SLP389 Daniel Frumkin & Jaran Mellerud - Bitcoin Mining Market Analysis

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
• Subscribe to the podcast
• Patreon @stephanlivera