CoinDesk Podcast Network - Trading the AI/HPC Sector, Bitdeer’s ASIC, Bitcoin’s Parabolic Hashrate w/Pennyether

Fan favorite Pennyether joins the show to discuss the bitcoin mining stocks, the future growth of Bitcoin’s hashrate, and more.


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Welcome back to The Mining Pod! Today, independent stock analyst Pennyether joins us to talk about Bitcoin hashrate crossing 1 zettahash, the economics of ASIC manufacturing, and how Bitdeer could challenge Bitmain's dominance. We explore why miners spend 35-40% of revenue on ASICs, the HPC narrative driving mining stocks up, and why hashrate will continue growing exponentially despite megawatt concerns.

**Notes:**

• Bitcoin hashrate officially crossed 1 zettahash

• ASIC manufacturers capture 35-40% of mining revenue

• $19B+ annual Bitcoin mining revenue potential

• Bitfarms stock rose 138% in one week

• Bitdeer using TSMC for competitive advantage

• HPC deals 2-5x more profitable than mining

Timestamps

00:00 Start

05:38 Who is Penny?

08:39 Testing ideas & mining data

14:31 ASIC manufacturing market

24:10 Hashrate

28:28 HPC & AI

31:14 Valuation with & without deals

36:24 ASICs & Bitdeer

40:34 ASIC margins

45:21 Cannan

49:19 Vertical integration

52:42 When mining stocks polymarket?

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CBS News Roundup - 09/30/2025 | World News Roundup

Countdown to a possible shutdown. Meeting of the generals. Hamas mulls over a US plan to end the war in Gaza. Correspondent Steve Kathan has the CBS World News Roundup for Tuesday, September 30, 2025:

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WSJ What’s News - Boeing Gears Up to Take On Airbus

A.M. Edition for Sept. 30. The federal government is careening toward a shutdown after congressional leaders from both parties met with President Trump to try to hash out a deal—but emerged with no breakthrough. WSJ White House reporter Natalie Andrews explains what will make this shutdown different from others. Plus, WSJ aviation reporter Ben Katz has the inside scoop on Boeing’s plans for a new narrow-body plane. And, what exactly is warrior ethos? We detail today’s meeting of the U.S. military top brass in Quantico. Caitlin McCabe hosts.


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The Intelligence from The Economist - Your peace or mine? Prospects for Gaza deal

After pressure from US President Donald Trump, Israel’s Prime Minister Bibi Netanyahu has been strong-armed into agreeing a deal for Gaza. Will Hamas sign up too? Our correspondent analyses the path to peace. Lululemon needs a legging-up. And why leopards, crows and monkeys populate India’s cities.


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Up First from NPR - Shutdown Deadline, Gaza Deal Reaction, Top Military Leaders Meeting

Federal agencies will run out of money tonight unless Congress reaches a last-minute deal, with both parties still deadlocked over health care funding. President Trump unveiled a 20-point plan to end the Gaza war — including a ceasefire, hostage release, and new governance for the enclave — but Hamas has yet to respond. And hundreds of U.S. generals and admirals are gathering for a rare closed-door meeting where Trump is expected to address them directly, the Pentagon isn't saying why it summoned military leaders from around the world.

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 Kelsey Snell, Miguel Macias, Krishnadev Calamur, Mohamad ElBardicy and Alice Woelfle.

It was produced by Ziad Buchh, Nia Dumas and Lindsay Totty

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The Daily Signal - No Deal Before Shutdown, Portland & Chicago Officials Complain, Trump & Netanyahu Address War Plan | Sept. 30, 2025

On today’s Top News in 10, we cover:

  • Democrats announce “no deal” as officials bicker over illegal immigrant claims.
  • Officials in Portland, Oregon, and Chicago, Illinois, defy federal law enforcement amid violence against ICE, as Louisiana’s governor asks for the National Guard.
  • President Trump and Israel Prime Minister Netanyahu hold a press conference on plans to end the Gaza war.


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The Daily Detail - The Daily Detail for 9.30.25

Alabama

  • State lawmakers call on US Senate to avoid a government shutdown
  • Paul Finebaum is considering the open US senate seat in 2026
  • AG Marshall says crime clean up in Montgomery similar to Trump's DC
  • BLM activist threatens 1819 News reporter over recent Charlie Kirk story
  • Doctoral student at U of A has problematic posts about Charlie Kirk as well
  • Former AL officer talks about his time at Turning Point USA with Kirk

National

  • SecDef meets with ALL military leaders today in Quantico VA
  • Trump announces 21 point peace plan being offered to Israel and Hamas
  • DOJ is petitioning SCOTUS for review of birthright citizenship case
  • DOJ announces lawsuits against Pro Palestinian groups in NJ
  • VP Vance says government shutdown very likely after Monday meeting at WH

The NewsWorthy - Trump’s Gaza Plan, ‘Mine Baby Mine’ & Farewell Dial-Up – Tuesday, September 30, 2025

The news to know for Tuesday, September 30, 2025!

We’re talking about President Trump’s new 20-point plan to end the war in Gaza—and which key leaders have already agreed.

Also, it’s looking more likely that a government shutdown will happen within hours.

And the new plan to put hundreds of millions of dollars back into the American coal industry.

Plus: how football fans, commentators, and celebrities are reacting to the news about this year’s Super Bowl halftime performer, who’s behind the biggest buyout of a public company going private, and how an internet pioneer is marking the end of an era today.

 

Those stories and even more news to know in about 10 minutes! 

 

Join us every Mon-Fri for more daily news roundups! 

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Global News Podcast - Hamas studying Trump-Netanyahu peace plan

President Trump has declared that peace in the Middle East is "beyond very close" as he presented a new plan alongside the Israeli prime minister, with both men saying Hamas must agree to it or Israel will finish its offensive in Gaza. The Palestinian group is studying the 20 point proposal. Afghanistan is hit by an internet blackout, as the Taliban enforces what it sees as a "morality" crackdown. A federal budget stand-off is threatening to shut down the US government for the first time in almost 7 years. A trade deal that's been the cornerstone of US-Africa economic relations for 25 years expires later today. UN investigators say they've found clear evidence that the Burmese army has replaced the Rohingya villages and homes it destroyed inside Myanmar with military infrastructure. Ukraine and Russia increasingly turn to convicts, as they struggle to recruit more soliders for the war in Ukraine. A convoy including Ecuador's president Daniel Noboa is attacked by protestors angry over a cut in fuel subsidies. Plus, the so-called Bitcoin Queen, accused of stealing more than five billion dollars worth of the cryptocurrency from investors, pleads guilty to charges in London.

The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk