Wolfie Zhao is a researcher at The Block covering the Bitcoin mining sector. In this episode, we talk about public mining firms, private loan structures, and the manufacturing race to create the most efficient miners.
Timestamps
05:45 New sources of mining data
10:13 Marathon hardware count
11:26 Narratives shifting
13:08 Miners raising capital
20:21 Loan structures
24:12 Loan rates
26:54 Current interest rates
30:54 Machine manufacturing
Audio Version
Hosted by Will Foxley