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Welcome back to The Mining Pod! Today, VanEck’s Head of Digital Assets Research Matthew Sigel joins us to talk about Core Scientific’s massive $9B CoreWeave acquisition deal, whether Bitcoin treasury companies are getting too crowded with 30+ deals in pipeline, AI infrastructure pivots among miners, and if the crypto equity boom is here to stay.
**Notes:**
• Core Scientific $9B all-stock deal with CoreWeave
• 850MW HPC/AI infrastructure potential capacity
• US listed miners hit 31% global hash rate
• 30,000+ Bitcoin bought by 15 treasury companies
• Meta Planet trading at 5x Bitcoin NAV premium
• $150M annual revenue target for Hut 8’s AI business
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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!
