Hashprice Is Going to $80. Here’s Why.

Is hashrate the next major commodity? Francisco Quadrio Monteiro (BD & Strategy at POW.RE) joins Jesse to break down how a Bitcoin hashrate OTC desk prices risk, who is buying hashrate today, and why hashprice could land around $70–80 within the next 12 months. Since leaving Paraguay, POW.RE has shifted to trading physically delivered hashrate. Francisco explains why difficulty is now the only real risk factor in BTC-denominated contracts, why past data is a poor guide in today's market, and why Bitcoin treasury companies like Strategy should be deploying capital into mining. TIMESTAMPS: 0:00 Introduction 1:21 How POW.RE got its name 2:15 From Paraguay to hashrate trading 3:37 Modeling difficulty: the secret sauce 4:33 Why past data can't predict hashrate anymore 6:07 The $100 hashprice thesis 8:11 Francisco's call: $70–80 hashprice in 12 months 8:49 Why each new megawatt moves difficulty less 10:02 Hashprice in BTC vs USD terms 10:55 Where unplugged ASICs are going 13:12 What matters most in a hashrate contract 14:51 Who's buying hashrate right now 16:22 Hosting providers buying hashrate for uptime 17:56 The eCash hard fork explained 20:10 Mining + DCA: lower-volatility accumulation 23:32 Why you should pay your hosting bill weekly 25:32 What asset managers can learn from mining 26:20 Treasury company growth assumptions vs cost to mine 29:20 Why Strategy should be mining Bitcoin 32:04 Why the ability to spend Bitcoin matters 34:38 Block space is as scarce as Bitcoin 35:29 Lightning, stablecoins & the security budget 36:39 Block space forward markets 37:23 Making solo mining more exciting 41:29 Lightning payouts straight from the pool 43:09 Orange-pilling Dad with an S9 heater 44:34 Business ideas & the future of FPPS pools 46:48 Outro KEY TOPICS: • Hashrate as a commodity and BTC-denominated contracts • Hashprice outlook and difficulty modeling • Who buys hashrate: fork speculators, political signaling, hosting providers • Mining + DCA as a lower-volatility accumulation strategy • Block space scarcity, Lightning payouts and the mining x gambling crossover 🔗 Francisco Quadrio Monteiro: LinkedIn: https://www.linkedin.com/in/fquadriomonteiro X: https://x.com/f_monteiro98 POW.RE Hashrate Desk: https://pow.re 🛠 Sponsored by: Altair Technology – ASICs, parts, PSUs, PDUs & consulting | Code: HASHRATEUP | https://altairtech.io 📲 HashrateUp Hardware Deals: https://t.me/hashrateup 📩 Free 5-Day Bitcoin Mining Course: https://hashrateup.com/newsletter-sign-up/ #BitcoinMining #Hashrate #Hashprice #HashrateUp #BitcoinDerivatives