SLP389 Daniel Frumkin & Jaran Mellerud - Bitcoin Mining Market Analysis
Shownotes and audio version: https://stephanlivera.com/389 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, weβve seen some miners come under pressure. We chat: 00:00 Overview 08:35 Operating cash flows 13:43 Bitcoin miner treasury management strategy 21:00 Which public miners are in trouble? 21:24 Why weβre likely to see acquisitions 33:40 Impacts for home and retail miners 46:12 Were there bull market errors? 53:18 Future forecasting and conservatism Links: Twitteβ¦