Podcasts about optimally

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

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

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

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

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

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

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

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

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

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

Core Scientific shareholders voted no on CoreWeave's $9 billion acquisition proposal, and CleanSpark acquired a Texas site for a 285 MW AI site. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! For this week's roundup, we break down Core Scientific shareholders voting NO on the $9B CoreWeave acquisition, CleanSpark's plans for a new 285 megawatt Texas site for AI workloads, and TeraWulf's record 25-year contract with FluidStack. Plus, Ethan Vera from Luxor joins to analyze the ASIC market and where hash rate growth is really coming from. And for this week's cry corner, why the filter soft fork is doomed to fail. Notes:  • Core Scientific shareholders rejected CoreWeave deal • Hashprice dropped to $43.73 per petahash daily • Difficulty adjusted upward 6.3% • Hashrate reached 1.1 zettahash on 7-day average • CleanSpark acquired Texas site with 300 MW pipeline • TeraWulf signed 25-year deal with FluidStack Timestamps: 00:00 Start 02:09 Difficulty Report by Luxor 07:47 ASIC market update 12:01 CORZ deal fails 22:14 CleanSpark data center acquisition 27:51 WULF $9.5B FS extension 33:36 Cry Corner: Fork time?

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! For this week's roundup, we break down Core Scientific shareholders voting NO on the $9B CoreWeave acquisition, CleanSpark's plans for a new 285 megawatt Texas site for AI workloads, and TeraWulf's record 25-year contract with FluidStack. Plus, Ethan Vera from Luxor joins to analyze the ASIC market and where hash rate growth is really coming from. And for this week's cry corner, why the filter soft fork is doomed to fail. Notes:  • Core Scientific shareholders rejected CoreWeave deal • Hashprice dropped to $43.73 per petahash daily • Difficulty adjusted upward 6.3% • Hashrate reached 1.1 zettahash on 7-day average • CleanSpark acquired Texas site with 300 MW pipeline • TeraWulf signed 25-year deal with FluidStack Timestamps: 00:00 Start 02:09 Difficulty Report by Luxor 07:47 ASIC market update 12:01 CORZ deal fails 22:14 CleanSpark data center acquisition 27:51 WULF $9.5B FS extension 33:36 Cry Corner: Fork time?

MARA as once the darling of public bitcoin miners, but it's fallen behind in 2025. We break down why and what MARA can do to get back in the limelight. Welcome back to The Mining Pod! Today, we dive deep into MARA, the largest public Bitcoin miner by hash rate at 60.4 EH/s. Despite leading in hashrate, MARA has lagged behind peers like Riot and CleanSpark with just a 5.4% YoY return versus competitors seeing double or triple digit gains. We break down the ownership structure of MARA's current bitcoin mining operations, the company's 96% US concentration versus 50/50 US/international goals, vertical integration moves, and why the market values AI/HPC megawatts over Bitcoin mining capacity right now. Notes:  • MARA operates 60.4 EH/s across 18 sites • Only 5.4% YTD return vs peers at 62%+ gains • 96% US footprint, targeting 50/50 international split • ~50/50 split between owned and hosted capacity • 1.174GW total operational capacity • Q2 SG&A costs: $92-93 million Timestamps: 00:00 Start 02:56 MARA snapshot 07:20 Sovereign systems 15:32 Financials 18:20 IREN, RIOT flip MARA 19:50 CTO let go 22:48 MARA in a crab market 23:16 Exaion France Power Authority 26:30 Share dilution 30:03 Auradine rigs

Welcome back to The Mining Pod! Today, we dive deep into MARA, the largest public Bitcoin miner by hash rate at 60.4 EH/s. Despite leading in hashrate, MARA has lagged behind peers like Riot and CleanSpark with just a 5.4% YoY return versus competitors seeing double or triple digit gains. We break down the ownership structure of MARA's current bitcoin mining operations, the company's 96% US concentration versus 50/50 US/international goals, vertical integration moves, and why the market values AI/HPC megawatts over Bitcoin mining capacity right now. Notes:  • MARA operates 60.4 EH/s across 18 sites • Only 5.4% YTD return vs peers at 62%+ gains • 96% US footprint, targeting 50/50 international split • ~50/50 split between owned and hosted capacity • 1.174GW total operational capacity • Q2 SG&A costs: $92-93 million Timestamps: 00:00 Start 02:56 MARA snapshot 07:20 Sovereign systems 15:32 Financials 18:20 IREN, RIOT flip MARA 19:50 CTO let go 22:48 MARA in a crab market 23:16 Exaion France Power Authority 26:30 Share dilution 30:03 Auradine rigs

TeraWulf is gunning to raise a $3.2 billion secured loan, right as bitcoin miner debt tops $20 billion.  Welcome back to The Mining Pod! This week, we dive into TeraWulf's $3.2B secured note for AI infrastructure—the largest ever for a public miner – and Bitfarms' $588M convertible note at a time when total industry debt crosses $20B.Plus, why data center companies are salvaging jet turbines to power data centers, CleanSpark's SVP of AI Data Centers hire, and for this week's cry corner, pour one out for the Kadena blockchain… Notes:  • TeraWulf raised $3.2B secured note at 7.75% • Bitfarms raised $588M convertible note • Total Bitcoin miner debt exceeds $20 billion • Hash price currently at $47/PH/day • Next difficulty adjustment projected +4.7% Timestamps: 00:00 Start 02:01 Difficulty Report by Luxor 05:00 Terawulf debt 08:40 Bitfarms raises $588M 10:55 Jet engine generators? 15:55 Cleanspark hiring 18:50 Miner debt record

