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The Pure Play Bitcoin Miner Playbook
Manage episode 467606231 series 2908609
You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com
Want to mine Bitcoin? Check out the Blockspace Media store today!
Welcome back to The Mining Pod! Today, Harry Sudock, SVP of CleanSpark, joins us to dive deep into the company's pure-play Bitcoin mining strategy. Harry breaks down their four-pillar approach: energy efficiency, Bitcoin focus, operational excellence, and capital stewardship. We explore Clean Spark's portfolio strategy versus mega-sites, market valuations, and the evolving landscape of Bitcoin mining stocks. Plus, Harry shares insights on institutional investment trends and the future of mining operations.
Notes:
- Mining cost $36,250 vs $80-90k market price per BTC
- Operating 31 facilities with 39 EH/s total capacity
- Holds 10,000+ self-mined BTC on balance sheet
- Growth target from 39 to 50 EH/s underway
Timestamps:
00:00 Start
03:15 Reflecting on the industry
10:29 Company valuation
17:41 Portfolio vs hyperscale model
21:09 Press release pumping
24:44 Industry analysts
32:59 Mining in the USA
36:54 Miner ETFs
41:43 Courting Wall Street
44:29 Premium in stack value
46:51 2025 & beyond
49:38 Transition to dividend model
👉 CleanSpark (CLSK), America’s Bitcoin Miner!
Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!
👉 Digital Shovel, All Things Crypto Mining!
Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com
👉 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.
👉 Nicehash, Hashrate, Bitcoin payments and mining!
NiceHash is the world leading hashrate marketplace providing a full suite of tools and software for miners to optimize their operations. Based in Switzerland, NiceHash is a fully regulated crypto mining platform.
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!
Learn more about your ad choices. Visit megaphone.fm/adchoices
393 قسمت
Manage episode 467606231 series 2908609
You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com
Want to mine Bitcoin? Check out the Blockspace Media store today!
Welcome back to The Mining Pod! Today, Harry Sudock, SVP of CleanSpark, joins us to dive deep into the company's pure-play Bitcoin mining strategy. Harry breaks down their four-pillar approach: energy efficiency, Bitcoin focus, operational excellence, and capital stewardship. We explore Clean Spark's portfolio strategy versus mega-sites, market valuations, and the evolving landscape of Bitcoin mining stocks. Plus, Harry shares insights on institutional investment trends and the future of mining operations.
Notes:
- Mining cost $36,250 vs $80-90k market price per BTC
- Operating 31 facilities with 39 EH/s total capacity
- Holds 10,000+ self-mined BTC on balance sheet
- Growth target from 39 to 50 EH/s underway
Timestamps:
00:00 Start
03:15 Reflecting on the industry
10:29 Company valuation
17:41 Portfolio vs hyperscale model
21:09 Press release pumping
24:44 Industry analysts
32:59 Mining in the USA
36:54 Miner ETFs
41:43 Courting Wall Street
44:29 Premium in stack value
46:51 2025 & beyond
49:38 Transition to dividend model
👉 CleanSpark (CLSK), America’s Bitcoin Miner!
Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!
👉 Digital Shovel, All Things Crypto Mining!
Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com
👉 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.
👉 Nicehash, Hashrate, Bitcoin payments and mining!
NiceHash is the world leading hashrate marketplace providing a full suite of tools and software for miners to optimize their operations. Based in Switzerland, NiceHash is a fully regulated crypto mining platform.
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!
Learn more about your ad choices. Visit megaphone.fm/adchoices
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