The Mining Pod | Bitcoin Mining News

Karun, a resident hosting expert from Compass Mining, shares insights on the Bitcoin mining industry. He discusses Bitmain's challenges with U.S. Customs and the potential impact of Trump’s tariffs on miners. The conversation includes ERCOT’s new registration requirements affecting Texas miners and the evolving dynamics of the hosting market, emphasizing retail vs. institutional demands. Finally, they touch on the implications of compliance and regulatory transparency in the evolving Bitcoin landscape.

Welcome back to The Bitcoin Stock Show! For today’s livestream, Colin and Will break down 2024’s M&A activity – and there’s a lot to sift through. Deals brokered by Cleanspark, Bitfarms, MARA, Riot, Bit Digital, and Cathedra have resulted in over $470 million worth of M&A deal flow in 2024. Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media!👉 Check out Bitcoin Season 2 and The Gwart Show!Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell-Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices

Former Hut 8 CEO Jaime Leverton joins The Mining Pod! We go through her time at Hut 8 building an industry leading HODL, her transition out the door though the merger with US Bitcoin Corp, to her new ventures in fintech and DeFi. We lastly touch on her interests in Bitcoin stocks and equities with some advice for other CEOs in the mining space.Timestamps:00:00 Start03:28 Jaime’s bio05:37 HUT 8"s Bitcoin treasury08:10 Jaime’s Bitcoin moment08:53 HUT 8 & US Bitcoin merger12:48 Exahash headlines14:27 Merger & debt16:35 Transitioning out of CEO role18:37 Jaime’s the bag holder21:57 Infrastructure24:05 HPC & AI demand27:57 HPC's future form factor31:55 Chair of the board32:58 Hashprice & predictions33:59 What's looking good?37:46 Thoughts on being a public company CEO38:57 ULYS startupPublished twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media!👉 Check out Bitcoin Season 2 and The Gwart Show!Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell-Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to The Mining Pod! Colin, Charlie, and Matt are back with this week’s biggest Bitcoin mining headlines. To start, the trio dives into this week’s Mining Pod newsletter to discuss revival of the ASIC miner market. Then, they provide an update on incipient restrictions of Bitcoin mining in Russia in areas with power shortages. They also cover a novel story onHicorp tapping the largest gas reserve in the US with a bitcoin mining pilot in Alaska, yet more news on AI-pivots from bitcoin miners, and the $4.6 billion in open shorts against Bitcoin miners. Finally, for this week’s cry corner, Bitcoin and crypto professionals, pedestrians, and obsessives rejoice at the resignation of Gary Gensler. Timestamps:CHAPTERS00:00 Start02:22 Difficulty update06:31 ASIC prices rebound13:03 Russia restricts mining in certain areas19:50 Hilcorp natgas mining in Alaska26:01 Miners moving to AI 34:12 $4.6bn short squeeze36:23 Cry Corner: Gensler is gone, girlPublished twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media!👉 Check out Bitcoin Season 2 and The Gwart Show!Follow our hosts on Twitter: @AsILayHodling, @cbspears, @bc1matt-Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices

JP Morgan analyst Reggie Smith rejoins Colin and Will to discuss Bitcoin mining economics, valuation metrics, and the emerging intersection with AI computing. We go through how a big bank like JP Morgan values miners, including possible costs and revenues, before focusing on AI/HPC and mining. Lastly, we finish on mining costs, dilution and relative valuations of the mining industry.Timestamps:00:00 Start01:53 Fintech team at JPMorgan02:42 Valuing mining companies03:38 Analyst goals06:11 Miner report07:51 Economic models12:40 Calculating operational costs18:38 AI and costs21:52 How liquid is the AI compute market?25:36 Good metrics for miner valuation?28:42 Payroll costs32:29 Equity dilution39:17 AI strategies46:40 The power of existing PPAs51:22 Highest & lowest gains54:18 Are miners overvalued?58:12 M&A activity1:01:40 Price & hashrate predictionsPublished twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media!👉 Check out Bitcoin Season 2 and The Gwart Show!Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmellThank you to our sponsor, CleanSpark, America’s Bitcoin miner!"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week dives into the October landscape for bitcoin mining, showcasing highs and lows for public miners. Marathon makes headlines with its significant acquisition of three mining sites in Ohio. Ethiopia’s surge in mining is highlighted, pulling in substantial revenue for the country's power authority. Finally, the Proto team's upcoming ASIC garners attention, amidst ongoing debates comparing Bitcoin's journey to the dot com bubble, sparking lively discussions about its enduring value in the crypto space.

