CoinDesk Podcast Network

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The top stories and best shows in the blockchain world, delivered daily from the team at CoinDesk.

  1. BITCOIN SEASON 2: How Bitcoin Treasuries Will Cause The Next Bear Market

    1D AGO

    BITCOIN SEASON 2: How Bitcoin Treasuries Will Cause The Next Bear Market

    Charlie & Colin expose how Bitcoin treasury companies mirror 1929 investment trusts, creating overleveraged positions that could trigger the next bear market through forced selling and debt spirals. Charlie and Colin dive deep into the dangerous parallels between today's Bitcoin treasury companies and the 1929 investment trust bubble. They analyze how companies like MicroStrategy use convertible debt to accumulate Bitcoin, why this creates systemic risk, and how forced selling could trigger a catastrophic unwind. From Ponzi-like dividend structures to the speculative attack strategy, they break down why this leverage-fueled boom might end badly. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **NOTES:** • 98 companies raised $86B in 8 weeks for crypto • MicroStrategy needs $300-400M annually for dividends • Q1 revenue only $111M vs dividend obligations • Public entities hold ~900K Bitcoin total • Investment trusts grew 11x from 1927-1929 • 1929 trusts were 1/3 of all capital issuance Timestamps: 00:00 Start 02:30 Lessons from 1929 07:22 Trusts vs BTC treasury companies 12:50 Shorting MSTR 20:51 Hear me out.. companies that make profits 24:34 Don't say the P word! - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    35 min
  2. THE MINING POD: MARA’s Q2 Earnings, In-Kind BTC ETFs, Bitmain’s U.S. Manufacturing Moves

    2D AGO

    THE MINING POD: MARA’s Q2 Earnings, In-Kind BTC ETFs, Bitmain’s U.S. Manufacturing Moves

    MARA beat expectations for Q2, the SEC approves in-kind BTC ETFs, and Bitmain is shipping more raw materials to the U.S. Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Colin and Matt dive into Mara's Q2 earnings, the SEC's approval of in-kind Bitcoin ETF redemptions, Bitmain onshoring manufacturing to the US, and JPMorgan's prediction that pure play miners will outperform HPC hybrids as the field becomes oversaturated with AI pivots. Subscribe to our newsletter!  **Notes:** • Mara revenue up 12% to $238.5M in Q2 • Bitcoin at $118k with hash rate at 900 EH/s • Hash price around $58.70/PH/day • Fees represent only 1% of block subsidy • Bitmain shipped 187 tons of parts to US • SEC approves in-kind BTC ETFs Timestamps: 00:00 Start 02:24 Difficulty Report by Luxor 06:21 MARA Q2 earnings call 14:29 Cleanspark 15:01 SEC in-kind Bitcoin ETF approval 20:43 Bitmain is shipping in Antminer parts to the US 28:30 Pure-play miners to outperform as HPC hybrids 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner!®, is a market-leading, pure play Bitcoin miner with a proven track record of success. They own a fully self-operated portfolio of mining facilities across the U.S. powered by globally competitive energy prices. CleanSpark sits at the intersection of Bitcoin, energy, operational excellence and capital stewardship to monetize low-cost, high reliability energy while securing the most important finite, global asset – Bitcoin. 👉 Luxor, Leaders In Bitcoin Mining and Compute Power! Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS. 👉 Colorado Air Filter, Leaders In Mining HVAC Solutions! Pick from 6 different filtration brands from MERV 8 pleats to HEPA filters. Get your mine in top shape before the heat and dust of this summer comes! Contact sales@coloradoairfilter.com Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    35 min
  3. Is Ethereum the Google of Crypto? | Markets Outlook

    4D AGO

    Is Ethereum the Google of Crypto? | Markets Outlook

    The latest price moves and insights with Ether Machine Founder and Chairman Andrew Keys. To get the show every week, follow the podcast here. Ethereum just turned 10, and according to Andrew Keys, its next decade could be even bigger. In this interview, the Ether Machine Chairman reflects on his Ethereum journey, from a sweltering manhattan apartment to a $1.5 billion SPAC. He breaks down why institutional adoption is finally taking off, what sets Ether Machine apart from other ETH vehicles like ETFs and other treasury companies and why Ethereum's dynamic monetary policy is a feature, not a bug. Plus, why he doesn't own any bitcoin, what Wall Street still doesn't get about Ethereum and Why Ether is the commodity for the internet of the future. This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes. - Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities. It means DApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design.  Break free with Midnight, visit midnight.network/break-free - This episode was hosted by Jennifer Sanasie. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    20 min
  4. BITCOIN SEASON 2: Bitcoin Needs Self Custody To Survive

    4D AGO

    BITCOIN SEASON 2: Bitcoin Needs Self Custody To Survive

    Casa CEO Nick Neuman argues Bitcoin needs self-custody adoption to survive long-term. Without transaction fees from edge users, mining could become unprofitable, risking network security and potentially forcing protocol changes. Nick Neuman, CEO & co-founder of Casa joins us to talk about why Bitcoin's future depends on self-custody adoption. Neuman argues that without users holding Bitcoin "at the edges" and generating transaction fees, mining incentives could collapse, potentially forcing changes to Bitcoin's 21 million supply cap or pushing institutions toward proof-of-stake alternatives. Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Casa founded in 2018 to enable self-custody • Coinbase holds 2.8 million Bitcoin today • Transaction activity lower than 2018 levels • Bitcoin block reward halves repeatedly over time • Mining unprofitable without transaction fees • 2140 deadline for block reward depletion Timestamps: 00:00 Start 02:38 Self custody & Bitcoin survival 07:25 Held at the edges 11:26 Fees a& codes changes 17:55 Memetic death spiral 21:00 layer 2 26:12 Self custody adoption 30:48 Changes to improve self custody 33:35 Education - 👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech! Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? hello@blockspace.media See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    36 min
4.8
out of 5
637 Ratings

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The top stories and best shows in the blockchain world, delivered daily from the team at CoinDesk.

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