The Mining Pod | Bitcoin Mining News podcast

32:40

FILL OUT THE MINING POD SURVEY BY CLICKING HERE You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 15,000 Bitcoiners: https://newsletter.blockspacemedia.com Welcome to The Mining Pod! Today, Christian Lopez, Head of Digital Assets at Cohen and Company Capital Markets, joins us to break down Bitcoin mining's ever-shifting capital market landscape. Lopez explains why there's currently a glut of mining sites on the market, why private miners struggle to secure funding, and why the HPC/AI retrofit narrative is more complex than it seems. We also discuss how potential tariffs might affect mining operations, why Bitcoin mining stocks are correlating differently with Bitcoin than in previous cycles, and the evolving relationship between Bitcoin miners and institutional investors. - 1.5GW of mining sites currently for sale - Private miners face nearly impossible fundraising - Site retrofits for HPC require total rebuilds - Hash rate correlation with BTC price declining - Tariffs may increase CapEx by 10-30% - Hyperscalers want 150MW+ sites near major cities Timestamps: 00:00 Start 01:47 Current market for miners 04:22 M&A landscape 11:42 Fractal 12:04 AI & HPC hype 14:27 Raising capital right now 17:59 Is retrofitting real? 21:36 Tariffs 26:16 Is capital chasing AI instead of mining? 👉 Fractal Bitcoin , Reduces up to 50% of your pool fee. No new hardware, no extra energy. And it’s easy. FB rewards go straight to your existing Bitcoin wallet address. Over 50% of Bitcoin’s hashpower is already merge mining Fractal. Get more from the same resources — start on Fractal today! 👉 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…

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Broken Energy Grid? Spain, Portugal Plunge Into Darkness 18:13

1 day назад18:13

18:13

We jump on the podcast to discuss Spain's and Portugal's historic blackout event, with over 10 GW of missing energy on the Iberia Peninsula. FILL OUT THE MINING POD SURVEY BY CLICKING HERE: https://forms.gle/DFpR9MyhWo1NQ8T39 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! Apple https://apple.co/3fNfrdi Spotify https://tinyurl.com/3cmz3jkc Anchor https://tinyurl.com/yckv8t7p RSS https://bit.ly/3chpULV Newsletter https://miningpod.blockspace.media/ 👉 Fractal Bitcoin, Reduces up to 50% of your pool fee. No new hardware, no extra energy. And it’s easy. FB rewards go straight to your existing Bitcoin wallet address. Over 50% of Bitcoin’s hashpower is already merge mining Fractal. Get more from the same resources — start on Fractal today! 👉 @Luxor, 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. Questions or want to get in contact? 👉 hello@blockspace.media Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Broken Energy Grid? Spain, Portugal Plunge Into Darkness 18:13

1 day назад18:13

18:13

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A$2.7 Million Mining Heist, Tariffs For Miners and Top 5 Mining Historical Moments 38:47

5 дней назад38:47

38:47

FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome to The Mining Pod! In this episode, the team discusses recent Bitcoin mining trends including a projected 8% difficulty decrease, fee revenue rebounding to 3.3% of block rewards, and major loans from Coinbase and Matrixport to miners amid ATM market hesitancy. They analyze the curious case of $2.7M in stolen Bitcoin miners (many outdated S9s) intercepted at LAX, customs control gaming allegations, and tariff implications for ASIC importation. The highlight is a lively debate on the top 5 moments in Bitcoin mining history, with strong disagreements about whether mining pools deserve a spot! Subscribe to the newsletter! https://newsletter.blockspacemedia.com # Notes: • Bitcoin hash rate down ~100 EH/s from April peak • Transaction fees rebounding to 3.3% of block rewards • $2.7M in stolen ASIC miners intercepted at LAX • AnAlpha IPO filing with 1.63B in outstanding loans • ASIC miners classified under tariff code 8543 • AnAlpha's US customer base dropped from 25% to 6.9% Timestamps: 00:00 Start 00:13 Luxor Difficulty Report 06:21 LAPD Finds Millions in Stolen S9s 08:37 Sneaking ASICs into the US? 12:19 Tariffs again.... 15:35 Fractal Bitcoin 16:11 Top 5 Bitcoin Mining Moments in History 31:26 Antalpha’s IPO 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…

