Hosting vs. Pureplay Mining and What Trump Means for BTC Mining w/ Cathedra Bitcoin and Kungsleden

Welcome back to The Mining Pod! For this week’ Bitcoin Stock Show, Colin sits down with Cathedra Bitcoin COO and President Drew Armstrong of Kungsleden Founder Tom Masiero, whose companies merged last year. They talk about Cathedra/Kungsleden’s infrastructure plays and strategy, bitcoin mining hosting vs. pure-play mining business strategies, what we can expect from the AI/HPC plays that are so hot right now, what Trump means for the bitcoin mining industry, and more. Timestamps: 00:00 Start 02:33 Stas Per Share memo 05:41 Synota deal 11:13 Hosting market 16:35 Hosted v self mining 22:15 Lesson learned last cycle 27:39 Kungsleden Merger 33:14 Core Scientific pivot 37:47 Buying AI GPUs 42:18 Trump changes Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!  👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell - Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! And Luxor Tech, Leaders In Bitcoin Mining and Compute Power! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices