Marty sits down with Drew and AJ from Cathedra to discuss how things have been going in the mining industry.
Cathedra: https://cathedra.com/
0:00 – Intro
5:04 – New York
11:23 – Current doomer status
14:36 – Lessons learned since last bull run
26:24 – Decisions made in 2022
34:20 – Underclocking and maintaining mining efficiency
39:16 – Evaluing mining businesses by hashprice
43:31 – Educating energy providers
48:25 – Cathedra firmware
52:07 – Shifting the bottleneck away from ASICs
58:20 – AI
1:06:46 – Geographic dispersion of hash
1:12:59 – Rising rates and ETFs
1:25:20 – Halvening prediction
1:35:05 – Wrapping up
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