Author: CoinDesk

Charlie and Colin demolish every popular Bitcoin price model - stock-to-flow, rainbow charts, power law, and Metcalfe's law. Why they're all wrong and what might actually work this cycle.

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Charlie and Colin break down every major Bitcoin price prediction model and explain why they're all fundamentally flawed. From Plan B's broken stock-to-flow to Giovanni's power law obsession, rainbow charts, and Metcalfe's law - we expose the problems with each approach and introduce Charlie's new "institutional structured bid corridor" theory for this cycle.

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NOTES:

• Stock-to-flow predicted $1M by 2025 - failed

• Rainbow chart undefeated since 2013

• Power law predicts $100K by 2028 latest  

• Metcalfe's law broken by ETF adoption

• Hyper-bitcoinization chart shows $100B BTC

• Institutional money creating price channels

Timestamps:

00:00 Start

00:34 Price Models

02:09 Stock to Flow

10:48 Rainbow Chart

14:59 Arch Network

15:31 Power Law

21:40 Metcalfe's Law

28:03 Hyperbitcoinization Model

30:47 Institutional Structure Bid Corridor Model

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👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more.

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👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech!

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American Bitcoin may purchase $320 million of Antminers to expand its fleet, and hedge funds are dumping bitcoin ETFs.

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Welcome back to The Mining Pod! Today, Will, Colin, Matt, and Nick discuss Bitcoin mining's summer slowdown, American Bitcoin's massive 25 EH/s anticipated ramp up, a big week for public miner fundraising, Amazon's $20B Pennsylvania data center investment, institutional ETF flows showing hedge fund exits, and the controversial filter wars dividing Bitcoin's community.

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**Notes:**

• Hash rate trading 820-930 EH range lately

• American Bitcoin raising for $320M U3S21EXPH buy

• IREN upsizes convertible note to $500M 

• Amazon investing $20B in Pennsylvania

• Hedge fund ETT holdings dropped from 122K to 83K BTC in Q1

00:00 Start

01:12 Difficulty Report by Luxor

06:37 American Bitcoin $320M U3S21 Cost

13:40 Fundraising season

23:07 Hedge funds ditched BTC ETFs in Q1

32:08 Amazon going balls deep in PA

37:41 Cry Corner - The Filter Boys Mount UP!

👉 Fractal Bitcoin, Reduces up to 50% of your pool fee. No new hardware, no extra energy.

And it’s easy. FB rewards go straight to your existing Bitcoin wallet address. Over 50% of Bitcoin’s hashpower is already merge mining Fractal. Get more from the same resources — start on Fractal today!

👉 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 sales@coloradoairfilter.com

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.

Host Jennifer Sanasie breaks down the latest news in the crypto industry as Israeli forces bombed targets in Iran.

Bitcoin tumbled below $104,000 before rebounding as Israeli forces bombed targets in Iran, including the country's capital. The airstrikes on Iran’s nuclear and missile sites roiled global sentiment and sent investors fleeing risk assets, sending the CoinDesk 20 index down nearly 6% in the last 24 hours. CoinDesk’s Jennifer Sanasie hosts “CoinDesk Daily.”

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Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit ledn.io to learn more.  

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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

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

Host Jennifer Sanasie breaks down the latest news in the crypto industry as the U.S. Senate passed its first vote 68-30 on the long-awaited stablecoin bill.

The U.S. Senate passed its first significant vote 68-30 on the long-awaited stablecoin bill, bringing final approval within reach. This legislative momentum is mirrored in the House of Representatives, where a key crypto market structure bill cleared two essential committees on Tuesday. Plus, GameStop is raising another $1.75 billion for potential bitcoin purchases. CoinDesk’s Jennifer Sanasie hosts “CoinDesk Daily.”

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Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit ledn.io to learn more.  

-

This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

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

Nick from Gamma explains how Bitcoin ordinals differ from traditional NFTs and introduces Signals - a platform solving the broken price discovery process that forces users to jump through ridiculous hoops just to buy digital collectibles.

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Nick, co-founder of Gamma, joins us to talk about the broken NFT market discovery process and how their new platform Signals fixes the ridiculous whitelist system. We dive into Bitcoin ordinals vs traditional NFTs, why inscriptions are superior to off-chain storage, and how auction-style price discovery creates fairer markets for creators and collectors.

