Ethan Vera
COO of Luxor and an executive in bitcoin mining services, leading Luxor's pool and new GPU hardware sales business and frequently commenting on mining market dynamics.
Top 5 podcasts with Ethan Vera
Ranked by the Snipd community
Dec 12, 2025 • 42min
THE MINING POD: ERCOT’s 266 GW Surge, IREN’s $2.3B Raise, GPUs > ASICs, Whatsminer M70
Ethan Vera, COO of Luxor, dives into the booming bitcoin mining landscape. He discusses ERCOT's staggering 270% surge in interconnection requests for 2026 and how IREN raised $2.3 billion in a convertible note offering to strengthen their position. Ethan also evaluates the competitive Whatsminer M70 launch and predicts how GPUs are outpacing ASICs in efficiency. The conversation touches on the precarious state of hash price and the controversial Cat fork proposal aimed at filtering ordinals, raising intriguing questions about network governance.
Dec 12, 2025 • 42min
ERCOT’s 266 GW Surge, IREN’s $2.3B Raise, GPUs Eat ASICs, Whatsminer M70 Launch
Ethan Vera, COO of Luxor, is an expert in Bitcoin mining operations and hardware markets. He discusses MicroBT’s Whatsminer M70 launch and its positioning in a competitive ASIC market. The conversation shifts to IREN's impressive $2.3 billion note raise and the urgent implications of a 270% surge in ERCOT interconnection requests. Ethan reveals insights on Luxor's new GPU hardware sales and trading desk, while also tackling the controversial Cat bitcoin fork proposal that analyzes miner incentives and transaction fees.
Oct 31, 2025 • 43min
Core Scientific-CoreWeave Deal Fails, CleanSpark Eyes 285 MW AI Site, TeraWulf’s $9.5B Fluidstack Deal
Ethan Vera, CEO of Luxor and expert in ASIC market dynamics, dives into key issues affecting the mining industry. He reveals how unexpected hashrate growth is driven by China and Russia while discussing competitive pressures in the ASIC market, particularly Canaan's resurgence. The podcast also details the failed $9 billion CoreWeave acquisition and CleanSpark's acquisition of a 285 MW Texas site for AI workloads. Finally, Vera addresses the controversial filter soft fork proposal and its implications for mining pools.
Oct 10, 2025 • 25min
THE MINING POD: IREN $875M Note, Luxor Energy, Record BTC ETF Flows
Ethan Vera, COO of Luxor, returns to discuss IREN's impressive $875 million convertible note and its implications for the AI cloud sector. He highlights Luxor's new ERCOT-certified retail electric provider, enabling miners to transact in Bitcoin for energy. Ethan also dives into the record $5.95 billion inflow of crypto ETFs and its effects on the market. Additionally, he touches on the estimated 14.05% of Bitcoin hash rate coming from China and the future of intelligent mining and AI integration.
Jul 4, 2025 • 42min
THE MINING POD: ASIC Market Update, Hut 8 / American Bitcoin Business Updates, Tether’s New Mining Venture, 50 EH/s Club
Ethan Vera, COO of Luxor Technology and an expert in Bitcoin mining, discusses key industry updates, including Hut 8's remarkable 205 MW Vega facility and its strategic 310 MW electricity deal with Ontario. He dives into American Bitcoin's impressive $220 million fundraising, while also addressing the fluctuating ASIC market and its decoupling from hashprice trends. Furthermore, the conversation touches on Tether's surprise mining venture in Brazil and the increasing concentration of hash power among just a few companies.
