If you don’t have the time to read through a 90+ page annual report, many of the key insights are also covered in podcast form.
The Next Phase of Bitcoin Mining
Also available on: 🍎Apple 🎧Spotify
My co-author Nico Smid (Digital Mining Solutions) and I sat down with Beau Turner (Abundant Mines) to discuss what we’re actually seeing in the market, from capital flows and mining economics to power access and the growing impact of AI and HPC on valuations.
⏱️ 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
One personal note: For a long time, I was hesitate about speaking publicly because of my accent. Even though it reflects the places and cultures I’ve lived in, it took time to get comfortable living with that. What matters most here, though, is the substance. If you’re evaluating the sector or thinking about positioning for 2026, there should be plenty in this discussion that’s useful.
Until next time! 💜
Cindy
