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Individual voters have little reason to become informed. Politicians have strong incentives to pander rather than persuade. Partisans are rewarded for tribal loyalty rather than epistemic integrity.
Original article: https://mises.org/mises-wire/when-political-violence-becomes-signal
Fan favorite Pennyether joins the show to discuss the bitcoin mining stocks, the future growth of Bitcoin’s hashrate, and more.
Click Here To Join the BitAxe Giveaway!
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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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 Trump administration is set to impose new tariffs on foreign soft timber and wood products, citing national security concerns. The White House also released more details on a string of new tariffs the president announced in social media posts last week. Also on the show: why the median price of an existing home is now higher than that of a new one, and what a potential government shutdown means for the Friday jobs report.
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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Will congressional inaction lead to a government shut down? Do shutdowns halt the government in its tracks, and if not, who decides what stays and what goes? What does it mean for President Trump -- or the rest of us?
Cato's VP for Government Affairs, Chad Davis, in conversation with Patrick Eddington, senior fellow in homeland security and civil liberties at the Cato Institute.
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Are you a survival pessimist or a survival optimist? Blair Braverman surprises Sarah with a harrowing, heartening, and sometimes hilarious tale of love and endurance in the face of certain death, but you’ll have to listen to find out the seemingly impossible circumstances our subjects had to overcome. Digressions include Sarah’s flight simulation skills, David Goggins' morning routine, and the best way to design your character in The Oregon Trail computer game.
More Blair Braverman:
Blair's new picture book, "The Day Leap Soared"
More You're Wrong About:
Bonus Episodes on Patreon
Buy cute merch
YWA on Instagram
Sarah's other show, You Are Good
Plus: Boeing is reportedly planning a new narrow-body airplane to succeed the 737 MAX. And, China’s factory activity shows signs of improvement. Caitlin McCabe hosts.
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From the BBC World Service: A Chinese national in London has pleaded guilty to illegally acquiring and possessing bitcoin in what's thought to be the world's biggest bitcoin seizure case. Brewing giant Asahi has suspended orders and shipping operations after its 30 domestic plants were hit by a massive cyber attack. And a trade deal that's been the cornerstone of U.S.-Africa economic relations for 25 years is set to expire on Tuesday.
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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