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A tartalmat a The Mining Pod and Blockspace Media biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a The Mining Pod and Blockspace Media vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Bitcoin’s 4 Year Cycles Are Over w/ Rory Murray

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Manage episode 513517850 series 2908609
A tartalmat a The Mining Pod and Blockspace Media biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a The Mining Pod and Blockspace Media vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Click Here To Join the BitAxe Giveaway!

Welcome back to The Mining Pod! Today, Rory Murray, VP of digital asset management at CleanSpark, joins us to talk about the explosive markets we're seeing in late 2024, why he believes Bitcoin's four-year cycle is dead, and the secular trends that will define the next chapter of crypto. We dive deep into the debasement trade, record bitcoin ETF inflows, the intersection of macro and Bitcoin mining stocks, and what keeps a veteran trader up at night. Also, Rory shares his framework for navigating animal spirits and how they relate to Bitcoin's long-term trajectory.

**Notes:**

- SPX up 30 basis points daily since April

- Largest ever crypto ETF inflow week

- Q3 earnings 3x higher than analyst forecasts

- Four-year Bitcoin cycle thesis challenged

- Record institutional Bitcoin adoption

- CleanSpark operates across 4+ US states

Timestamps:

00:00 Start

02:24 Rory title upgrade

04:48 Traders

06:02 Good trading desks?

08:00 Where's the alpha?

13:01 Mining stock data sources

14:00 Stock & BTC ripping higher?

24:53 Debasement trade

28:09 Gold is back baby!

28:48 Monetary flows

31:55 Worries

👉CleanSpark, America's Bitcoin Miner!

CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner®, is a market-leading Bitcoin miner with a proven track record of success. They own a fully self-operated portfolio of mining facilities across the U.S. powered by globally competitive energy prices. CleanSpark sits at the intersection of Bitcoin, energy, operational excellence and capital stewardship. Optimally monetizing low-cost, high reliability electricity positions them to prosper in an ever-changing world.

👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation

FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute.

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

469 epizódok

Artwork
iconMegosztás
 
Manage episode 513517850 series 2908609
A tartalmat a The Mining Pod and Blockspace Media biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a The Mining Pod and Blockspace Media vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Click Here To Join the BitAxe Giveaway!

Welcome back to The Mining Pod! Today, Rory Murray, VP of digital asset management at CleanSpark, joins us to talk about the explosive markets we're seeing in late 2024, why he believes Bitcoin's four-year cycle is dead, and the secular trends that will define the next chapter of crypto. We dive deep into the debasement trade, record bitcoin ETF inflows, the intersection of macro and Bitcoin mining stocks, and what keeps a veteran trader up at night. Also, Rory shares his framework for navigating animal spirits and how they relate to Bitcoin's long-term trajectory.

**Notes:**

- SPX up 30 basis points daily since April

- Largest ever crypto ETF inflow week

- Q3 earnings 3x higher than analyst forecasts

- Four-year Bitcoin cycle thesis challenged

- Record institutional Bitcoin adoption

- CleanSpark operates across 4+ US states

Timestamps:

00:00 Start

02:24 Rory title upgrade

04:48 Traders

06:02 Good trading desks?

08:00 Where's the alpha?

13:01 Mining stock data sources

14:00 Stock & BTC ripping higher?

24:53 Debasement trade

28:09 Gold is back baby!

28:48 Monetary flows

31:55 Worries

👉CleanSpark, America's Bitcoin Miner!

CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner®, is a market-leading Bitcoin miner with a proven track record of success. They own a fully self-operated portfolio of mining facilities across the U.S. powered by globally competitive energy prices. CleanSpark sits at the intersection of Bitcoin, energy, operational excellence and capital stewardship. Optimally monetizing low-cost, high reliability electricity positions them to prosper in an ever-changing world.

👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation

FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute.

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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