Welcome back to The Mining Pod! This week, we dive into TeraWulf's $3.2B secured note for AI infrastructure—the largest ever for a public miner – and Bitfarms' $588M convertible note at a time when total industry debt crosses $20B.Plus, why data center companies are salvaging jet turbines to power data centers, CleanSpark's SVP of AI Data Centers hire, and for this week's cry corner, pour one out for the Kadena blockchain… Notes:  • TeraWulf raised $3.2B secured note at 7.75% • Bitfarms raised $588M convertible note • Total Bitcoin miner debt exceeds $20 billion • Hash price currently at $47/PH/day • Next difficulty adjustment projected +4.7% Timestamps: 00:00 Start 02:01 Difficulty Report by Luxor 05:00 Terawulf debt 08:40 Bitfarms raises $588M 10:55 Jet engine generators? 15:55 Cleanspark hiring 18:50 Miner debt record

Today's episode features an insightful discussion with Amy Koford, also known as the Happy Hypnotist. Amy shares her journey from dealing with depression and anxiety to becoming a successful author, motivational speaker, and hypnotherapist. We dive into her book, 'Hardwired to Rise: Live Fearlessly, Prosperously, and Optimally,' where she explores techniques to conquer fear and reprogram the mind. We also discuss Amy's fascinating life, including her love for music, her time in New York City, and her experiences as a mother of five. Tune in to discover how Amy helps business owners and the general public overcome their fears and live optimally. https://www.facebook.com/amythehappyhypnotist/ https://www.amykoford.com/ 00:00 Introduction and Guest Welcome 01:43 Amy's Background and Career 03:33 Amy's Musical Journey 06:51 Life Adventures and Moving to New York 11:43 Family Life and Parenting 16:49 Becoming a Hypnotist 22:57 The Subconscious Mind as a Computer 23:25 The Power of Self-Identification 24:34 Writing a Book on Fear 26:11 Understanding Fear in Hypnosis 28:03 The Global Impact of Fear 29:19 Incorporating Movies and Spirituality 33:23 Personal Struggles with Depression 35:10 Guidelines for Choosing a Hypnotist 36:44 Upcoming Live Events 40:23 Reinventing Yourself 42:49 The Thunder Road Question 44:54 Closing Thoughts and Contact Information Learn more about your ad choices. Visit megaphone.fm/adchoices

T. Rowe Price's Blue Macellari argues that Bitcoin's ETF has altered its cycles forever. Welcome back to The Mining Pod! Today, we have a two-for-one show with two interviews we recorded at the North American Blockchain Summit. To start, Colin interviews Blue Macellari (Head of Digital Assets at T. Rowe Price) on how institutional adoption is fundamentally changing Bitcoin's market structure, the debasement trade narrative going mainstream, and why fast money hasn't arrived yet this cycle. Then, Will hops on the horn with  Dale Nally (Minister of Red Tape Reduction in Alberta) to discuss Alberta's competitive advantages for Bitcoin mining and a concierge program for large miners. Notes:  • BlackRock's IBIT reached $70B+ AUM, top 20 ETF • ETF holders parking Bitcoin for decades • Basis trade tied to futures market growth • T. Rowe Price sees institutions changing cycles • Alberta cut 35% of red tape, saved $3B • Alberta has 200-year natural gas supply Timestamps: 00:00 Start 04:34 Bitcoin ETFs & 4yr cycle 06:08 Institutional demand & cycle changes 08:18 Retail behavior 10:38 ETH treasury companies 14:04 Debasement trade 16:01 Fed rate cuts 19:51 BTC is risk on or off? 24:41 Cleanspark Ad 25:10 Canada's energy sector 25:46 Who is Dale Nally? 27:09 NatGas generators for AI 29:09 LNG exports 31:33 Exports to the US? 35:14 How is the Alberta energy system unique? 37:41 Capital formation 39:46 Canadian Federal Bitcoin Reserve?

Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, we have a two-for-one show with two interviews we recorded at the North American Blockchain Summit. To start, Colin interviews Blue Macellari (Head of Digital Assets at T. Rowe Price) on how institutional adoption is fundamentally changing Bitcoin's market structure, the debasement trade narrative going mainstream, and why fast money hasn't arrived yet this cycle. Then, Will hops on the horn with  Dale Nally (Minister of Red Tape Reduction in Alberta) to discuss Alberta's competitive advantages for Bitcoin mining and a concierge program for large miners. **Notes:** • BlackRock's IBIT reached $70B+ AUM, top 20 ETF • ETF holders parking Bitcoin for decades • Basis trade tied to futures market growth • T. Rowe Price sees institutions changing cycles • Alberta cut 35% of red tape, saved $3B • Alberta has 200-year natural gas supply Timestamps: 00:00 Start 04:34 Bitcoin ETFs & 4yr cycle 06:08 Institutional demand & cycle changes 08:18 Retail behavior 10:38 ETH treasury companies 14:04 Debasement trade 16:01 Fed rate cuts 19:51 BTC is risk on or off? 24:41 Cleanspark Ad 25:10 Canada's energy sector 25:46 Who is Dale Nally? 27:09 NatGas generators for AI 29:09 LNG exports 31:33 Exports to the US? 35:14 How is the Alberta energy system unique? 37:41 Capital formation 39:46 Canadian Federal Bitcoin Reserve?

