Monetizing Energy, From Mining To AI

The Mining Pod | Bitcoin Mining News

#Business #Trading #Tech #Pod #William Foxley #News Roundup

5:58

In 1966, two Brazilian men were found dead on Vintém Hill under bizarre circumstances that continue to perplex investigators and conspiracy theorists alike. Lying side by side, their bodies were discovered wearing matching lead masks—shields with no eyeholes—alongside cryptic notes. Were they victims of a cult ritual, a failed experiment, or something even more otherworldly? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

hace un año 38:33

MP3•Episodio en casa

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

383 episodios

The Mining Pod | Bitcoin Mining News

Monetizing Energy, From Mining To AI

The Mining Pod | Bitcoin Mining News

11 subscribers

published hace un año

MP3•Episodio en casa

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?

👉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

383 episodios

#Business #Trading #Tech #Pod #William Foxley #News Roundup

Todos los episodios

The Mining Pod | Bitcoin Mining News

1
The 1,500+ Funds That Have Bitcoin Exposure w/ Sam Callahan 55:11

hace 1 day55:11

55:11

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 10,000 Bitcoiners: https://newsletter.blockspacemedia.com Want to mine Bitcoin? Check out the Blockspace Media store today! Welcome back to The Mining Pod! Today, Sam Callahan joins us to discuss his viral research on institutional Bitcoin ETF holders. Sam manually analyzed 1,573 public filings to uncover who's buying Bitcoin ETFs – and how much they are buying. Callahan explains how each fund’s approach differs, how sovereign wealth funds are quietly accumulating, and why these inflows prove that bitcoin has crossed the rubicon into new financial territory. Plus, why pension funds, endowments, and financial advisors are the critical gateway for mainstream bitcoin adoption. # Notes: - Median Bitcoin ETF allocation is just 0.13% - 1,573 institutions with Bitcoin ETF exposure - Abu Dhabi Wealth Fund has $473M Bitcoin position - BlackRock recommends 1-2% Bitcoin allocation - Only 19% of 13F filings had Bitcoin exposure - Top fund positions range from 5-16% allocation Timestamps: 00:00 Start 01:25 Data collection 06:14 Surprises 09:17 Other commodity holdings 11:30 Riding the ETF wave? 24:24 Interesting BTC holders 29:20 Other potential holders 43:15 Tracking going forward 46:22 Mining stock still considered leveraged BTC? 👉 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 the Bitcoin 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…

The Mining Pod | Bitcoin Mining News

1
GameStop pulls a Microstrategy 32:39

hace 3 días32:39

32:39

We dive into GameStop's surprising announcement to raise $1.3 billion in convertible notes, potentially to buy Bitcoin. The hosts explore how this connects to the 2021 meme stock saga that gave GameStop its massive cash position, Ryan Cohen's relationship with Michael Saylor, and whether this Bitcoin strategy is a life raft for a retail gaming business in decline. With GameStop's revenue dropping from $8.5B to $3.8B over eight years, is this a smart pivot or just vibe investing? Notes: - GameStop announces $1.3B convertible note offering - Revenue declined from $8.5B to $3.8B in 8 years - Company has $4.76B cash on balance sheet - Cash position largely from 2021 meme stock frenzy - Zero debt after paying off all loans - Saylor posted photo with Ryan Cohen: "Team Bitcoin" Check out our Bitcoin scaling conference! Visit opnext.dev to learn more. Timestamps: 00:00 Start 00:28 GameStop enters the chat 02:05 GME be buying 07:58 Roaring Kitty Redux 10:43 Financials 13:25 Arch 13:56 Business evolution 20:14 Volatility trade 25:28 Not a crazy pivot 30:22 BTC makes an honest market or not... - 👉 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…

The Mining Pod | Bitcoin Mining News

1
CoreWeave's $23B IPO, Crusoe Ditches Bitcoin Mining, and Riot's Bid For Rockdale Assets 28:49

hace 5 días28:49

28:49

Welcome back to The Mining Pod! This week, we dive into Bitcoin's difficulty adjustments with hash rate approaching 850 EH/s while miners face compressed hash prices at $48.63. We analyze CoreWeave's IPO reduction from $4B to $1.5B amid market skepticism. Plus, breaking news on Crusoe's mining operations exit to NYDIG, Riot's $185M offer for Rhodium's Rockdale assets, and the hilarious irony of anti-ordinals Ocean Mining processing Taproot Wizards transactions. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: - Difficulty adjustment estimated at 5.6% - Hash prices at $48.63 per hash per day - Network hash rate approaching 850 EH/s - Core Weave IPO reduced to $1.5B from $4B - Riot offering $185M for Rhodium assets - Crusoe selling all mining operations to NYDIG Timestamps: 00:00 Start 02:16 Hashrate Forecast 04:56 What’s up with CoreWeave? 06:31 Kramer video 17:38 Crusoe Sells Assets to NYDIG 21:52 Riot and Rockdale 25:37 Cry Corner: CATS, Wizards vs Ocean Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Mining Pod | Bitcoin Mining News

