"What do Bitcoin devs think about X?" is the most popular question right now in the soft fork discussion. How do we measure who supports what? It's not super straightforward, but just this week we found a super useful chart! - Bitcoin Season 2 is brought to you by Botanix! Botanix Labs is pioneering a new direction for DeFi with the first EVM L2 ru…

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 o…

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…

Cypherpunk Jameson Lopp talks about Bitcoin consensus, ossification, and how he hopes Bitcoin does not follow the same path the email (SMTP) protocol has -- being limited to a handful of centralized providers. Follow our guest: @lopp --- Bitcoin Season 2 is brought to you by Botanix!ac Botanix Labs is pioneering a new direction for DeFi with the fi…

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 cust…

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 Minin…

While everyone's arguing about soft forks like OP_CAT, several researchers have proposed sneaky workarounds which are able to emulate certain covenants *without a soft fork*. Charlie reviews what they are, a bit of how they work, and what it might mean for future soft fork discussions. - Bitcoin Season 2 is brought to you by Botanix! Botanix Labs i…

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 ov…

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 be…

FarmerJoe is an unlikely DeFi yield farmer who found himself investing in all things Bitcoin Season 2 *and* becoming an accidental $PUPS memecoin founder. FarmerJoe is bullish all things new on Bitcoin, Bitcoin defi, and Bitcoin assets. Follow our guest: @FarmerJoe0x --- Bitcoin Season 2 is brought to you by Botanix! Botanix Labs is pioneering a ne…

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. Tim…

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 …