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.

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Blockspace: Coinbase and CLARITY, OP_NET Raises $5M, Blockfills Goes Bankrupt, Drukenmiller Fades BTC

Blockspace: Coinbase and CLARITY, OP_NET Raises $5M, Blockfills Goes Bankrupt, Drukenmiller Fades BTC

On today’s Blockspace Live, we address reports alleging that Coinbase is meddling in the CLARITY Act and break down Blockfill’s Chapter 11 bankruptcy. Get your tickets to OPNEXT 2026 before prices...

17 Mar 1h 1min

Hormuz Risks, BTC vs. Gold and Abra to Go Public | Public Keys at NYSE

Hormuz Risks, BTC vs. Gold and Abra to Go Public | Public Keys at NYSE

Public Keys' DEBUT EPISODE from the New York Stock Exchange. Amid geopolitical tensions in the Strait of Hormuz, Bitcoin is outperforming both gold and equities as the ultimate digital safe haven. On...

16 Mar 29min

Trump-Linked WLFI Offers "Direct Access" for $5M Stake | CoinDesk Daily

Trump-Linked WLFI Offers "Direct Access" for $5M Stake | CoinDesk Daily

$5M for "direct access" to the WLFI team? World Liberty Financial, the DeFi protocol backed by the Trump family, just passed a governance vote on a three-tier staking system that requires up to a $5 ...

16 Mar 3min

Blockspace: Ark Labs Raises $5.2M, CleanSpark on BTC Price, Luxor's Mining Outlook, and the IRS New Crypto Form

Blockspace: Ark Labs Raises $5.2M, CleanSpark on BTC Price, Luxor's Mining Outlook, and the IRS New Crypto Form

In this week’s news, we hit Ark Labs raising from Tether, CleanSpark and Two Primes’ take on Bitcoin price action, and how the IRS is trying to get more info about your digital asset stack. Get you...

14 Mar 1h 23min

$TRUMP Token Holders Get Another Mar-a-Lago Lunch | CoinDesk Daily

$TRUMP Token Holders Get Another Mar-a-Lago Lunch | CoinDesk Daily

Lunch with President Trump at Mar-a-Lago? Top holders of the $TRUMP token will have another opportunity to dine with the President after the company behind the token announced a "gala luncheon" late ...

13 Mar 2min

HYPE to $150? Arthur Hayes Breaks Down His Bull Case | Markets Outlook

HYPE to $150? Arthur Hayes Breaks Down His Bull Case | Markets Outlook

The bull case for HYPE with Arthur Hayes. Maelstrom CIO and BitMEX Co-Founder Arthur Hayes joins Markets Outlook to break down his renewed bull case for Hyperliquid's HYPE token — and why this week's...

13 Mar 12min

Ripple Hits $50B Valuation After Massive $750M Buyback | CoinDesk Daily

Ripple Hits $50B Valuation After Massive $750M Buyback | CoinDesk Daily

Ripple's $750M buyback values the company at $50B. Ripple is buying back $750 million in shares, pushing the blockchain payment company's valuation to a staggering $50 billion. The move comes months ...

12 Mar 2min

The Blockspace Pod: An Update on TeraWulf’s AI Expansion w/ Nazar Khan

The Blockspace Pod: An Update on TeraWulf’s AI Expansion w/ Nazar Khan

TeraWulf is now building 5 sites for AI workloads after recent acquisitions in Kentucky and Maryland. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technica...

12 Mar 53min

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