The Mining Pod | Blockspace Media

• MARA’s CTO Shakeup, BlackRock’s $40B AI Deal, Bitdeer’s $2B AI Plans, Ionic Digital’s Microsoft Deal

  Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! This week, Luxor CEO Nick Hansen joins us to talk multi-month hashprice lows (how low do we go?), MARA firing its CTO, Ionic Digital’s Microsoft-linked AI deal, Bitdeer’s gangbusters September and $2B AI plans, and BlackRock taking the lead on a $40B data center company acquisition. Plus, the US government seizes $14.1B (potentially $16.5B total) in bitcoin from an international scam operation. **Notes:** • Hash price dropped below $50/PH/day at $47 • Difficulty adjustment down 2.5% after months of increases • Bitcoin price fell from $125K to $108K post-tariff news • Marathon quietly cans CTO  • Bitdeer mined 452 BTC in Sept, up 20.5% month-over-month • Bitdeer projects $2B annual revenue from AI starting in 2026 • BlackRock leads $40B Aligned Data Centers acquisition • US seized $14.1B+ Bitcoin from crime syndicate • PJM needs 43GW battery storage by 2045 • Ionic Digital secured 240MW Microsoft lease, expandable to 1.2GW Timestamps: 00:00:00:00 Start 00:01:51:00 Difficulty Report by Luxor 00:11:28:10 MARA CTO fired 00:15:40:17 Ionic Digital gets into the AI action 00:18:16:13 PJM needs 43 GW of battery by 2045 00:23:22:16 Bitdeer’s big September 00:27:56:23 BlackRock & Nvidia deal 00:35:03:28 Cry Corner: Uncle Sam gets that bag 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner®, is a market-leading 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. Optimally monetizing low-cost, high reliability electricity positions them to prosper in an ever-changing world. 👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute. 👉 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. 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! Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Bitcoin’s 4 Year Cycles Are Over w/ Rory Murray

  Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Rory Murray, VP of digital asset management at CleanSpark, joins us to talk about the explosive markets we're seeing in late 2024, why he believes Bitcoin's four-year cycle is dead, and the secular trends that will define the next chapter of crypto. We dive deep into the debasement trade, record bitcoin ETF inflows, the intersection of macro and Bitcoin mining stocks, and what keeps a veteran trader up at night. Also, Rory shares his framework for navigating animal spirits and how they relate to Bitcoin's long-term trajectory. **Notes:** - SPX up 30 basis points daily since April - Largest ever crypto ETF inflow week - Q3 earnings 3x higher than analyst forecasts - Four-year Bitcoin cycle thesis challenged - Record institutional Bitcoin adoption - CleanSpark operates across 4+ US states Timestamps: 00:00 Start 02:24 Rory title upgrade 04:48 Traders 06:02 Good trading desks? 08:00 Where's the alpha? 13:01 Mining stock data sources 14:00 Stock & BTC ripping higher? 24:53 Debasement trade 28:09 Gold is back baby! 28:48 Monetary flows 31:55 Worries 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner®, is a market-leading 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. Optimally monetizing low-cost, high reliability electricity positions them to prosper in an ever-changing world. 👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute. 👉 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• IREN $875M Note, Luxor Energy, Record BTC ETF Flows

  IREN continues its hot streak with a big raise, and crypto ETFs saw a record week last week. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ethan Vera from Luxor joins us live from NABs in Dallas to talk about IREN's $875 million convertible note following their AI cloud deal announcement, Luxor's launch of an ERCOT-certified retail electric provider enabling Bitcoin-native power payments, last week's record-breaking $5.95 billion in crypto ETF inflows, and a word on Bitcoin mining in China. Notes: • Hash rate exceeds 1000 exahashes per second • Hash price at $50.81 per petahash per day • IREN raised $875M via 0% convertible note • $5.95 billion in crypto inflows last week • China represents estimated 14.05% of Bitcoin hash rate • Iron secured $225M revenue over two years Timestamps: 00:00 Start 02:13 Difficulty Report by Luxor 04:23 IREN 09:43 Cleanspark Ad 10:12 Luxor Energy announcement 16:40 Bull market doing it's thing 20:22 China hashrate research 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner®, is a market-leading 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. Optimally monetizing low-cost, high reliability electricity positions them to prosper in an ever-changing world. 👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute. 👉 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. 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! Learn more about your ad choices. Visit megaphone.fm/adchoices

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• JPMorgan Says Buy These Bitcoin Mining Stocks

  Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Will and Colin dive into JPMorgan's latest research report on Bitcoin mining stocks pivoting to AI and HPC. We analyze JPMorgan's IREN price target, break down the economics of co-location vs cloud services, and examine potential upside for Cipher, Riot, Clean Spark, and MARA. **Notes:** • IREN target • Sweetwater needs 1GW+ deal to justify valuation • Co-location: $3.7-8.6M/MW vs cloud: $5.3M/MW • IREN expanding to 23,000 GPUs by Q1 2026 • Cipher EV/revenue at 31.9x vs IREN at 12.9x • Core Scientific sets co-location benchmark Timestamps: 00:00 Start 02:43 Mining stocks ripping 06:26 Core Scientific benchmark for AI pivot 15:34 Cleanspark Ad 16:05 IREN 27:06 Valuation models 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner®, is a market-leading 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. Optimally monetizing low-cost, high reliability electricity positions them to prosper in an ever-changing world. 👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute. 👉 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. 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! Learn more about your ad choices. Visit megaphone.fm/adchoices

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• ICE Raids BTC Mine, EOY Hashrate Forecast, Core Scientific CRWV Vote, Tether’s BTC Holdings

  Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ben Harper from Luxor Technologies joins us to talk about the brutal hash rate environment as hashrate surges past 1 zettahash. For news, we break down ICE's raid on a Bitcoin miner repair shop in Pyote, Texas, Core Scientific’s shareholder vote for the CoreWeave acquisition, and Tether's massive 86,000+ BTC treasury.  **Notes:** • Difficulty increased 6%, up 26% over 7 adjustments • Hashrate expected to reach 1.2 zeta by year-end • Core Scientific vote scheduled for October 30th • Tether holds 85,335 BTC worth $10.4 billion • ICE arrested 12-13 undocumented workers at TX ASIC repair shop Timestamps: 00:00 Start 04:27 Difficulty Update by Luxor 06:48 ICE raids ASIC repair shop 11:30 Hashrate Forwards 23:03 End of year Forward projections 25:41 Cleanspark Ad 26:10 Core Sci Update 28:44 Tether holds more BTC than you think 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner®, is a market-leading 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. Optimally monetizing low-cost, high reliability electricity positions them to prosper in an ever-changing world. 👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute. 👉 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 [email protected] 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! Learn more about your ad choices. Visit megaphone.fm/adchoices

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