Welcome back to The Mining Pod! For this week’ Bitcoin Stock Show, Colin sits down with Cathedra Bitcoin COO and President Drew Armstrong of Kungsleden Founder Tom Masiero, whose companies merged last year. They talk about Cathedra/Kungsleden’s infrastructure plays and strategy, bitcoin mining hosting vs. pure-play mining business strategies, what we can expect from the AI/HPC plays that are so hot right now, what Trump means for the bitcoin mining industry, and more.
Timestamps:
00:00 Start
02:33 Stas Per Share memo
05:41 Synota deal
11:13 Hosting market
16:35 Hosted v self mining
22:15 Lesson learned last cycle
27:39 Kungsleden Merger
33:14 Core Scientific pivot
37:47 Buying AI GPUs
42:18 Trump changes
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!
