOR MORE WITH JASON “MAYHEM” MILLER: INSTAGRAM & TWITTER: @mayhemmillerWEBSITE: www.mayhemnow.com FOR MORE WITH ANDY COWAN:PODCAST: ‘The Neurotic Vaccine with Andy Cowan and Dr. Scott Kopoian'WEBSITE: AndyCowan.netTWITTER: @AndyGCowanThank you for supporting our sponsors:BetOnlinetry.drinkbrez.com/CAROLLA/ and use code CAROLLA for a $5 credit and free shipping on your first orderoreillyauto.com/ADAMPluto.tvLIVE SHOWS: August 6 - Reno, NVAugust 7 - Portland, ORSeptember 12-13 - El Paso, TX (4 Shows)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
VanEck's Head of Digital Assets Research, Matthew Sigel, joins the podcast to discuss bitcoin treasury plays, CoreWeave's $9 billion bid for Core Scientific, and other hot trends in the Bitcoin equities realm.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, VanEck's Head of Digital Assets Research Matthew Sigel joins us to talk about Core Scientific's massive $9B CoreWeave acquisition deal, whether Bitcoin treasury companies are getting too crowded with 30+ deals in pipeline, AI infrastructure pivots among miners, and if the crypto equity boom is here to stay.Subscribe to our newsletter! **Notes:**• Core Scientific $9B all-stock deal with CoreWeave• 850MW HPC/AI infrastructure potential capacity • US listed miners hit 31% global hash rate • 30,000+ Bitcoin bought by 15 treasury companies• Meta Planet trading at 5x Bitcoin NAV premium• $150M annual revenue target for Hut 8's AI businessTimestamps:00:00 Start02:55 Coreweave & Core Scientific07:40 Coreweave's BTC mining operation08:52 Volatility & Coreweave's stock price12:25 Fractal Bitcoin13:05 Future of pure BTC miners17:45 American Bitcoin20:54 What's keeping public miner stock prices suppressed?24:02 Too many treasury companies?29:58 International strategies35:45 Gamestop & Semler Scientific39:27 Bit Digital ETH pivot42:49 Cycle narrative
Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenews FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, VanEck's Head of Digital Assets Research Matthew Sigel joins us to talk about Core Scientific's massive $9B CoreWeave acquisition deal, whether Bitcoin treasury companies are getting too crowded with 30+ deals in pipeline, AI infrastructure pivots among miners, and if the crypto equity boom is here to stay. Subscribe to our newsletter! **Notes:** • Core Scientific $9B all-stock deal with CoreWeave • 850MW HPC/AI infrastructure potential capacity • US listed miners hit 31% global hash rate • 30,000+ Bitcoin bought by 15 treasury companies • Meta Planet trading at 5x Bitcoin NAV premium • $150M annual revenue target for Hut 8's AI business Timestamps: 00:00 Start 02:55 Coreweave & Core Scientific 07:40 Coreweave's BTC mining operation 08:52 Volatility & Coreweave's stock price 12:25 Fractal Bitcoin 13:05 Future of pure BTC miners 17:45 American Bitcoin 20:54 What's keeping public miner stock prices suppressed? 24:02 Too many treasury companies? 29:58 International strategies 35:45 Gamestop & Semler Scientific 39:27 Bit Digital ETH pivot 42:49 Cycle narrative
Nicki and Merv battle on about Old versus new style art and what that means.
On this week's roundup, we cover Bit Digital's WhiteFiber IPO prospectus and public mine executive compensation. 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, Colin, Charlie, and Matt talk Bitcoin's surge to $123K and its impact on mining economics, Bit Digital's WhiteFiber IPO prospectus and pivot to an Ethereum treasury strategy, public miner executive compensation, BIT Mining's Ethiopia expansion, and the Mempool.space's "Baja Blast Summer" (i.e., ultra-low transaction fees).Subscribe to our newsletter! **Notes:**• Bitcoin reached $123K all-time high• Hash price at $60 per petahash per day• Exec compensation $14.4M in 2024• Bit Digital raising $67.3M for ETH pivot• WhiteFiber IPO shows $47.6M 2024 HPC revenue• Ethiopia data centers use 30% of country's energy Timestamps:00:00 Start03:17 Difficulty Report by Luxor08:33 Fees are SO LOW!11:12 Bit Digital WhiteFiber S-114:21 Bit Digital ETH treasury22:09 Fractal Bitcoin22:48 VanEck: Executive Pay27:27 BIT Mining Ethiopian data center30:17 Cry Corner: Baja Blast Summer
Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenews FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Colin, Charlie, and Matt talk Bitcoin's surge to $123K and its impact on mining economics, Bit Digital's WhiteFiber IPO prospectus and pivot to an Ethereum treasury strategy, public miner executive compensation, BIT Mining's Ethiopia expansion, and the Mempool.space's "Baja Blast Summer" (i.e., ultra-low transaction fees). Subscribe to our newsletter! **Notes:** • Bitcoin reached $123K all-time high • Hash price at $60 per petahash per day • Exec compensation $14.4M in 2024 • Bit Digital raising $67.3M for ETH pivot • WhiteFiber IPO shows $47.6M 2024 HPC revenue • Ethiopia data centers use 30% of country's energy Timestamps: 00:00 Start 03:17 Difficulty Report by Luxor 08:33 Fees are SO LOW! 11:12 Bit Digital WhiteFiber S-1 14:21 Bit Digital ETH treasury 22:09 Fractal Bitcoin 22:48 VanEck: Executive Pay 27:27 BIT Mining Ethiopian data center 30:17 Cry Corner: Baja Blast Summer
This episode of the Trail Lunchbox welcomes two guests doing critical work to help our community stay healthy and prepared during wildfire season in western Montana. We're talking all things Wildfire Smoke Ready Week—what it is, why it matters, and how you can take simple, affordable steps to protect yourself, your family, and even your pets when the smoke rolls in.Joining us in the studio:
Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenews FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Lee Bratcher, President of the Texas Blockchain Council, joins us to talk about the newly signed Senate Bill 6 that completely overhauls interconnection and curtailment rules for large loads over 75MW on the Texas grid. We cover the four primary pillars of this legislation, why the 4CP program changes could be more consequential than other provisions, and how this affects Bitcoin miners versus AI data centers. Subscribe to our newsletter! **Notes:** • ERCOT expects 150GW growth by 2030 vs 120GW realistic • 4CP minimum transmission charge could add 1¢/kWh • 25,000MW of solar now on Texas grid vs near zero 5 years ago • Large loads over 75MW subject to remote disconnect • Bitcoin miners typically curtail at $100/MWh range • Phantom load applications clog interconnection queue Timestamps: 00:00 Start 02:45 What is SB6? 03:54 Clarification 05:23 Behind the meter 06:49 Remote disconnect 09:09 Changes to 4CP program 14:28 Minimal transmission charge 18:32 NatGas behind the meter 20:05 Load redundancy 22:43 Phantom load 24:33 Loads covering infra cost 28:31 Rollout timeline 30:56 Voltage requirements 37:23 Is this a good bill? 40:56 Batteries 42:56 Wrap up
The recently passed SB 6 in Texas will shake up how large loads connect to and manage power in Texas' ERCOT system. 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, Lee Bratcher, President of the Texas Blockchain Council, joins us to talk about the newly signed Senate Bill 6 that completely overhauls interconnection and curtailment rules for large loads over 75MW on the Texas grid. We cover the four primary pillars of this legislation, why the 4CP program changes could be more consequential than other provisions, and how this affects Bitcoin miners versus AI data centers.Subscribe to our newsletter! **Notes:**• ERCOT expects 150GW growth by 2030 vs 120GW realistic• 4CP minimum transmission charge could add 1¢/kWh• 25,000MW of solar now on Texas grid vs near zero 5 years ago• Large loads over 75MW subject to remote disconnect• Bitcoin miners typically curtail at $100/MWh range• Phantom load applications clog interconnection queueTimestamps:00:00 Start02:45 What is SB6?03:54 Clarification05:23 Behind the meter06:49 Remote disconnect09:09 Changes to 4CP program14:28 Minimal transmission charge18:32 NatGas behind the meter20:05 Load redundancy22:43 Phantom load24:33 Loads covering infra cost28:31 Rollout timeline30:56 Voltage requirements37:23 Is this a good bill?40:56 Batteries42:56 Wrap up
We've got Gabe and Merv on the show today, with Kenny G sitting quietly in the corner. There was a long, in-depth discussion about Superman 2025, covering many aspects of the film and a good portion of the DC Universe. Zack told everyone that Erick didn't make it through Black Panther, but there was a reason for that. There's also a good chance Gabby will perform well at the box office. All of that and much more on today's show! Links: The Podcast IG Erick Feiling Website Erick Feiling IG Zack Stack IG Comedian Erick Feiling
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
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
Considered one of TV's immortals, the media mogul and entrepreneur hosted his own long-running talk show and was the creator of Jeopardy! and Wheel of Fortune.
