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SLP389 Daniel Frumkin & Jaran Mellerud - Bitcoin Mining Market Analysis

SLP389 Daniel Frumkin & Jaran Mellerud - Bitcoin Mining Market Analysis

Stephan Livera Podcast vor 4 Jahren

0:00

57:04

Daniel Frumkin of Braiins and Jaran Mellerud of Arcane Research
join me on the show to talk about the latest in the world of
Bitcoin Mining. As the price has fallen recently, we’ve seen some
miners come under pressure. We chat:

Overview

Which public miners are in trouble?

Operating cash flows

Bitcoin miner treasury management strategy

Why we’re likely to see acquisitions

Impacts for home and retail miners

Were there bull market errors?

Future forecasting and conservatism

Links:

Twitter: @JMellerud

Twitter: @dfrumps

Arcane Research: Survival of the fittest: Which public
bitcoin miners are the best prepared to survive the bear market?

Braiins Insights Dashboard: braiins.com

Jaran’s analysis thread on public miners:
https://twitter.com/JMellerud/status/1541444212444614656

Sponsors:

Swan Bitcoin

Hodl Hodl Lend

Braiins.com

Voltage

Unchained Capital (code LIVERA)

CoinKite.com(code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on Twitter @stephanlivera

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