The Mining Pod | Bitcoin Mining News

Welcome back to The Mining Pod! For this week’s Bitcoin Stock Show, we’re joined by a great friend of the show, Pennyether. Some of y’all might recognize Penny from a couple of the earnings calls we streamed on The Bitcoin Stock Show earlier this year. He’s one of the most insightful independent bitcoin mining stock analysts in the game, and in this episode, he shares his methodology for valuing bitcoin miners, which metrics he finds the most (and least) useful, and his thoughts on the AI boom in mining. Timestamps: 00:00 Start 03:53 The mining metrics that matter 10:33 More important metrics 19:24 Valuing AI and miners together 26:55 A note on Bitfarms 28:32 What does the market actually care about? 33:10 Thoughts on convertible debt 36:55 How to hedge convertible notes 45:31 Bigger narratives in mining  48:10 The future of bitcoin mining and data centers 52:55 What metrics aren’t worthwhile? 43:02 What does 2025 look like? 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 Follow this week's guest on Twitter: @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! Today, Riot’s VP of Research, Pierre Rochard, joins Will and Colin to discuss a variety of topics. The fellas start by talking about what a second Trump presidency and Republican Congress means for Bitcoin miners, especially in light of the last administration and Congress’ hostility toward all things Bitcoin. He also weighs the merits of a national Strategic Bitcoin Reserve, as well as one in Texas, and the pod closes on discussion of Riot’s $594.4 million convertible note and the miner’s expansion outside of Texas.  Timestamps: 00:00 Start 03:09 Pierre's bio 15:13 Elizabeth Warren 17:03 Expecting positive regulation? 20:36 Texas mining bills 27:32 AI power demand on Texas grid 31:54 Strategic Bitcoin Reserve 33:42 National SBR? 34:45 Riot convertible note 40:24 Why not invest in infrastructure? 42:43 Why debt financing now? 45:16 Convertible debt niche 51:41 New Kentucky mining site 45:31 Bigger narratives in mining  48:10 The future of bitcoin mining and data centers 52:55 What metrics aren’t worthwhile? 43:02 What does 2025 look like? 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

Most "Quantum FUD" you hear is probably BS. But there are some ways Bitcoin is vulnerable to quantum computers. Hunter Beast helps us understand what these threats look like and explains a solution. Follow our guest: @cryptoquick --- Bitcoin Season 2 is brought to you by Botanix! Botanix Labs is pioneering a new direction for DeFi with the first EVM L2 running on Bitcoin that’s built to be forward secure, decentralized, and share gas fees generated by the network with users. See the future of DeFi from botanixlabs.xyz --- Follow our host on X: @cbspears Bitcoin Season 2 is proudly presented by Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on X and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! - 03:13 Hunter’s Quantum Resistance Work 05:05 Google’s Willow Chip & Its Implications 07:29 Early Quantum Computers vs. Today 09:31 Quantum Noise & Error Correction 11:30 How Quantum Computers Challenge Bitcoin 13:07 Is Quantum a Real Threat? 14:00 The Four Vulnerability Scenarios in Bitcoin 15:35 Public Key Hash Addresses: Safe or Not? 19:40 The Importance of Operational Security 23:25 Satoshi’s Coins as a Quantum Shield 28:09 Proactive Quantum-Resistant Solutions for Bitcoin 33:45 Should Bitcoin Take a Proactive or Reactive Approach to Soft Forks? 43:00 Bitcoin’s Resilience Remains Unshaken Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to The Mining Pod! For today’s roundup, the Blockspace boys cover Cango, the largest public bitcoin miner that you’ve never heard of, and they dig into breaking news of oil and gas giant Halliburton investing in Bitcoin mining. Plus, an investor lawsuit against Rhodium, MARA and Hut 8’s bitcoin buys after issuing convertible notes, and in this episode’s cry corner, Bitcoin Twitter’s favorite squabble this week: the Strategic Bitcoin Reserve.  Timestamps: 00:00 Start 03:24 Difficulty update 07:01 Cangoooooooo 16:25 Halliburton mining bitcoin? 24:05 Miners & debt instruments 31:17 Rhodium sued for fraud 37:04 Cry corner: Bitcoin strategic reserve 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