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
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/
Building managers are facing the seemingly impossible challenges of balancing indoor air quality and sustainability. Today we learn how striking this balance is not only achievable, but actually can go hand in hand with decarbonization goals. We hear from a renowned expert in building science who has been instrumental in shaping industry standards in filter innovation and working with ASHRAE to curate better IAQ standards, while holding onto a passion for the all important energy efficiency. A Partner at D ZINE Partners, she leads the research of “Air as a Service” around indoor air quality, filtration and air cleaning systems. It's a pleasure to welcome Dr. Marwa Zaatari.THINGS WE SPOKE ABOUTPreventing sick building syndrome with efficient filtering ASHRAE 241 ventilation standards for new and existing buildingsImproving knowledge on filter performance, optimization and life cycle costsWhy all MERV filters are not created equally Incentivising IAQ compliance and education GUEST DETAILS Dr. Marwa Zaatari is a renowned expert and influential leader in the realms of building science and indoor air quality (IAQ). Her innovative work has earned her the prestigious title of ASHRAE Distinguished Lecturer. At the forefront of HVAC design innovation, Dr. Zaatari has been instrumental in shaping industry standards through her involvement in various ASHRAE committees. Dr. Zaatari's contributions extend to the USGBC School Air Quality Leaders Network Technical Advisory Committee and she has also served as chair for the LEED IAQP Working Group.Dr. Marwa Zaatari is Partner at D ZINE Partners. She leads the research of “Air as a Service” around indoor air quality, filtration and air cleaning systems, and IAQ measurements to design and operate buildings for optimal energy and people efficiency.https://www.linkedin.com/in/drzaatari MORE INFORMATIONLet's Talk Clean Air is produced for Camfil by DustPod.io ABOUT CAMFIL'S CAO INITIATIVEThe Chief Airgonomics Officer initiative was started by Camfil, a leading manufacturer in premium clean air solutions and an advocate for access to clean air.The Chief Airgonomics initiative is being driven at a time of urgency: sensitivities over air have heightened due to the COVID-19 pandemic, air pollutants are well known to damage the environment and the newly published WHO Air Quality Guidelines show us that air pollution is more damaging to human health than previously understood.The initiative is a direct response to these realities while also bringing to life Camfil's mission of protecting people, processes and the environment. It also puts into practice Camfil's knowledge and expertise built over more than half a century and that it is eager to share with its peers and wider audiences to improve people's lives.Our Vision : Clean and healthy Indoor Air should be a Human rightOur Mission: We want all companies and organisations to put clean and healthy indoor air on the agendaCamfil believes that real change can only happen through collaborative effort and wants your organisation to join the clean air movement and community. Start your clean indoor air journey today!CAO Website: https://www.chiefairgonomicsofficer.com/ CAO Linkedin Group: https://www.linkedin.com/groups/12679402/ Let's Talk Clean Air is produced for Camfil by Dustpod.ioQUOTESThere is a misconception that you cannot achieve IQ and energy efficiency. - Dr. Marwa ZaatariIf you follow prescriptive approaches, you're gonna miss out on a lot. - Dr. Marwa ZaatariASHRAE 241 went a step beyond our existing minimum ventilation standards by actually having an operation focus. - Dr. Marwa ZaatariFilter design should be part of what we're going to do, part of studying a filter, quality of the filter, cost of the filter, over the lifetime of the filter. - Dr. Marwa ZaatariEven for a low efficiency filter you need to make sure that the filter is well placed. - Dr. Marwa ZaatariKEYWORDS#IAQ #sustainability #energyefficiency #filter #innovation #HVAC #MERV ratings
For this week's news roundup, we cover trends in the ASIC market, a series of business updates from Hut 8, and Tether's latest mining venture. FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Colin and Matt are joined by Ethan Vera, the COO of Luxor Technology, to talk about Hut 8's 205 MW Vega facility and its 310 MW deal to deliver electricity to Ontario. Plus, American Bitcoin's $220 million fundraise, an ASIC market update, Tether's surprise mining expansion into Brazil, and how just four public companies now control nearly a quarter of Bitcoin's total hash rate.Subscribe to our newsletter! **Notes:**• Difficulty dropped 7.48% after US heat wave• American Bitcoin raised $220M private placement• Hut 8 secured 310MW deal with Ontario to supply electricity via natural gas plant• Four miners control 200+ exahashes (~20% network)• ASIC prices are decoupling from hashprice movements • Tether goes in on mining venture in BrazilTimestamps:00:00 Start02:00 Difficulty Report by Luxor05:32 Hut 8 energizes Vega06:22 Hut 8 310 MW electricity deal in Ontario13:57 American Bitcoin raises $220M 18:22 ASIC market update with Ethan26:33 Antminer S23 market31:07 China ban reverse rumors32:09 Tether in Brazil38:20 50 EH/s club
FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Colin and Matt are joined by Ethan Vera, the COO of Luxor Technology, to talk about Hut 8's 205 MW Vega facility and its 310 MW deal to deliver electricity to Ontario. Plus, American Bitcoin's $220 million fundraise, an ASIC market update, Tether's surprise mining expansion into Brazil, and how just four public companies now control nearly a quarter of Bitcoin's total hash rate. Subscribe to our newsletter! **Notes:** • Difficulty dropped 7.48% after US heat wave • American Bitcoin raised $220M private placement • Hut 8 secured 310MW deal with Ontario to supply electricity via natural gas plant • Four miners control 200+ exahashes (~20% network) • ASIC prices are decoupling from hashprice movements • Tether goes in on mining venture in Brazil Timestamps: 00:00 Start 02:00 Difficulty Report by Luxor 05:32 Hut 8 energizes Vega 06:22 Hut 8 310 MW electricity deal in Ontario 13:57 American Bitcoin raises $220M 18:22 ASIC market update with Ethan 26:33 Antminer S23 market 31:07 China ban reverse rumors 32:09 Tether in Brazil 38:20 50 EH/s club
Science Fiction Versus Fantasy. Merv and Nicki fight it out over which genre reigns supreme! This one's a doozy.
