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Mining Metrics, Mergers & Momentum | Anthony Power | The Mining Pod

Mining Metrics, Mergers & Momentum | Anthony Power | The Mining Pod

<p>Today we are joined by Anthony Power to go over June’s monthly mining numbers. </p> <p><br></p> <p><a href="https://compassmining.io/education/bitcoin-mining-stock-roundup-june-monthly-numbers/">https://compassmining.io/education/bitcoin-mining-stock-roundup-june-monthly-numbers/</a></p> <p><br></p> <p>Anthony Power: <a href="https://twitter.com/cazenove">https://twitter.com/cazenove</a></p> <p>Will Foxley: <a href="https://twitter.com/wsfoxley">https://twitter.com/wsfoxley</a></p> <p><br></p> <p>TIMESTAMPS:</p> <p>00:00:00 Start</p> <p>00:02:40 Mining Metrics</p> <p>00:04:40 Texas Energy Challenges</p> <p>00:05:54 Full CP Program Benefits</p> <p>00:07:35 Mining Stock Surge</p> <p>00:09:09 Market Cap Disparities</p> <p>00:10:05 Clean Spark & Cipher Momentum</p> <p>00:11:56 Preparing for the Halving</p> <p>00:13:28 Potential Breakout Miners</p> <p>00:14:46 TerraWulf & Clean Spark Potential</p> <p>00:16:22 Market Cap Considerations</p> <p>00:17:57 Potential Mergers Impact</p> <p>00:19:18 Investing in New Miners</p> <p>00:21:14 Potential Valuation Shifts</p> <p>00:23:09 Market Focus on Production</p> <p>00:24:53 Importance of Financial Metrics</p> <p>00:25:12 Q1 Analysis</p> <p>00:26:11 Bitcoin Margin</p> <p>00:27:33 Good Cash Costs</p> <p>00:30:06 Bitcoin Production</p> <p>00:31:20 Bitfarms Steady</p> <p>00:32:13 DMG's Poor Month</p> <p>00:33:27 Argo's Immersion Cooling</p> <p>00:35:40 Twitter Questions</p> <p>00:36:03 Actual All-in Cost?</p> <p>00:38:15 Positive EPS in Q2?</p> <p>00:40:09 Potential Mergers</p> <p>00:49:29 Conclusion</p> <p>MINE</p> <p>Start mining your own bitcoins with Compass. <a href="https://bit.ly/3CehBf1">https://bit.ly/3CehBf1</a></p> <p>WATCH <a href="https://youtube.com/c/CompassMining?sub_confirmation=1">https://youtube.com/c/CompassMining?sub_confirmation=1</a></p> <p>LISTEN</p> <p>Apple Podcasts <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkRxX0MwTUdPY290VEQzN0J2ME1KbDVSRG1rQXxBQ3Jtc0tsME5TQmZfSHJnMG0xWC1iYXFNZ3ZYRGpTTDNfSUtCVFhoSklibDFtMGU3RmV6Z2k5MVM5MlpUMWxzdVgtOHJ4d0ZpbXVrUnMxTXVkN0xSeHdXZWE2aGh5WEpLUkx4dndBaUZtclVhMXZZcHY1My0zbw&q=https%3A%2F%2Fapple.co%2F3fNfrdi">https://apple.co/3fNfrdi</a></p> <p>Spotify <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbE5renJPTkpwVC1IMzBoaWg4c3BWdzhnR0J6d3xBQ3Jtc0trTUJROW1aZDRMOEpiNFpOYmZyUEZxTWxFSHRWaXd3REtGWXZDMkhhbkY0cDk0UVNtZlptMkR1ajBlWDljQV9obWxub3NtdmhDcDNwV1dkcDFkVUloZHdRYVdiTm9Fel90bWdoSU4yUzZEczNLakFCQQ&q=https%3A%2F%2Fspoti.fi%2F3tSf9G1">https://spoti.fi/3tSf9G1</a></p> <p>Amazon <a href="https://amzn.to/3557cqg">https://amzn.to/3557cqg</a></p> <p>Anchor <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa25WckRfQzBqcTJpWWRHRTFiUF9IM0hVbW9Bd3xBQ3Jtc0trdEdoZmFQbXlXajB3c0ZLNGMtUjFSVWloWFBraHoyMFlpVHVFckljbFZRRmQzSTlIRm9VUkFVUTNzS2xhblhvS1E0YnNPLVIxeUl4a3F2aHRQNnV6M0lUZmJVakZGbTI4SUUyc0haUG0xY0JLcmFqRQ&q=https%3A%2F%2Fbit.ly%2F3rmb7UF">https://bit.ly/3rmb7UF</a></p> <p>Fountain <a href="https://bit.ly/3NeNTec">https://bit.ly/3NeNTec</a></p> <p>RSS <a href="https://bit.ly/3chpULV">https://bit.ly/3chpULV</a> </p> <p>LEARN</p> <p>Every week, Compass sends a memo to over 18,000 professional miners and investors with the most important news and data in cryptocurrency mining. Get the free newsletter in your inbox too: <a href="https://bit.ly/3vOGzxD">https://bit.ly/3vOGzxD</a><br></p>

The Mining Pod | Blockspace Media · Blockspace Media

July 20, 202350m 13s

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Show Notes

Today we are joined by Anthony Power to go over June’s monthly mining numbers. 


https://compassmining.io/education/bitcoin-mining-stock-roundup-june-monthly-numbers/


Anthony Power: https://twitter.com/cazenove

Will Foxley: https://twitter.com/wsfoxley


TIMESTAMPS:

00:00:00 Start

00:02:40 Mining Metrics

00:04:40 Texas Energy Challenges

00:05:54 Full CP Program Benefits

00:07:35 Mining Stock Surge

00:09:09 Market Cap Disparities

00:10:05 Clean Spark & Cipher Momentum

00:11:56 Preparing for the Halving

00:13:28 Potential Breakout Miners

00:14:46 TerraWulf & Clean Spark Potential

00:16:22 Market Cap Considerations

00:17:57 Potential Mergers Impact

00:19:18 Investing in New Miners

00:21:14 Potential Valuation Shifts

00:23:09 Market Focus on Production

00:24:53 Importance of Financial Metrics

00:25:12 Q1 Analysis

00:26:11 Bitcoin Margin

00:27:33 Good Cash Costs

00:30:06 Bitcoin Production

00:31:20 Bitfarms Steady

00:32:13 DMG's Poor Month

00:33:27 Argo's Immersion Cooling

00:35:40 Twitter Questions

00:36:03 Actual All-in Cost?

00:38:15 Positive EPS in Q2?

00:40:09 Potential Mergers

00:49:29 Conclusion

MINE

Start mining your own bitcoins with Compass. https://bit.ly/3CehBf1

WATCH https://youtube.com/c/CompassMining?sub_confirmation=1

LISTEN

Apple Podcasts https://apple.co/3fNfrdi

Spotify https://spoti.fi/3tSf9G1

Amazon https://amzn.to/3557cqg

Anchor https://bit.ly/3rmb7UF

Fountain https://bit.ly/3NeNTec

RSS https://bit.ly/3chpULV 

LEARN

Every week, Compass sends a memo to over 18,000 professional miners and investors with the most important news and data in cryptocurrency mining. Get the free newsletter in your inbox too: https://bit.ly/3vOGzxD

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