In a packed week for bitcoin mining news, MARA has dismissed its CTO, BlackRock cooks up a $40 billion data center firm acquisition, and Bitdeer unveils its $2 billion AI ambitions. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! This week, Luxor CEO Nick Hansen joins us to talk multi-month hashprice lows (how low do we go?), MARA firing its CTO, Ionic Digital's Microsoft-linked AI deal, Bitdeer's gangbusters September and $2B AI plans, and BlackRock taking the lead on a $40B data center company acquisition. Plus, the US government seizes $14.1B (potentially $16.5B total) in bitcoin from an international scam operation. **Notes:** • Hash price dropped below $50/PH/day at $47 • Difficulty adjustment down 2.5% after months of increases • Bitcoin price fell from $125K to $108K post-tariff news • Marathon quietly cans CTO  • Bitdeer mined 452 BTC in Sept, up 20.5% month-over-month • Bitdeer projects $2B annual revenue from AI starting in 2026 • BlackRock leads $40B Aligned Data Centers acquisition • US seized $14.1B+ Bitcoin from crime syndicate • PJM needs 43GW battery storage by 2045 • Ionic Digital secured 240MW Microsoft lease, expandable to 1.2GW Timestamps: 00:00:00:00 Start 00:01:51:00 Difficulty Report by Luxor 00:11:28:10 MARA CTO fired 00:15:40:17 Ionic Digital gets into the AI action 00:18:16:13 PJM needs 43 GW of battery by 2045 00:23:22:16 Bitdeer's big September 00:27:56:23 BlackRock & Nvidia deal 00:35:03:28 Cry Corner: Uncle Sam gets that bag

Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! This week, Luxor CEO Nick Hansen joins us to talk multi-month hashprice lows (how low do we go?), MARA firing its CTO, Ionic Digital's Microsoft-linked AI deal, Bitdeer's gangbusters September and $2B AI plans, and BlackRock taking the lead on a $40B data center company acquisition. Plus, the US government seizes $14.1B (potentially $16.5B total) in bitcoin from an international scam operation. **Notes:** • Hash price dropped below $50/PH/day at $47 • Difficulty adjustment down 2.5% after months of increases • Bitcoin price fell from $125K to $108K post-tariff news • Marathon quietly cans CTO  • Bitdeer mined 452 BTC in Sept, up 20.5% month-over-month • Bitdeer projects $2B annual revenue from AI starting in 2026 • BlackRock leads $40B Aligned Data Centers acquisition • US seized $14.1B+ Bitcoin from crime syndicate • PJM needs 43GW battery storage by 2045 • Ionic Digital secured 240MW Microsoft lease, expandable to 1.2GW Timestamps: 00:00:00:00 Start 00:01:51:00 Difficulty Report by Luxor 00:11:28:10 MARA CTO fired 00:15:40:17 Ionic Digital gets into the AI action 00:18:16:13 PJM needs 43 GW of battery by 2045 00:23:22:16 Bitdeer's big September 00:27:56:23 BlackRock & Nvidia deal 00:35:03:28 Cry Corner: Uncle Sam gets that bag

"Fear is the basis of negativity." – Amy KofordToday's featured bestselling author is a mom, motivational speaker, and top-rated clinical hypnotist, Amy Koford. Amy and I had a fun on a bun chat about her book, “Hardwired to Rise: Live Fearlessly, Prosperously and Optimally!”, her journey from battling depression and anxiety to becoming a clinical hypnotist, the importance of self-love, and more!!Key Things You'll Learn:How some people become attached to their fears as a form of comfortThe distinction between necessary fear and unnecessary fearSome of the misconceptions about hypnotism and how it can be a positive tool for changeHow people are often "hypnotized" in daily lifeAmy's Site: https://www.amykoford.com/Amy's Book: https://www.amazon.com/Hardwired-Rise-Fearlessly-Prosperously-Optimally/dp/1966395221/ref=tmm_pap_swatch_0FREE Gift: https://www.amykoford.com/my-checklistThe opening track is titled, “Unknown From M.E. | Sonic Adventure 2 ~ City Pop Remix” by Iridium Beats. To listen to and download the full track, click the following link. https://www.patreon.com/posts/sonic-adventure-136084016 Please support today's podcast to keep this content coming! CashApp: $DomBrightmonDonate on PayPal: @DBrightmonBuy Me a Coffee: https://www.buymeacoffee.com/dombrightmonGet Going North T-Shirts, Stickers, and More: https://www.teepublic.com/stores/dom-brightmonThe Going North Advancement Compass: https://a.co/d/bA9awotYou May Also Like…110 - Self-Intelligence with Jane Ransom (@TheJaneRansom): https://www.goingnorthpodcast.com/110-self-intelligence-with-jane-ransom-thejaneransom/951 – How to Live Fearlessly in Business and Life with Rhonda Britten (@RhondaBritten): https://www.goingnorthpodcast.com/ep-951-how-to-live-fearlessly-in-business-and-life-with-rhonda-britten-rhondabritten/888 – How to Manifest Your Dream Home and Life with Victoria Marie Gallagher (@LOAHypnotist): https://www.goingnorthpodcast.com/ep-888-with-how-to-manifest-your-dream-home-and-life-with-victoria-marie-gallagher-loahypnotist/777 – Attract & Manifest Good Luck with Victoria Marie Gallagher (@LOAHypnotist): https://www.goingnorthpodcast.com/ep-777-attract-manifest-good-luck-with-victoria-marie-gallagher-loahypnotist/820 – How to Sculpt Your Future Through Flowdreaming with Summer McStravick (@flowdreaming): https://www.goingnorthpodcast.com/ep-820-how-to-sculpt-your-future-through-flowdreaming-with-summer-mcstravick-flowdreaming/983 – How Neuroscience Can Fuel Your Book & Life Success with Sara Connell (@saracconnell): https://www.goingnorthpodcast.com/saracconnell/309 – Home Worthy with Sandra Rinomato (@SandraRinomato): https://www.goingnorthpodcast.com/ep-309-home-worthy-with-sandra-rinomato-sandrarinomato/341.5 – Playful Cheeks with Dr. Alison J. Kay: https://www.goingnorthpodcast.com/ep-3415-playful-cheeks-with-dr-alison-j-kay-ajkbliss/379.5 – Awaken Your Inner Awesomeness with Melissa Oatman (@MelissaOatman): https://www.goingnorthpodcast.com/ep-3795-awaken-your-inner-awesomeness-with-melissa-oatman-melissaoatman/285 – Find Your Friggin' Joy with Belinda Farrell (@Hunababy): https://www.goingnorthpodcast.com/285-find-your-friggin-joy-with-belinda-farrell-hunababy/429 – Too Happy to Be Sad Girl with Angel Aviles (@2Happy2BSadGirl): https://www.goingnorthpodcast.com/ep-429-too-happy-to-be-sad-girl-with-angel-aviles-2happy2bsadgirl/97.5 - MindShift On Demand with Donna Blevins (@BigGirlPoker): https://www.goingnorthpodcast.com/975-thanksgiving-bonus-episode-mindshift-on-demand-with-donna-blevins-biggirlpoker/Ep. 809 – How To Be a Pineapple Person with Annie Meehan, CSP (@annienoexcuses): https://www.goingnorthpodcast.com/ep-809-how-to-be-a-pineapple-person-with-annie-meehan-csp-annienoexcuses/Ep. 938 – How to Create a More Colorful and Fulfilling Life with Debbie R. Weiss: https://www.goingnorthpodcast.com/ep-938-how-to-create-a-more-colorful-and-fulfilling-life-with-debbie-r-weiss/

