Episode notes
Today we are joined by Anthony Power to go over June’s monthly mining numbers.
https://compassmining.io/education/bitcoin-mining-stock-roundup-june-monthly-numbers/
Anthony Power: https://twitter.com/cazenove
Will Foxley: https://twitter.com/wsfoxley
TIMESTAMPS:
00:00:00 Start
00:02:40 Mining Metrics
00:04:40 Texas Energy Challenges
00:05:54 Full CP Program Benefits
00:07:35 Mining Stock Surge
00:09:09 Market Cap Disparities
00:10:05 Clean Spark & Cipher Momentum
00:11:56 Preparing for the Halving
00:13:28 Potential Breakout Miners
00:14:46 TerraWulf & Clean Spark Potential
00:16:22 Market Cap Considerations
00:17:57 Potential Mergers Impact
00:19:18 Investing in New Miners
00:21:14 Potential Valuation Shifts
00:23:09 Market Focus on Production
00:24:53 Importance of Financial Metrics
00:25:12 Q1 Analysis
00:26:11 Bitcoin Margin
00:27:33 Good Cash Costs
00:30:06 Bitcoin Production
00:31:20 Bitfarms Steady
00:32:13 DMG's Poor Month
00:33:27 Argo's Immersion Cooling
00:35:40 Twitter Questions
00:36:03 Actual All-in Cost?
00:38:15 Positive EPS in Q2?
00:40:09 Potential Mergers
00:49:29 Conclusion
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