The Mining Pod | Blockspace Media

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9 snips
Mar 4, 2025 • 51min

What AI Means for ERCOT and the Texas Grid w/ Haley Thomson

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWant to mine Bitcoin? Check out the Blockspace Media store today!Welcome back to The Mining Pod! Today, Haley Thomson, director of energy trading at LuxorTechnologies, joins us to dive deep into ERCOT's unique energy market and how Texas plans to manage the incoming wave of AI and HPC data center demand. We explore battery storage solutions, creative power generation approaches, and why Texas has become the epicenter of both crypto mining and AI computing infrastructure.Notes:• ERCOT expects 150GW peak demand by 2030• ERCOT current peak load is 84GW (2024)• 6GW of data center demand expected next year• 24GW solar deployment planned 2024-2025• 13GW storage deployment planned 2024-2025• $40B worth of nat gas plants proposedTimestamps:00:00 Start02:02 ERCOT's surging power demand05:37 2023 power price spikes10:42 ERCOT energy storage plans17:58 Does storage help AI data center demand?24:02 Baseload buildout trailing demand30:01 PGM vs energy only36:33 Creative energy work arounds39:16 Does off grid power scale?40:19 Types of AI power demand45:35 Hyperscalers buying mining sites48:40 Wrap up👉 CleanSpark (CLSK), America’s Bitcoin Miner!Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!👉 Digital Shovel, All Things Crypto Mining!Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com👉 Luxor, Leaders In Bitcoin Mining and Compute Power!Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.Published twice weekly, "The Mining Pod" interviews the best builders and operators in theBitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! Learn more about your ad choices. Visit megaphone.fm/adchoices
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27 snips
Mar 1, 2025 • 49min

MARA’s Plans to Expand Internationally, Purchase Energy Assets w/ Adam Swick

Adam Swick, Chief Strategy Officer of Mara Holdings, dives into the company's ambitious vision of expanding 50% of its operations internationally by 2028. He discusses exciting partnerships, like their Zero Two venture in the UAE, aimed at enhancing their energy assets. Swick highlights Mara's aggressive strategy to cut costs through energy ownership and explores their partnership with Auradine for advanced ASIC miners. The conversation wraps up with insights into the potential of AI in Bitcoin mining, marking a transformative era for the industry.
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Feb 25, 2025 • 31min

Crisis Over? U.S. CBP & Bitcoin ASIC Importation

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWant to mine Bitcoin? Check out the Blockspace Media store today!Welcome back to The Mining Pod! Today, hosts Colin and Will dive into the ongoing saga of US Customs and Border Protection seizing Bitcoin mining hardware at various ports of entry. Initially targeting Antminer units in late 2024, the seizures expanded to include equipment from Whatsminer and Canaan, costing some companies millions in detained assets. The hosts explore how industry lobbying - particularly through Senator Lummis and connections to the Trump administration - has begun to resolve the situation, along with theories about why these unprecedented seizures occurred in the first place. Could this push more manufacturing onshore?Timestamps:00:00 Start02:17 History of seizure trend09:08 Lobbying the government for release17:42 Follow on effects20:13 Bitmain plans24:20 Conspiracy corner: Evil or EntropyNotes:- $5 million worth of hardware seized from one company- Seizures expanded beyond Antminer to Whatsminer/Canaan- Detentions began Sep 2024, escalated to seizures Feb 2025- Shipments being released after industry lobbying- Sen. Lummis and White House helped resolve situation- CBP cited unauthorized communications equipment laws👉 CleanSpark (CLSK), America’s Bitcoin Miner!Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!👉 Digital Shovel, All Things Crypto Mining!Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com👉 Luxor, Leaders In Bitcoin Mining and Compute Power!Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.👉 Nicehash, Hashrate, Bitcoin payments and mining!NiceHash is the world leading hashrate marketplace providing a full suite of tools and software for miners to optimize their operations. Based in Switzerland, NiceHash is a fully regulated crypto mining platform.Published twice weekly, "The Mining Pod" interviews the best builders and operators in theBitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviewson Tuesday and a news show on Friday! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 21, 2025 • 42min

BlackRock’s $2B Mining Holdings, BitFuFu’s $20.4M Buy, BTC Mining’s Economic Impact, and Milei’s Scamcoin

