05:29 Boom or bust in Bitcoin mining
07:22 What makes Spondoolies different?
09:20 Making ASIC parts easily replaceable
10:46 Blockstream and Spondoolies synergies
13:07 Optimizing Blockstream's Bitcoin mining
13:52 Air cooled and immersion mining
16:00 Institutional investment entering Bitcoin mining
18:17 Road map for Blockstream's upcoming ASIC machine
20:55 Centralization of chip foundry services
25:32 Essential advanced manufacturing processes
28:17 Foundry services planning rigidity
30:02 Difficulties in securing chip allocations
31:00 Bitcoin miners foundry requirements
32:14 Current selling pressure on miners
34:19 ASIC acquisition industry dynamics
39:24 ASIC price change implications
41:34 Mining industry consolidation during the bear market
43:33 Hashrate is looking for stability
46:43 Modelling Bitcoin hashrate and price
49:11 Why more manufacturers aren't in Bitcoin
53:00 Bitcoin mining in 5 years
58:39 The upcoming Blockstream ASIC