Welcome back to The Bitcoin Stock Show! Today, Russell Cann, the chief development officer at Core Scientific, joins Colin to discuss the public miner’s multi-billion dollar AI pivot. At the start of 2024, Core Scientific came out of its 2023 Chapter 11 bankruptcy swinging when it announced that it would be retrofitting some of its existing bitcoin mines in partnership with CoreWeave. Fast forward to the end of the year, and Core Scientific is converting up to 800 MW for CoreWeave’s GPU fleet in a deal valued at $8.7 billion over 12 years. During the show, Cann gives us a brief history of CoreWeave and how the two companies arrived at the deal; the challenges, conditions, and considerations for retrofitting bitcoin mines for AI/HPC load; what we should expect from Core Scientific going forward, especially with regard to its bitcoin mining business; and everything in between. 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 host on Twitter: @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! On today’s show, were joined by CleanSpark CEO Zach Bradford and CFO Gary Vecchiarelli to discuss their convertible note offering. In this show, we go through the mechanics of the note (it’s complicated, trust me), the purpose for using the funds, growing to 50 EH/s and why CleanSpark chose not to buy Bitcoin with the capital on hand. Lastly we talk about the institutional space for Bitcoin investments including metrics and topics to watch out for in 2025! Timestamps: 00:00 Start 02:10 Cleanspark update 04:11 How the note works 07:53 Why not buy Bitcoin? 13:35 Why 0% interest 16:16 Why the cap call? 19:34 Choosing the right financial option 25:38 Why convertible note bull market? 30:16 Deal coordination 31:17 Bond market new to miners? 32:31 Shareholder value 36:51 ATM 38:05 Why not deploy capital immediately? 40:12 Institutional investors 41:34 Best metrics to watch 43:02 What does 2025 look like? 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

Welcome back to The Mining Pod! In today’s show were ripping on Hut 8’s $12 billion build out in Louisiana for a full hyperscaler facility. Yes, that’s nearly 6x the marketcap of Hut 8 currently! We also go into Crusoe’s $600M raise from Founders Fund, our scoop on DCG spinning out Foundry’s self-mining assets, Riot joining the HODL gang with Microstrategy and MARA and some final thoughts on Coinbase listing random tokens for ‘just the funsies.’ Oh, also Texas is going to do a Bitcoin Reserve! Timestamps: 00:00 Start 01:54 Difficulty update 04:29 Hut 8 plans 1,000 MW in Louisiana 10:19 Crusoe Closes $600M Raise 13:35 DCG creates new company 18:56 Riot Offering of 0.75% Convertible Senior Notes 27:52 Coinbase lists Peanut the Squirrel (PNUT) memcoin 33:20 Texas Bitcoin Reserve 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

Welcome back to The Mining Pod! On today’s show we’re joined by Lod’s CEO Medi Naseri to discuss monetizing energy sources using software! While yes most people aren't thinking about energy past flipping on their laptops or charging their smart phones, energy systems are frankly pretty complex and deserve a little more love. That’s why we brought on one of the more interesting startups in the space, Lod, to discuss their business model, who they help and why energy hungry miners and AI compute should think about using a system like Lod! Timestamps: 00:00 Start 03:27 Business model evolution 07:11 Platform 07:51 Energy strategy revenue 13:44 Miner focused software features 14:56 Energy vs TH UI conversions 17:34 Other customers 19:11 Managing curtailment at the workload layer 22:50 SAAS profit margins 27:09 Energy vs UI innovation 32:10 Battery revenue 80% drop 32:43 Why doesn't load adjustment software already exist? 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

Welcome back to the Mining Pod! We jump into Foundry's 27% workforce reduction, Marathon's wind farm acquisition, and Mawson's bankruptcy troubles. Plus, analysis of mining industry financing trends and a humorous take on illegal university mining operations in Poland. Also, happy $100,000 Bitcoin! Timestamps: 00:00 Start 02:08 Difficulty update 08:19 Foundry layoffs 20:05 MARA acquires wind farm 26:11 Mawson bankruptcy 29:04 Miner be building 36:20 Cry Corner: Stealing Power 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

