Trading the AI/HPC Sector, Bitdeer’s ASIC, Bitcoin’s Parabolic Hashrate w/Pennyether

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Welcome back to The Mining Pod! Today, independent stock analyst Pennyether joins us to talk about Bitcoin hashrate crossing 1 zettahash, the economics of ASIC manufacturing, and how Bitdeer could challenge Bitmain’s dominance. We explore why miners spend 35-40% of revenue on ASICs, the HPC narrative driving mining stocks up, and why hashrate will continue growing exponentially despite megawatt concerns.

**Notes:**

• Bitcoin hashrate officially crossed 1 zettahash

• ASIC manufacturers capture 35-40% of mining revenue

• $19B+ annual Bitcoin mining revenue potential

• Bitfarms stock rose 138% in one week

• Bitdeer using TSMC for competitive advantage

• HPC deals 2-5x more profitable than mining

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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!

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