Welcome back to The Mining Pod! Hive Digital is the oldest publicly listed Bitcoin mining stocks. It’s also one of the most conservative and efficient miners on the market. So why does it want to lean into AI and HPC so aggressively? We brought on Frank Holmes and Aydin Kilic of Hive Digital to understand the Canadian Bitcoin miners play, including the team’s background, the expectation on hardware turnaround time, using a Bitcoin treasury, expanding operations in Paraguay and reducing the cost to mine Bitcoin on the corporate level.
Timestamps:
00:00 Start
02:22 Frank background
04:24 Aydin background
08:39 Operations update
09:58 Hardware ROI 1 yr
12:46 BTC treasuries
17:39 Conservative growth
20:13 Paraguay mining operations
26:08 Zambia plans
31:46 Reducing costs of international expansion
39:00 Mining vs HPC vs AI profitability
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!