1
Auradine’s AH3880 Server Rack ASIC Miner w/ Sanjay Gupta 45:09

hace 8 días45:09

45:09

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com Want to mine Bitcoin? Check out the Blockspace Media store today! Welcome back to The Mining Pod! Today, Sanjay Gupta, CSO of Auradine, joins us to discuss the Teraflux A3880, a hydro-cooled, U2 server rack form factor Bitcoin miner. Clocking in at 600 TH/s and 14.5-16.5 J/TH efficiency, the A3880 applies a tried-and-tested server design from traditional datacenters to the world of bitcoin mining. Gupta explains why Auradine decided to design the model after input from its clients and the advantages of a server rack form factor over traditional shoebox miners, and how this design overlaps with AI and HPC computing infrastructure. Plus, he discusses some of the challenges and triumphs of ramping up Auradine’s ASIC manufacturing capacity to 1,000 units per week. Notes: - Terra Flux A3880: 600 TH/s at 14.5-16.5 J/TH - U2 server rack form factor for density & cooling - Current production capacity: thousands of units/week - $250M in bookings, $500M+ in pipeline - US-designed, diverse manufacturing locations - Auto-tuning tech for load balancing with AI/HPC 00:00 Start 03:35 New ASIC miner model 05:37 Why hydro not immersion? 08:40 U2 vs shoebox form factor 12:32 Production capacity 15:43 Production of hydro vs other 18:20 Tariffs & on-shoring 23:16 De-risking tariff & sanctions 26:25 Pre-order numbers 28:16 Public vs private buyers 30:53 HPC influencing from factor? 35:45 Tandem workloads 36:42 Hydro cooling design 40:21 Testing process 43:12 Future plans 👉 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. "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Mining Pod | Bitcoin Mining News

1
Trump Pledges Allegiance to Stablecoins 41:46

hace 10 días41:46

41:46

President Trump makes a pivot from Bitcoin to stablecoins in his latest policy statements. Reality check: stablecoins now account for over 50% of all crypto settlement volume, with Tether becoming the 7th largest holder of US Treasuries globally. We break down how stablecoins are being used in emerging markets, why Tron dominates the stablecoin landscape despite centralization concerns, and what this means for Bitcoin's relationship with the traditional financial system. Notes: - Tether is 7th largest buyer of US treasuries globally - Stablecoins now 50% of all crypto settlement volume - Tether holds $113 billion in treasuries - Tron handles ~40% of stablecoin transactions - Tether earns ~$4 billion yearly on Treasury yields - Trump now promoting stablecoins for dollar dominance Check out our Bitcoin scaling conference! Visit opnext.dev to learn more. Timestamps: 00:00 Start 00:34 Trump video 03:09 Reaction 06:53 Tether buying treasuries 11:08 Other stablecoins 17:35 Arch Network 18:05 The Tether Eye of Sauron 20:10 Who's using stablecoins 22:18 Where are stablecoins traded? 26:31 Volume of all crypto transactions compared 32:33 A realistic view - 👉 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…

The Mining Pod | Bitcoin Mining News

1
CBP Update, SEC OKs Mining, BitFarms Merger Closes, Lancium Patent Dispute and Are We Still Bullish? 38:28

hace 12 días38:28

38:28

Dek/excerpt: Slightly over 30 minutes, but we hit all the mining stories you care about this week! Body: You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com Want to mine Bitcoin? Check out the Blockspace Media store today! Welcome to another packed episode of The Mining Pod! Hosts discuss the current hash price bear market, with difficulty adjustments continuing to increase despite declining profitability. They explore CBP's ongoing seizure of Bitcoin miners at the border, possibly costing companies millions in holding penalties. Plus, discussions on the TVA and DOE's push for nuclear energy, Bit Farms finalizing its acquisition of Stronghold Digital Mining, the SEC's clarification on proof-of-work mining activities, and OBM and Toya Energy's patent victory against Lancium. Finally, the team examines the sharp decline in mining community engagement. Notes: - Hash price at $47.50/PH/s/day - 8 of 10 recent difficulty adjustments increased - BitFarms now has 60% of megawatts in US - Mining stocks down ~50% year to date - Mining community engagement down ~80% 00:00 Start 02:27 Difficulty Report by Luxor 06:55 Update on US border troubles 11:02 SEC: No news is good news 11:04 Baseload energy & flexible loads 19:26 SEC: No news is good news 21:35 Stronghold, Bitfarms confirm merger 25:55 Foreman, Cholla Energy vs Lancium 31:29 Cry corner: Mining Mafia drama 👉 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 the Bitcoin 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…

