The Mining Pod | Blockspace Media

• How Coinbase is Quietly Driving Bitcoin's Hashrate Growth w/ Doug Wilson

  Subscribe to the Blockspace newsletter! Welcome back to The Mining Pod! Today, Doug Wilson, Head of Credit Investments at Coinbase Asset Management (CBAM), joins us to talk about their new hashrate backed loans and how they differ from traditional loans for Bitcoin miners. Doug breaks down CBAM’s flexible collateral package, which allows miners to post their facilities and bitcoin as collateral. We also discuss the broader capital markets for crypto, the impact of institutionalization and ETFs, the importance of regulatory and tax clarity, and the untapped potential of the stablecoin economy to drive efficiency in payments and finance. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** * LTV typically 50-70% for Bitcoin loans * Up to 50% hash rate collateral * Coinbase Asset Management registered Q1 2023 * Coinbase is a wholly owned subsidiary * Bitcoin mining is a commodity industry with commodity margins Timestamps: 00:00:00  Start 00:02:37  What does CBAM do? 00:03:26  Hashrate Loans 00:06:25  Hashrate definition 00:08:25  Bitcoin industry stigma 00:10:25  Data centers as collateral? 00:12:44  Current & future state of lending 00:14:44  Rates & specifics 00:18:49  Target clients 00:20:08  Retail loans 00:22:07  DeFi? 00:24:30  Competition from TradFi 00:25:56  Stablecoins 00:28:03  Future of stablecoins? 00:28:41  Regulations 00:31:16  Future of capital markets products? 00:32:49  Taxes 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us 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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• China Mining Ban 2.0? Inside CCP Sweep of Xinjiang's Bitcoin Mines / w Nick Hansen

  Subscribe to the Blockspace newsletter! Welcome back to The Mining Pod! Today, Nick Hanson, CEO of Luxor Technology, joins us to talk about the ramifications of the most recent Bitcoin mining crackdown in Xinjiang China, how it relates to the 2021 prior ban, and what could happen to all that hashrate if the crackdown holds. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** 100 EH/s off-line in Xinjiang 1.3GW to 1.63GW of lost capacity 400,000 to 500,000 machines off-line Hashrate fell 6% to 1062 EH/s China's market share: 14% (145 EH/s) Hash price $36 or $37 (depressed) Timestamps: 00:00:00:00 Start 00:03:02:23 China Ban Redux 00:07:03:13 Discrepancy in numbers 00:08:13:22 What does this mean for miners? 00:09:52:11 Tik Tok & Red Note 00:12:00:19 Global Hashrate heat map 00:13:54:09 Moving hashrate globally 00:16:49:24 ASIC market 00:18:42:10 Does this lead to consolidation in ASIC manufacturing?00:21:39:23 What about China Ban 1.0? 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us 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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• ERCOT’s 266 GW Surge, IREN’s $2.3B Raise, GPUs Eat ASICs, Whatsminer M70 Launch

  Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Ethan Vera, COO of Luxor, joins us as we dive into MicroBT’s Whatsminer M70 launching into a challenging ASIC market, IREN’s $2.3 billion convertible note offering, the precarious state of hashprice, Luxor’s new GPU hardware sales business, the staggering 270% leap in ERCOT interconnection requests, and the controversial Cat bitcoin fork proposal aimed at filtering ordinals / inscriptions. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** - Hash price is below $40 per second - Three negative difficulty adjustments - Ercot requests leaped 270% in 2025 - 73% of requests from data centers - IREN raised $2.3B in convertible notes - M70 efficiency: 12.5 J/TH 00:00 Start 02:35 Difficulty Report by Luxor 07:26 IREN note 10:44 M70 launch 20:02 Luxor launches GPU trading 27:12 ERCOT LL requests up 270% in 2025 34:10 Cry Corner: another filter fork proposal 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us 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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• Kevin O’Leary: 50% of AI Builds Will Fail

  Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Kevin O'Leary, investor and Shark Tank star, joins us to talk about the intersection of Bitcoin mining and AI infrastructure. Kevin breaks down why he invested in Bitzero and why the North American grid is all but tapped out. He also covers geopolitical AI chip strategies, the Genius Act and stablecoins, and why institutional capital will ignore altcoins while boosting BTC and ETH. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** * Sub $0.06/kWh power is key * 50% of NA data centers will fail  * Global data center demand is 250GW * 1GW compute needs 1.4GW buildout  * 1.4GW buildout costs up to $7B  * Bit Zero has 1.5 EH/s in Norway Timestamps: 00:00 Start 02:51 What is Bitzero? 06:18 What sets Bitzero apart? 08:45 What are investors missing? 11:19 Expansion strategy & load mix 16:17 18 actual customers 20:15 AI bull market timeline 25:33 Classifying assets & portfolio allocations 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us 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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• ABTC Investor Unlock, IREN’s $3.6B Capital Raise, Greenidge’s Fire and Land Sale

  Subscribe to the Blockspace newsletter here! Welcome back to The Mining Pod! Today, Colin, Charlie, and Matt break down yet another brutal week for miners. We analyze why ABTC shares tanked 39% following a share unlock and look at IREN's aggressive $3.6B capital raise. The team also covers Greenidge’s Dresden, NY fire and SC land sale. Finally, we debate the Zcash Foundation’s legal threats and just how private and cypherpunk Zcash is.  Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** -ABTC shares plunged 39% on Tuesday -Hashprice dropped below $40/PH/day -IREN pricing $3.63B in notes/equity -Avg network efficiency: 32 J/TH (CoinMetrics) -Greenidge sells 60MW power rights, land Timestamps: 00:00 Start 01:42 Difficulty Report by Luxor 08:07 ABTC down bad 14:31 IREN convert / equity sale 18:55 Tough month for Greenidge 23:48 Cry Corner: Zcash pump & dump 👉CleanSpark, America's Bitcoin Miner! CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us 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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