Scott Murray joins us on the podcast this week.

CleanSpark VP Rory Murray joins us to discuss bitcoin mining stocks, the macro economic environment, and bitcoin's 4 year cycle theory. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Rory Murray, VP of digital asset management at CleanSpark, joins us to talk about the explosive markets we're seeing in late 2024, why he believes Bitcoin's four-year cycle is dead, and the secular trends that will define the next chapter of crypto. We dive deep into the debasement trade, record bitcoin ETF inflows, the intersection of macro and Bitcoin mining stocks, and what keeps a veteran trader up at night. Also, Rory shares his framework for navigating animal spirits and how they relate to Bitcoin's long-term trajectory. **Notes:** - SPX up 30 basis points daily since April - Largest ever crypto ETF inflow week - Q3 earnings 3x higher than analyst forecasts - Four-year Bitcoin cycle thesis challenged - Record institutional Bitcoin adoption - CleanSpark operates across 4+ US states Timestamps: 00:00 Start 02:24 Rory title upgrade 04:48 Traders 06:02 Good trading desks? 08:00 Where's the alpha? 13:01 Mining stock data sources 14:00 Stock & BTC ripping higher? 24:53 Debasement trade 28:09 Gold is back baby! 28:48 Monetary flows 31:55 Worries

Join Lisa Foster and guest Amy Koford, author and hypnotherapist, for a warm and insightful chat about moving from a scarcity mindset to one of abundance. In this episode, they explore why the brain is wired to notice threats, how ancient instincts can trap us in lack, and practical ways to reframe thoughts for more freedom and peace. If you've ever felt pulled back into scarcity, no matter how hard you try, this conversation is for you. Tune in for actionable steps to begin embracing abundance in your daily life.About Amy Koford:Website: https://amykoford.comInstagram: https://www.instagram.com/amykoford/YouTube: https://www.youtube.com/@amykofordthehappyhypnotist9405Linkedin: https://www.linkedin.com/in/amy-koford-012637184/Grab your copy of Hardwired to Rise: Live Fearlessly, Prosperously, and Optimally! https://amzn.to/43hEygi(As an Amazon affiliate, at no extra cost to you, we will earn a small commission from qualifying purchases.)About the Host:Real Life Momz on Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠https://www.instagram.com/reallifemomz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Real Life Momz on Facebook:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.facebook.com/reallifemomzpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow on Youtube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/@reallifemomzpodcast4048?si=jj5bQ_Afhyl0ZNi7⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Rory Murray, VP of digital asset management at CleanSpark, joins us to talk about the explosive markets we're seeing in late 2024, why he believes Bitcoin's four-year cycle is dead, and the secular trends that will define the next chapter of crypto. We dive deep into the debasement trade, record bitcoin ETF inflows, the intersection of macro and Bitcoin mining stocks, and what keeps a veteran trader up at night. Also, Rory shares his framework for navigating animal spirits and how they relate to Bitcoin's long-term trajectory. **Notes:** - SPX up 30 basis points daily since April - Largest ever crypto ETF inflow week - Q3 earnings 3x higher than analyst forecasts - Four-year Bitcoin cycle thesis challenged - Record institutional Bitcoin adoption - CleanSpark operates across 4+ US states Timestamps: 00:00 Start 02:24 Rory title upgrade 04:48 Traders 06:02 Good trading desks? 08:00 Where's the alpha? 13:01 Mining stock data sources 14:00 Stock & BTC ripping higher? 24:53 Debasement trade 28:09 Gold is back baby! 28:48 Monetary flows 31:55 Worries