The Mining Pod | Bitcoin Mining News

1
How BitFuFu Is Leveraging Cloud Contracts For International Growth 31:40

hace 15 días31:40

31:40

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 10,000 Bitcoiners: https://newsletter.blockspacemedia.com Want to mine Bitcoin? Check out the Blockspace Media store today! Welcome to The Mining Pod! Charlie Brady, VP of Investor Relations at BitFuFu joins us to dive into their Bitcoin mining operations. We explore their strategic expansion in Ethiopia with electricity costs under $0.04/kWh, their new 51MW Oklahoma facility targeting $0.03/kWh, and their cloud mining business that's grown to over 600,000 users. Charlie shares insights on their asset acquisition strategy, relationship with Bitmain, and plans to reach 1GW of secured power capacity by 2026. Notes: BitFuFu currently has 20.6 EH/s and 480MW hosting capacity Ethiopia electricity costs below $0.04/kWh Oklahoma site targets $0.03/kWh power costs Cloud mining business grew to 602K+ users Cloud mining = ~60% of company revenue 00:00 Start 02:09 Charlie's bio 02:31 Why work for BitFuFu? 04:00 Ethiopia 05:35 Ethiopia expansion 07:12 Ethiopia political stability 09:26 Oklahoma 11:58 Pathway to gigawatt? 12:59 AI & HPC 15:39 Bitmain influencing any AI decisions? 18:39 Cloud contract numbers 20:28 Who are the cloud customers? 26:18 Bear market for mining stocks 29:44 Hosting 👉 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 the Bitcoin 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…

The Mining Pod | Bitcoin Mining News

1
EPA Slashes Regulations, Canaan Secures $200M, CoreWeave's OpenAI Deal and NYDIG's Mawson Beef 34:38

hace 19 días34:38

34:38

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com Want to mine Bitcoin? Check out the Blockspace Media store today! Welcome to The Mining Pod! Matt Kimmell and Will cover the week's biggest stories in Bitcoin mining. We analyze the challenging hashprice environment for miners (hitting all-time lows at $42/hash), discuss the EPA's major deregulation announcement and its potential impact on energy markets, break down Canaan's $200M funding for US expansion, examine CoreWeave's massive $11.9B OpenAI deal ahead of its IPO, and dive into the drama between NYDIG and Mawson over allegedly stolen Bitcoin miners worth $30M. Notes: Hash price at all-time low of $42 per hash per @luxor EPA launching 31 deregulatory actions for energy Canaan secured $200M for US mining expansion CoreWeave signed $11.9B OpenAI contract Nydig claims Mawson stole $30M worth of miners Timestamps: 00:00 Start 07:21 EPA to slash regulation 14:03 Canaan $200M in financing 20:41 CoreWeave & OpenAI sign deal 28:50 Cry corner: Stone Ridge & Mawson $30M Theft 👉 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 the Bitcoin 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…

The Mining Pod | Bitcoin Mining News

1
Bitcoin Mining In Australia 52:14

hace 22 días52:14

52:14

Welcome back to The Mining Pod! Today, Daniel Leslie, CTO of Coin Safe Limited, joins us to discuss Bitcoin mining in Australia. Despite Australia's massive size, its mining footprint remains tiny at around 100MW total capacity. Daniel explains how Australia's renewable-heavy grid (35-39%) creates price volatility and operational challenges similar to Texas. He shares insights on how miners could become crucial grid-balancing assets by consuming excess renewable energy and acting as "buyers of last resort." With abundant resources and a secure business environment, Australia could follow Texas's path to becoming a mining powerhouse. Timestamps: 00:00 Start 02:30 Australian Bitcoin mining market 04:47 Homegrown mining or foreign investment? 06:30 Energy mix 13:41 have renewables hindered mining growth? 19:45 Using coal as flex generation 24:41 Gov incentives for grid connection 27:29 New interest in BTC mining 34:16 Grid connection approval times 41:10 Huddles to adoption Notes: • Australia has ~100MW of Bitcoin mining capacity • 79% of installed renewable capacity gets curtailed • Miners operate at grid edge due to price volatility • Nuclear plants proposed for each Australian state • Energy operators now open to Bitcoin mining JVs • Grid regulates coal down when renewables produce You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com Want to mine Bitcoin? Check out the Blockspace Media store today! 👉 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 the Bitcoin 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…