Brian Wright from Galaxy Digital joins the pod to talk about Galaxy's CoreWeave deal, Galaxy Mining's HPC pivot, the Texas Grid, and more!FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Brian Wright, co-head of mining data centers at Galaxy Digital joins us to talk about their massive pivot from bitcoin mining to HPC at the Helios facility. We dive into the company's CoreWeave partnership, scaling from 200MW to a potential 2.5GW, Texas grid dynamics, and transforming rural Dickens County's economy through data center development.Subscribe to our newsletter! **Notes:**• 393MW Core Weave deal worth $300M annually• $11-13M per MW retrofit costs vs bitcoin mining• 2.5GW potential campus capacity planned• 800MW currently approved by Ercot• 80% loan-to-cost financing structure• 15-year guaranteed lease agreement signedTimestamps:00:00 Start01:48 Core Scientific & Coreweave03:45 Potential Coreweave acquisitions05:29 Helios pivot to AI11:52 Site conversion plans13:29 What's unique about Helios?15:51 Fractal Bitcoin17:35 AI accelerating building?18:39 Financing20:26 AI vs mining22:26 Who pays for retrofit?25:57 Transition28:04 Tenants29:25 Dickens County31:55 Employee incomes & training35:01 Politics36:19 Texas bill SB637:15 Interconnect queue38:26 Fiber line infrastructure40:02 Can other miners pivot to AI?41:52 Ending curtailment due to AI
FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Brian Wright, co-head of mining data centers at Galaxy Digital joins us to talk about their massive pivot from bitcoin mining to HPC at the Helios facility. We dive into the company's CoreWeave partnership, scaling from 200MW to a potential 2.5GW, Texas grid dynamics, and transforming rural Dickens County's economy through data center development. Subscribe to our newsletter! **Notes:** • 393MW Core Weave deal worth $900M annually • $11-13M per MW retrofit costs vs bitcoin mining • 2.5GW potential campus capacity planned • 800MW currently approved by Ercot • 80% loan-to-cost financing structure • 15-year guaranteed lease agreement signed Timestamps: 00:00 Start 01:48 Core Scientific & Coreweave 03:45 Potential Coreweave acquisitions 05:29 Helios pivot to AI 11:52 Site conversion plans 13:29 What's unique about Helios? 15:51 Fractal Bitcoin 17:35 AI accelerating building? 18:39 Financing 20:26 AI vs mining 22:26 Who pays for retrofit? 25:57 Transition 28:04 Tenants 29:25 Dickens County 31:55 Employee incomes & training 35:01 Politics 36:19 Texas bill SB6 37:15 Interconnect queue 38:26 Fiber line infrastructure 40:02 Can other miners pivot to AI? 41:52 Ending curtailment due to AI
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?
For today's show, we cover why Bitcoin ATMs are one of the best, most lucrative businesses in Bitcoin.FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Brandon Bailey of Second Gate Advisory joins Will to talk about Bitcoin ATMs, an overlooked Bitcoin business model with massive potential. In Q1 2025, Bitcoin Depot generated $164.2M in revenue, a 19% increase year-over-year, while outperforming miners in cash flow per unit. We explore why physical ATMs matter in a digital world, expansion opportunities, and how this could be the next big Bitcoin treasury play.Subscribe to our newsletter! **Notes:**• Bitcoin Depot: $333.1M revenue, +92% YoY• 30,000 Bitcoin ATMs vs 500K traditional ATMs • ATMs generate $30-40/day vs miners $10-11/day• 4% of Americans (5.6M people) are unbanked• Average transaction size around $300• 1,300 reserve machines ready for deploymentTimestamps:00:00:00:00 Start00:01:33:16 Report overview00:02:48:20 Bitcoin Depot financials00:05:30:06 Other BTC treasury companies00:08:52:26 Colorado Air Filter00:10:57:14 Increasing revenue multiple00:13:30:08 ATM business history00:15:03:16 Stablecoins00:16:37:26 Fractal Bitcoin00:17:12:25 Physical cash economy00:19:33:22 Why haven't traditional ATMs added BTC?00:21:10:20 Per machine cashflows00:25:27:09 Expansion opportunity00:31:00:10 Coinflip00:33:06:11 Wrap up
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Brandon Bailey of Second Gate Advisory joins Will to talk about Bitcoin ATMs, an overlooked Bitcoin business model with massive potential. In Q1 2025, Bitcoin Depot generated $164.2M in revenue, a 19% increase year-over-year, while outperforming miners in cash flow per unit. We explore why physical ATMs matter in a digital world, expansion opportunities, and how this could be the next big Bitcoin treasury play. Subscribe to our newsletter! **Notes:** • Bitcoin Depot: $333.1M revenue, +92% YoY • 30,000 Bitcoin ATMs vs 500K traditional ATMs • ATMs generate $30-40/day vs miners $10-11/day • 4% of Americans (5.6M people) are unbanked • Average transaction size around $300 • 1,300 reserve machines ready for deployment Timestamps: 00:00:00:00 Start 00:01:33:16 Report overview 00:02:48:20 Bitcoin Depot financials 00:05:30:06 Other BTC treasury companies 00:08:52:26 Colorado Air Filter 00:10:57:14 Increasing revenue multiple 00:13:30:08 ATM business history 00:15:03:16 Stablecoins 00:16:37:26 Fractal Bitcoin 00:17:12:25 Physical cash economy 00:19:33:22 Why haven't traditional ATMs added BTC? 00:21:10:20 Per machine cashflows 00:25:27:09 Expansion opportunity 00:31:00:10 Coinflip 00:33:06:11 Wrap up
