Author: CoinDesk

Bitcoin soars past $122K flipping Amazon's market cap. Charlie and Colin analyze price predictions from $150K-$400K, discuss the Mayer Multiple indicator, boomer ETF flows, and whether the 4-year cycle still holds in this bull market.

Charlie and Colin dive deep into Bitcoin's explosive run past $122,000, analyzing what's driving the rally and how high it could go. They break down predictions from Peter Brandt ($150K), Bob Lucas ($175K), and the wild $400K call from Udi. Plus: why boomer ETF flows might be the secret sauce, the Mayer Multiple indicator, and whether we're in for a supercycle.

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NOTES:

• Bitcoin hit $122K all-time high over weekend

• Market cap exceeds $2.4 trillion, flips Amazon

• Mayer Multiple at 1.12, well below 2.4 threshold

• iShares Bitcoin ETF trades at $67 per share

• DXY down 10.7% in 2025, worst since 80s

• Gold market cap at $22.3 trillion (10x Bitcoin)

Timestamps:

00:00 Start

03:00 Bitcoin marketcap flips Amazon & Google

08:25 Mayer Multiple (it's back baby!)

10:27 Analyst: Peter Brandt (parabolic advance)

13:54 Analyst: Bob Lucas (4 yr cycle)

25:19 Analyst: Udi (just vibes man)

-

👋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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Host Jennifer Sanasie breaks down the latest news in the crypto industry as Crypto Week faced a brief roadblock.

Crypto Week faced a brief roadblock as debates among House Republicans delayed a procedural vote Tuesday to set the guardrails for how crypto bills will proceed this week. Plus, a Congresswoman posted on X that Fed Chair Powell's firing is "imminent." CoinDesk’s Jennifer Sanasie hosts “CoinDesk Daily.”

-

Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities.

It means DApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy.

We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. 

Break free with Midnight, visit midnight.network/break-free

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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.

The recently passed SB 6 in Texas will shake up how large loads connect to and manage power in Texas’ ERCOT system. 

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

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Welcome back to The Mining Pod! Today, Lee Bratcher, President of the Texas Blockchain Council, joins us to talk about the newly signed Senate Bill 6 that completely overhauls interconnection and curtailment rules for large loads over 75MW on the Texas grid. We cover the four primary pillars of this legislation, why the 4CP program changes could be more consequential than other provisions, and how this affects Bitcoin miners versus AI data centers.

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**Notes:**

• ERCOT expects 150GW growth by 2030 vs 120GW realistic

• 4CP minimum transmission charge could add 1¢/kWh

• 25,000MW of solar now on Texas grid vs near zero 5 years ago

• Large loads over 75MW subject to remote disconnect

• Bitcoin miners typically curtail at $100/MWh range

• Phantom load applications clog interconnection queue

Timestamps:

00:00 Start

02:45 What is SB6?

03:54 Clarification

05:23 Behind the meter

06:49 Remote disconnect

09:09 Changes to 4CP program

14:28 Minimal transmission charge

18:32 NatGas behind the meter

20:05 Load redundancy

22:43 Phantom load

24:33 Loads covering infra cost

28:31 Rollout timeline

30:56 Voltage requirements

37:23 Is this a good bill?

40:56 Batteries

42:56 Wrap up

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👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

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👉 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 inflation in the U.S. slightly rose in June.

Inflation in the U.S. slightly rose in June but was mostly in line with expectations. Has inflation eased enough for the Federal Reserve to consider cutting rates later this year? CoinDesk’s Jennifer Sanasie hosts “CoinDesk Daily.”

-

Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities.

It means DApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy.

We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. 

Break free with Midnight, visit midnight.network/break-free

-

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.

Jonathan Ledgard of Tehanu explains his revolutionary concept of "interspecies money" where animals and natural resources can hold digital identities with crypto wallets to receive payments for the services they provide to humans.

Jonathan Ledgard is the CEO of Tehanu and the pioneering mind behind "interspecies money" - a concept that extends digital identity and cryptocurrency payments to animals, plants and natural resources. With a background at The Economist and extensive experience in robotics and AI, Ledgard has developed a system where species can "stake" their existence and receive payments for the essential services they provide to humans. The conversation explores Tehanu's successful pilot project with mountain gorillas in Rwanda, the potential for stable coins backed by conservation efforts and how this model could transform the relationship between humans and nature.

