Episode notes
We discuss Marathon’s 2022 including the storm that knocked out its Hardin site, getting 9 EH/s online, EGS regulations, OFAC compliance, if the hosting model is broken or not, Marathon’s finance strategy and why Marathon hasn’t sold its Bitcoin.
Charlie Schumacher: https://twitter.com/charlieschu
Will Foxley: https://twitter.com/wsfoxley
TIMESTAMPS:
00:00 Start
00:35 Intro
09:33 Storm that knocked miners offline
14:02 MARA projecting only 9 exahash
18:49 Getting off coal as an energy source
23:32 Mining pools and OFAC compliance
30:56 ASIC hosting as a business model
36:39 Asset & counterparty risk
42:49 Next gen ASICs & efficiency
44:07 Financing & debt risk
46:04 Keeping BTC in reserve
00:51:26:01 MARA bear market strategy
00:55:16:05 Global energy opportunities
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