The Next Phase of Bitcoin Mining w/Nico & Cindy

We cover:
🔹 What the Zeta Hash milestone actually signals for miners
🔹 Why hash rate alone is no longer the dominant metric
🔹 How efficiency and capital discipline are reshaping mining economics
🔹 The impact of AI and HPC on mining infrastructure
🔹 What’s changing in ASIC cycles and hardware strategy
🔹 How energy strategy is becoming a competitive advantage
🔹 Where mining stocks and capital markets are heading next

🎙 Guests:
Nico Smid - Founder, Digital Mining Solutions
Cindy Feng - Founder, BitcoinMiningStock.io

⏱️ Timestamps (Highlights)
00:00 – Guest introductions & episode overview
04:20 – Bitcoin ETFs and institutional interest
11:30 – Bitcoin treasury strategies
19:00 – Who is getting into Bitcoin mining
27:20 – Mining, compute & new business models
35:10 – AI, HPC and power demand
43:30 – How to evaluate mining companies
49:34 – Power access, valuations & the next halving
59:45 – Hash price pressure and global mining shifts
1:09:55 – Report highlights and 2026 outlook
1:14:15 – Final thoughts and where to follow

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