CoinDesk Podcast Network THE MINING POD: Bitcoin’s 4 Year Cycles Are Over w/ Rory Murray
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Oct 14, 2025 Rory Murray, Vice President of Digital Asset Management at CleanSpark, brings his trading expertise to the conversation. He discusses the end of Bitcoin's four-year cycle, attributing its shift to massive institutional adoption and ETF inflows. Rory also explores the macroeconomic landscape driving current market rallies and highlights the importance of mining stocks in this new environment. He delves into the debasement trade and the interconnectedness of gold and Bitcoin as vital assets for preserving purchasing power.
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Self-Operated Infrastructure As A Moat
- CleanSpark emphasizes self-operated infrastructure across multiple U.S. states.
- Their positioning ties Bitcoin mining to energy and operational excellence as a competitive edge.
Research Deep To Find Alpha In Mining Stocks
- Use specialized coverage to find alpha in mining and AI/HPC stocks.
- Combine filings, satellite imagery, and on-the-ground checks to build differentiated investment views.
Retail Traders Use Satellite Sleuthing
- Twitter 'mining mafia' traders pore over satellite imagery and chat threads to trade miners.
- Rory notes a surprising level of retail sophistication and active discussion in those communities.