Ethan Vera and Guzman Pintos (Luxor) on Mining Data and Analytics (EP.274) скачать в хорошем качестве

Ethan Vera and Guzman Pintos (Luxor) on Mining Data and Analytics (EP.274)

Luxor (https://www.luxor.tech/company) COO and CPO Ethan Vera (  / ethan_vera  ) and Guzman Pintos (  / guzmanpintos  ) join the show to talk about their relaunched data product, Hashrate Index (https://hashrateindex.com/) and other trends in mining. In this episode: • The history of the firm • Why Luxor created the hashrate index (https://hashrateindex.com/) • How Luxor gathers data on ASIC pricing and creates their time series charts • ASIC pricing dynamics • Are sell side analysts correctly pricing ASICs on the balance sheets of public miners? • Why different efficiencies of miners have traded differently in the last 2 months • How constraints on rack space affect the demand for older ASICs • Why so many ASICs can't leave China • Is there still residual black market mining in China? • Kazakhstan's under-reported mining crackdown • Are ASIC development cycles slowing? • Are miners still front-running their clients with prop mining? • Are Bitcoin miners trying to acquire Bitcoin or do they want to hedge their exposure • Are derivatives becoming more popular among miners? • The maturation of the Bitcoin mining derivatives market • Why prior hashrate derivatives haven't worked • Multiple based analysis for public miners • Why there is a 'public market arbitrage' for miners • Why incentives exist for public miners to be highly acquisitive • Do miners care about long term fee budget? Sponsor notes: • Compass Mining (https://compassmining.io/) is the world's first and largest online marketplace for bitcoin mining hardware, hosting, and ASIC reselling. Start mining your own bitcoin by visiting compassmining.io (http://compassmining.io/)