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWant to mine Bitcoin? Check out the Blockspace Media store today!Welcome back to The Mining Pod! For this week’s news round, the boys are back, and they came with receipts on the billions of dollars institutions have invested in public bitcoin miners. Plus, BitFuFu is expanding its presence in the United States with a $20.4 million deal for an Oklahoma bitcoin mine, and Core Scientific could be altering its AI/HPC strategy with an acquisition of its own. The Texas Blockchain Council also has a report for us on just how many jobs bitcoin mining has created in the U.S.A. And for this week’s cry corner, why Argentina's President Javier Milei is staring down the barrel of impeachment after his involvement with a memecoin rugpull.  Notes: Hash price at $55/TH/day Expected -2.47% difficulty adjustment BlackRock, Vanguard own ~$4B worth of bitcoin miners BitFuFu is buying a 51 MW OK mine for $20.4M Texas mining: $4.23B economic impact Core Scientific: $400M Alabama investment Timestamps:00:00 Start01:30 Difficulty report05:18 Institutions own 40% of mining stocks11:34 BitFuFu19:55 Bitcoin Mining Adds 31k Jobs to US26:10 Core buying an AI data center?32:46 Cry Corner: Got them LIBRA blues👉 CleanSpark (CLSK), America’s Bitcoin Miner!Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!👉 Digital Shovel, All Things Crypto Mining!Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com👉 Luxor, Leaders In Bitcoin Mining and Compute Power!Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.Published twice weekly, "The Mining Pod" interviews the best builders and operators in theBitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 20, 2025 • 53min

The Pure Play Bitcoin Miner Playbook

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWant to mine Bitcoin? Check out the Blockspace Media store today!Welcome back to The Mining Pod! Today, Harry Sudock, SVP of CleanSpark, joins us to dive deep into the company's pure-play Bitcoin mining strategy. Harry breaks down their four-pillar approach: energy efficiency, Bitcoin focus, operational excellence, and capital stewardship. We explore Clean Spark's portfolio strategy versus mega-sites, market valuations, and the evolving landscape of Bitcoin mining stocks. Plus, Harry shares insights on institutional investment trends and the future of mining operations.Notes: Mining cost $36,250 vs $80-90k market price per BTC Operating 31 facilities with 39 EH/s total capacity  Holds 10,000+ self-mined BTC on balance sheet Growth target from 39 to 50 EH/s underway Timestamps:00:00 Start03:15 Reflecting on the industry10:29 Company valuation17:41 Portfolio vs hyperscale model21:09 Press release pumping24:44 Industry analysts32:59 Mining in the USA36:54 Miner ETFs41:43 Courting Wall Street44:29 Premium in stack value46:51 2025 & beyond49:38 Transition to dividend model👉 CleanSpark (CLSK), America’s Bitcoin Miner!Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!👉 Digital Shovel, All Things Crypto Mining!Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com👉 Luxor, Leaders In Bitcoin Mining and Compute Power!Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.👉 Nicehash, Hashrate, Bitcoin payments and mining!NiceHash is the world leading hashrate marketplace providing a full suite of tools and software for miners to optimize their operations. Based in Switzerland, NiceHash is a fully regulated crypto mining platform.Published twice weekly, "The Mining Pod" interviews the best builders and operators in theBitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviewson Tuesday and a news show on Friday! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 18, 2025 • 42min

Bitcoin Mining in East Africa

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWant to mine Bitcoin? Check out the Blockspace Media store today!Welcome back to The Mining Pod! Today, Erik and Phillip from Gridless join us to discuss Bitcoin mining in East Africa. From dealing with wildlife to building custom mining software, they share how they're monetizing stranded energy assets and electrifying rural regions for the first time ever. Learn about their revenue-sharing model, remote management systems, and how Bitcoin mining is transforming energy development across Africa.Notes:• East African Mining Expansion• Stranded Energy Monetization• Remote Site Management• Bitcoin Treasury Strategy• Rural Electrification• Africa Risk ManagementTimeline00:00 Start03:15 Bio05:59 New Biomass Site07:44 Remote management11:00 we don't pay for power14:40 Challenges in the field17:46 Ethiopia25:39 History of the TVA31:41 Risks (theft, climate change)36:27 Raising money👉 CleanSpark (CLSK), America’s Bitcoin Miner!Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!👉 Digital Shovel, All Things Crypto Mining!Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com👉 Luxor, Leaders In Bitcoin Mining and Compute Power!Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.👉 Nicehash, Hashrate, Bitcoin payments and mining!NiceHash is the world leading hashrate marketplace providing a full suite of tools and software for miners to optimize their operations. Based in Switzerland, NiceHash is a fully regulated crypto mining platform.Published twice weekly, "The Mining Pod" interviews the best builders and operators in theBitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviewson Tuesday and a news show on Friday! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 16, 2025 • 47min

BITCOIN SEASON 2: Operation Chokepoint 2.0 Gets Choked Out

It’s now openly acknowledged that the crypto industry has been targeted for years by the previous administration’s Operation Chokepoint 2.0 scheme. Charlie & Colin discuss how last week’s hearing saw Senators Warren & Scott addressed the matter before the House Financial Services Committee. We explain how we got here and where we might go as an industry.Notes:• History of regulatory scrutiny• FTX Fallout• Operation Chokepoint 2.0 Hearing• Elizabeth Warren changes tuneCheck out our Bitcoin scaling conference! Visit opnext.dev to learn more.Chapters:03:23 – Operation Choke Point 2.0: Background & FTX Fallout07:20 – Nick Carter’s Revelations & Chokepoint Analysis09:23 – Silvergate’s Story & the 15% Deposit Cap18:09 – House Financial Services Committee Hearing Recap25:05 – Elizabeth Warren’s Pivot & Broader Political Implications42:41 – Future Outlook: Could There Be a Choke Point 3.0?-👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more.-👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech!Enjoy the show? Check out our website and newsletter by clicking here.Questions or want to sponsor? hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 14, 2025 • 37min

