THE MINING POD: Bitcoin Mining News: Bitcoin Mining Stocks Surge, SEALMINER A3 Launch, NAKA Stock Crash

Sep 19, 2025

Matt Williams, Head of Financial Services at Luxor, joins the discussion to share insights on the latest in bitcoin mining. They explore the recent surge in bitcoin mining stocks and the implications of Nvidia's $5 billion investment in Intel. Williams reveals Luxor's innovative energy market product aimed at miners and dives into the launch of Bitdeer's impressive new SEALMINER A3. The conversation also tackles the dramatic crash of NAKA stock, highlighting the factors that contributed to its downfall.

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INSIGHT

Hash Rate Surge Reaches Zeta Threshold

Bitcoin difficulty jumped ~4.9% and ~4.6% in back-to-back epochs, signaling sustained hash rate growth.
Matt Williams and hosts note hash rate is approaching and passing the Zeta-hash threshold, implying stronger network security and miner activity.

INSIGHT

Markets Reprice Mining Firms For AI Optionality

Bitcoin mining stocks rallied sharply across multiple names as markets priced megawatt monetization and AI compute optionality.
Will Foxley links the rerating to expectations miners can pivot megawatts to higher-multiple AI/HPC uses or sign strategic deals.

ADVICE

Check Debt And Deployments Before Buying

Consider valuation and balance-sheet strength when assessing miner stocks because debt and deployment risk matter.
Matt Williams highlights Cypher's lack of loans and recent deployments as positive signals to investors.

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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.

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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

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