Summer is coming, and that means mining curtailment in Texas. FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Haley Thomson from Luxor Technology joins Will and Colin to discuss how Texas bitcoin miners are adapting to 4CP, peak load occurrences in the ERCOT system. On the news front, the trio covers US-listed public miners reaching a record 31.6% of Bitcoin's hashrate, Antalpha's stellar Q1, and growing concerns about whether or not the growing corporate treasury strategy trend is becoming a bubble.Subscribe to our newsletter! **Notes:**• US miners hit 31.6% network hash rate record• Antalpha's loan book grew to $1.77B in Q1• Texas miners represent 15-20% global hash rate• Hash prices just above $50 per petahash/day• 3.5% of Texas peak load is flexible miningTimestamps:00:00 Start02:05 Difficulty Report by Luxor06:09 Antalpha lending book & Tether11:47 Fractal Bitcoin12:24 ERCOT electricity market26:07 JP Morgan report35:39 Corporate crypto treasury bubble44:08 Cry Corner: Semler Scientific Warning Sign
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Haley Thomson from Luxor Technology joins Will and Colin to discuss how Texas bitcoin miners are adapting to 4CP, peak load occurrences in the ERCOT system. On the news front, the trio covers US-listed public miners reaching a record 31.6% of Bitcoin's hashrate, Antalpha's stellar Q1, and growing concerns about whether or not the growing corporate treasury strategy trend is becoming a bubble. Subscribe to our newsletter! **Notes:** • US miners hit 31.6% network hash rate record • Antalpha's loan book grew to $1.77B in Q1 • Texas miners represent 15-20% global hash rate • Hash prices just above $50 per petahash/day • 3.5% of Texas peak load is flexible mining Timestamps: 00:00 Start 02:05 Difficulty Report by Luxor 06:09 Antalpha lending book & Tether 11:47 Fractal Bitcoin 12:24 ERCOT electricity market 26:07 JP Morgan report 35:39 Corporate crypto treasury bubble 44:08 Cry Corner: Semler Scientific Warning Sign
Sean McDonough of New West joins the pod to discuss how oil and gas bitcoin mining has changed and where the sector is headed. FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Sean McDonough, president and founder of New West Data joins us to talk about the company's vertically integrated oil and gas bitcoin mining operations in Alberta, Canada. We explore the pros and cons of full O&G ownership versus JV partnerships, barriers for large oil companies entering Bitcoin mining, regulatory considerations in Alberta, and the convergence of oil, gas, and AI data centers.Subscribe to our newsletter! **Notes:**• New West: $1.5M CAD per megawatt CapEx cost• Alberta flare gas mining still relatively small scale• Dual revenue streams: oil sales + Bitcoin mining• Cash flows split evenly between oil and Bitcoin• Generators are largest CapEx item, more than miners• Hash rate trading in 800-900 range for months00:00 Start02:38 New West04:26 Ownership instead of service07:35 Why don't we see more miner vertical integration10:06 JV's and risk10:56 Nat Gas economics12:30 Nat Gas more profitable than mining?15:48 Regulation in Alberta17:57 Understanding of BTC mining in Alberta19:58 Drillers shifting thinking24:37 Economics of pure play Nat Gas mining?28:45 Have oil producers soured on BTC miners?32:55 NYDIG & Caruso buyout36:09 Ai energy bottleneck41:00 Hashrate predictions42:41 Hashrate chart waves
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Sean McDonough, president and founder of New West Data joins us to talk about the company's vertically integrated oil and gas bitcoin mining operations in Alberta, Canada. We explore the pros and cons of full O&G ownership versus JV partnerships, barriers for large oil companies entering Bitcoin mining, regulatory considerations in Alberta, and the convergence of oil, gas, and AI data centers. Subscribe to our newsletter! **Notes:** • New West: $1.5M CAD per megawatt CapEx cost • Alberta flare gas mining still relatively small scale • Dual revenue streams: oil sales + Bitcoin mining • Cash flows split evenly between oil and Bitcoin • Generators are largest CapEx item, more than miners • Hash rate trading in 800-900 range for months 00:00 Start 02:38 New West 04:26 Ownership instead of service 07:35 Why don't we see more miner vertical integration 10:06 JV's and risk 10:56 Nat Gas economics 12:30 Nat Gas more profitable than mining? 15:48 Regulation in Alberta 17:57 Understanding of BTC mining in Alberta 19:58 Drillers shifting thinking 24:37 Economics of pure play Nat Gas mining? 28:45 Have oil producers soured on BTC miners? 32:55 NYDIG & Caruso buyout 36:09 Ai energy bottleneck 41:00 Hashrate predictions 42:41 Hashrate chart waves
American Bitcoin may purchase $320 million of Antminers to expand its fleet, and hedge funds are dumping bitcoin ETFs.FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Will, Colin, Matt, and Nick discuss Bitcoin mining's summer slowdown, American Bitcoin's massive 25 EH/s anticipated ramp up, a big week for public miner fundraising, Amazon's $20B Pennsylvania data center investment, institutional ETF flows showing hedge fund exits, and the controversial filter wars dividing Bitcoin's community.Subscribe to our newsletter! **Notes:**• Hash rate trading 820-930 EH range lately• American Bitcoin raising for $320M U3S21EXPH buy• IREN upsizes convertible note to $500M • Amazon investing $20B in Pennsylvania• Hedge fund ETT holdings dropped from 122K to 83K BTC in Q100:00 Start01:12 Difficulty Report by Luxor06:37 American Bitcoin $320M U3S21 Cost13:40 Fundraising season23:07 Hedge funds ditched BTC ETFs in Q132:08 Amazon going balls deep in PA37:41 Cry Corner - The Filter Boys Mount UP!
