CoinDesk Podcast Network

Host Christine Lee breaks down the price movements in altcoins after SEC Chair Gary Gensler announced that he is stepping down from the agency on Jan. 20.

SEC Chair Gary Gensler announced that he is stepping down from the agency on Jan. 20. The news sent altcoins flying as investors anticipate that the agency's new leadership will be friendlier towards the crypto industry. "CoinDesk Daily" host Christine Lee breaks down the biggest headlines in the crypto industry today.

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This episode was hosted by Christine Lee. “CoinDesk Daily” is produced by Christine Lee and edited by Victor Chen.

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CoinDesk Indices presents notable data insights from the week, followed by additional analysis from Caleigh Crossman, Data Ops Lead at Security Token Market.

To get the show every day, follow the podcast here.

The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Subsets of the CoinDesk Market Index (CMI) are investable CoinDesk Crypto Sectors and the CoinDesk 20 Index, designed to measure the performance of top digital assets. Today’s takeaways are provided by Tracy Stephens, senior index manager at CoinDesk Indices with additional analysis from Caleigh Crossman, Data Ops Lead at Security Token Market.

For more on CoinDesk Indices, visit: coindeskmarkets.com.

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All voices generated by AI

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Welcome back to The Mining Pod! Colin, Charlie, and Matt are back with this week’s biggest Bitcoin mining headlines. To start, the trio dives into this week’s Mining Pod newsletter to discuss revival of the ASIC miner market. Then, they provide an update on incipient restrictions of Bitcoin mining in Russia in areas with power shortages. They also cover a novel story onHicorp tapping the largest gas reserve in the US with a bitcoin mining pilot in Alaska, yet more news on AI-pivots from bitcoin miners, and the $4.6 billion in open shorts against Bitcoin miners. Finally, for this week’s cry corner, Bitcoin and crypto professionals, pedestrians, and obsessives rejoice at the resignation of Gary Gensler. 

Timestamps:

CHAPTERS

00:00 Start

02:22 Difficulty update

06:31 ASIC prices rebound

13:03 Russia restricts mining in certain areas

19:50 Hilcorp natgas mining in Alaska

26:01 Miners moving to AI 

34:12 $4.6bn short squeeze

36:23 Cry Corner: Gensler is gone, girl

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, @AsILayHodling, @bc1matt

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Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!

"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Host Christine Lee breaks down the latest news in the crypto industry from Trump's crypto plan to Gary Wang's sentence.

Bitcoin rally continues as the largest crypto by market cap surged above $98,000 heading into the U.S. morning Thursday. This comes as MicroStrategy and other companies holding corporate bitcoin treasuries soar and president-elect Trump reportedly talks with the crypto industry about a new White House post dedicated to crypto policy. Plus, former FTX executive Gary Wang was spared prison time by a judge. "CoinDesk Daily" host Christine Lee breaks down the biggest headlines in the crypto industry today.

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This episode was hosted by Christine Lee. “CoinDesk Daily” is produced by Christine Lee and edited by Victor Chen.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The latest price moves and insights with Jennifer Sanasie and Portal Ventures founder and general partner Evan Fisher.

To get the show every day, follow the podcast here.

Portal Ventures founder and general partner, Evan Fisher discusses the evolving dynamics of the crypto market as 2024 nears its end. Plus, insights into the demand for bitcoin programmability and capital efficiency, as well as Portal's investment strategies.

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This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The latest price moves and insights with Jennifer Sanasie and Maple Finance CEO and co-founder Sid Powell.

To get the show every day, follow the podcast here.

Maple Finance CEO and co-founder Sid Powell joins CoinDesk to discuss the recent rally across the broader crypto market. Plus, insights into stablecoin holdings, increasing demand for leverage and a potential resurgence of DeFi.

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This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Host Christine Lee breaks down the latest news in the crypto industry as President-elect Trump picks Howard Lutnick for Commerce Secretary.

President-elect Donald Trump wants Cantor Fitzgerald CEO Howard Lutnick, and bitcoin enthusiast and banker for Tether, to serve as his Commerce Secretary. Trump is considering crypto lawyer Teresa Goody Guillén to lead the SEC, but ultimately the pick for SEC Chair and Treasury secretary remains unknown. "CoinDesk Daily" host Christine Lee breaks down the latest news on these high-profile roles in the incoming Trump administration.

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This episode was hosted by Christine Lee. “CoinDesk Daily” is produced by Christine Lee and edited by Victor Chen.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The latest price moves and insights with Jennifer Sanasie and Galaxy head of Americas sales Kelly Greer.

To get the show every day, follow the podcast here.

Galaxy head of Americas sales Kelly Greer joins CoinDesk to discuss the renewed retail and institutional interest in crypto after the presidential election. Plus, their insights into the potential candidates for the next SEC chair.

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This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Host Christine Lee breaks down the latest news in the crypto industry from Trump media company's interest in acquiring crypto trading platform Bakkt and “Razzlekhan” was sentenced to 18 months in prison.

Trump's media company is in advanced talks to acquire crypto trading platform Bakkt, expanding his foothold in the crypto industry. Plus, Robinhood is upgraded by ratings firm Needham from neutral to buy and Heather “Razzlekhan” Morgan was sentenced to 18 months in prison. "CoinDesk Daily" host Christine Lee breaks down the biggest headlines in the crypto industry today.

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This episode was hosted by Christine Lee. “CoinDesk Daily” is produced by Christine Lee and edited by Victor Chen.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

JP Morgan analyst Reggie Smith rejoins Colin and Will to discuss Bitcoin mining economics, valuation metrics, and the emerging intersection with AI computing. We go through how a big bank like JP Morgan values miners, including possible costs and revenues, before focusing on AI/HPC and mining. Lastly, we finish on mining costs, dilution and relative valuations of the mining industry.

Timestamps:

00:00 Start

01:53 Fintech team at JPMorgan

02:42 Valuing mining companies

03:38 Analyst goals

06:11 Miner report

07:51 Economic models

12:40 Calculating operational costs

18:38 AI and costs

21:52 How liquid is the AI compute market?

25:36 Good metrics for miner valuation?

28:42 Payroll costs

32:29 Equity dilution

39:17 AI strategies

46:40 The power of existing PPAs

51:22 Highest & lowest gains

54:18 Are miners overvalued?

58:12 M&A activity

1:01:40 Price & hashrate predictions

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

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Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!

"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.