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?
👉CleanSpark, America's Bitcoin Miner!
CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner®, is a market-leading Bitcoin miner with a proven track record of success. They own a fully self-operated portfolio of mining facilities across the U.S. powered by globally competitive energy prices. CleanSpark sits at the intersection of Bitcoin, energy, operational excellence and capital stewardship. Optimally monetizing low-cost, high reliability electricity positions them to prosper in an ever-changing world.
👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation
FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute.
👉 Luxor, Leaders In Bitcoin Mining and Compute Power!
Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.
Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!
Learn more about your ad choices. Visit megaphone.fm/adchoices
