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Bitcoin mining

Covers evidence, perspectives, and analysis on mining economics, energy systems, hardware trends, industrial scaling, geographic shifts, and miner-driven risks or opportunities surfaced in podcast discussions.

Bitcoin Mining’s AI Pivot, Power Constraints, and Credit Risk

Bitcoin Mining’s AI Pivot, Power Constraints, and Credit Risk

The December 11, 2025 episode of The David Lin Report features Fred Thiel arguing that Bitcoin’s October–November weakness reflected a layered risk-off shift, including shifting rate-cut expectations, leverage flushes, and market anxiety sparked by long-dormant wallets moving coins.

Mining Economics Tighten as Grid Queues and AI Load Accelerate

Mining Economics Tighten as Grid Queues and AI Load Accelerate

The December 12, 2025 episode of The Mining Pod features Ethan Vera explaining why weak hash price conditions, modest difficulty relief, and volatile power markets keep miners cautious on new capital spending.

Bitcoin Block Space as a Commodity Market

Bitcoin Block Space as a Commodity Market

The December 11, 2025 episode of Abundant Mines features Bob Burnett explaining why Bitcoin’s future hinges on treating block space as scarce, priced infrastructure.

Bitcoin Mining, Stranded Energy, and Rural Electrification in Kenya

Bitcoin Mining, Stranded Energy, and Rural Electrification in Kenya

The December 08, 2025 episode of What Bitcoin Did features an examination of how Bitcoin mining can finance off-grid energy in northern Kenya.

Bitcoin Mining as Flexible Load on ERCOT’s Grid

Bitcoin Mining as Flexible Load on ERCOT’s Grid

The September 09, 2025 episode of TFTC features Brad Cuddy explaining how miners act as large flexible loads that curtail during scarcity events to support ERCOT reliability.

Bitcoin as a Political Weapon and Nation-State Strategy

Bitcoin as a Political Weapon and Nation-State Strategy

The November 30, 2025 episode of the Robin Seyr Podcast features Prince Filip of Serbia outlining how Bitcoin’s politicization is reshaping nation-state strategy, banking power, and energy markets.

Nigeria’s Bitcoin Policy, Energy Integration, and Governance

Nigeria’s Bitcoin Policy, Energy Integration, and Governance

The May 05, 2025 episode of the Final Settlement Podcast features Abubakar Nur Khalil analyzing Nigeria’s new rules that place Bitcoin within a securities-style framework while outlawing Ponzi schemes.