Links mentioned from the podcast: 

• Tehanu’s Website

Watch this episode on video:

• YouTube
• CoinDesk

Follow us on Twitter: 

• Sam Ewen, CoinDesk

From our sponsor:

• Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities. It means dApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free.

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"Gen C" features host Sam Ewen. Executive produced by Uyen Truong.

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Host Jennifer Sanasie breaks down the latest news in the crypto industry as BTC climbed above $122,000 for another record high.

Crypto markets are in the green this morning with bitcoin leading the rallies that began over two weeks ago. BTC's new all-time high above $122,000 has made bitcoin’s pseudonymous creator, Satoshi Nakamoto the 11th richest person (or group of people). Plus, will the industry see more crypto bills passed during Congress' "Crypto Week"? CoinDesk’s Jennifer Sanasie hosts “CoinDesk Daily.”

-

Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities.

It means DApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy.

We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. 

Break free with Midnight, visit midnight.network/break-free

-

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.

CoinDesk speaks with Nicholas Bruckman, the filmmaker behind the documentary 'Minted,' which chronicles the rapid rise and subsequent downturn of the NFT industry. The discussion delves into the origins of Bruckman's interest in NFTs, focusing on prominent digital artists like Mike Winkleman (Beeple) and the early days of NFT hype. Bruckman explains how he captured the meteoric success and challenges faced by artists within the NFT space, navigating both acclaim and skepticism from the artistic community.

'Minted: The Rise (And Fall?) of the NFT' is available on Netflix and other streaming platforms.

Follow along at @CoinDeskPodcast on Twitter.

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

80,000 Bitcoin from 2011 moves sparking conspiracy theories. Elon breaks from Trump, announces America Party with Bitcoin focus. BTC hits $117K all-time high amid political drama and market chaos.

Charlie and Colin dive deep into the $8 billion Bitcoin whale awakening from 2011, conspiracy theories around legal notices, and the dramatic fallout between Elon Musk and Trump. Plus, Bitcoin smashes through $113K as markets defy doomsday predictions.

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

NOTES:

• 80,000 Bitcoin moved worth $8.1 billion

• Bitcoin hits new all-time high at $113K

• Funds dormant since 2011 - 13+ years

• Elon announces America Party with Bitcoin focus

• Markets shed 15% earlier this year

• $150B in government waste cuts achieved

Timestamps

00:00 Start

00:52 80k BTC moved

06:03 Message in transaction

16:21 Elon forms political party

22:29 BTC @ $113k

28:28 WW3 with Iran

-

👋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 bitcoin blew past $118,000 for a new all-time high.

Bitcoin blew past $118,000 in early U.S. morning, setting a new all-time high after the previous record in May. This comes amid a broader crypto market rally that also sent ether above $3,000. Is there anything that could derail the bullish momentum in bitcoin and ether? CoinDesk’s Jennifer Sanasie hosts “CoinDesk Daily.”

-

Midnight is a privacy-enhancing blockchain introducing vital, programmable privacy and selective disclosure capabilities.

It means DApps can allow users to control what information is revealed without putting sensitive data on-chain, allowing you to break free from the limitation of choosing between utility or privacy.

We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. 

Break free with Midnight, visit midnight.network/break-free

-

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.

On this week’s roundup, we touch on the CoreWeave and Core Scientific acquisition, IREN’s new AI GPUs, and more. 

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

FILL OUT THE SURVEY BY CLICKING HERE

Welcome back to The Mining Pod! Today, Ben Harper from Luxor Technology joins us to discuss CoreWeave's $9 billion acquisition of Core Scientific, IREN’s $130 million Nvidia GPU purchase, hashprice hitting $60 for the first time since February, summer hashrate curtailment, and why transaction fees are so low. Plus, why Bit Digital and BIT Mining are becoming altcoin treasury companies. 

Subscribe to our newsletter! 

**Notes:**

• CoreWeave to acquire Core Scientific for ~$9 billion

• Hash price reaches $60 per terahash per day

• Bitcoin fees in sats/vb lowest since March 2012

• IREN purchases 2,400 Nvidia Blackwell GPUs

• Difficulty adjustment expected +7.3%

• Bit Digital pivots to Ethereum treasury

Timestamps:

00:00 Start

01:50 Difficulty Report by Luxor

06:00 CRWV < > CORZ deal

15:20 Fractal Bitcoin

16:00 IREN Blackwell purchase

22:14 Transaction update,

26:04 Hashrate Futures contracts

35:52 Bit Digital/BIT Mining Pivots

👉 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.