Haley Thomson
Director of energy trading at Luxor Technology.
Best podcasts with Haley Thomson
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Jun 20, 2025 • 52min
THE MINING POD: Antalpha’s Q1, Public Miners Hit 1/3rd of BTC’s Hashrate, Summer Curtailment is Coming
Haley Thomson, Director of Energy Trading at Luxor Technology, joins the conversation to shed light on Texas miners' strategies amid peak energy demands. They discuss the record 31.6% hash rate achieved by U.S. public miners and the implications of increasing corporate treasury strategies, which some fear may be a bubble. Additionally, Haley highlights how miners are evolving from burdens to valuable contributors in Texas's energy landscape, adapting to the challenges posed by peak load occurrences in the ERCOT system.
Feb 14, 2025 • 37min
THE MINING POD: ASIC Border Seizures, Tencent’s BTC Mining Exposure, Miners Double Down on AI
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.
