DiscoverThe Mining Pod | Blockspace MediaTrading the AI/HPC Sector, Bitdeer's ASIC, Bitcoin’s Parabolic Hashrate w/Pennyether
Trading the AI/HPC Sector, Bitdeer's ASIC, Bitcoin’s Parabolic Hashrate w/Pennyether

Trading the AI/HPC Sector, Bitdeer's ASIC, Bitcoin’s Parabolic Hashrate w/Pennyether

Update: 2025-09-30
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Welcome back to The Mining Pod! Today, independent stock analyst Pennyether joins us to talk about Bitcoin hashrate crossing 1 zettahash, the economics of ASIC manufacturing, and how Bitdeer could challenge Bitmain's dominance. We explore why miners spend 35-40% of revenue on ASICs, the HPC narrative driving mining stocks up, and why hashrate will continue growing exponentially despite megawatt concerns.




**Notes:**


• Bitcoin hashrate officially crossed 1 zettahash


• ASIC manufacturers capture 35-40% of mining revenue


• $19B+ annual Bitcoin mining revenue potential


• Bitfarms stock rose 138% in one week


• Bitdeer using TSMC for competitive advantage


• HPC deals 2-5x more profitable than mining




Timestamps


00:00 Start


05:38 Who is Penny?


08:39 Testing ideas & mining data


14:31 ASIC manufacturing market


24:10 Hashrate


28:28 HPC & AI


31:14 Valuation with & without deals


36:24 ASICs & Bitdeer


40:34 ASIC margins


45:21 Cannan


49:19 Vertical integration


52:42 When mining stocks polymarket?




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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!

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Trading the AI/HPC Sector, Bitdeer's ASIC, Bitcoin’s Parabolic Hashrate w/Pennyether

Trading the AI/HPC Sector, Bitdeer's ASIC, Bitcoin’s Parabolic Hashrate w/Pennyether

Blockspace Media