Want to create an interactive transcript for this episode?
Podcast: Stephan Livera Podcast
Episode: SLP389 Daniel Frumkin & Jaran Mellerud - Bitcoin Mining Market Analysis
Description: Daniel Frumkin of Braiins and Jaran Mellerud of Arcane Research join me on the show to talk about the latest in the world of Bitcoin Mining. As the price has fallen recently, we’ve seen some miners come under pressure. We chat:
Overview
Which public miners are in trouble?
Operating cash flows
Bitcoin miner treasury management strategy
Why we’re likely to see acquisitions
Impacts for home and retail miners
Were there bull market errors?
Future forecasting and conservatism
Links:
Twitter: @JMellerud
Twitter: @dfrumps
Arcane Research: Survival of the fittest: Which public bitcoin miners are the best...