Compass Podcast | Bitcoin Mining News CompassPodcast

Alyse Killeen is the founding Managing Partner of StillMark a Bitcoin VC firm. In this episode we talk about the bear market’s effect on venture capital, balance sheet management, and how VC firms invest in the mining industry.

Alyse Killeen:https://twitter.com/alysekilleen

Will Foxley: https://twitter.com/wsfoxley



🎥 TIMESTAMPS:

00:00  Start

01:06  Intro

02:33  Market outlook

05:24  Macro vs. halvening

07:44  BTC during recession

11:20  Evaluating for VC

16:31  Time horizons

21:42  Bear balance sheets

28:20  Mining VC future?

30:08  Seed vs. growth investment

34:37  Wrap



MINE

Start mining your own bitcoins with Compass. https://bit.ly/3CehBf1



WATCH https://youtube.com/c/CompassMining?sub_confirmation=1



LISTEN

Apple Podcasts https://apple.co/3fNfrdi

Spotify https://spoti.fi/3tSf9G1

Amazon https://amzn.to/3557cqg

Anchor https://bit.ly/3rmb7UF

Fountain https://bit.ly/3NeNTec

RSS https://bit.ly/3chpULV



LEARN

Every week, Compass sends a memo to over 18,000 professional miners and investors with the most important news and data in cryptocurrency mining. ✍️ Get the free newsletter in your inbox too: https://bit.ly/3vOGzxD



FOLLOW

Twitter: https://twitter.com/compass_mining

LinkedIn: https://www.linkedin.com/company/compassmining

Happy hashing! 🤝

#Bitcoin #BitcoinMining

Welcome back to the Compass Podcast! Today we are joined by Andrew Hinkes, author and adjunct professor at New York University focusing on the intersection of law, government regulation and digital assets. We talk about the huge OFAC sanction on Ethereum mixer Tornado Cash, what it means for Bitcoin miners and further industry repercussions.

Drew Hinkes: https://twitter.com/propelforward

Will Foxley: https://twitter.com/wsfoxley



SPONSOR

https://foundryacademy.com/



🎥 TIMESTAMPS:

00:00  Start

00:17  Foundry Academy

01:04  Intro

02:19  Drew's BTC backstory

05:05  Tornado Cash history

07:16  Censoring smart contracts

09:04  Are miners intermediaries?

11:25  Censoring Bitcoin

13:52  OFAC compliant pools

19:06  Tainting coins

24:18  Account model vs. UTXO

26:30  Legal interpretation roulette

27:38  Celebrity spam transactions

32:05  Future of OFAC regulation

36:26  Privacy coins

38:18  Wrap



MINE

Start mining your own bitcoins with Compass. https://bit.ly/3CehBf1



WATCH https://youtube.com/c/CompassMining?sub_confirmation=1



LISTEN

Apple Podcasts https://apple.co/3fNfrdi

Spotify https://spoti.fi/3tSf9G1

Amazon https://amzn.to/3557cqg

Anchor https://bit.ly/3rmb7UF

Fountain https://bit.ly/3NeNTec

RSS https://bit.ly/3chpULV



LEARN

Every week, Compass sends a memo to over 18,000 professional miners and investors with the most important news and data in cryptocurrency mining. ✍️ Get the free newsletter in your inbox too: https://bit.ly/3vOGzxD



FOLLOW

Twitter: https://twitter.com/compass_mining

LinkedIn: https://www.linkedin.com/company/compassmining

Happy hashing! 🤝

We talk with Camden Spiller from Maddox Industrial Transformer about demand for electrical infrastructure, including the consequences of the pandemic, tapering demand from Bitcoin miners and how demand destruction is easing production concerns.

https://www.maddoxtransformer.com/

Camden Spiller: https://www.linkedin.com/in/camden-spiller/

Will Foxley: https://twitter.com/wsfoxley



🎥 TIMESTAMPS:

00:00  Start

01:06  Intro

02:37  Maddox Industrial Transformer

04:49  Customers

06:40  Diversity of infrastructure

07:43  Experience working w/ miners

11:05  Learning the mining space

12:16  Typical examples

14:54  Miner demand

17:45  Steel & deindustrialization

19:42  Auro EV demand on transformers

23:24  COVID & workforce

30:39  Demand destruction

33:05  This miner cycle

36:16  If you could change one thing



MINE

Start mining your own bitcoins with Compass. https://bit.ly/3CehBf1



WATCH https://youtube.com/c/CompassMining?sub_confirmation=1



LISTEN

Apple Podcasts https://apple.co/3fNfrdi

Spotify https://spoti.fi/3tSf9G1

Amazon https://amzn.to/3557cqg

Anchor https://bit.ly/3rmb7UF

Fountain https://bit.ly/3NeNTec

RSS https://bit.ly/3chpULV



LEARN

Every week, Compass sends a memo to over 18,000 professional miners and investors with the most important news and data in cryptocurrency mining. ✍️ Get the free newsletter in your inbox too: https://bit.ly/3vOGzxD



