

THE MINING POD: Proto ASIC Miner, MARA’s AI Move, Google Invests in Terawulf, Ethiopia Mining Ban
Aug 15, 2025
Proto is revolutionizing Bitcoin mining with its new ASIC miner, promising impressive efficiency. MARA's major investment in an AI company linked to a French power provider is a game changer. The podcast also covers Google's hefty investment in Terawulf's hosting deal, boosting high-performance computing in mining. The fallout from Ethiopia's mining ban raises eyebrows, while a recent 51% attack on Monero raises concerns about network security. Tune in for the latest insights and market implications!
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Watch Macro Data And 13F Filings For Price Moves
- Factor macro and institutional filings into short-term price moves rather than just tech fundamentals.
- Watch 13F filings and endowment allocations for early signs of ETF adoption by big institutions.
Swappable Hashboards Could Lower Upgrade Costs
- Proto's new rig uses swappable hashboards to reduce upgrade costs and simplify maintenance.
- If the advertised 14.1 J/TH and 800 TH/s are accurate, Proto could be a serious competitive entrant in ASICs.
Manufacturing Scale Matters More Than Specs
- Scaling manufacturing is the real barrier for new ASIC entrants, not just chip design.
- Bitmain and MicroBT's production capacity sets a high bar Proto must match to win large orders.