Welcome back to The Bitcoin Stock Show! MARA just released its Q3 earnings, so for this week’s show, we livestreamed the earnings call and invited Pennyether on for a post-call debrief. You can find the full earnings call livestream on our YouTube and on the Blockspace Media website, but this pod only includes the after-call analysis. Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media!👉 Check out Bitcoin Season 2 and The Gwart Show!Follow our hosts and guest on Twitter: @wsfoxley, @AsILayHodling, @penny_ether-Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to The Mining Pod! Not so long ago, Bitcoin miners had difficulty accessing debt – they still do, but miner capital markets have improved significantly. Secure Digital Markets Co-founder and Direct of Sales and Trading Mostafa Al-Mashita joins us on this Mining Pod to explain how these markets have changed and what it will take for them to improve further. He also gives his take on what a second Trump presidency means for Bitcoin and the market more broadly. Timestamps:00:00 Start02:17 Secured Digital Markets03:20 Financial products for miners07:11 Miner auto-liquidating11:10 Miners using derivatives14:04 Miner OTC desks?17:30 Lending20:45 Will ASIC backed loans come back?23:46 Seizing ASICs to pay back debt25:49 Fed funds rate changes28:52 Has the ETF changed miner capital markets?32:09 ETF effects34:07 Public vs private capital access38:36 Is capital access for private miners getting easier?43:34 US presidential election44:35 Chokepoint 2.049:03 Any personal effects of Chokepoint 2.0Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media!👉 Check out Bitcoin Season 2 and The Gwart Show!Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell-Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to the Bitcoin Stock Show!For today's show, we're joined by Hive Digital Co-Founder and Executive Chairman Frank Holmes. We recorded this on the day after the 2024 US elections, and since the Republican party swept the Presidency, Senate, and (probably) the House, we had to get Frank's take on what the Red Wave means for Bitcoin and its mining industry -- and whether or not this election marks a sea change in Washington's attitude toward Bitcoin. Turning the focus to Hive, we also touch on the company's HPC plans and its 100 MW expansion into Paraguay.👉 Get tickets to OP_NEXT by visiting the website! And use discount code NAKAMOTO to get 50% off at check out!Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media!👉 Check out Bitcoin Season 2 and The Gwart Show!Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling-Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to The Mining Pod! Today we are joined by Chris Bendiksen of Coinshares to discuss investing in Bitcoin mining! What’s the value prop of miners? How should we think about their go-to-market strategy? What about the huge ASIC orders that get zeroed out so quickly overtime? For retail investors, Chris thinks its not a great purchase and certainly not when compared to Bitcoin. Check out the show for more thoughts!Link to the article: https://blog.coinshares.com/no-end-in-sight-for-the-asic-arms-race-4ede8e346cbf👉 Get tickets to OP_NEXT by visiting the website! And use discount code OCTOBER to get 25% off at check out!Timestamps:00:00 Start01:29 Story reading09:16 Story origins11:04 Can miners get more efficient?16:31 New efficiency methods20:53 Access to new ASIC models as strategy23:39 ATMs & PubCo balance sheets29:09 New financing models34:55 Bitcoin treasury36:47 Wrap upPublished twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media!👉 Check out Bitcoin Season 2 and The Gwart Show!Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmellThank you to our sponsor, CleanSpark, America’s Bitcoin miner!"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices