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Bitzero Holdings - CEO, Mohammed Bakhashwain & Kevin O'Leary Q&A - Finland Giga-Scale News!

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Manage episode 522653851 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie 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.

We trace Kevin O’Leary’s pivot from Bitcoin skeptic to investor and dig into why Bitzero is building a power-first platform for AI compute and mining. CEO, Mohammed Bakhashwain lays out hash rate growth, Finland’s heat reuse plan, and how cheap energy and permits beat hardware hype.
• ETF approval as the inflection for institutional crypto
• BTC and ETH capturing most crypto alpha
• Stablecoin laws shaping Bitcoin as digital gold
• Bitzero positioned as power and real estate operator
• Sub-six-cent power as the core moat
• Hyperscaler demand shifting to 1.4 GW readiness
• Norway proof, public listing, positive cash flow
• 2 to 2.5 EH now, 70 MW ramp to 6–10 EH
• Finland gigacampus, district heating integration
• Balancing short-term mining with year-ahead AI loads
• Grid limits, remote sites, and renewable integration
• Separate capital tracks for miners and HPC
If you're still watching, hit the like button. Feel free to subscribe. We'll see you back here tomorrow
Anthonys Info:

Website:

https://www.powermininganalysis.com

X:

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

X:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - [email protected]

  continue reading

Chapters

1. Welcome And Guest Introductions (00:00:00)

2. Kevin O’Leary’s Bitcoin Turning Point (00:01:04)

3. Bitcoin, Ethereum, And Regulatory Clarity (00:03:00)

4. BitZero As A Power-First Real Estate Play (00:05:25)

5. Why Sub-Six-Cent Power Wins (00:07:20)

6. Finland Gigacampus And Hyperscaler Demand (00:08:59)

7. Permits, Relationships, And The Real Moat (00:11:15)

8. BitZero’s Hashrate, Cash Flow, And Growth (00:13:45)

9. Heat Reuse And District Heating In Finland (00:17:05)

10. Scale, Alberta Gas, And Power Constraints (00:18:56)

11. Site Selection And Renewable Strategy (00:25:20)

12. Balancing AI Compute And Bitcoin Mining (00:29:05)

13. Funding Miners Versus HPC Capital (00:31:30)

469 episodes

Artwork
iconShare
 
Manage episode 522653851 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie 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.

We trace Kevin O’Leary’s pivot from Bitcoin skeptic to investor and dig into why Bitzero is building a power-first platform for AI compute and mining. CEO, Mohammed Bakhashwain lays out hash rate growth, Finland’s heat reuse plan, and how cheap energy and permits beat hardware hype.
• ETF approval as the inflection for institutional crypto
• BTC and ETH capturing most crypto alpha
• Stablecoin laws shaping Bitcoin as digital gold
• Bitzero positioned as power and real estate operator
• Sub-six-cent power as the core moat
• Hyperscaler demand shifting to 1.4 GW readiness
• Norway proof, public listing, positive cash flow
• 2 to 2.5 EH now, 70 MW ramp to 6–10 EH
• Finland gigacampus, district heating integration
• Balancing short-term mining with year-ahead AI loads
• Grid limits, remote sites, and renewable integration
• Separate capital tracks for miners and HPC
If you're still watching, hit the like button. Feel free to subscribe. We'll see you back here tomorrow
Anthonys Info:

Website:

https://www.powermininganalysis.com

X:

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

X:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - [email protected]

  continue reading

Chapters

1. Welcome And Guest Introductions (00:00:00)

2. Kevin O’Leary’s Bitcoin Turning Point (00:01:04)

3. Bitcoin, Ethereum, And Regulatory Clarity (00:03:00)

4. BitZero As A Power-First Real Estate Play (00:05:25)

5. Why Sub-Six-Cent Power Wins (00:07:20)

6. Finland Gigacampus And Hyperscaler Demand (00:08:59)

7. Permits, Relationships, And The Real Moat (00:11:15)

8. BitZero’s Hashrate, Cash Flow, And Growth (00:13:45)

9. Heat Reuse And District Heating In Finland (00:17:05)

10. Scale, Alberta Gas, And Power Constraints (00:18:56)

11. Site Selection And Renewable Strategy (00:25:20)

12. Balancing AI Compute And Bitcoin Mining (00:29:05)

13. Funding Miners Versus HPC Capital (00:31:30)

469 episodes

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