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How BitFuFu Is Leveraging Cloud Contracts For International Growth
From Ethiopia to Oklahoma, BitFuFu is turning recurring revenue into gigawatts of power.
EPA Slashes Regulations, Canaan Secures $200M, CoreWeave's OpenAI Deal and NYDIG's Mawson Beef
All your Bitcoin mining news in 30 minutes or less!
Bitcoin Mining In Australia
Could Australia’s volatile energy markets be the next ‘Texas’ for Bitcoin mining?
CoreWeave's IPO Plans, CBP ASIC Releases, Cathedra Sells 60 MW and Trump's Tariffs
CoreWeave turned heads a few times this week. We cover all the moves!
What AI Means for ERCOT and the Texas Grid w/ Haley Thomson
ERCOT expects peak demand to hit 150 GW by 2030. Here’s what Texas needs to do to manage that load.
MARA’s Plans to Expand Internationally, Purchase Energy Assets w/ Adam Swick
MARA wants to have 50% of its operations abroad by 2028. Here’s how they plan to do it.
Crisis Over? U.S. CBP & Bitcoin ASIC Importation
Seized machines from Bitcoin miners are slowly being released. Is that the Trump affect or is more to come?
BlackRock’s $2B Mining Holdings, BitFuFu’s $20.4M Buy, BTC Mining’s Economic Impact, and Milei’s Scamcoin
How much of the mining market does Black Rock own, and why did Argentinian President Javier Milei endorse a memecoin?
ASIC Prices, Russia Restrictions, Alaska Gas Mining, $4.6B Mining Stock Shorts, Bye Bye Gary
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 cover a novel story onHicorp tapping the largest gas reserve in the US with a bitcoin mining pilot in Alaska, yet more news on AI-pivots from bitcoin miners, and the $4.6 billion in open shorts against Bitcoin miners. Finally, for this week’s cry corner, Bitcoin and crypto professionals, pedestrians, and obsessives rejoice at the resignation of Gary Gensler.
Are Mining Stocks Overvalued? With JP Morgan’s Reggie Smith
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 relative valuations of the mining industry.