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Will, Colin, Matt, and Nick discuss Bitcoin mining's summer slowdown, American Bitcoin's massive 25 EH/s anticipated ramp up, a big week for public miner fundraising, Amazon's $20B Pennsylvania data center investment, institutional ETF flows showing hedge fund exits, and the controversial filter wars dividing Bitcoin's community. Subscribe to our newsletter! **Notes:** • Hash rate trading 820-930 EH range lately • American Bitcoin raising for $320M U3S21EXPH buy • IREN upsizes convertible note to $500M • Amazon investing $20B in Pennsylvania • Hedge fund ETT holdings dropped from 122K to 83K BTC in Q1 00:00 Start 01:12 Difficulty Report by Luxor 06:37 American Bitcoin $320M U3S21 Cost 13:40 Fundraising season 23:07 Hedge funds ditched BTC ETFs in Q1 32:08 Amazon going balls deep in PA 37:41 Cry Corner - The Filter Boys Mount UP!
Dipuo Patel, CTO of Soluna Holdings, joins The Mining Pod! We dig into behind the meter Bitcoin mining, where miners work with local grid builds for cheaper, more stable energy.FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Dipuo Patel, CTO of Soluna, joins us to talk about renewable-powered Bitcoin mining operations, including Soluna's Project Annie - a 75MW solar-powered data center in northeast Texas. We dive into the challenges of behind-the-meter renewable mining, curtailment solutions, production tax credits, and how Bitcoin mining can solve renewable energy's biggest problems.Subscribe to the newsletter! https://newsletter.blockspacemedia.comNotes:- Project Annie: 75MW data center, 140MW solar farm- Texas has massive renewable energy scale- Production tax credits incentivize green energy- Behind-the-meter regulations are complex- Wind farms often run at 30-40% capacity- Battery storage too expensive for Bitcoin miningTimestamps:00:00 Start01:51 Green energy07:34 Behind the meter10:36 Markets other than Texas14:01 Renewable energy credits17:05 Project Annie19:33 Tax credit rules26:38 Renewables, AI & uptime33:16 Owning vs service provider37:11 Headwinds for renewables44:43 Batteries
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Dipuo Patel, CTO of Soluna, joins us to talk about renewable-powered Bitcoin mining operations, including Soluna's Project Annie - a 75MW solar-powered data center in northeast Texas. We dive into the challenges of behind-the-meter renewable mining, curtailment solutions, production tax credits, and how Bitcoin mining can solve renewable energy's biggest problems. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: - Project Annie: 75MW data center, 140MW solar farm - Texas has massive renewable energy scale - Production tax credits incentivize green energy - Behind-the-meter regulations are complex - Wind farms often run at 30-40% capacity - Battery storage too expensive for Bitcoin mining Timestamps: 00:00 Start 01:51 Green energy 07:34 Behind the meter 10:36 Markets other than Texas 14:01 Renewable energy credits 17:05 Project Annie 19:33 Tax credit rules 26:38 Renewables, AI & uptime 33:16 Owning vs service provider 37:11 Headwinds for renewables 44:43 Batteries
The gang goes over May production updates from major public miners. Plus, how many bitcoin treasury companies is too many?FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Will, Colin and Matt talk about May mining production numbers from major players like CleanSpark, Riot, and Marathon; the explosive growth of corporate Bitcoin treasury companies following MicroStrategy's playbook; and CoreWeave's $7 billion deal with Applied Digital. Plus, for this week's cry corner, silver just hit a 13-year high, but it's still only up 5% in those 13 years…Subscribe to our newsletter! **Notes:**• Hash price currently around $52 per petahash/day• CleanSpark mined 694 BTC in May at 45.6 EH/s• Riot sold 500 BTC for $51M operational costs• Marathon holds almost 50,000 Bitcoin treasury• Applied Digital signed $7B, 15-year AI deal• Silver hit $36, highest since February 2012Timestamps:00:00 Start01:08 Difficulty Report by Luxor06:16 Monthly Production Figures16:55 Fractal Bitcoin17:30 The Bitcoin Treasury Movement24:16 Saylor's copycats fall behind30:03 Applied Digital and CoreWeave33:27 Cry Corner - Silver rips higher37:43 Circle IPO
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Will, Colin and Matt talk about May mining production numbers from major players like CleanSpark, Riot, and Marathon; the explosive growth of corporate Bitcoin treasury companies following MicroStrategy's playbook; and CoreWeave's $7 billion deal with Applied Digital. Plus, for this week's cry corner, silver just hit a 13-year high, but it's still only up 5% in those 13 years… Subscribe to our newsletter! **Notes:** • Hash price currently around $52 per petahash/day • CleanSpark mined 694 BTC in May at 45.6 EH/s • Riot sold 500 BTC for $51M operational costs • Marathon holds almost 50,000 Bitcoin treasury • Applied Digital signed $7B, 15-year AI deal • Silver hit $36, highest since February 2012 Timestamps: 00:00 Start 01:08 Difficulty Report by Luxor 06:16 Monthly Production Figures 16:55 Fractal Bitcoin 17:30 The Bitcoin Treasury Movement 24:16 Saylor's copycats fall behind 30:03 Applied Digital and CoreWeave 33:27 Cry Corner - Silver rips higher 37:43 Circle IPO
