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. THE MINING POD: Bitcoin Mining News: Trump-Backed ABTC Goes Public, IREN Overpriced? And CORZ Deal Trouble

    8시간 전

    THE MINING POD: Bitcoin Mining News: Trump-Backed ABTC Goes Public, IREN Overpriced? And CORZ Deal Trouble

    On today’s roundup, we have an ASIC market update from Luxor, plus American Bitcoin’s debut on public markets and why one investor wants to put the freeze on the Core Scientific-CoreWeave deal. 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 Will with Luxor’s ASIC Trading Desk Senior Account Manager Sarah Tang about the ASIC market landscape, including how tariffs are impacting pricing, demand, and futures orders, plus the most popular ASIC models currently. For news, they cover American Bitcoin’s volatile Nasdaq debut, JonesResearch pumping the brakes on its IREN rating, and Core Scientific’s largest active investors imploring others to vote no on the CoreWeave acquisition. Subscribe to our newsletter!  **Notes:**     50 % tariff on Chinese rigs     22 % tariff on SE Asian rigs     Difficulty target  for 1 ZH/s = 139.7 T hashes     Hash price ≈ $53.8 /TH/day     American Bitcoin surged to $13/share, fell to $6.38 Timestamps: 00:00 Start 02:17 Difficulty Report by Luxor 04:33 American Bitcoin public listing 07:10 ASIC prices 17:10 Cleanspark 17:39 Jones Research downgrades IREN 22:50 Cry Corner: Two Seas Capital 👉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!

    28분
  2. BITCOIN SEASON 2: Bears Are Wrong About Strategy’s Bitcoin Play

    2일 전

    BITCOIN SEASON 2: Bears Are Wrong About Strategy’s Bitcoin Play

    Ed and Tim from Bitcoin Treasuries break down the corporate bitcoin strategy space, MicroStrategy's dominance, valuation challenges, and what's next for treasury companies in this volatile market. Ed and Tim from Bitcoin Treasuries join us to talk about the explosive growth of bitcoin treasury companies, why traditional metrics don't work anymore, MicroStrategy's continued outperformance versus the Mag 7, mining companies losing narrative appeal, and their upcoming September 17th Bitcoin Treasuries Unconference in NYC. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • MSTR outperformed Mag 7 every day for a year • Traditional PE ratios don't work for BTC cos • MicroStrategy: $500M revenue, $75M profit • Fixed income markets worth $4 trillion • Many treasury cos trade below NAV • Bitcoin gains counted as revenue now Timestamps 00:00 Start 01:17 Conference & podcast 03:01 MSTR price lag 05:20 Market outlook 06:55 Why BTC treasury companies? 09:30 Comparing companies 15:03 Bearish BTC miners? 18:34 Future of treasury companies 22:20 Winner take most or all? 23:27 Attracting capital 26:23 Bitmex Report 28:56 Conference highlights 32:55 Wrap up - 👋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

    38분
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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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