Welcome back to The Mining Pod! For this week’ Bitcoin Stock Show, Colin sits down with Cathedra Bitcoin COO and President Drew Armstrong of Kungsleden Founder Tom Masiero, whose companies merged last year. They talk about Cathedra/Kungsleden’s infrastructure plays and strategy, bitcoin mining hosting vs. pure-play mining business strategies, what we can expect from the AI/HPC plays that are so hot right now, what Trump means for the bitcoin mining industry, and more.

Timestamps:

00:00 Start

02:33 Stas Per Share memo

05:41 Synota deal

11:13 Hosting market

16:35 Hosted v self mining

22:15 Lesson learned last cycle

27:39 Kungsleden Merger

33:14 Core Scientific pivot

37:47 Buying AI GPUs

42:18 Trump changes

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! 

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Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell

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"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset.

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