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Antalpha’s Q1, Public Miners Hit 1/3rd of BTC’s Hashrate, Summer Curtailment is Coming

Antalpha’s Q1, Public Miners Hit 1/3rd of BTC’s Hashrate, Summer Curtailment is Coming

Summer is coming, and that means mining curtailment in Texas.

The Mining Pod | Blockspace Media · Blockspace Media

June 20, 202552m 20s

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Show Notes

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Welcome back to The Mining Pod! Today, Haley Thomson from Luxor Technology joins Will and Colin to discuss how Texas bitcoin miners are adapting to 4CP, peak load occurrences in the ERCOT system. On the news front, the trio covers US-listed public miners reaching a record 31.6% of Bitcoin's hashrate, Antalpha's stellar Q1, and growing concerns about whether or not the growing corporate treasury strategy trend is becoming a bubble.


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**Notes:**

• US miners hit 31.6% network hash rate record

• Antalpha's loan book grew to $1.77B in Q1

• Texas miners represent 15-20% global hash rate

• Hash prices just above $50 per petahash/day

• 3.5% of Texas peak load is flexible mining


Timestamps:

00:00 Start

02:05 Difficulty Report by Luxor

06:09 Antalpha lending book & Tether

11:47 Fractal Bitcoin

12:24 ERCOT electricity market

26:07 JP Morgan report

35:39 Corporate crypto treasury bubble

44:08 Cry Corner: Semler Scientific Warning Sign


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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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