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Welcome back to The Mining Pod! Today, Colin and Matt dive into Mara's Q2 earnings, the SEC's approval of in-kind Bitcoin ETF redemptions, Bitmain onshoring manufacturing to the US, and JPMorgan's prediction that pure play miners will outperform HPC hybrids as the field becomes oversaturated with AI pivots.
**Notes:**
• Mara revenue up 12% to $238.5M in Q2
• Bitcoin at $118k with hash rate at 900 EH/s
• Hash price around $58.70/PH/day
• Fees represent only 1% of block subsidy
• Bitmain shipped 187 tons of parts to US
• SEC approves in-kind BTC ETFs
Timestamps:
00:00 Start
02:24 Difficulty Report by Luxor
06:21 MARA Q2 earnings call
14:29 Cleanspark
15:01 SEC in-kind Bitcoin ETF approval
20:43 Bitmain is shipping in Antminer parts to the US
28:30 Pure-play miners to outperform as HPC hybrids
