We cover:
πΉ What the Zeta Hash milestone actually signals for miners
πΉ Why hash rate alone is no longer the dominant metric
πΉ How efficiency and capital discipline are reshaping mining economics
πΉ The impact of AI and HPC on mining infrastructure
πΉ Whatβs changing in ASIC cycles and hardware strategy
πΉ How energy strategy is becoming a competitive advantage
πΉ Where mining stocks and capital markets are heading next
π Guests:
Nico Smid - Founder, Digital Mining Solutions
Cindy Feng - Founder, BitcoinMiningStock.io
β±οΈ Timestamps (Highlights)
00:00 β Guest introductions & episode overview
04:20 β Bitcoin ETFs and institutional interest
11:30 β Bitcoin treasury strategies
19:00 β Who is getting into Bitcoin mining
27:20 β Mining, compute & new business models
35:10 β AI, HPC and power demand
43:30 β How to evaluate mining companies
49:34 β Power access, valuations & the next halving
59:45 β Hash price pressure and global mining shifts
1:09:55 β Report highlights and 2026 outlook
1:14:15 β Final thoughts and where to follow
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