ASIC Border Seizures, Tencent’s BTC Mining Exposure, Miners Double Down on AI

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWelcome back to The Mining Pod! For this week’s news roundup, Colin and Matt talk about the big story Blockspace broke this week: the U.S. Customs and Border Protection agency is seizing Antminer ASICs at ports of entry, and it’s also started to detain MicroBT and Canaan units. Plus, the $500 billion Chinese tech giant Tencent ups its stake in newly-christened public bitcoin miner Cango to 15.6%. They also touch on Bit Digital’s WhiteFiber AI rebrand, and why Riot’s newest board member signals that it’s getting increasingly serious about an AI pivot. The duo also welcomes Luxor Director of Energy Trading Haley Thomson to discuss what the AI boom means for Texas power prices. And for this week’s cry corner: bitcoin obituaries are dead – all hail number go up.Timestamps00:00 Start01:20 Difficulty report04:33 CBP crackdown on ASICs12:08 Tencent owns 15% of Cango18:05 Haley Thomson, Dir of Energy Trading @ Luxor30:52 Bit Digital rebrands AI/HPC as WhiteFiber32:24 Riot appoints Jamie Leverton to board among AI/HPC probe34:27 Cry Corner: Bitcoin obituaries are dead👉 CleanSpark (CLSK), America’s Bitcoin Miner!Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!👉 Digital Shovel, All Things Crypto Mining!Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com👉 Luxor, Leaders In Bitcoin Mining and Compute Power!Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.Published twice weekly, "The Mining Pod" interviews the best builders and operators in theBitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 13, 2025 • 37min

Bit Digital’s White Fiber AI/HPC Rebrand w/ Sam Tabar

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.comWelcome back to The Mining Pod! For today/s Bitcoin Stock Show, Bit Digital CEO Sam Tabar joins to talk about WhiteFiber, the company’s AI/ HPC business line. This week, Bit Digital rebranded its AI/HPC business to WhiteFiber in a bid to distinguish it from its bitcoin mining business. Sam discusses the motivation for the rebrand, teases plans to spin out WhiteFiber as a standalone entity, and Bit Digital’s timeline to grow its AI/HPC capacity from 4 MW to 32 MW by the end of 2025. Plus, the burning question: what does all of this mean for Bit Digital’s bitcoin mining business?Timeline00:00 Start02:24 What is WhiteFiber?05:37 HPC expertise12:14 Colocation vs GPU as service14:50 Development timeline16:51 Debt financing?20:09 ETH bags getting heavy24:58 Clients26:15 When to spin out White Fiber29:01 Exiting BTC mining?32:16 Benefits of the Bit Digital model?34:04 Canada & US sites34:25 Stargate & Deep Seek👉 CleanSpark (CLSK), America’s Bitcoin Miner!Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!👉 Digital Shovel, All Things Crypto Mining!Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com👉 Luxor, Leaders In Bitcoin Mining and Compute Power!Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.Published twice weekly, "The Mining Pod" interviews the best builders and operators in theBitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 11, 2025 • 39min

Mining For The Streets With Bitaxe

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners.: https://newsletter.blockspacemedia.comWelcome back to The Mining Pod! Today, Skot from the Bitaxe project and Econoalchemist from Pod256 join the show to talk about open-source Bitcoin mining hardware.From hitting a Bitcoin block during a mining charity event to developing standardized hashBoards, we talk about Bitcoin mining hardware. Learn about their Skot and Econoalchemsts take on the Bitmain monopoly and attempt to make Bitcoin mining accessible to everyone.Notes:• BitaxeOpen Source Project• 256 Foundation Mission• Breaking Mining Monopolies• Standardized Hash Boards• DIY Mining Innovation• Hardware DemocratizationTimestamps00:00 Start01:59 Telehash & hitting block05:26 Intros12:51 256 Foundation mandate?16:02 BitAxe users18:53 AmberOne project22:08 Designer BitAxe culture27:24 Mining centralization👉 CleanSpark (CLSK), America’s Bitcoin Miner!Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!👉 Digital Shovel, All Things Crypto Mining!Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com👉 Luxor, Leaders In Bitcoin Mining and Compute Power!Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.Published twice weekly, "The Mining Pod" interviews the best builders and operators in theBitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! Learn more about your ad choices. Visit megaphone.fm/adchoices

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