The Mining Pod

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THE MINING POD: Rhodium Files for Bankruptcy, Mining Farm Acquisition Season, Public Miner AI Updates, and Bitcoin’s Maddening Energy Debate Welcome back to The Mining Pod! We broke news this weekend that Texas-based bitcoin miner Rhodium is going bankrupt, and we follow up in today’s show about what we do and don’t know regarding the incipient restructuring. As Rhodium starts restructuring its debt, other bitcoin miners have been expanding, with mergers and acquisitions becoming the second hottest trend this summer in the mining sector. The hottest trend, though, is AI, and we’ve got the straight skinny on how public bitcoin miners are approaching the hyped-up sector. And in this week’s Cry Corner, the gang addresses yet more quibbling about Bitcoin’s energy use (when Solomon said that there’s nothing new under the sun, he was really talking about energy FUD…). Watch: https://lnkd.in/g-X6exjk

Making Sense of AI and HPC Markets with Tom Masiero Before 2023, most folks probably associated AI with the far-off dystopias of The Terminator, The Matrix, or other depictions in pop culture. Now, AI is permeating every corner of our culture and economy as applications like Chat-GPT have taken a place alongside Google as the habitual tools of the internet’s citizenry. At the core of all of these applications – as with every facet of the Internet – is computing power, and bitcoin miners are betting big on becoming key producers of this compute. On this episode of the Bitcoin Stock Show, Tom Masiero of Cathedra Bitcoin shares his vision for how bitcoin miners factor into the most consequential technological revolution since the Internet.  watch: https://lnkd.in/gUYMajWZ

Once weekly livestream on all things Bitcoin and Bitcoin mining stocks!

NEW: Supply glut, weak hashprice is driving ASIC prices to all-time lows One of the hidden casualties of the Fourth Bitcoin Halving, Bitcoin mining ASIC prices have plummeted over 2024. The decline in hashprice is an obvious culprit – it’s harder to sell machines if the ROI is lackluster. But a glut in supply from over manufacturing could also be affecting demand and pushing down prices. “We are seeing more buyers and also wholesalers holding up their purchase post-halving. This is mainly driven by too much supply in the market, and also there's greater uncertainty in machine prices and mining economics,” the head of an ASIC brokerage firm, who asked to remain anonymous, told Blockspace. It’s undoubtedly a buyer’s market, they said, with the exception of the S21 Pro, Bitmain’s latest model which is the most powerful and energy efficient ASIC on the market. Read more by clicking the link 👇 https://lnkd.in/gxnD3FMb

Once weekly livestream on all things Bitcoin and Bitcoin mining stocks!

The Bullish Case for Bitdeer Group with Brandon Bailey Bitdeer went public in April 2023, and since then, it has earned consideration as one of the top 10 public bitcoin mining stocks by market cap. Today, our guest Brandon Bailey makes the case for why it deserves a spot in the top five. Welcome back to The Mining Pod! This week we are joined by Brandon Bailey (a.k.a. Bitcoin Beezy), a co-founder of Second Gate Advisory and a former VP of mining at Galaxy, to discuss his recent research note on Bitdeer. He argues that the public miner, which is sometimes overlooked for some combination of language barriers and the team’s geographic distance from North America, is massively undervalued. He digs into Bitdeer’s bitcoin mining business and its burgeoning ASIC miner manufacturing line to make the case that the company deserves a valuation comparable to Riot, Marathon, CleanSpark, and Core Scientific.

Major Bitcoin miner Rhodium files for Chapter 11 bankruptcy! Follow The Mining Pod for the best info in Bitcoin and Bitcoin mining!

Rhodium Files for Bankruptcy, Mining Farm Acquisition Season, Public Miner AI Updates, and Bitcoin’s Maddening Energy Debate In this week’s news roundup, Will, Colin, and Matt cover the news regarding Rhodium’s Chapter 11 bankruptcy, and they also touch on the spree of post-halving mergers and acquisitions in bitcoin mining. Plus, what’s the deal with public bitcoin miner AI/HPC strategies? Finally, they close on the ever-persistent (and always maddening) debate over bitcoin mining’s energy use. https://lnkd.in/gmHeMyAD

“I made the film for my friends - for my San Francisco buddies that were telling me that because of the environment [Bitcoin is bad].” Alana Mediavilla-Diaz director and producer of DIRTY COIN: THE BITCOIN MINING DOCUMENTARY joins The Mining Pod!