Episode notes
Today we are joined by Anthony Power to go over May’s monthly mining numbers. We discuss standouts like Marathon Digital and Iris Energy, energy curtailment revenues, and predictions for the mining industry.
https://compassmining.io/education/bitcoin-mining-stock-roundup-may-monthly-numbers/
Anthony Power: https://twitter.com/cazenove
Will Foxley: https://twitter.com/wsfoxley
TIMESTAMPS:
00:00 Start
00:26 Cost of BTC production
04:15 Energy contracts
06:35 Self mining updates
16:39 Terrawolf debt vs cost
22:25 Ordinals & curtailment
27:18 Market timing growth
38:41 Weather & temp
46:03 Predictions
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