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 …

AI models are now everywhere in crypto, and you've probably already interacted with one that Bootoshi built! We also talk AI strong memory building, how AI models will drive user experiences, and why crypto + AI are uniquely positioned for 2025. Follow our guest: @KingBootoshi --- Bitcoin Season 2 is brought to you by Botanix! Botanix Labs is pione…

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 relativ…

James O'Bierne just dropped a SPICY twitter thread "The Consensus Conundrum" which basically says Bitcoin has a leadership problem. Colin & Charlie dive into this hot topic! - 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,…

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…

"Memecoins will exist as long as fiat money" says Murad Mahmudov. Murad outlays his thesis for why the next year will be historic for memecoins, and how the best memecoins will look more like quasi-religions, movements, than speculation. Follow our guest: @MustStopMurad --- Bitcoin Season 2 is brought to you by Botanix! Botanix Labs is pioneering a…

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 twi…

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 the…

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 i…

Mihael Šinkec from sCrypt talks about how enabling covenants on Bitcoin superpower the chain, unlocking "platform" and computer-like characteristics. Follow our guest: @MSinkec --- 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 se…

Ordinals Creator Casey Rodarmor just gave away his first every ordinals inscription to a random Minecraft player! Also, the mempool is close to clearing, Taparoo swap launches, and OP_NEXT is coming! - 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 b…

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 …

How does Bitcoin's "governance" work? Trick question: there IS no governance! Why our OP_NEXT conference in Boston next week (Nov 9!) is aiming to be one of the places we actually move the needle on what a soft fork looks like! - Bitcoin Season 2 is brought to you by Botanix! Botanix Labs is pioneering a new direction for DeFi with the first EVM L2…

Welcome back to The Mining Pod! Bitcoin’s hashrate is ripping, so Will and Colin sit down to discuss where all the new hashrate is coming from. They also touch on updates for Greenidge’s long-standing lawsuit against the State of New York and why the scuttlebutt that Bitmain might come under the scope of US sanctions is unfounded for now. Finally, …

Welcome back to the Bitcoin Stock Show! Yesterday, we livestreamed Riot's Q3 earnings call, so for today's show, we unpack the earnings call with a special guest, PennyEther! PennyEther is a bitcoin mining stock analyst who shares his research and insights on X. This podcast is a truncated version of the livestream, where we cut the earnings call b…

There aren't that many good critics of OP_CAT left, so we asked Post Capone to provide his perspective. This conversation touches on tons of topics -- filters, ethereum/solana vs Bitcoin, witness discount, alternative bitcoin clients, and of course MEV. Follow our guest: @p0stc4p0n3 --- Bitcoin Season 2 is brought to you by Botanix! Botanix Labs is…

There's no longer a dominant Bitcoin culture, so who are the big names in Bitcoin and where do they fall along the Laser Eye x Degen spectrum? We rank Michael Saylor, Vitalik, CZ Binance, and more! - 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 bui…

AI tokens have hit every blockchain and now they're on Bitcoin too. Also: Casey breaks Ord, a solominer hits a block with an Apollo miner, and Runes are down again. 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, decentrali…

Welcome back to The Mining Pod! Today we are joined by Kyle Schneps, VP of Public Policy at Bitcoin mining pool Foundry, joins us to discuss…well the election! Why did Bitcoin miners go so hard for Trump and will there be repercussions? Why did Foundry sit in between and not endorse either candidate? And what actually matters more in 2024, States o…

We've got Stephen & Matthew, engineering & product on the Bitcoin side of MagicEden, explaining how the platform combines cutting edge tech w/ intuitive product design. Follow our guests: @MakeTokensFun @summraznboi --- Bitcoin Season 2 is brought to you by Botanix! Botanix Labs is pioneering a new direction for DeFi with the first EVM L2 running o…

Welcome back to the Mining Pod! Will, Colin, and Matt are back with another news roundup. It’s election season, so naturally, headlines about Russia have weaseled their way into the news cycle – only this time, the news is about how Russia allegedly wants to encourage trade in bitcoin to bypass sanctions. The gang also talks about Coinmint’s partne…

Welcome back to the Mining Pod! For this week’s stock show, Colin interviews Bitfarms CEO Ben Gagnon and Senior Vice President of Global Mining Operations Alex Brammer. Bitfarms made a name for itself as one of the first publicly traded bitcoin miners to expand into South America, first with its operations in Argentina and then in Paraguay. Now, Bi…

Welcome back to the Mining Pod! We’re joined by Ethan Vera of Luxor Tech and Kal Kassa of BitcoinBrr to discuss mining Bitcoin in Ethiopia! Earlier this summer we heard reports of mining picking up in the Eastern side of Africa, particularly with well connected Chinese Bitcoin miners sourcing hydro-powered contracts. Ethan recently visited so we br…

Alex B of Ark Labs explains how Ark can be considered a "UTXO renting service" and how an Ark can superpower everything Bitcoin already does. Follow our guest: @bergealex4 arklabshq -- 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 forwar…