Cipher Mining's CEO Tyler Page and CCO Chris Totin join to discuss the company's dive into AI and HPC infrastructure. FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Tyler Page (CEO) and Chris Totin (CCO) from Cipher Mining join us to talk about their strategic pivot from pure-play bitcoin mining to hybrid approach with AI/HPC data centers, SoftBank's $50M investment, the ins-and-outs of building HPC data centers, and why they're betting big on the convergence of bitcoin mining and artificial intelligence workloads.Subscribe to our newsletter! **Notes:**• Cipher has 2.7 cents/kWh electricity costs• SoftBank invested $50M in Cipher through private placement• Barber Lake site: 300MW capacity with substation• Texas has 397GW generation in queue over 5 years• Construction workforce growing only 1% annuallyTimestamps:00:00 Start00:33 Intro Tyler01:44 Intro Chris03:55 Access to capital06:43 Debt financing10:37 Selling BTC for operations16:29 Barber Lake update20:24 Agnostic greenfield site design25:02 HPC vs mining design challenges31:49 Stingray34:32 Finding facility buyers37:01 Softbank39:47 Greenfield vs retrofit45:15 Are all miners flipping to HPC?48:47 Hybrid sites
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Tyler Page (CEO) and Chris Totin (CCO) from Cipher Mining join us to talk about their strategic pivot from pure-play bitcoin mining to hybrid approach with AI/HPC data centers, SoftBank's $50M investment, the ins-and-outs of building HPC data centers, and why they're betting big on the convergence of bitcoin mining and artificial intelligence workloads. Subscribe to our newsletter! **Notes:** • Cipher has 2.7 cents/kWh electricity costs • SoftBank invested $50M in Cipher through private placement • Barber Lake site: 300MW capacity with substation • Texas has 397GW generation in queue over 5 years • Construction workforce growing only 1% annually Timestamps: 00:00 Start 00:33 Intro Tyler 01:44 Intro Chris 03:55 Access to capital 06:43 Debt financing 10:37 Selling BTC for operations 16:29 Barber Lake update 20:24 Agnostic greenfield site design 25:02 HPC vs mining design challenges 31:49 Stingray 34:32 Finding facility buyers 37:01 Softbank 39:47 Greenfield vs retrofit 45:15 Are all miners flipping to HPC? 48:47 Hybrid sites
Bitmain launched a new unit this week, plus drama around Ripple's ‘Skull of Satoshi.”FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Colin and Will are recording from the Las Vegas Bitcoin Conference. They drop in on topics like Bitmain's new Antminer S23 series achieving sub-10 joules per terahash efficiency, Swan's paused lawsuit against former mining employees and contractors, Pakistan's ambitious 2GW allocation announcement, the Trump administration tariff legal battles, and the legendary Skull of Satoshi donation drama. Plus, an update on Cango!Subscribe to the newsletter! https://newsletter.blockspacemedia.com**Notes:**• Bitcoin price: $105K, Network Hashrate: 917 EH/s per @luxor• Antminer S23: First sub-10 J/TH efficiency @bitmain• Pakistan allocates 2GW for mining• @Swanbitcoin lawsuit paused by federal judge• Conference grew from 2K to 35K attendees @thebitcoinconferenceTimestamps:00:00 Start01:23 Difficulty Report by @hashrateindex04:15 Bitmain new models07:44 Swan court case12:04 Pakistan mining13:59 @FractalBitcoin14:34 Tariffs, tariffs, tariffs18:38 Cry Corner: The Skull & Ripple22:07 Cango
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Colin and Will are recording from the Las Vegas Bitcoin Conference. They drop in on topics like Bitmain's new Antminer S23 series achieving sub-10 joules per terahash efficiency, Swan's paused lawsuit against former mining employees and contractors, Pakistan's ambitious 2GW allocation announcement, the Trump administration tariff legal battles, and the legendary Skull of Satoshi donation drama. Plus, an update on Cango! Subscribe to our newsletter! **Notes:** • Bitcoin price: $105K, Network Hashrate: 917 EH/s per @luxor • Antminer S23: First sub-10 J/TH efficiency @bitmain • Pakistan allocates 2GW for mining • @Swanbitcoin lawsuit paused by federal judge • Conference grew from 2K to 35K attendees @thebitcoinconference Timestamps: 00:00 Start 01:23 Difficulty Report by @hashrateindex 04:15 Bitmain new models 07:44 Swan court case 12:04 Pakistan mining 13:59 @FractalBitcoin 14:34 Tariffs, tariffs, tariffs 18:38 Cry Corner: The Skull & Ripple 22:07 Cango
How do Bitcoin miners and AI compute actually build out together? TeraWulf's Naz Khan breaks down infrastructure builds and the recent G42 deal on The Mining Pod.FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Nazar Khan, co-founder of TeraWulf, joins us to talk about the company's move into AI data centers. We talk about the Core42 partnership, breakout costs to build a facility, and their 750MW Lake Mariner site development plans.Subscribe to the newsletter! https://newsletter.blockspacemedia.comTimestamps:00:00 Start01:18 Introduction04:04 Talen & Amazon09:44 Core 4212:28 Lake Mariner site17:04 Memphis XAI site build18:49 Ordering hardware24:27 Fractal Bitcoin25:02 Anchor tenant search31:59 Build cost36:46 Water use38:32 Core 42 details46:03 BTC mining skepticism47:29 Managing mining & HPC53:34 Hiring55:38 2 technology stacks57:54 Supply chains1:01:11 Buildout complications1:08:26 Core team longevity1:13:35 Orangpilling Beowulf1:18:42 UAE
FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Nazar Khan, co-founder of TeraWulf, joins us to talk about the company's move into AI data centers. We talk about the Core42 partnership, breakout costs to build a facility, and their 750MW Lake Mariner site development plans. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Timestamps: 00:00 Start 01:18 Introduction 04:04 Talen & Amazon 09:44 Core 42 12:28 Lake Mariner site 17:04 Memphis XAI site build 18:49 Ordering hardware 24:27 Fractal Bitcoin 25:02 Anchor tenant search 31:59 Build cost 36:46 Water use 38:32 Core 42 details 46:03 BTC mining skepticism 47:29 Managing mining & HPC 53:34 Hiring 55:38 2 technology stacks 57:54 Supply chains 1:01:11 Buildout complications 1:08:26 Core team longevity 1:13:35 Orangpilling Beowulf 1:18:42 UAE
In this episode of The Shoulder Physio Podcast, Dr Jared Powell sits down with Dr Mervyn Travers, physiotherapist, S&C coach, and researcher, to explore one of the most compelling frameworks in contemporary pain science: active inference. They discuss how this predictive brain model helps explain persistent musculoskeletal pain, why traditional exercise-based interventions might miss the mark, and how clinicians can use movement and context to shift a patient's pain experience. Merv blends philosophy, neuroscience, and clinical pragmatism in a way that's accessible, challenging, and highly relevant. Key talking points: What is active inference and how does it relate to predictive processing? The role of prior beliefs, culture, and clinical language in shaping pain Movement experimentation as a tool for model updating and recovery Why it's time to rethink how we prescribe exercise in pain rehab Clinical implications from landmark studies within the field that lend themselves to active inference A call for compassion, curiosity, and nuance in patient care Check out the Shoulder Physio Online Course here Connect with Jared and guests: Jared on Instagram: @shoulder_physio Jared on X: @jaredpowell12 Merv website: Home - Optimise Rehab Merv X: @mervtravers Merv Instagram: @optimise_rehab See our Disclaimer here: The Shoulder Physio - Disclaimer
We had Merv on the show today not to talk about The Freak Off, but it went there right out of the gate. You get to hear everything from the order of the train being run to buying baby oil in bulk. Would you leave the P. Diddy party before the freak off got started? Plus, Merv hit you with some black facts, and Zack got one of them wrong. Merv even tells everyone about his trip to California and why he was even out there. All of that and so much more on the show today. Links: The Podcast IG Erick Feiling Website Erick Feiling IG Zack Stack IG Comedian Erick Feiling
It's an IAQ Deep Dive…part two! Matt welcomes Sean Harris back to the studio to continue their discussion indoor air quality improvements for existing homes, focusing on mold prevention, HVAC upgrades, filtration, and dehumidification—especially in hot, humid climates like Texas. Sean emphasizes that mold issues often stem from leaky ductwork in unconditioned spaces, poor ventilation, and high humidity, leading to compromised air quality. Instead of cleaning mold, he recommends removing contaminated materials and improving source control.For HVAC systems, Sean suggests keeping ductwork in conditioned space, using MERV 13+ filters, and installing a ventilating dehumidifier to maintain humidity below 50%. He warns against running HVAC fans continuously, as this can pull humid air into the system, worsening mold issues. He also recommends in-room HEPA filtration (isuch as IQAir or Austin Air) over whole-home air purifiers.They discuss (and advise against) gimmicky air purification methods like UV lights and ionizers, which can create harmful byproducts. Instead, homeowners should monitor IAQ with smart sensors, track humidity, and optimize their home's ventilation and filtration. Sean emphasizes "optimization over maximization"—cost-effective solutions like air sealing, replacing moldy ductwork, and using high-quality air filters rather than full HVAC overhauls.Both Matt & Sean encourage homeowners to prioritize practical, science-backed IAQ improvements for a healthier living environment.Thank you to episode sponsor Mbrico. Learn more at mbricotiledecks.com.Find Sean Harris on the Web:Website: https://iaqtexas.com/Instagram: @aerosealofaustinFacebook: https://www.facebook.com/IAQTexas/Find Matt and The Build Show on the web:Build Show Videos: https://buildshownetwork.com/go/mattrisingerInstagram: @risingerbuild and @thebuildshowYouTube channel: https://www.youtube.com/@buildshowWebsite: https://risingerbuild.com/ and https://buildshownetwork.com/Save the Date for Build Show LIVE 2025 in Dallas, TX: October 16-18, 2025! Don't miss a single episode of Build Show content. Sign up for our newsletter.