1
2025 Bitcoin Hashrate Forecast w/ Valentin Rousseau 37:57

8 дней назад37:57

37:57

FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Welcome back to The Mining Pod! Today, Valentin Rousseau (a.k.a as Muad Dib on X), a bitcoin mining researcher who's worked with Hash Labs and the University of Cambridge, joins us to discuss his Blockspace report on hashrate forecasting for 2025, 2026, and 2027. Valentin breaks down his methodology for predicting Bitcoin's hashrate trajectory, analyzes hashrate deployment schedules for public miners, unpacks how tariffs could slow U.S. hashrate growth – and thus the Bitcoin network’s growth as well, and answers the question: will we still see 1 zetahash in 2025? You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.com # Notes: - Projected ~1000 EH/s by end of 2025 - Forecast: 1700 EH/s by end of 2027 - Public miners = 37% of global hashrate - US tariffs reduced 2025 forecast by 60 EH/s - Private miners leading international expansion - ASIC prices flattened since 2022 crash Timestamps: 00:00 Start 02:27 2025 Mining Outlook 06:28 Public miner success rate 08:30 2026 & 2027 Outlook 11:27 Hashrate prediction 2027 13:59 Accounting for tariffs 16:14 US domestic vs International 17:10 Private vs public hashrate 20:06 Machine purchases 24:34 Greenfield vs Brownfield sites 29:34 Map of US hashrate 31:54 Hashrate averages 35:57 Wrap up 49:29 Vibe shift 👉 Fractal Bitcoin , Reduces up to 50% of your pool fee. No new hardware, no extra energy. And it’s easy. FB rewards go straight to your existing Bitcoin wallet address. Over 50% of Bitcoin’s hashpower is already merge mining Fractal. Get more from the same resources — start on Fractal today! 👉 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…

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Ranking Bitcoin Miners, Auradine’s $150M Raise, and Coinbase’s ‘Base’ Rugpull 49:34

12 дней назад49:34

49:34

FILL OUT OUR SURVEY BY CLICKING HERE Who’s the top Bitcoin miner? We rank them in this week’s news roundup. Plus Auradine raises a ton of money to bring Bitcoin mining manufacturing stateside. Welcome to The Mining Pod! In this episode, the gang breaks down the latest in Bitcoin mining with their weekly hash price update, showing prices hovering around $45 per petahash day with an expected 2.5% difficulty increase. We then flex to"Bitcoin Mining Mountain" - a spicy tier ranking of top mining companies based purely on vibes. The crew also discusses Auradine raising $153 million in Series C funding to expand ASIC manufacturing, dives into Luxor's derivatives market for hash rate futures, and concludes with Coinbase's alleged front-running controversy with their "Base is for Everyone" token launch. Subscribe to the newsletter! https://newsletter.blockspacemedia.com # Notes: - Hash price currently at $45 per petahash per day - Expected 2.5% difficulty adjustment on April 19 - Ordean raises $153M in Series C funding - Bit Deer ranked S-tier due to Tether investment - Luxor did $65M in notional volume in Q1 - Hash rate growth projected to slow in 2025 Timestamps: 00:00 Start 01:08 Difficulty Report by Luxor 04:24 Ranking Miners 26:27 Auradine raises $153 million 32:42 Luxor Market Update 44:12 Cry corner - Coinbase rugs ‘Base’ users 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! 👉 Fractal Bitcoin , Reduces up to 50% of your pool fee. No new hardware, no extra energy. And it’s easy. FB rewards go straight to your existing Bitcoin wallet address. Over 50% of Bitcoin’s hashpower is already merge mining Fractal. Get more from the same resources — start on Fractal today! 👉 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…

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The Rise and Fall of Bitcoin Mining in Kazakhstan w/ Didar Bekbau 34:24

15 дней назад34:24

34:24

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.com Want to mine Bitcoin? Check out the Blockspace Media store today! Welcome back to The Mining Pod! Today, Didar Bekbau, CEO of Xive, joins us to analyze Kazakhstan's Bitcoin mining industry. Following China's 2021 mining ban, Kazakhstan briefly captured 15-18% of global hashrate, making it the second largest mining hub in the world, before government restrictions devastated the sector. Didar explains how aging Soviet-era infrastructure couldn't handle the surge, triggering a power price tax hike that drove miners to Russia and the US. He also explores whether Kazakhstan's energy-rich landscape might someday welcome miners back with proper planning and infrastructure investment. # Notes: - Kazakhstan peaked at 18% of global hash rate (2021) - Mining capacity dropped from 1600MW to ~200-400MW - Electricity tax reached $0.05-0.06 per kWh - Russia became primary destination for fleeing miners - Many miners relocated equipment to US and Russia - Grid infrastructure dated from 1960s-1980s Soviet era Timestamps: 00:00 Start 02:02 Current Kazakhstan mining overview 04:19 Scope of hashrate 06:14 Why declining hashrate? 08:49 Tax structure 11:58 Reverting the tax structure 13:42 Effects of China mining ban 14:51 Where power generators mining? 17:14 Supply & demand imbalance 21:05 Future for mining in Kazakhstan? 23:59 GDM owning generation 25:07 Russia mining 27:34 Off grid mining in Kazakhstan 29:55 Ukraine war and natural gas 31:52 GDA, grid demand & government 33:12 Kazakhstan mining outlook 👉 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…

