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Welcome back to The Mining Pod! Today, Luxor CEO Nick Hanson joins us to discuss TeraWulf's upsized convertible note and Google boosting its WULF stake to 14%, [Micro]Strategy's flip-flop on share dilution, Applied Digital's $3B North Dakota data center expansion, Riot shedding its Bitfarms stake below 5%, and the latest memecoin spectacle, Kanye West's Yeezy Money launch on Solana.
**Notes:**
• Hash price sits at $55/PH/day, down significantly
• TeraWulf market cap hits $3.6B after Google deal
• Applied Digital announces 280MW data center
• Riot divests BitFarms stake below 5%
• Yeezy coin reaches $2B market cap briefly
• MicroStrategy changes dilution guidance rules
Timestamps:
00:00 Start
02:04 CEO stepping down
03:29 Mining only, no HPC
05:36 More management changes?
08:26 Operations & cashflow
12:36 Colorado Air Filter
16:21 ASIC purchases
19:06 Status of 10 exahash
22:08 Cleanspark
22:38 Debt & growth
27:31 Treasury strategy
