Drilling into Crypto

Mohamed El-Masri

Host, Mohamed El-Masri (a.k.a Mo Mazri) talks to the leaders driving the financial revolution and sheds a spotlight on energy markets, compute infrastructure, wealth creation and sovereignty in an increasingly globalized economy. Become a supporter of this podcast: https://www.spreaker.com/podcast/drilling-into-crypto--4723128/support.

  1. Jun 20

    #24 The Rise of Compute as an Asset Class: How Bitcoin Miners are Reshaping Infrastructure

    Bitcoin mining is no longer a niche industry—it’s becoming a cornerstone of global digital infrastructure. In this episode of Drilling into Crypto, Mohamed El-Masri is joined by Charley Brady, VP, Investor Relations at BitFuFu (NASDAQ: FUFU) to explore how Bitcoin mining is evolving into an institutional asset class attracting public markets, enterprise capital, and long-term infrastructure investors. We discuss the rise of cloud mining, the financialization of hashrate, and why mining companies are increasingly being viewed as energy and compute businesses rather than simply Bitcoin producers. Charley also shares insights into how institutional investors evaluate mining companies, the future of global mining infrastructure, and why access to affordable, reliable energy will define the next generation of industry leaders. Whether you’re an investor, miner, energy executive, or simply interested in the future of energy-to-compute infrastructure, this episode offers a behind-the-scenes look at where one of the industry’s largest publicly traded mining platforms sees the market heading. Topics include: - The institutionalization of Bitcoin mining - Cloud mining and democratizing access to hashrate - Public markets and mining company valuations - Energy infrastructure as a competitive advantage - The future of Bitcoin mining in a global economy 🎧 Now streaming on Drilling into Crypto across all your favorite podcast Apps. Become a supporter of this podcast: https://www.spreaker.com/podcast/drilling-into-crypto--4723128/support.

    #24 The Rise of Compute as an Asset Class: How Bitcoin Miners are Reshaping Infrastructure
  2. 12/12/2025

    #19 Escaping the Matrix: How Web3 & Crypto Unlock Financial Liberty

    On this Episode 19 of Drilling into Crypto, I speak with Sheraz Ahmed of STORM where we deep dive on web3's emergence as a beacon of decentralization, offering individuals the power to reclaim autonomy and reshape their futures. Unlike traditional models, web3 leverages blockchain technology to foster transparency, security, and user empowerment. Globalization has long been a driving force in connecting cultures and economies, yet it often leads to the consolidation of power within a few major institutions. Web3 challenges this by decentralizing authority, thus democratizing access to resources and opportunities. This paradigm shift allows individuals to participate in a global economy without the barriers imposed by intermediaries, creating a more inclusive and equitable digital landscape. Escaping the metaphorical "matrix" of centralized control involves embracing the principles of web3. It empowers individuals to become active participants rather than passive consumers, enabling them to shape the digital ecosystem. Through decentralized finance (DeFi), non-fungible tokens (NFTs), and decentralized autonomous organizations (DAOs), web3 offers a suite of tools that facilitate personal freedom, creative expression, and community-driven innovation. As we navigate this transformative era, the potential of web3 to redefine globalization and offer an escape from traditional constraints becomes increasingly evident. It invites us to envision a future where power is more evenly distributed, where creativity knows no bounds, and where each individual can contribute to and benefit from a truly decentralized world. Become a supporter of this podcast: https://www.spreaker.com/podcast/drilling-into-crypto--4723128/support.

    #19 Escaping the Matrix: How Web3 & Crypto Unlock Financial Liberty
  3. 12/11/2025

    #18 High-Yield Infrastructure: How Bitcoin Credit Creates a New Asset Class

    In Episode 18 of "Drilling into Crypto," we speak with Benoit Vincenzi of BTSF where we delve into the pivotal role of Bitcoin-denominated lending in the bitcoin ecosystem. Discover how this innovative mechanism facilitates efficient capital allocation and risk management, stabilizing and expanding the Bitcoin network. Join us as we explore how lenders and borrowers benefit from reduced transaction costs and minimized exposure to currency fluctuations by avoiding fiat conversions. This frictionless lending environment not only attracts more participants to invest in hashrate but also enhances the security and reliability of the Bitcoin network. We discuss the burgeoning recognition of hashrate and overall bitcoin mining infrastructure as an asset class, and how it is drawing interest from institutional investors eager to diversify their portfolios with novel opportunities. By bolstering the growth and stability of the Bitcoin network, Bitcoin-denominated lending fosters increased trust and acceptance of Bitcoin as a medium of exchange. Tune in to Episode 18 to understand how these dynamics are propelling Bitcoin from a speculative asset to a cornerstone of the digital economy, paving the way for broader adoption and integration into the global financial system. Don't miss this insightful conversation with Benoit Vincenzi. Become a supporter of this podcast: https://www.spreaker.com/podcast/drilling-into-crypto--4723128/support.

    #18 High-Yield Infrastructure: How Bitcoin Credit Creates a New Asset Class

About

Host, Mohamed El-Masri (a.k.a Mo Mazri) talks to the leaders driving the financial revolution and sheds a spotlight on energy markets, compute infrastructure, wealth creation and sovereignty in an increasingly globalized economy. Become a supporter of this podcast: https://www.spreaker.com/podcast/drilling-into-crypto--4723128/support.