Support the showAsk questions here:jeremymullinspodcast@gmail.comJeremy Mullins Podcast Presented by: Summit Rejuvenation Clinics: Summit Rejuvenation | Hormones & PeptidesGreenUp Wealth: https://greenupwealth.com/speak-with-a-plannerLong Run Coffee: https://longruncoffee.com/JMPodcast (10% off) Connect on Social Media: Facebook Group:https://www.facebook.com/share/g/t8BmSu1V4ZDVsxGS/?mibextid=K35XfPJeremy Mullinshttps://www.instagram.com/jeremy.d.mullins/Jeffrey Renohttps://www.instagram.com/jeffrey_reno/?utm_source=qr

IREN continues its hot streak with a big raise, and crypto ETFs saw a record week last week. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ethan Vera from Luxor joins us live from NABs in Dallas to talk about IREN's $875 million convertible note following their AI cloud deal announcement, Luxor's launch of an ERCOT-certified retail electric provider enabling Bitcoin-native power payments, last week's record-breaking $5.95 billion in crypto ETF inflows, and a word on Bitcoin mining in China. **Notes:** • Hash rate exceeds 1000 exahashes per second • Hash price at $50.81 per petahash per day • IREN raised $875M via 0% convertible note • $5.95 billion in crypto inflows last week • China represents estimated 14.05% of Bitcoin hash rate • Iron secured $225M revenue over two years Timestamps: 00:00 Start 02:13 Difficulty Report by Luxor 04:23 IREN 09:43 Cleanspark Ad 10:12 Luxor Energy announcement 16:40 Bull market doing it's thing 20:22 China hashrate research

IREN continues its hot streak with a big raise, and crypto ETFs saw a record week last week. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ethan Vera from Luxor joins us live from NABs in Dallas to talk about IREN's $875 million convertible note following their AI cloud deal announcement, Luxor's launch of an ERCOT-certified retail electric provider enabling Bitcoin-native power payments, last week's record-breaking $5.95 billion in crypto ETF inflows, and a word on Bitcoin mining in China. Notes: • Hash rate exceeds 1000 exahashes per second • Hash price at $50.81 per petahash per day • IREN raised $875M via 0% convertible note • $5.95 billion in crypto inflows last week • China represents estimated 14.05% of Bitcoin hash rate • Iron secured $225M revenue over two years Timestamps: 00:00 Start 02:13 Difficulty Report by Luxor 04:23 IREN 09:43 Cleanspark Ad 10:12 Luxor Energy announcement 16:40 Bull market doing it's thing 20:22 China hashrate research

JPMorgan analysts weigh in on price targets for IREN, CLSK, MARA, RIOT, and CIFR in a recent research note. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Will and Colin dive into JPMorgan's latest research report on Bitcoin mining stocks pivoting to AI and HPC. We analyze JPMorgan's IREN price target, break down the economics of co-location vs cloud services, and examine potential upside for Cipher, Riot, Clean Spark, and MARA. **Notes:** • IREN target • Sweetwater needs 1GW+ deal to justify valuation • Co-location: $3.7-8.6M/MW vs cloud: $5.3M/MW • IREN expanding to 23,000 GPUs by Q1 2026 • Cipher EV/revenue at 31.9x vs IREN at 12.9x • Core Scientific sets co-location benchmark Timestamps: 00:00 Start 02:43 Mining stocks ripping 06:26 Core Scientific benchmark for AI pivot 15:34 Cleanspark Ad 16:05 IREN 27:06 Valuation models

Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Will and Colin dive into JPMorgan's latest research report on Bitcoin mining stocks pivoting to AI and HPC. We analyze JPMorgan's IREN price target, break down the economics of co-location vs cloud services, and examine potential upside for Cipher, Riot, Clean Spark, and MARA. **Notes:** • IREN target • Sweetwater needs 1GW+ deal to justify valuation • Co-location: $3.7-8.6M/MW vs cloud: $5.3M/MW • IREN expanding to 23,000 GPUs by Q1 2026 • Cipher EV/revenue at 31.9x vs IREN at 12.9x • Core Scientific sets co-location benchmark Timestamps: 00:00 Start 02:43 Mining stocks ripping 06:26 Core Scientific benchmark for AI pivot 15:34 Cleanspark Ad 16:05 IREN 27:06 Valuation models

ICE raided an ASIC repair shop this week, and a look into the crystal ball for Bitcoin's hashrate at the end of the year.Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ben Harper from Luxor Technologies joins us to talk about the brutal hash rate environment as hashrate surges past 1 zettahash. For news, we break down ICE's raid on a Bitcoin miner repair shop in Pyote, Texas, Core Scientific's shareholder vote for the CoreWeave acquisition, and Tether's massive 86,000+ BTC treasury.  **Notes:** • Difficulty increased 6%, up 26% over 7 adjustments • Hashrate expected to reach 1.2 zeta by year-end • Core Scientific vote scheduled for October 30th • Tether holds 85,335 BTC worth $10.4 billion • ICE arrested 12-13 undocumented workers at TX ASIC repair shop Timestamps: 00:00 Start 04:27 Difficulty Update by Luxor 06:48 ICE raids ASIC repair shop 11:30 Hashrate Forwards 23:03 End of year Forward projections 25:41 Cleanspark Ad 26:10 Core Sci Update 28:44 Tether holds more BTC than you think

Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ben Harper from Luxor Technologies joins us to talk about the brutal hash rate environment as hashrate surges past 1 zettahash. For news, we break down ICE's raid on a Bitcoin miner repair shop in Pyote, Texas, Core Scientific's shareholder vote for the CoreWeave acquisition, and Tether's massive 86,000+ BTC treasury.  **Notes:** • Difficulty increased 6%, up 26% over 7 adjustments • Hashrate expected to reach 1.2 zeta by year-end • Core Scientific vote scheduled for October 30th • Tether holds 85,335 BTC worth $10.4 billion • ICE arrested 12-13 undocumented workers at TX ASIC repair shop Timestamps: 00:00 Start 04:27 Difficulty Update by Luxor 06:48 ICE raids ASIC repair shop 11:30 Hashrate Forwards 23:03 End of year Forward projections 25:41 Cleanspark Ad 26:10 Core Sci Update 28:44 Tether holds more BTC than you think

Fan favorite Pennyether joins the show to discuss the bitcoin mining stocks, the future growth of Bitcoin's hashrate, and more. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, independent stock analyst Pennyether joins us to talk about Bitcoin hashrate crossing 1 zettahash, the economics of ASIC manufacturing, and how Bitdeer could challenge Bitmain's dominance. We explore why miners spend 35-40% of revenue on ASICs, the HPC narrative driving mining stocks up, and why hashrate will continue growing exponentially despite megawatt concerns. **Notes:** • Bitcoin hashrate officially crossed 1 zettahash • ASIC manufacturers capture 35-40% of mining revenue • $19B+ annual Bitcoin mining revenue potential • Bitfarms stock rose 138% in one week • Bitdeer using TSMC for competitive advantage • HPC deals 2-5x more profitable than mining Timestamps 00:00 Start 05:38 Who is Penny? 08:39 Testing ideas & mining data 14:31 ASIC manufacturing market 24:10 Hashrate 28:28 HPC & AI 31:14 Valuation with & without deals 36:24 ASICs & Bitdeer 40:34 ASIC margins 45:21 Cannan 49:19 Vertical integration 52:42 When mining stocks polymarket?

Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, independent stock analyst Pennyether joins us to talk about Bitcoin hashrate crossing 1 zettahash, the economics of ASIC manufacturing, and how Bitdeer could challenge Bitmain's dominance. We explore why miners spend 35-40% of revenue on ASICs, the HPC narrative driving mining stocks up, and why hashrate will continue growing exponentially despite megawatt concerns. **Notes:** • Bitcoin hashrate officially crossed 1 zettahash • ASIC manufacturers capture 35-40% of mining revenue • $19B+ annual Bitcoin mining revenue potential • Bitfarms stock rose 138% in one week • Bitdeer using TSMC for competitive advantage • HPC deals 2-5x more profitable than mining Timestamps 00:00 Start 05:38 Who is Penny? 08:39 Testing ideas & mining data 14:31 ASIC manufacturing market 24:10 Hashrate 28:28 HPC & AI 31:14 Valuation with & without deals 36:24 ASICs & Bitdeer 40:34 ASIC margins 45:21 Cannan 49:19 Vertical integration 52:42 When mining stocks polymarket?

Cipher Mining landed its first AI tenant, with $1.3 billion in the deal backstopped by Google, and MicroBT has opened a U.S. distribution hub with 10,000 ASIC miners per month in volume. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! On today's round up, we dive deep into Cipher Mining's $3 billion AI hosting deal with Fluid Stack, backed by Google's $1.4 billion guarantee. And as hashrate surges to 1,100 EH/s, miners are struggling with sub-$50 hash prices. Plus MicroBT has opened a U.S. distribution hub, and IREN's aggressive GPU expansion. **Notes:** • Cipher signed $3B AI deal with Fluid Stack • Google backstopping $1.4B of obligations   • Hash price under $50/PH/day (6mo low) • Network hash rate at 1,100 EH/s • IREN doubled GPU fleet to 23K units, raises Q1-2026 ARR to $500M • MicroBT opens 10K unit/month US shop Timestamps: 00:00 Start 03:03 Difficulty Report by Luxor 07:08 Cipher and Fluidstack deal! 13:15 MicroBT opens up shop in US 17:34 Cleanspark Ad 18:03 IREN doubles GPU fleet (again)

Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! On today's round up, we dive deep into Cipher Mining's $3 billion AI hosting deal with Fluid Stack, backed by Google's $1.4 billion guarantee. And as hashrate surges to 1,100 EH/s, miners are struggling with sub-$50 hash prices. Plus MicroBT has opened a U.S. distribution hub, and IREN's aggressive GPU expansion. **Notes:** • Cipher signed $3B AI deal with Fluid Stack • Google backstopping $1.4B of obligations   • Hash price under $50/PH/day (6mo low) • Network hash rate at 1,100 EH/s • IREN doubled GPU fleet to 23K units, raises Q1-2026 ARR to $500M • MicroBT opens 10K unit/month US shop Timestamps: 00:00 Start 03:03 Difficulty Report by Luxor 07:08 Cipher and Fluidstack deal! 13:15 MicroBT opens up shop in US 17:34 Cleanspark Ad 18:03 IREN doubles GPU fleet (again)

Lonestar Data is putting data centers for storage on the moon. Chris Stott joins the Mining Pod to discuss why nation states love the concept. Click Here To Join the BitAxe Giveaway Welcome back to The Mining Pod! Today, Christopher Stott, the CEO and founder of Lonestar Data Holdings, joins us to talk about putting computer storage in space! Chris explains how Lonestar managed to place a data storage device on the moon (with more to come), why nation states want lunar data backups, why space's natural cooling and solar power provide optimal conditions for these mini data centers, and why backing up humanity's data off-planet isn't sci-fi but reality. **Notes:** • 8TB storage in 1kg device tested on moon• Next launch: 1 petabyte to low-Earth orbit• 15 petabyte system planned for Lagrange point• Launch costs dropped to

