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THE MINING POD: ASIC Border Seizures, Tencent’s BTC Mining Exposure, Miners Double Down on AI

Feb 14, 2025
Haley Thomson, Director of Energy Trading at Luxor Technology, shares her expertise on the interplay between energy markets and Bitcoin mining. The discussion reveals how U.S. Customs is seizing ASIC miners, disrupting the industry and affecting financial forecasts. Tencent boosts its investment in Bitcoin mining, signaling a strategic pivot. Thomson also highlights the implications of the AI boom on Texas power prices, showcasing the growing complexity of energy dynamics for miners in a competitive landscape.
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