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Notes:

• Tens of thousands of Bitcoin nodes store inscriptions

• 2021 marked peak NFT hype cycle craze

• Most NFT data stored on centralized servers

• Signals uses auction clearing price model

• Bitcoin inscriptions permanently on-chain

• Traditional NFTs just track ownership

Timestamps

00:00 Start

00:49 Inscribing Vegas conference

02:47 NFT market currently

05:45 Market participants

11:44 Why are Ordinals & Inscriptions interesting?

20:36 Arch Network

21:08 Price discovery (it's harder than it looks)

29:09 Signals Art

39:54 Blockspace

40:43 Is a market equilibrium possible?

45:05 Wrap up

47:53 Invite code #BS2

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👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more.

-

👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech!

Enjoy the show? Check out our website and newsletter by clicking here.

Questions or want to sponsor? hello@blockspace.media

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

Host Jennifer Sanasie breaks down the latest news in the crypto industry as U.S.-China tensions cool.

Bitcoin briefly jumped above $110,000 this morning amid an agreement between the U.S. and China to lower tensions. Will the market rise once the two economic superpowers eventually reach a broader tariff deal? Plus, Polygon’s Sandeep Nailwal is set to take over as the CEO of the Polygon Foundation amid strategic shakeup. CoinDesk’s Jennifer Sanasie hosts “CoinDesk Daily.”

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Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit ledn.io to learn more.  

-

This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

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

Dipuo Patel, CTO of Soluna Holdings, joins The Mining Pod! We dig into behind the meter Bitcoin mining, where miners work with local grid builds for cheaper, more stable energy.

FILL OUT THE MINING POD SURVEY BY CLICKING HERE

Welcome back to The Mining Pod! Today, Dipuo Patel, CTO of Soluna, joins us to talk about renewable-powered Bitcoin mining operations, including Soluna's Project Annie - a 75MW solar-powered data center in northeast Texas. We dive into the challenges of behind-the-meter renewable mining, curtailment solutions, production tax credits, and how Bitcoin mining can solve renewable energy's biggest problems.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

Notes:

- Project Annie: 75MW data center, 140MW solar farm

- Texas has massive renewable energy scale

- Production tax credits incentivize green energy

- Behind-the-meter regulations are complex

- Wind farms often run at 30-40% capacity

- Battery storage too expensive for Bitcoin mining

Timestamps:

00:00 Start

01:51 Green energy

07:34 Behind the meter

10:36 Markets other than Texas

14:01 Renewable energy credits

17:05 Project Annie

19:33 Tax credit rules

26:38 Renewables, AI & uptime

33:16 Owning vs service provider

37:11 Headwinds for renewables

44:43 Batteries

👉 Fractal Bitcoin, Reduces up to 50% of your pool fee. No new hardware, no extra energy.

And it’s easy. FB rewards go straight to your existing Bitcoin wallet address. Over 50% of Bitcoin’s hashpower is already merge mining Fractal. Get more from the same resources — start on Fractal today!

👉 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 sales@coloradoairfilter.com

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.

The latest price moves and insights with CoinFund President Chris Perkins.

To get the show every day, follow the podcast here.

CoinFund President Chris Perkins joins CoinDesk live to break down the highly anticipated SEC Roundtable on DeFi. As a member of the CFTC's Global Market Advisory Committee, he shares insights into inter-agency cooperation and the future of stablecoin legislation in the U.S.

This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.

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Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit ledn.io to learn more.  

-

This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

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

Host Jennifer Sanasie breaks down the latest news in the crypto industry as bitcoin and ether gain momentum.

Bitcoin is up this morning following a surge of bitcoin treasury holdings among publicly listed companies and BlackRock's iShares Bitcoin Trust hitting a historic $70 billion in AUM. Plus, ether also warms back up as traders brace for key inflation data and continue to digest U.S.-China trade developments. CoinDesk’s Jennifer Sanasie hosts “CoinDesk Daily.”

-

Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.

Visit ledn.io to learn more.  

-

This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

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

Ahmed Nimale, Founder of KYD Labs, is working to disrupt the live events industry with a venue-first approach to ticketing. Having worked at Fan Exchange, Vivid Seats and Ticketmaster, Ahmed brings deep industry knowledge to solving the core problem: venues and artists lack data about their customers while spending heavily on marketing with poor returns. In this episode, Ahmed explains how KYD's platform increases venue revenue by 30-40% through automated marketing and better conversion rates.

This episode is brought to you in partnership with LEDN

https://www.ledn.io/

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