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Writer's Room: Bitcoin’s Biggest Crashes Compared! 42:18

18 дней назад42:18

42:18

This is a cross-post of our latest Writer's Room for Bitcoin Season 2, a weekly back-and-forth between Blockspace's Charlie Spears and Colin Harper on hot news items and Bitcoin esoterica. You can find prior episodes on the Bitcoin Season 2 YouTube . You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.com How do previous Bitcoin crashes compare to this week’s Tariff Troubles? Colin and Charlie analyze Bitcoin's recent 30% drop from $109K to $76K in context of previous market crashes. We compare the COVID crash of 2020, the Terra/Luna collapse of 2022, and the FTX insolvency in November that same year. We cover how market sentiment in each crash despite similar percentage drops, explore how exogenous and endogenous factors affected declines and recoveries – plus, why the current drawdown, mired in macro turmoil, most resembles the March 2020 COVID crash. Follow our guests: @cbspears @asilayhodling @btcszn2 Notes: - Bitcoin down 30% from $109K to $76K - Markets recovered 9.5% in one day - Terra/Luna crash: 35% drop in one week - FTX collapse: only 30% drop but worst sentiment - US fiscal deficit at $36.7 trillion debt - BitMEX "outage" may have saved 2020 crash Timestamps: 00:00 Start 00:46 Bitcoin crashes, “don't buy it” 06:25 Macro lookback 14:00 Covid crash (march 2020) 23:18 Terra Luna crash (may 2022) 32:16 FTX Crash 38:43 Stay humble, stack sats Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Trump Tariff Troubles, Hashprice Dog Days, Pakistan is Mining Bitcoin 35:56

19 дней назад35:56

35:56

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! Will and Colin break down the harsh reality of bitcoin’s hashprice hovering around $40, putting many miners at or underwater. The hashprice woes couldn’t come at a worse time, as the Trump administration’s tariffs are poised to increase CAPEX costs for miners in the U.S. The Trump tariff chaos sent miners scrambling to charter multi-million dollar flights for ASIC imports in the eves before the administration effected a 90-day pause on its proposed policy. We also discuss Pakistan's plans to use Bitcoin mining for surplus electricity. And for this week’s cry corner, if you wanted to vastly outperform the market year to date, you should have invested in this ETF that is short ETH. # Notes: - Hash price down to around $40 - Most public miners at break-even or underwater on direct costs - Trump paused tariffs for 90 days, China still at 125% - $2.33B of mining hardware imported to US in 2024 - Pakistan turning to Bitcoin mining for surplus power - 2x inverse ETH ETFs up 247%, best ETFs of 2025 Timestamps: 00:00 Start 01:20 Difficulty Report 06:40 Tariff deadline scramble 15:35 Mining stocks 21:27 Pakistan BTC mining 28:39 Cry Corner: Is ETH ded? 👉 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…

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The Trumps Mine BTC Now: Inside American Bitcoin w/ Matt Prusak 28:04

22 дня назад28:04

28:04

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, Matt Prusak, CEO of American Bitcoin, joins us to discuss the strategic partnership between HUT 8 and the Trump family for its latest subsidiary, American Bitcoin. Hut 8 is reallocating nearly all of its self-mining assets (10 EH/s) to American Bitcoin and taking an 80% stake in the company. Prusak explains why Hut 8 has taken this approach to focus self-mining efforts with American Bitcoin while the parent company focuses on energy, infrastructure, and AI. Plus, he touches on American Bitcoin’s ambitious plans to reach 50 EH/s and the company’s plans to go public. # Notes: - HUT 8 allocated mining assets for 80% stake - Starting with 10 EH/s, targeting 50 EH/s - American Bitcoin will build own Bitcoin treasury - Emphasizes "America First" Bitcoin ethos - Plans to go public in the future - Targeting sub-15 joules per terahash efficiency Timestamps: 00:00 Start 01:45 Starting American Bitcoin 02:49 Business structure 03:43 What does Hut 8 gain? 04:52 AI & HPC pivot 06:19 New pools of capital? 07:32 New facilities? 08:21 Hut 8 & Bitmain deal 09:27 Roadmap 10:19 Power generation 12:00 Favoring domestic hardware? 13:28 Dividing responsibilities 14:41 Separate treasuries? 14:52 Financials & IPO 16:29 Two public companies 18:58 Fundraising 21:41 Balancesheets 22:58 Hut 8 expenses 26:36 Vibe shift 👉 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…

