Month: September 2024

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CoinDesk Podcast Network - THE MINING POD: The Bullish Case for Bitdeer with Brandon Bailey

Bitdeer went public in April 2023, and since then, it has earned consideration as one of the top 10 public bitcoin mining stocks by market cap. Today, our guest Brandon Bailey makes the case for why it deserves a spot in the top five. 


Welcome back to The Mining Pod! This week we are joined by Brandon Bailey (a.k.a. Bitcoin Beezy), a co-founder of Second Gate advisory and a former VP of mining at Galaxy Digital, to discuss his recent research note on Bitdeer. He argues that the public miner, which is sometimes overlooked for some combination of language barriers and the team’s geographic distance from North America, is massively undervalued. He digs into Bitdeer’s bitcoin mining business and its burgeoning ASIC miner manufacturing line to make the case that the company deserves a valuation comparable to Riot, Marathon, CleanSpark, and Core Scientific. 


Timestamps:

00:00 Start

02:11 Bitdeer Research Note

03:46 Bitdeer as public company underdog

08:12 2025 Projected Growth

12:42 market segments

14:59 Total Revenue

16:10 Self mining vs hosting

18:34 New ASICs

23:46 ASIC manufacturing at scale

30:13 Advantages of vertical integration

35:08 Bitdeer can shift market segments

37:03 AI & HPC

41:11 AI training profitability

45:34 3 AI Compute approaches

50:43 Final thoughts


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! 


👉 Check out Bitcoin Season 2 and The Gwart Show.

👉 Watch our newest documentary, The Big Empty!


Follow our hosts on Twitter, @wsfoxley and @AsILayHdoling.

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Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! And thank you to Foreman Mining, Master Your Mining!

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"The Mining Pod" is produced by Sunnyside Honey LLC with Senior Producer, Damien Somerset. Distributed by CoinDesk.

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CBS News Roundup - 09/03/2024 | World News Roundup

Angry Israelis demand a deal to free the remaining Gaza hostages. Marines attacked in Turkey. Venezuelan aircraft seized. CBS News Correspondent Steve Kathan has today's World News Roundup.

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Reset with Sasha-Ann Simons - The Onion Saves Print Journalism From A Tragic Death

After 11 years, The Onion is bringing back its print edition. Subscribers are now able to enjoy deeper layers of the most pressing (fake) stories on paper, not just on screens. Reset learns more about covering the “political circus,” the website’s evolution and The Onion’s path back to print in a conversation with the editor-in-chief, Chad Nackers. For a full archive of Reset interviews, head over to wbez.org/reset.
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The Intelligence from The Economist - The sound of fury: pressure builds within Israel

The recovery of six hostages from Gaza has provoked mass demonstrations on the streets of Israel and a general strike. But Israel’s government refuses to bow to pressure and a ceasefire deal remains elusive. Why are women less likely to use AI than men (10:27)? And how to make Mars more habitable (18:10). 


Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+


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Up First from NPR - Final Stretch Of Presidential Campaign, Venezuela Turmoil, Disney & DirecTV

The 2024 presidential election campaign is entering its final stretch as the candidates mobilize and prepare for next week's debate. Venezuelan courts issued an arrest warrant for opposition candidate Edmundo Gonzalez after he claimed victory in July's presidential election, he's accused of conspiring against President Nicolas Maduro's government. And Disney, which owns ESPN, ABC, and Disney-Plus, pulled it's programming from DirecTV over a public contract dispute.

Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.

Today's episode of Up First was edited by Dana Farrington, Luis Clemons, Jan Johnson, and Mohamad ElBardicy.
It was produced by Ziad Buchh, Nia Dumas and Lindsay Totty.
We get engineering support from Arthur Laurent. And our technical director is Stacy Abbott.

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Code Story: Insights from Startup Tech Leaders - S10 E1: Sagar Batchu, Speakeasy

Sagar Batchu was born in Sacramento, but moved to Bangalore after a decade. He has always been interested in how things work, and majored in Physic at his University. Towards the end of his studies, he crammed in a ton of CS classes and fell in love with the craft. He's worked on firmware, enterprise software, and eventually went to LiveRamp, building new experiences for them. Outside of tech, he loves pickleball, enjoys growing coffee and loves readying about historical events.

In his past, Sagar and his team took on API initiative to invest in internal API experience. Through this project, he spent a lot of time thinking about how to make this happen. He immediately saw the need across the industry, with the absence of time and money to fill the need. He decided to take it on and start a company.

This is the creation story of Speakeasy.

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Take This Pod and Shove It - Phases and Stages by Willie Nelson

We're back! And for the month of September we are doing something special—a series of episodes about concept albums that we are calling CONCEPTEMBER! First we are digging one of Willie Nelson's best albums (if not his absolute best) which came out 50 years ago this year, Phases and Stages, a concept album about divorce and how both sides of the couple experience it differently.

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The Daily Detail - The Daily Detail for 9.3.24

Alabama

  • Congressman Aderholt seeks statewide response to illegal alien influx
  • State Lawmakers crafting bills to address library book controversy in 2025
  • AL Supreme Court dismisses all defamation claims re: Roy Moore
  • Democrat Terry Heflin enters not guilty plea to voter fraud charges
  • 2025 Princeton Review puts Auburn University at #1 for "Happiest Students"

National

  • 6 bodies found in Gaza include one Israeli American Hersh Goldberg Polin
  • 2 US Navy sailors assaulted by gang in Turkey, rescued by local authorities
  • Kamala Harris gets massive backlash after critique of Trump's Arlington visit
  • RFK Jr. sues in NC to get his name off the ballot after election board refuses
  • Brazilian judge bans X platform and seizes Starlink internet capabilities
  • Michael Shellenberger blames Biden Admin/Obama for Brazil's action
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Honestly with Bari Weiss - Matt Taibbi on the Global Censorship-Industrial Complex

In the past few weeks, there’s been an increasing number of threats to freedom of speech around the world.


In France, authorities arrested Telegram CEO Pavel Durov for failing to adequately moderate content and prevent criminal activity on his platform. 


In the UK, since the outbreak of anti-immigration riots, police have arrested individuals merely for posting comments online. The Labour-led government has suggested expanding measures to remove “legal but harmful” content. 


In Brazil, President Lula’s administration has proposed new regulations requiring social media companies to monitor and remove “harmful content,” and a Brazilian Supreme Court justice just banned X altogether in the country. The ruling came after the platform missed a deadline to name a new legal representative there.


From Hungary to Pakistan, the right to speak your mind, particularly on the internet, is more precarious than ever. 


Even in the United States, with our free speech rights enshrined in the Constitution, polls suggest an entire generation has grown up thinking it should be illegal to say something inaccurate or hateful. Democratic VP nominee Tim Walz said as much: “There’s no guarantee to free speech on misinformation or hate speech, and especially around our democracy.”


So how did we get here? And, where is this all going? 


Today, Michael sits down with the intrepid journalist Matt Taibbi, who knows this issue inside out. When The Free Press launched, he reported the Twitter Files with Bari Weiss, and together they exposed how government agencies had pressured Twitter to censor undesirable information, including skepticism of Covid lockdowns and opposition to Covid-related public school closures. 


In this conversation, Matt and Michael talk about what’s happening in Europe, Brazil, and here in the U.S. They discuss the factors that precipitated the so-called “misinformation wars,” from 9/11 to Brexit and Trump’s election, that convinced elites of the need to enforce restrictions on speech. And they talk about why these efforts are doomed to backfire. 


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