Disclaimer: This episode was recorded before the craziest day in crypto, aka Binance's announced acquisition of FTX.
In this week's episode of 0xResearch, we bring on Will Clemente to discuss the state of Bitcoin mining. Some of the most prolific miners are facing default, and consolidation is on the horizon. How did miners get into this position? What happens next, and will this impact the BTC and broader crypto market? Tune in to find out!
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Timestamps 00:00 Pre-Interview: Alameda Drama, Cool Thrones & Art Gobblers 18:09 Art Gobbler Insights by Flipside 26:40 Chainalysis Ad 27:12 SBF & Binance Drama 30:11 The State of Bitcoin Mining 46:14 How Big Is The Potential Fall Out? 51:58 Chainalysis Ad 52:40 ASICs & Mining Rigs, Time To Buy? 56:44 Bitcoin’s Declining Subsidy & The Lightning Network 01:01:41 Is Hash Rate A Trading Signal? 01:03:26 Bitcoin As The On-Chain Reserve Asset 01:04:35 Will’s Investing Framework 01:10:09 Will ETH Flip BTC? 01:14:15 Post-Interview Recap - - Follow Will: https://twitter.com/WClementeIII Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.com/blockworksres
Blockworks Research Newsletter https://blockworks.co/newsletter/daily-debrief-by-blockworks-research/ -- Chainalysis is the leading blockchain analytics company.
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Visit Chainalysis.com/blockworks to learn more now. -- Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.
Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442 - - Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
