Siirry offline-tilaan Player FM avulla!
Is Bitcoin Mining Investable?
Manage episode 448607274 series 2908609
Welcome back to The Mining Pod! Today we are joined by Chris Bendiksen of Coinshares to discuss investing in Bitcoin mining! What’s the value prop of miners? How should we think about their go-to-market strategy? What about the huge ASIC orders that get zeroed out so quickly overtime? For retail investors, Chris thinks its not a great purchase and certainly not when compared to Bitcoin. Check out the show for more thoughts!
Link to the article: https://blog.coinshares.com/no-end-in-sight-for-the-asic-arms-race-4ede8e346cbf
👉 Get tickets to OP_NEXT by visiting the website! And use discount code OCTOBER to get 25% off at check out!
Timestamps:
00:00 Start
01:29 Story reading
09:16 Story origins
11:04 Can miners get more efficient?
16:31 New efficiency methods
20:53 Access to new ASIC models as strategy
23:39 ATMs & PubCo balance sheets
29:09 New financing models
34:55 Bitcoin treasury
36:47 Wrap up
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!
👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media!
👉 Check out Bitcoin Season 2 and The Gwart Show!
Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell
Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!
"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset.
Learn more about your ad choices. Visit megaphone.fm/adchoices
331 jaksoa
Manage episode 448607274 series 2908609
Welcome back to The Mining Pod! Today we are joined by Chris Bendiksen of Coinshares to discuss investing in Bitcoin mining! What’s the value prop of miners? How should we think about their go-to-market strategy? What about the huge ASIC orders that get zeroed out so quickly overtime? For retail investors, Chris thinks its not a great purchase and certainly not when compared to Bitcoin. Check out the show for more thoughts!
Link to the article: https://blog.coinshares.com/no-end-in-sight-for-the-asic-arms-race-4ede8e346cbf
👉 Get tickets to OP_NEXT by visiting the website! And use discount code OCTOBER to get 25% off at check out!
Timestamps:
00:00 Start
01:29 Story reading
09:16 Story origins
11:04 Can miners get more efficient?
16:31 New efficiency methods
20:53 Access to new ASIC models as strategy
23:39 ATMs & PubCo balance sheets
29:09 New financing models
34:55 Bitcoin treasury
36:47 Wrap up
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!
👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media!
👉 Check out Bitcoin Season 2 and The Gwart Show!
Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell
Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!
"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset.
Learn more about your ad choices. Visit megaphone.fm/adchoices
331 jaksoa
Kaikki jaksot
×Tervetuloa Player FM:n!
Player FM skannaa verkkoa löytääkseen korkealaatuisia podcasteja, joista voit nauttia juuri nyt. Se on paras podcast-sovellus ja toimii Androidilla, iPhonela, ja verkossa. Rekisteröidy sykronoidaksesi tilaukset laitteiden välillä.