The Mining Pod | Bitcoin Mining News

1
CoreWeave's IPO Plans, CBP ASIC Releases, Cathedra Sells 60 MW and Trump's Tariffs 31:15

hace 26 días31:15

31:15

Charlie and Matt fill in for Colin and Will on this week's Mining Pod. They discuss Core We've's public listing plans and its 12-year, $10.2B contract with Core Scientific, making it the AI darling of American markets. They debunk rumors about Microsoft canceling CoreWeave contracts, cover US customs releasing seized Bitcoin miners after months of delays, and analyze Cathedra's $21M sale of a 60MW North Dakota mining site. The episode wraps with insights on market volatility driven by Trump's tariff policies and how Scott Bessent's Bitcoin knowledge influences economic decisions. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Difficulty adjustment expected at +1.16% • Hash price bottomed at $45/PH/s/day in February • CoreWeave 2024 revenue: $1.92B (77% from 2 clients) • Cathedra sold 60MW site for $350K per megawatt • Mining equipment being released by US customs • Market volatility from Trump's tariff policies Timestamps: 00:00 Start 01:55 Difficulty update 05:12 Coreweave IPO? 09:39 Coreweave MSFT FUD 14:54 Customs mining rig seizures 24:09 Cry Corner: Tariff Tug of War 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! Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Mining Pod | Bitcoin Mining News

1
What AI Means for ERCOT and the Texas Grid w/ Haley Thomson 51:02

hace 29 días51:02

51:02

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com Want to mine Bitcoin? Check out the Blockspace Media store today! Welcome back to The Mining Pod! Today, Haley Thomson, director of energy trading at Luxor Technologies, 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 proposed Timestamps: 00:00 Start 02:02 ERCOT's surging power demand 05:37 2023 power price spikes 10:42 ERCOT energy storage plans 17:58 Does storage help AI data center demand? 24:02 Baseload buildout trailing demand 30:01 PGM vs energy only 36:33 Creative energy work arounds 39:16 Does off grid power scale? 40:19 Types of AI power demand 45:35 Hyperscalers buying mining sites 48:40 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 the Bitcoin 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…

The Mining Pod | Bitcoin Mining News

1
MARA’s Plans to Expand Internationally, Purchase Energy Assets w/ Adam Swick 49:25

hace 5 weeks49:25

49:25

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com Want to mine Bitcoin? Check out the Blockspace Media store today! Welcome back to The Mining Pod! For today’s Bitcoin Stock Show, MARA’s Chief Strategy Officer Adam Swick joins to discuss the forward-looking plans CEO Fred Thiel mentioned in MARA’s 2024 earnings call. Specifically, Swick unpacks claims that MARA wants to offshore 50% of its operations by 2028 by entering into similar joint-ventures as its Zero Two partnership in the UAE. Swick also speaks to the company’s goal to own more energy-generating assets in the United States and how it would finance such purchases. Finally, why MARA is so hot on the new ASIC manufacturer, Auradine, and whether or not we should expect MARA to enter the inference field for AI compute. You can listen to MARA's 2024 earnings call here. • Mara went from 0% to 70% owned mining assets • Q4 revenue: $214.4M with lower operating costs • Target: 50% of operations outside US by 2028 • Wind farm acquisition extends life of older miners • Auradine partnership delivering quality ASIC miners • Focus on AI inference rather than training models Timestamps: 00:00 Start 03:53 MARA lowering OpEx 06:24 Trend toward owned assets 09:01 Zero cost mining 14:17 Debt financing BTC purchases 19:27 Considering power production 22:01 Foreign mining sites 27:08 Has Africa been sufficiently de-risked? 30:25 Free-er energy markets vs controlled 33:57 Auradine 40:40 AI & HPC 👉 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 the Bitcoin 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…

The Mining Pod | Bitcoin Mining News

1
Crisis Over? U.S. CBP & Bitcoin ASIC Importation 30:37

hace 5 weeks30:37

30:37

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com Want 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 Start 02:17 History of seizure trend 09:08 Lobbying the government for release 17:42 Follow on effects 20:13 Bitmain plans 24:20 Conspiracy corner: Evil or Entropy Notes: - $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 the Bitcoin 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…

The Mining Pod | Bitcoin Mining News

1
BlackRock’s $2B Mining Holdings, BitFuFu’s $20.4M Buy, BTC Mining’s Economic Impact, and Milei’s Scamcoin 42:13

hace 6 weeks42:13

42:13

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com Want 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 Start 01:30 Difficulty report 05:18 Institutions own 40% of mining stocks 11:34 BitFuFu 19:55 Bitcoin Mining Adds 31k Jobs to US 26:10 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 the Bitcoin 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…

The Mining Pod | Bitcoin Mining News

1
The Pure Play Bitcoin Miner Playbook 52:42

hace 6 weeks52:42