How the BTC ETF Changes Investor Time Horizons

Click Here To Join the BitAxe Giveaway!

Welcome back to The Mining Pod! Today, we have a two-for-one show with two interviews we recorded at the North American Blockchain Summit. To start, Colin interviews Blue Macellari (Head of Digital Assets at T. Rowe Price) on how institutional adoption is fundamentally changing Bitcoin’s market structure, the debasement trade narrative going mainstream, and why fast money hasn’t arrived yet this cycle. Then, Will hops on the horn with  Dale Nally (Minister of Red Tape Reduction in Alberta) to discuss Alberta’s competitive advantages for Bitcoin mining and a concierge program for large miners.

Notes:

• BlackRock’s IBIT reached $70B+ AUM, top 20 ETF

• ETF holders parking Bitcoin for decades

• Basis trade tied to futures market growth

• T. Rowe Price sees institutions changing cycles

• Alberta cut 35% of red tape, saved $3B

• Alberta has 200-year natural gas supply

👉CleanSpark, America’s Bitcoin Miner!

CleanSpark (Nasdaq: CLSK), America’s Bitcoin Miner®, is a market-leading Bitcoin miner with a proven track record of success. They own a fully self-operated portfolio of mining facilities across the U.S. powered by globally competitive energy prices. CleanSpark sits at the intersection of Bitcoin, energy, operational excellence and capital stewardship. Optimally monetizing low-cost, high reliability electricity positions them to prosper in an ever-changing world.

👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation

FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute.

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.

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!

Related Episodes

Galaxy Digital had a record breaking Q3, earning more net income ($505M) than all of last year.
Nov 12, 2025
MARA’s Fred Thiel joins the Mining Pod to discuss the company’s AI and HPC plans, bitcoin, and the future of edge computing.
Nov 11, 2025
IREN and Cipher both announced deals with hyperscalers this week as the AI race heats up among bitcoin miners.
Nov 07, 2025
Q2 and Q3 were explosive for bitcoin miners pivoting to AI. H.C. Wainwright’s Kevin Dede joins us to give his takes on the latest AI deals from IREN, CIFR, WULF, and more.
Nov 04, 2025
Core Scientific shareholders voted no on CoreWeave’s $9 billion acquisition proposal, and CleanSpark acquired a Texas site for a 285 MW AI site.
Oct 31, 2025
MARA as once the darling of public bitcoin miners, but it’s fallen behind in 2025. We break down why and what MARA can do to get back in the limelight.
Oct 28, 2025
TeraWulf is gunning to raise a $3.2 billion secured loan, right as bitcoin miner debt tops $20 billion.
Oct 24, 2025
In a packed week for bitcoin mining news, MARA has dismissed its CTO, BlackRock cooks up a $40 billion data center firm acquisition, and Bitdeer unveils its $2 billion AI ambitions.
Oct 17, 2025
CleanSpark VP Rory Muurray joins us to discuss bitcoin mining stocks, the macro economic environment, and bitcoin’s 4 year cycle theory.
Oct 14, 2025
Now, listen here

Get updates on new episodes and a whole lot more

By subscribing, you agree to the Blockspace Privacy Policy and Terms and Conditions.

Bitcoin, for Wall Street.

 Get exclusive access to the people behind Bitcoin.  Join 10,000 readers from Galaxy Digital, Fidelity Investments, BlackRock, and more.