We cover: 🔹 What the Zeta Hash milestone actually signals for miners 🔹 Why hash rate alone is no longer the dominant metric 🔹 How efficiency and capital discipline are reshaping mining economics 🔹 The impact of AI and HPC on mining infrastructure 🔹 What’s changing in ASIC cycles and hardware strategy 🔹 How energy strategy is becoming a competitive advantage 🔹 Where mining stocks and capital markets are heading next
⏱️ Timestamps (Highlights) 00:00 – Guest introductions & episode overview 04:20 – Bitcoin ETFs and institutional interest 11:30 – Bitcoin treasury strategies 19:00 – Who is getting into Bitcoin mining 27:20 – Mining, compute & new business models 35:10 – AI, HPC and power demand 43:30 – How to evaluate mining companies 49:34 – Power access, valuations & the next halving 59:45 – Hash price pressure and global mining shifts 1:09:55 – Report highlights and 2026 outlook 1:14:15 – Final thoughts and where to follow
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