Mining Metrics, Mergers & Momentum | Anthony Power | The Mining Pod
Today we are joined by Anthony Power to go over June’s monthly mining numbers. https://compassmining.io/education/bitcoin-mining-stock-roundup-june-monthly-numbers/ Anthony Power: https://twitter.com/cazenove Will Foxley: https://twitter.com/wsfoxley TIMESTAMPS: 00:00:00 Start 00:02:40 Mining Metrics 00:04:40 Texas Energy Challenges 00:05:54 Full CP Program Benefits 00:07:35 Mining Stock Surge 00:09:09 Market Cap Disparities 00:10:05 Clean Spark & Cipher Momentum 00:11:56 Preparing for the Halving 00:13:28 Potential Breakout Miners 00:14:46 TerraWulf & Clean Spark Potential 00:16:22 Market Cap Considerations 00:17:57 Potential Mergers Impact 00:19:18 Investing in New Miners 00:21:14 Potential Valuation Shifts 00:23:09 Market Focus on Production 00:24:53 Importance of Financial Metrics 00:25:12 Q1 Analysis 00:26:11 Bitcoin Margin 00:27:33 Good Cash Costs 00:30:06 Bitcoin Production 00:31:20 Bitfarms Steady 00:32:13 DMG's Poor Month 00:33:27 Argo's Immersion Cooling 00:35:40 Twitter Questions 00:36:03 Actual All-in Cost? 00:38:15 Positive EPS in Q2? 00:40:09 Potential Mergers 00:49:29 Conclusion MINE Start mining your own bitcoins with Compass. https://bit.ly/3CehBf1 WATCH https://youtube.com/c/CompassMining?sub_confirmation=1 LISTEN Apple Podcasts https://apple.co/3fNfrdi Spotify https://spoti.fi/3tSf9G1 Amazon https://amzn.to/3557cqg Anchor https://bit.ly/3rmb7UF Fountain https://bit.ly/3NeNTec RSS https://bit.ly/3chpULV LEARN Every week, Compass sends a memo to over 18,000 professional miners and investors with the most important news and data in cryptocurrency mining. Get the free newsletter in your inbox too: https://bit.ly/3vOGzxD Learn more about your ad choices. Visit megaphone.fm/adchoices