Click Here To Join the BitAxe Giveaway Welcome back to The Mining Pod! Today, Christopher Stott, the CEO and founder of Lonestar Data Holdings, joins us to talk about putting computer storage in space! Chris explains how Lonestar managed to place a data storage device on the moon (with more to come), why nation states want lunar data backups, why space's natural cooling and solar power provide optimal conditions for these mini data centers, and why backing up humanity's data off-planet isn't sci-fi but reality. **Notes:** • 8TB storage in 1kg device tested on moon • Next launch: 1 petabyte to low-Earth orbit • 15 petabyte system planned for Lagrange point • Launch costs dropped to

Bitcoin mining stock prices surged this week, Bitdeer released its latest ASIC miner, the SEALMINER A3, and more bitcoin mining news on this week's Mining Pod news roundup. Click Here To Join the BitAxe Giveaway Welcome back to The Mining Pod! Today, Matt Williams, the head of financial services at Luxor, joins Will and Colin to dive into this week's bitcoin mining news, including a massive bitcoin mining stock rally, Nvidia's $5 billion investment into Intel, and Bitdeer's new SEALMINER A3 ASIC miner series. Plus, Matt teases a new energy market product coming soon from Luxor, and we examine NAKA's brutal stock crash after its PIPE equity unlock. **Notes:** • Bitcoin's difficulty jumped 4.9% and 4.6% back-to-back • Nvidia invested $5 billion stake in Intel chips • NAKA stock crashed from $25 to $1.40 this year • New A3 miner delivers 290 TH at 12.5 J/TH Timestamps: 00:00 Start 05:17 Stocks are ripping, why? 10:46 NVIDIA invests in Intel 19:01 Bitdeer A3 launch 24:16 Luxor Forward and Energy Markets 31:54 Cry Corner: NAKA is down bad

Click Here To Join the BitAxe Giveaway Welcome back to The Mining Pod! Today, Matt Williams, the head of financial services at Luxor, joins Will and Colin to dive into this week's bitcoin mining news, including a massive bitcoin mining stock rally, Nvidia's $5 billion investment into Intel, and Bitdeer's new SEALMINER A3 ASIC miner series. Plus, Matt teases a new energy market product coming soon from Luxor, and we examine NAKA's brutal stock crash after its PIPE equity unlock. **Notes:** • Bitcoin's difficulty jumped 4.9% and 4.6% back-to-back • Nvidia invested $5 billion stake in Intel chips • NAKA stock crashed from $25 to $1.40 this year • New A3 miner delivers 290 TH at 12.5 J/TH Timestamps: 00:00 Start 05:17 Stocks are ripping, why? 10:46 NVDIA invests in Intel 19:01 Bitdeer A3 launch 24:16 Luxor Forward and Energy Markets 31:54 Cry Corner: NAKA is down bad

Bitcoin mining stock investor and hedge fund manager Mike Alfred slings his opinions on IREN, public miners, and AI on the latest Mining Pod. Click Here To Join the BitAxe Giveaway Welcome back to The Mining Pod! Today, Mike Alfred, founder of Alpine Fox LP and a non‑executive director at IREN, joins us to talk about Bitcoin mining economics, AI‑GPU arbitrage, the importance of owning physical infrastructure, and how his permanent‑capital fund navigates massive drawdowns while staying contrarian in a hype‑driven market. Timestamps: 00:00 Start 03:51 Alpine Fox Fund 07:26 IREN allocation 10:26 Why invest in IREN? 16:10 Why post on social? 20:16 Cleanspark 20:44 Binance 25:26 Memetic investing 32:39 Breaking news 36:34 Drawdowns

Click Here To Join the BitAxe Giveaway Welcome back to The Mining Pod! Today, Mike Alfred, founder of Alpine Fox LP and a non‑executive director at IREN, joins us to talk about Bitcoin mining economics, AI‑GPU arbitrage, the importance of owning physical infrastructure, and how his permanent‑capital fund navigates massive drawdowns while staying contrarian in a hype‑driven market. Timestamps: 00:00 Start 03:51 Alpine Fox Fund 07:26 IREN allocation 10:26 Why invest in IREN? 16:10 Why post on social? 20:16 Cleanspark 20:44 Binance 25:26 Memetic investing 32:39 Breaking news 36:34 Drawdowns

Tether had a big win in court this week against Swan, and Bitmain is under the eye of the U.S. government.  Click Here To Join the BitAxe Giveaway On the latest Mining Pod news roundup, Will and Mat discuss Bitcoin's 5 %+ difficulty jump, to Tether's courtroom win over Swan, GOP calls for a CFIUS review of Bitmain, AI's creeping impact on hashrate, and the claim that Ocean Pool's CEO Luke Dashjar earns $750k a year. Timestamps: 00:00 Start 02:40 Difficulty Report 06:37 CIFR, other mining stocks rip 11:21 Tether eyes victory in UK High Court 17:02 Bitmain, Cango in US cross hairs 24:14 Cry Corner: Is Luke Dashjr rich?!

Click Here To Join the BitAxe Giveaway On the latest Mining Pod news roundup, Will and Mat discuss Bitcoin's 5 %+ difficulty jump, to Tether's courtroom win over Swan, GOP calls for a CFIUS review of Bitmain, AI's creeping impact on hashrate, and the claim that Ocean Pool's CEO Luke Dashjar earns $750k a year. Timestamps: 00:00 Start 02:40 Difficulty Report 06:37 CIFR, other mining stocks rip 11:21 Tether eyes victory in UK High Court 17:02 Bitmain, Cango in US cross hairs24:14 Cry Corner: Is Luke Dashjr rich?!

