Antalpha’s Q1, Public Miners Hit 1/3rd of BTC’s Hashrate, Summer Curtailment is Coming
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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.
**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
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