Welcome back to the Mining Pod! On today’s show, we have an exclusive with Proto and Core Scientific, who recently announced a collaboration on a new ASIC chip design. Core Scientific–one of the largest Bitcoin miners in the world–will be buying 15 EH/s of chips to make custom units. Meanwhile, Proto will be working on selling more chips and a custom form factor of its own.  Timestamps: 00:00 Start 03:20 Building hardware at Argo 03:48 Proto miner 05:36 Proto tools development 06:29 Intel chips 08:59 Why is Core Scientific interested in ASIC creation 13:34 Collaboration vs competition 16:06 Interacting with Bitcoin needs to be easier 17:59 Geopolitics 19:54 Having US built ASICs 22:33 Have ASICs gotten better? 25:01 Repairs 27:26 Upgrading rigs 30:09 Form factor changes 35:51 AI & mining 45:36 Is AI driving site design? 50:50 15 exahash or bust? 52:34 EPIC collaboration 56:50 Launch date? 57:28 Open market sales eventually? 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

Welcome back to The Bitcoin Stock Show! For today’s livestream, Colin, Will, and Charlie welcome two special guests, bitcoin mining stock analyst Pennyether and Luxor CEO Nick Hansen, to digest Cleanspark’s 2024 fiscal year financials. For the full show with the earnings call portion, please check out our YouTube. 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

It’s a holiday week but a lot has happened in Bitcoin and Bitcoin mining! We’re going through our scoop on Bitmain’s issues with the U.S. CBP, how miners are dealing with Trump’s possible tariffs (and what they can mean for your business), why and how ERCOT is asking miners to register and lastly a check in on the hosting market with our friends over at Compass Mining!  Check out Compass Mining for more information on the hosting market in Bitcoin: @compass_mining Timestamps: 00:00 Start 02:40 Difficulty update 06:44 Customs confiscates Antminers 12:42 Trump tariffs 20:16 Compass: Hosting market 32:02 New Texas reporting rules 39:37 Cry corner: ETH heads are shook 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

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 Start 03:28 Jaime’s bio 05:37 HUT 8"s Bitcoin treasury 08:10 Jaime’s Bitcoin moment 08:53 HUT 8 & US Bitcoin merger 12:48 Exahash headlines 14:27 Merger & debt 16:35 Transitioning out of CEO role 18:37 Jaime’s the bag holder 21:57 Infrastructure 24:05 HPC & AI demand 27:57 HPC's future form factor 31:55 Chair of the board 32:58 Hashprice & predictions 33:59 What's looking good? 37:46 Thoughts on being a public company CEO 38:57 ULYS startup 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

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: CHAPTERS 00:00 Start 02:22 Difficulty update 06:31 ASIC prices rebound 13:03 Russia restricts mining in certain areas 19:50 Hilcorp natgas mining in Alaska 26:01 Miners moving to AI  34:12 $4.6bn short squeeze 36:23 Cry Corner: Gensler is gone, girl 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: @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 Start 01:53 Fintech team at JPMorgan 02:42 Valuing mining companies 03:38 Analyst goals 06:11 Miner report 07:51 Economic models 12:40 Calculating operational costs 18:38 AI and costs 21:52 How liquid is the AI compute market? 25:36 Good metrics for miner valuation? 28:42 Payroll costs 32:29 Equity dilution 39:17 AI strategies 46:40 The power of existing PPAs 51:22 Highest & lowest gains 54:18 Are miners overvalued? 58:12 M&A activity 1:01:40 Price & hashrate predictions 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

Welcome back to The Mining Pod! Colin, Will, and Matt are back with this week’s meatiest mining headlines. October updates are in for public bitcoin miners, so the gang covers the highs (and lows) of the first month of Q4. They also cover MARA’s 8-figure acquisition of three mining sites in Ohio. Plus, an update on Bitcoin mining in Ethiopia, which is reportedly netting the country’s power authority ~$55 million in business with roughly 2-3% of the Bitcoin network’s hashrate in the country. And for the final news item, an update from Block’s Proto team on its forthcoming bitcoin mining ASIC – oh, and this week’s cry corner, in which *checks notes* legacy media pundits are still comparing Bitcoin to the dot com bubble’s defunct early movers… 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, @AsILayHodling, @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

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 Start 02:17 Secured Digital Markets 03:20 Financial products for miners 07:11 Miner auto-liquidating 11:10 Miners using derivatives 14:04 Miner OTC desks? 17:30 Lending 20:45 Will ASIC backed loans come back? 23:46 Seizing ASICs to pay back debt 25:49 Fed funds rate changes 28:52 Has the ETF changed miner capital markets? 32:09 ETF effects 34:07 Public vs private capital access 38:36 Is capital access for private miners getting easier? 43:34 US presidential election 44:35 Chokepoint 2.0 49:03 Any personal effects of Chokepoint 2.0 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

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