CoinDesk Indices presents notable data insights from the week, followed by additional analysis from Julien Vallet, CEO of Finst.
To get the show every day, follow the podcast here.
The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Subsets of the CoinDesk Market Index (CMI) are investable CoinDesk Crypto Sectors and the CoinDesk 20 Index, designed to measure the performance of top digital assets. Today’s takeaways are provided by Tracy Stephens, senior index manager at CoinDesk Indices with additional analysis from Julien Vallet, CEO of Finst.
For more on CoinDesk Indices, visit: coindeskmarkets.com.
In this week’s news roundup, Will and Colin discuss Rhodium’s option to borrow $30m from Galaxy to help with its Chapter 11 restructuring, as well as a Blockspace investigation into how Bitmain’s ASIC chip surplus could be affecting ASIC miner prices. Plus, they weigh whether or not bitcoin mining in space is something out of an Isaac Asimov novel or a not-so-distant possibility and check in on wider crypto market sentiment. Finally, in this week’s cry corner, they pitch a fit about the dumbest idea Colin has heard…maybe ever.
Welcome back to The Mining Pod! Rhodium is filing for Chapter 11 bankruptcy, and they’re going to need cash to get through the restructuring. So in comes Galaxy Digital, which is offering a $30m (or 500 BTC!) loan, in a move that could be a savvy attempt to acquire Rhodium assets. Turning to the ASIC market, bitcoin miner prices are down – a lot – and Bitmain could have a hand in the sluggish demand given how quickly it is releasing new versions of the S21. For a bit of lighthearted news, the guys get cosmic pontificating on interstellar bitcoin mining, while also taking a less lighthearted look at drooping crypto market sentiment. And to close the show, they roast – and we wish we were joking here – a tokenized vaping product(because who doesn’t want to get paid to contract popcorn lung?)
Timestamps:
00:00 Start
02:24 Difficulty update
05:32 Galaxy offers $30M to Rhodium
12:18 Too many ASICs!
22:04 Mining in spaceeee?!
28:10 Sentiment is bearishh :(
34:13 Cry Corner: Web3 Vaping…?
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!
The latest price moves and insights with Jennifer Sanasie and Pastel Network co-founder and Innovating Capital general partner Anthony Georgiades.
To get the show every day, follow the podcast here.
Pastel Network co-founder and Innovating Capital general partner Anthony Georgiades shares his analysis on the crypto market trends as we enter September, a month that has historically been "interesting" for digital assets. Plus, the election's impact on crypto and what to look out for ahead of the jobs report.
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This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and Melissa Montañez, and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.
Host Jennifer Sanasie breaks down the news in the crypto industry from Coinbase's clarification on Kamala harris' crypto donations to NYAG's subpoenas to VC firms about Uniswap.
"CoinDesk Daily" host Jennifer Sanasie breaks down the biggest headlines in the crypto industry today, as a Coinbase spokesperson clarifies the crypto donations accepted by the Future Forward USA PAC, a major source of support for Harris. Plus, Robinhood Crypto faces $3.9 million settlement with the state of California and the NYAG office sent subpoenas to VC firms including a16z and Union Square Ventures about Uniswap.
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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.
The latest price moves and insights with Jennifer Sanasie.
To get the show every day, follow the podcast here.
CoinDesk's Jennifer Sanasie weighs in on the intersection of crypto and pop culture, with a focus on Iggy Azalea's $MOTHER token. Plus, insights on the creator economy and the regulatory framework for crypto projects promoted by celerities.
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This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and Melissa Montañez, and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.
Host Jennifer Sanasie breaks down the news in the crypto industry from Donald Trump's crypto project to Ripple Labs' upcoming stablecoin.
"CoinDesk Daily" host Jennifer Sanasie breaks down the biggest headlines in the crypto industry today, including details on an upcoming cryptocurrency project that Donald Trump and his sons have promoted for weeks. Plus, JPMorgan's new report says bitcoin mining profitability is at a record low and Ripple Labs chief executive Brad Garlinghouse teases upcoming Ripple USD stablecoin.
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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.
Progressive Bitcoiners Trey Walsh and Jason Maier break down why people with their political leanings should embrace Bitcoin and how it could influence the upcoming election.
As the 2024 elections draw near, Bitcoin and crypto have become hot topics on the political stage. In this episode, Trey Walsh, host of The Progressive Bitcoiner podcast, and Jason Maier, author of “A Progressive’s Case for Bitcoin,” explain why they believe progressive values align with Bitcoin. They discuss how Bitcoin can be a tool for social justice and financial inclusion, challenge misconceptions about its environmental impact, and debate whether making Bitcoin a presidential issue in 2024 was premature.
With Elizabeth Warren attacking crypto and the unfriendly environment for the industry under the Biden administration, the guests also highlight that there’s a slight change in the Democratic party, though they are not certain that the Harris campaign will adopt a pro-Bitcoin stance.
Show highlights:
How Trey and Jason became Bitcoiners
What progressivism means to Trey and Jason, highlighting Bitcoin's alignment with social justice and financial inclusion, beyond its typical libertarian associations
How Jason and Trey persuade skeptical progressives about Bitcoin
Whether they believe that other areas of crypto besides Bitcoin have value
Why they think Bitcoin’s environmental impact is the biggest misconception among progressives
Whether Elizabeth Warren’s focus on consumer protection blinds her to Bitcoin as a tool for financial inclusion
Why Jason believes pushing Bitcoin as a presidential issue in 2024 was premature
Why Trey sees potential hope for pro-crypto policies under a potential Harris administration, despite the hostility of the Biden administration
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com
The latest price moves and insights with Jennifer Sanasie.
To get the show every day, follow the podcast here.
CoinDesk's Jennifer Sanasie breaks down a new crypto wealth report from New World Wealth and Henley & Partners that calculated the number of millionaires and billionaires created by the recent cryptocurrency bull market.
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This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.
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This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and Melissa Montañez, and edited by Victor Chen. All original music by Doc Blust and Colin Mealey.
Host Jennifer Sanasie breaks down the intersection between crypto and the upcoming U.S. election.
"CoinDesk Daily" host Jennifer Sanasie breaks down everything you need to know ahead of the U.S. election in November, from crypto industry donations to the candidates' stance on digital assets.
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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.
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!
