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MARA’s Q2 Earnings, In-Kind BTC ETFs, Bitmain’s U.S. Manufacturing Moves
Manage episode 497647673 series 2592246
Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenews
Welcome back to The Mining Pod! Today, Colin and Matt dive into Mara's Q2 earnings, the SEC's approval of in-kind Bitcoin ETF redemptions, Bitmain onshoring manufacturing to the US, and JPMorgan's prediction that pure play miners will outperform HPC hybrids as the field becomes oversaturated with AI pivots.
**Notes:**
• Mara revenue up 12% to $238.5M in Q2
• Bitcoin at $118k with hash rate at 900 EH/s
• Hash price around $58.70/PH/day
• Fees represent only 1% of block subsidy
• Bitmain shipped 187 tons of parts to US
• SEC approves in-kind BTC ETFs
Timestamps:
00:00 Start
02:24 Difficulty Report by Luxor
06:21 MARA Q2 earnings call
14:29 Cleanspark
15:01 SEC in-kind Bitcoin ETF approval
20:43 Bitmain is shipping in Antminer parts to the US
28:30 Pure-play miners to outperform as HPC hybrids
👉CleanSpark, America’s Bitcoin Miner!
CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner®, is a market-leading, pure play Bitcoin miner with a proven track record of success. They own a fully self-operated portfolio of mining facilities across the U.S. powered by globally competitive energy prices. CleanSpark sits at the intersection of Bitcoin, energy, operational excellence and capital stewardship to monetize low-cost, high reliability energy while securing the most important finite, global asset – Bitcoin.
👉 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.
👉 Colorado Air Filter, Leaders In Mining HVAC Solutions!
Pick from 6 different filtration brands from MERV 8 pleats to HEPA filters. Get your mine in top shape before the heat and dust of this summer comes! Contact [email protected]
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
446 episodes
Manage episode 497647673 series 2592246
Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenews
Welcome back to The Mining Pod! Today, Colin and Matt dive into Mara's Q2 earnings, the SEC's approval of in-kind Bitcoin ETF redemptions, Bitmain onshoring manufacturing to the US, and JPMorgan's prediction that pure play miners will outperform HPC hybrids as the field becomes oversaturated with AI pivots.
**Notes:**
• Mara revenue up 12% to $238.5M in Q2
• Bitcoin at $118k with hash rate at 900 EH/s
• Hash price around $58.70/PH/day
• Fees represent only 1% of block subsidy
• Bitmain shipped 187 tons of parts to US
• SEC approves in-kind BTC ETFs
Timestamps:
00:00 Start
02:24 Difficulty Report by Luxor
06:21 MARA Q2 earnings call
14:29 Cleanspark
15:01 SEC in-kind Bitcoin ETF approval
20:43 Bitmain is shipping in Antminer parts to the US
28:30 Pure-play miners to outperform as HPC hybrids
👉CleanSpark, America’s Bitcoin Miner!
CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner®, is a market-leading, pure play Bitcoin miner with a proven track record of success. They own a fully self-operated portfolio of mining facilities across the U.S. powered by globally competitive energy prices. CleanSpark sits at the intersection of Bitcoin, energy, operational excellence and capital stewardship to monetize low-cost, high reliability energy while securing the most important finite, global asset – Bitcoin.
👉 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.
👉 Colorado Air Filter, Leaders In Mining HVAC Solutions!
Pick from 6 different filtration brands from MERV 8 pleats to HEPA filters. Get your mine in top shape before the heat and dust of this summer comes! Contact [email protected]
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
446 episodes
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