Episode notes
You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 10,000 Bitcoiners: https://newsletter.blockspacemedia.com
Want to mine Bitcoin? Check out the Blockspace Media store today!
Welcome back to The Mining Pod! Today, Sam Callahan joins us to discuss his viral research on institutional Bitcoin ETF holders. Sam manually analyzed 1,573 public filings to uncover who's buying Bitcoin ETFs – and how much they are buying. Callahan explains how each fund’s approach differs, how sovereign wealth funds are quietly accumulating, and why these inflows prove that bitcoin has crossed the rubicon into new financial territory. Plus, why pension funds, endowments, and financial advisors are the critical gateway for mainstream bitcoin adoption.
# Notes:
- Median Bitcoin ETF allocation is just 0.13%
- 1,573 institutions with Bitcoin ETF exposure
- Abu Dhabi Wealth Fund has $473M Bitcoin position
- BlackRock recommends 1-2% Bitcoin allocation
- Only 19% of 13F filings had Bitcoin exposure
- Top fund positions range from 5-16% allocation
Timestamps:
00:00 Start
01:25 Data collection
06:14 Surprises
09:17 Other commodity holdings
11:30 Riding the ETF wave?
24:24 Interesting BTC holders
29:20 Other potential holders
43:15 Tracking going forward
46:22 Mining stock still considered leveraged BTC?
CleanSpark (CLSK), America’s Bitcoin Miner!
Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!
Digital Shovel, All Things Crypto Mining!
Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com
Luxor, Leaders In Bitcoin Mining and Compute Power!
Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.
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!
Learn more about your ad choices. Visit megaphone.fm/adchoices
