SLP389 Daniel Frumkin & Jaran Mellerud - Bitcoin Mining Market Analysis

Jul 1 2022 • 57m

Show Notes

Daniel Frumkin of Braiins and Jaran Mellerud of Arcane Research join me on the show to talk about the latest in the world of Bitcoin Mining. As the price has fallen recently, we’ve seen some miners come under pressure. We chat:

Overview
Which public miners are in trouble?
Operating cash flows
Bitcoin miner treasury management strategy
Why we’re likely to see acquisitions
Impacts for home and retail miners
Were there bull market errors?
Future forecasting and conservatism

Links:

Twitter: @JMellerud
Twitter: @dfrumps
Arcane Research: Survival of the fittest: Which public bitcoin miners are the best prepared to survive the bear market?
Braiins Insights Dashboard: braiins.com
Jaran’s analysis thread on public miners: https://twitter.com/JMellerud/status/1541444212444614656

Sponsors:

Swan Bitcoin
Hodl Hodl Lend
Braiins.com
Voltage
Unchained Capital (code LIVERA)
CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website
Follow me on Twitter @stephanlivera
Subscribe to the podcast
Patreon @stephanlivera

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