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Bitcoin Mining's Black Monday 16:06

23 дня назад16:06

16:06

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! In this emergency market update, we analyze the brutal day for Bitcoin and mining stocks amid wider tariff-induced market terror. Bitcoin is below $80,000 and bitcoin mining stocks are bleeding. We examine the YTD declines for mining equities, how tariffs could impact miner CAPEX costs by 10-30%, and how the tariffs invite potential mining M&A consolidation. # Notes: - Bitcoin dipped below $80K, rebounded to high $70Ks - Mining stocks down 50%+ YTD across the board - 34% tariffs announced on Chinese goods - Hash price compressed to around $40 - Marathon has ~50,000 Bitcoin on balance sheet - Asics/infrastructure costs rising 10-30% with tariffs Timestamps: 00:00 Start 01:59 China responds to tariffs 04:00 Crypto outflows 11:14 Miners stocks bleeding out 👉 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…

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Inside Bitcoin’s Darknet Markets 41:36

24 дня назад41:36

41:36

BITCOIN SEASON 2: Inside Bitcoin’s Darknet Markets Sub-title (150 characters or so) We’re exploring darknet markets, from their history with the Silk Road to how they function today. Bitcoin vs. Monero usage, exit scams, and why these markets look like they're stuck in 2004 despite handling billions in transactions. Body (300 characters or so) You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.com Colin and Charlie dive into the seedy underbelly of cryptocurrency—darknet markets. From the early days of the Farmers Market to the infamous Silk Road and beyond, they explore how these marketplaces function, why they initially struggled without Bitcoin, and the recent shift from Monero back to Bitcoin following exchange delistings. With $2 billion in annual volume yet surprisingly flat growth, they examine the robust review systems, exit scams, and why these sites stubbornly maintain their 2004-era aesthetics. Disclaimer: This episode discusses drugs and illegal activities for informational purposes only. Follow our guests: @cbspears @asilayhodling @btcszn2 Notes: - Darknet markets processed ~$2-3.5B annually - Farmers Market (2006) had only 3,000 users - Silk Road processed $182M from 100,000 users - Market volume remained flat despite crypto growth - Monero losing popularity after exchange delistings - Kraken darknet market: ~$800M volume in 2024 Check out our Bitcoin scaling conference! Visit opnext.dev to learn more. Timestamps: 00:00 Start 01:50 Chainalysis Darknet Market Report 05:15 Farmer's Market 14:27 After Silk Road 16:11 Arch 16:42 Rise of Monero 23:38 Quality control 29:24 Exit scams - 👉 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…

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Hut 8’s Trump-Backed American Bitcoin, Galaxy’s $4.5B CoreWeave Deal, Tariff Impact on Bitcoin Miners 34:55

26 дней назад34:55

34:55

Welcome to The Mining Pod's news roundup! Colin Harper and Matt Kimmel are joined by special guest Ethan Vera, the COO of Luxor, to discuss one of the most electric weeks for bitcoin mining news this year. They break down Hut8's new Trump-affiliated subsidiary American Bitcoin, Galaxy Digital's 15-year, $4.5 billion hosting agreement with CoreWeave, and how the Trump administration's blanket tariffs are bad news for miners and could lead to a 20-30% rise in ASIC miner prices. Plus, they cover Cango’s proposal to sell its auto-finance business to a Bitmain-linked entity for $352 million, and for this week’s cry corner, why Jack Dorsey thinks Lightning just isn’t cutting it. # Notes: - Hash price at pre-election lows of $40/PH/s/day - Hut 8’sTrump-backed American Bitcoin - Galaxy-CoreWeave deal worth $4.5B over 15 years - New tariffs that will impact miners: 36% Thailand, 32% Indonesia, 24% Malaysia -Cango proposes to sell its autofi business for $352 million - Jack Dorsey: "We can do better than Lightning" Timestamps: 00:00 Start 01:50 Difficulty Report 04:58 Trumps enter BTC mining 11:14 Galaxy CoreWeave deal 16:14 Tariffs are taxes 25:14 Cango Exits Auto Business 30:40 Cry Corner-LN a failure? 👉 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…

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

29 дней назад55:11

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…

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GameStop pulls a Microstrategy 32:39

4 weeks назад32:39