SLP389 Daniel Frumkin & Jaran Mellerud - Bitcoin Mining Market Analysis

<p>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:</p> <ul> <li>Overview</li> <li>Which public miners are in trouble?</li> <li>Operating cash flows</li> <li>Bitcoin miner treasury management strategy</li> <li>Why we’re likely to see acquisitions</li> <li>Impacts for home and retail miners</li> <li>Were there bull market errors?</li> <li>Future forecasting and conservatism</li> </ul> <p><strong>Links:</strong></p> <ul> <li>Twitter: <a href="https://twitter.com/JMellerud" rel="noreferrer nofollow noopener" target="_blank">@JMellerud</a></li> <li>Twitter: <a href="https://twitter.com/dfrumps" rel="noreferrer nofollow noopener" target="_blank">@dfrumps</a></li> <li>Arcane Research: <a href="https://arcane.no/research/survival-of-the-fittest-which-public-bitcoin-miners-are-the-best-prepared-to" rel="noreferrer nofollow noopener" target="_blank">Survival of the fittest: Which public bitcoin miners are the best prepared to survive the bear market?</a></li> <li>Braiins Insights Dashboard: <a href="https://insights.braiins.com/en/" rel="noreferrer nofollow noopener" target="_blank">braiins.com&nbsp;</a></li> <li>Jaran’s analysis thread on public miners: <a href="https://twitter.com/JMellerud/status/1541444212444614656" rel="noreferrer nofollow noopener" target="_blank">https://twitter.com/JMellerud/status/1541444212444614656</a></li> </ul> <p><strong>Sponsors:</strong></p> <ul> <li><a href="http://swanbitcoin.com/livera" rel="noreferrer nofollow noopener" target="_blank"><u>Swan Bitcoin</u></a></li> <li><a href="http://lend.hodlhodl.com/" rel="noreferrer nofollow noopener" target="_blank"><u>Hodl Hodl Lend</u></a></li> <li><a href="http://braiins.com/" rel="noreferrer nofollow noopener" target="_blank"><u>Braiins.com</u></a></li> <li><a href="https://voltage.cloud/" rel="noreferrer nofollow noopener" target="_blan