FOLLOW

Twitter: https://twitter.com/compass_mining

LinkedIn: https://www.linkedin.com/company/compassmining

Happy hashing! 🤝

#Bitcoin #BitcoinMining

Colin Harper is Head of Research for Hasrate Index. In this episode we talk about hashrate changes, how miners are handling the bear market, ASIC prices and the ETH2 merge (it’s like a car wreck, we can’t help ourselves..).

https://hashrateindex.com/blog/hashate-index-q-2-2022-report-exit-pursued-by-a-bear/

Hashrate Index: https://twitter.com/hashrateindex

Colin Harper: https://twitter.com/AsILayHodling

Will Foxley: https://twitter.com/wsfoxley



🎥 TIMESTAMPS:

00:00  Start

00:15  Foundry Academy

01:04  Intro

03:00  Hashrate

06:37  Heatwave & up-time

09:25  Cost to mine per state

12:46  Hashprice

17:17  Hashprice prediction

22:36  Strategies for bear market

26:26  ASIC prices

29:35  ETH 2.0

32:45  MEV vulnerability

34:45  ETH miner switch

37:27  Wrap



MINE

Start mining your own bitcoins with Compass. https://bit.ly/3CehBf1



WATCH https://youtube.com/c/CompassMining?sub_confirmation=1



LISTEN

Apple Podcasts https://apple.co/3fNfrdi

Spotify https://spoti.fi/3tSf9G1

Amazon https://amzn.to/3557cqg

Anchor https://bit.ly/3rmb7UF

Fountain https://bit.ly/3NeNTec

RSS https://bit.ly/3chpULV



LEARN

Every week, Compass sends a memo to over 18,000 professional miners and investors with the most important news and data in cryptocurrency mining. ✍️ Get the free newsletter in your inbox too: https://bit.ly/3vOGzxD



FOLLOW

Twitter: https://twitter.com/compass_mining

LinkedIn: https://www.linkedin.com/company/compassmining

Happy hashing! 🤝

#Bitcoin #BitcoinMining

Jesse Davern of RK Mission Critical talks about all things related to Bitcoin mining containers. We discuss their engineering process, what deployment entails and what future containerized solutions are on the horizon.

https://www.rkmissioncritical.com

Jesse Davern: https://twitter.com/Daverns_Tavern

Will Foxley: https://twitter.com/wsfoxley



🎥 TIMESTAMPS:

00:00  Start

00:21  Foundry Academy

01:10  Intro

02:39  About Company

07:12  Other container solutions

10:39  Competitors

16:52  Brining designs to market

20:33  Building first BTC container

21:44  Container design specs

26:39  Deploying containers

32:53  Running power

34:46  Deployed projects

36:33  Future predictions

39:50  New products

45:33  Wrap



MINE

Start mining your own bitcoins with Compass. https://bit.ly/3CehBf1



WATCH https://youtube.com/c/CompassMining?sub_confirmation=1



LISTEN

Apple Podcasts https://apple.co/3fNfrdi

Spotify https://spoti.fi/3tSf9G1

Amazon https://amzn.to/3557cqg

Anchor https://bit.ly/3rmb7UF

Fountain https://bit.ly/3NeNTec

RSS https://bit.ly/3chpULV



LEARN

Every week, Compass sends a memo to over 18,000 professional miners and investors with the most important news and data in cryptocurrency mining. ✍️ Get the free newsletter in your inbox too: https://bit.ly/3vOGzxD



FOLLOW

Twitter: https://twitter.com/compass_mining

LinkedIn: https://www.linkedin.com/company/compassmining

Happy hashing! 🤝

#Bitcoin #BitcoinMining

In this episode we talk with Charlie Spears from Nakamotor about the potential impacts the Celsius bankruptcy might have on miners, rising energy costs, and miners overheating. Seriously, why is it so damn hot!?

Charlie Spears: https://twitter.com/cbspears

Will Foxley: https://twitter.com/wsfoxley



🎥 TIMESTAMPS:

00:00  Start

00:27  Foundry Academy

01:15  Intro

02:43  S19 hardware bug

05:07  Celsius bankruptcy

19:53  M & A of miners

23:11  Heat & mining

31:09  ERCOT miner response

37:50  Energy cost in bear market

40:41  Hashrate prediction



MINE

Start mining your own bitcoins with Compass. https://bit.ly/3CehBf1



WATCH https://youtube.com/c/CompassMining?sub_confirmation=1



LISTEN

Apple Podcasts https://apple.co/3fNfrdi

Spotify https://spoti.fi/3tSf9G1

Amazon https://amzn.to/3557cqg

Anchor https://bit.ly/3rmb7UF

Fountain https://bit.ly/3NeNTec

RSS https://bit.ly/3chpULV



LEARN

Every week, Compass sends a memo to over 18,000 professional miners and investors with the most important news and data in cryptocurrency mining. ✍️ Get the free newsletter in your inbox too: https://bit.ly/3vOGzxD



FOLLOW

Twitter: https://twitter.com/compass_mining

LinkedIn: https://www.linkedin.com/company/compassmining

Happy hashing! 🤝

#Bitcoin #BitcoinMining