December’s results set the tone for 2025 as Bitcoin miners navigate a landscape marked by institutional investments and competitive pressures. The episode examines the performance metrics of Bitcoin miners, focusing on hash rates, operational efficiency, and strategic hodling versus selling.
• Discussion on January production results and key takeaways
• Insights into 13F forms and institutional Bitcoin investments
• Analysis of weather's impact on mining operations
• Examination of operational versus energized hash rates
• Lookahead for upcoming miner earnings and market expectations
