Mining Narrative Watch

Wolfie Zhao is a researcher at The Block covering the Bitcoin mining sector. In this episode, we talk about public mining firms, private loan structures, and the manufacturing race to create the most efficient miners.

Wolfie Zhao: https://twitter.com/wolfiezhao

Will Foxley: https://twitter.com/wsfoxley

TIMESTAMPS:

Start 00:00
Intro 00:26
Wolfie’s background 01:20
New sources of mining data 05:45
Marathon hardware count 10:13
Narratives shifting 11:26
Miners raising capital 13:08
Loan structures 20:21
Loan rates 24:12
Current interest rates 26:54
Machine manufacturing 30:54
Immersion based hashrate 39:42

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