Anders Larson (U.S. Bitcoin Corp) on strategic miner decision making (EP.270) скачать в хорошем качестве

Anders Larson (U.S. Bitcoin Corp) on strategic miner decision making (EP.270)

Anders Larson, head of strategic finance at U.S. Bitcoin Corp (https://www.usbitcoin.com/) , joins us to talk about how miners make decisions and allocate capital. In this episode: • The Wharton class of 2018 • Are Bitcoin miners clogging up the chip supply chain? • Why Bitcoin miners are 'tier 2' customers at foundries • The scale of US BTC operations in terms of hashrate • Why US BTC has been so quiet historically • How US BTC targets renewable energy • Which renewables are easiest to find • Is there any truth to the story of Bitcoin improving the economics of renewables? • Why ASIC depreciation is slowing, and how that affects the viability of different energy sources • The relationship between Bitcoin's carbon intensity and ASIC depreciation period • Can ASICs last for 5 years? • How does US BTC think about uptime on their units? • Why lower uptime means that you have cheaper power due to demand response • How US BTC thinks about hashrate growth and why they are more conservative than their competitors • Why Chinese hashrate is not completely eliminated • The state of affairs in Kazakhstan • How Anders thinks about political risk in mining • How policy logic informs selective mining bans and mining subsidies • How Anders sees miners vertically integrating with energy firms • How Anders thinks about proposed state bitcoin mining bans in places like NY • Why mining bans in the West are often counterproductive • The relationship between energy consumption and civilizational progress • How Anders thinks about the energy cost debate • Whether the CBECI hashrate distribution estimates are reliable • Why the US having a large share of hashrate isn't something to be concerned about • How mining could become a states rights issue • Does US BTC project fee growth in their models? 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/) • This episode supported by Public.com (https://public.com/onthebrink) . Start investing with as little as $1 and get a free slice of stock up to $50 when you join Public.com today. Visit public.com/onthebrink (https://public.com/onthebrink) to download the app and sign up.