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Why Bitcoin miners are betting big on AI compute.

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Manage episode 497240116 series 3674294
Content provided by Avory and Company, LLC.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Avory and Company, LLC. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Anthony Power, co-founder of Power Mining Analysis and a leading voice in the mining world, to break down how the economics of Bitcoin mining are evolving and why many are shifting toward high-performance compute (HPC) infrastructure.

This isn’t just about mining anymore, it's about building the digital infrastructure stack of the future.

Chapters

00:00 Introduction to Bitcoin Mining and Power Mining Analysis
04:56 Current State of Bitcoin Mining
10:14 Challenges and Adaptations in Mining
14:43 The Shift to High-Performance Computing (HPC)
19:14 Future of Bitcoin Mining and HPC
24:26 Funding and Infrastructure for HPC
29:05 Emerging Players in Mining Technology
37:39 Conclusion and Future Outlook

Whether you're long, short, or just curious about the future of mining infrastructure — this one goes deep.

Hosted by:
Sean Emory — Founder & Chief Investment Officer, Avory & Co.
https://www.avory.xyz

Guest:
Anthony Power — Co-founder of Power Mining Analysis
Contributing Writer at Compass Mining

Follow Avory & Co or Sean Emory
📩 Questions? Contact us at: [email protected]
🌐 Website: www.avory.xyz
🎙️ Podcast: Operator Mode & Around the Desk
📺 YouTube: @AvoryCo

Disclaimer
This conversation is for informational purposes only and does not constitute investment advice. We may hold positions in some of the companies discussed. Please do your own research before making any investment decisions.

© 2025 Avory & Co. All rights reserved.

Hashtags (10):
#BitcoinMining, #HPCInfrastructure, #DigitalEnergy, #CryptoMarkets, #BitcoinEconomics, #AICompute, #MiningMargins, #CompassMining, #AroundTheDesk, #AvoryPodcast

  continue reading

94 episodes

Artwork
iconShare
 
Manage episode 497240116 series 3674294
Content provided by Avory and Company, LLC.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Avory and Company, LLC. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Anthony Power, co-founder of Power Mining Analysis and a leading voice in the mining world, to break down how the economics of Bitcoin mining are evolving and why many are shifting toward high-performance compute (HPC) infrastructure.

This isn’t just about mining anymore, it's about building the digital infrastructure stack of the future.

Chapters

00:00 Introduction to Bitcoin Mining and Power Mining Analysis
04:56 Current State of Bitcoin Mining
10:14 Challenges and Adaptations in Mining
14:43 The Shift to High-Performance Computing (HPC)
19:14 Future of Bitcoin Mining and HPC
24:26 Funding and Infrastructure for HPC
29:05 Emerging Players in Mining Technology
37:39 Conclusion and Future Outlook

Whether you're long, short, or just curious about the future of mining infrastructure — this one goes deep.

Hosted by:
Sean Emory — Founder & Chief Investment Officer, Avory & Co.
https://www.avory.xyz

Guest:
Anthony Power — Co-founder of Power Mining Analysis
Contributing Writer at Compass Mining

Follow Avory & Co or Sean Emory
📩 Questions? Contact us at: [email protected]
🌐 Website: www.avory.xyz
🎙️ Podcast: Operator Mode & Around the Desk
📺 YouTube: @AvoryCo

Disclaimer
This conversation is for informational purposes only and does not constitute investment advice. We may hold positions in some of the companies discussed. Please do your own research before making any investment decisions.

© 2025 Avory & Co. All rights reserved.

Hashtags (10):
#BitcoinMining, #HPCInfrastructure, #DigitalEnergy, #CryptoMarkets, #BitcoinEconomics, #AICompute, #MiningMargins, #CompassMining, #AroundTheDesk, #AvoryPodcast

  continue reading

94 episodes

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