CoinDesk Podcast Network

THE MINING POD: The 1,500+ Funds That Have Bitcoin Exposure w/ Sam Callahan


Listen Later

Institutions are here, with over 1,500 funds holding bitcoin ETFs, according to researcher Sam Callahan.


You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 10,000 Bitcoiners: https://newsletter.blockspacemedia.com


Want to mine Bitcoin? Check out the Blockspace Media store today!


Welcome back to The Mining Pod! Today, Sam Callahan joins us to discuss his viral research on institutional Bitcoin ETF holders. Sam manually analyzed 1,573 public filings to uncover who's buying Bitcoin ETFs – and how much they are buying. Callahan explains how each fund’s approach differs, how sovereign wealth funds are quietly accumulating, and why these inflows prove that bitcoin has crossed the rubicon into new financial territory. Plus, why pension funds, endowments, and financial advisors are the critical gateway for mainstream bitcoin adoption.


# Notes:

- Median Bitcoin ETF allocation is just 0.13%

- 1,573 institutions with Bitcoin ETF exposure

- Abu Dhabi Wealth Fund has $473M Bitcoin position

- BlackRock recommends 1-2% Bitcoin allocation

- Only 19% of 13F filings had Bitcoin exposure

- Top fund positions range from 5-16% allocation


Timestamps:

00:00 Start

01:25 Data collection

06:14 Surprises

09:17 Other commodity holdings

11:30 Riding the ETF wave?

24:24 Interesting BTC holders

29:20 Other potential holders

43:15 Tracking going forward

46:22 Mining stock still considered leveraged BTC?


👉 CleanSpark (CLSK), America’s Bitcoin Miner!


Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!


👉 Digital Shovel, All Things Crypto Mining!


Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com


👉 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.


👉 Nicehash, Hashrate, Bitcoin payments and mining!


NiceHash is the world leading hashrate marketplace providing a full suite of tools and software for miners to optimize their operations. Based in Switzerland, NiceHash is a fully regulated crypto mining platform.


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!

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

...more
View all episodesView all episodes
Download on the App Store

CoinDesk Podcast NetworkBy CoinDesk

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

641 ratings


More shows like CoinDesk Podcast Network

View all
The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network by The Investor's Podcast Network

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

3,347 Listeners

Unchained by Laura Shin

Unchained

1,203 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

905 Listeners

CRYPTO 101 by Bryce Paul & Brendan Viehman

CRYPTO 101

36 Listeners

The Breakdown by Blockworks

The Breakdown

738 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,833 Listeners

Thinking Crypto News & Interviews by Tony Edward

Thinking Crypto News & Interviews

249 Listeners

Bitcoin News Alerts | Daily BTC Macro Signal by Bitcoin News Alerts

Bitcoin News Alerts | Daily BTC Macro Signal

598 Listeners

What Bitcoin Did by Danny Knowles

What Bitcoin Did

277 Listeners

Bankless by Bankless

Bankless

1,046 Listeners

The Wolf Of All Streets by Scott Melker

The Wolf Of All Streets

242 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,254 Listeners

Coin Stories with Natalie Brunell by Natalie Brunell

Coin Stories with Natalie Brunell

446 Listeners

Raoul Pal: The Journey Man by Real Vision Podcast Network

Raoul Pal: The Journey Man

127 Listeners

Simply Bitcoin by Simply Bitcoin

Simply Bitcoin

101 Listeners