You may not realize it, but that bitcoin ATM at your corner store is probably bringing in some serious cash. 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, Brandon Mintz, CEO of Bitcoin Depot joins Colin to talk about building the largest Bitcoin ATM network in North America with 9,000+ machines. They discuss how the Bitcoin ATM business model works, why someone would buy bitcoin from an ATM rather than an exchange, why Bitcoin ATMs tend to have premiums, and what areas the company may explore for expansion. Subscribe to our newsletter!  **Notes:** • Bitcoin Depot has 9,000+ ATMs across 3 countries • Q2 revenue up 6% YoY to $172.1M • 15% of US transactions still use cash • 1,700 ATMs ready for deployment Timestamps: 00:00 Start 03:16 Founding Bitcoin Depot 05:58 The first BTC ATM? 07:14 Current revenue growth 09:52 Establishing an ATM location 11:54 Deciding ATM locations 16:01 Profit sharing w/ locations 17:33 Convincing locations 19:31 Are ATMs not price sensitive? 22:21 Operating expenses 23:26 ATM user profile 25:45 Price premium 28:59 Revenue valuation 31:46 Expansion 32:27 European market 32:59 Treasury strategy 35:20 Treasury company frothy market 36:57 Regulation changes

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, Brandon Mintz, CEO of Bitcoin Depot joins Colin to talk about building the largest Bitcoin ATM network in North America with 9,000+ machines. They discuss how the Bitcoin ATM business model works, why someone would buy bitcoin from an ATM rather than an exchange, why Bitcoin ATMs tend to have premiums, and what areas the company may explore for expansion. Subscribe to our newsletter!  **Notes:** • Bitcoin Depot has 9,000+ ATMs across 3 countries • Q2 revenue up 6% YoY to $172.1M • 15% of US transactions still use cash • 1,700 ATMs ready for deployment Timestamps: 00::00 Start 03:16 Founding Bitcoin Depot 05:58 The first BTC ATM? 07:14 Current revenue growth 09:52 Establishing an ATM location 11:54 Deciding ATM locations 16:01 Profit sharing w/ locations 17:33 Convincing locations 19:31 Are ATMs not price sensitive? 22:21 Operating expenses 23:26 ATM user profile 25:45 Price premium 28:59 Revenue valuation 31:46 Expansion 32:27 European market 32:59 Treasury strategy 35:20 Treasury company frothy market 36:57 Regulation changes

Block is most well known for its point of sale hardware. But now they are gunning for the bitcoin mining market. Welcome back to The Mining Pod! On today's bonus edition, Perry Hothi from Block joins us to talk about Proto's new ASIC miner, Rig. We dive deep into the technical specs, modular hashboard design, open-source mining software, and how Block plans to compete in a hardware market dominated by Bitmain. Perry explains Rig's data center-inspired features and Block's broader Bitcoin ecosystem strategy. Notes: • 14.1 joules per hash efficiency rating • 12kW power consumption per unit • 96-124 chips per configuration • Swappable hashboard design • Single phase power that helps balance all three phases • Two fans per three hash boards design Timestamps: 00:00 Start 01:31 Specs: Jules per Terahash 05:18 Form Factor 12:03 Colorado Air Filter 13:05 Hashboard Swapping 17:28 Under clocking (operating range) 18:54 Block ecosystem 21:22 Competitors 23:42 Cleanspark 24:11 Next Gen

Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Colin and Will with Luxor's ASIC Trading Desk Senior Account Manager Sarah Tang about the ASIC market landscape, including how tariffs are impacting pricing, demand, and futures orders, plus the most popular ASIC models currently. For news, they cover American Bitcoin's volatile Nasdaq debut, JonesResearch pumping the brakes on its IREN rating, and Core Scientific's largest active investors imploring others to vote no on the CoreWeave acquisition. Subscribe to our newsletter!  **Notes:**     50 % tariff on Chinese rigs     22 % tariff on SE Asian rigs     Difficulty target  for 1 ZH/s = 139.7 T hashes     Hash price ≈ $53.8 /TH/day     American Bitcoin surged to $13/share, fell to $6.38 Timestamps: 00:00 Start 02:17 Difficulty Report by Luxor 04:33 American Bitcoin public listing 07:10 ASIC prices 17:10 Cleanspark 17:39 Jones Research downgrades IREN 22:50 Cry Corner: Two Seas Capital

Fuelling is one of the biggest mysteries in cycling – and getting it wrong can ruin your ride. In this episode, Anthony sits down with performance nutritionist Uri Carlso to dig into the difference between under-fuelling, over-fuelling, and hitting that sweet spot of optimal fuelling. Anthony shares his own experiments on the bike – what it felt like to ride low on energy, what happens when you take on too much, and how things completely change when you get fuelling right. Uri breaks down the science in plain language, giving practical advice you can apply on your very next ride. If you've ever wondered why your legs gave up before your lungs, this conversation will change how you think about nutrition.NOMIO is clinically proven to:Lower lactate levels, Reduce oxidative stress, Improve training adaptations And deliver a noticeable boost from the very first dose. Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.drinknomio.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and check out this game changing supplement. 4iiiiReady to elevate your cycling game? Trust the 4iiii PRECISION 3+ Powermeter—precision, performance, and peace of mind, all in one.Learn more by visiting http://www.4iiii.com