Why Bitcoin miners are betting big on AI compute.

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Avory - Markets and Investing

Avory & Co.

99 episodes

6 days ago

Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio. *** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constitute investment advice. This podcast is for informational purposes only and should not be relied upon to make investment decisions. All investments involve risk, including potential loss of capital. Avory & Co. may hold positions in the companies discussed.

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Why Bitcoin miners are betting big on AI compute.

Avory - Markets and Investing

43 minutes

3 months ago

Why Bitcoin miners are betting big on AI compute.

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Anthony Power, co-founder of Power Mining Analysis and a leading voice in the mining world, to break down how the economics of Bitcoin mining are evolving and why many are shifting toward high-performance compute (HPC) infrastructure.

This isn’t just about mining anymore, it's about building the digital infrastructure stack of the future.

Chapters

00:00 Introduction to Bitcoin Mining and Power Mining Analysis
04:56 Current State of Bitcoin Mining
10:14 Challenges and Adaptations in Mining
14:43 The Shift to High-Performance Computing (HPC)
19:14 Future of Bitcoin Mining and HPC
24:26 Funding and Infrastructure for HPC
29:05 Emerging Players in Mining Technology
37:39 Conclusion and Future Outlook

Whether you're long, short, or just curious about the future of mining infrastructure — this one goes deep.

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Hosted by:
Sean Emory — Founder & Chief Investment Officer, Avory & Co.
https://www.avory.xyz

Guest:
Anthony Power — Co-founder of Power Mining Analysis
Contributing Writer at Compass Mining

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📩 Questions? Contact us at: team@avoryco.com
🌐 Website: www.avory.xyz
🎙️ Podcast: Operator Mode & Around the Desk
📺 YouTube: @AvoryCo

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Disclaimer
This conversation is for informational purposes only and does not constitute investment advice. We may hold positions in some of the companies discussed. Please do your own research before making any investment decisions.

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#BitcoinMining, #HPCInfrastructure, #DigitalEnergy, #CryptoMarkets, #BitcoinEconomics, #AICompute, #MiningMargins, #CompassMining, #AroundTheDesk, #AvoryPodcast