THE MINING POD: Antalpha’s Q1, Public Miners Hit 1/3rd of BTC’s Hashrate, Summer Curtailment is Coming

THE MINING POD: Antalpha’s Q1, Public Miners Hit 1/3rd of BTC’s Hashrate, Summer Curtailment is Coming

Summer is coming, and that means mining curtailment in Texas. FILL OUT THE MINING POD SURVEY BY CLICKING HERE Welcome back to The Mining Pod! Today, Haley Thomson from Luxor Technology joins Will and Colin to discuss how Texas bitcoin miners are adapting to 4CP, peak load occurrences in the ERCOT system. On the news front, the trio covers US-listed public miners reaching a record 31.6% of Bitcoin's hashrate, Antalpha's stellar Q1, and growing concerns about whether or not the growing corporate treasury strategy trend is becoming a bubble. Subscribe to our newsletter! **Notes:** • US miners hit 31.6% network hash rate record • Antalpha's loan book grew to $1.77B in Q1 • Texas miners represent 15-20% global hash rate • Hash prices just above $50 per petahash/day • 3.5% of Texas peak load is flexible mining Timestamps: 00:00 Start 02:05 Difficulty Report by Luxor 06:09 Antalpha lending book & Tether 11:47 Fractal Bitcoin 12:24 ERCOT electricity market 26:07 JP Morgan report 35:39 Corporate crypto treasury bubble 44:08 Cry Corner: Semler Scientific Warning Sign 👉 Fractal Bitcoin, Reduces up to 50% of your pool fee. No new hardware, no extra energy. And it’s easy. FB rewards go straight to your existing Bitcoin wallet address. Over 50% of Bitcoin’s hashpower is already merge mining Fractal. Get more from the same resources — start on Fractal today! 👉 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. 👉 Colorado Air Filter, Leaders In Mining HVAC Solutions! Pick from 6 different filtration brands from MERV 8 pleats to HEPA filters. Get your mine in top shape before the heat and dust of this summer comes! Contact sales@coloradoairfilter.com 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! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episoder(3961)

U.S. Military Confirms It's Running a Live Bitcoin Node | CoinDesk Daily

U.S. Military Confirms It's Running a Live Bitcoin Node | CoinDesk Daily

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Blockspace: Finding Satoshi Documentary, Justin Sun Sues World Liberty Financial, CORZ Opens $3.3B Raise

Blockspace: Finding Satoshi Documentary, Justin Sun Sues World Liberty Financial, CORZ Opens $3.3B Raise

A new documentary claims to have solved the case of Satoshi’ identity, and Justin Sun is bringing World Liberty Financial to court. Welcome back to Block Space Live! Today, William Cohan and Tyler ...

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Trump's Iran Ceasefire Sends Bitcoin Past $78K | CoinDesk Daily

Trump's Iran Ceasefire Sends Bitcoin Past $78K | CoinDesk Daily

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22 Apr 1min

Finding Satoshi: Did A New Documentary Finally Unmask Nakamoto?

Finding Satoshi: Did A New Documentary Finally Unmask Nakamoto?

Bitcoin's origin story is the greatest unsolved mystery in financial history and the team behind Finding Satoshi spent years doing what dozens of others couldn't: actually closing in on an answer. I...

21 Apr 28min

Strategy Surpasses BlackRock as World's Biggest Bitcoin Holder | CoinDesk Daily

Strategy Surpasses BlackRock as World's Biggest Bitcoin Holder | CoinDesk Daily

Strategy surpasses BlackRock's IBIT to become the biggest bitcoin holder. Strategy now holds 815,061 BTC, edging past BlackRock's IBIT for the first time since Q2 2024, after a $2.54 billion bitcoin ...

21 Apr 1min

Blockspace: DeFi’s $13B Exodus, OPNEXT 2026 Recap, NYDIG Eyes Alcoa Plant for BTC Mining

Blockspace: DeFi’s $13B Exodus, OPNEXT 2026 Recap, NYDIG Eyes Alcoa Plant for BTC Mining

The latest Lazarus Group-led DeFi exploit set off a $13 billion exodus from DeFi platforms, and we cover the spiciest talk on Bitcoin and quantum computing at OPNEXT. Get your tickets to OPNEXT 202...

21 Apr 1h 16min

Strategy’s STRC Dividend Move and Tokenizing the $70T U.S. Equity Market

Strategy’s STRC Dividend Move and Tokenizing the $70T U.S. Equity Market

Tokenizing the $70T U.S. equity market. On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie breaks down Strategy's proposal to shift STRC preferred stock...

20 Apr 31min

$13B Exits DeFi in 48 Hours After Kelp DAO's Exploit | CoinDesk Daily

$13B Exits DeFi in 48 Hours After Kelp DAO's Exploit | CoinDesk Daily

Kelp DAO's $292 million exploit wipes $13 billion from DeFi. A $292 million exploit of Kelp DAO's cross-chain bridge has wiped $13 billion from DeFi in two days, with Aave alone losing $8.45 billion ...

20 Apr 1min

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