Cathedra’s Tom Masiero joins us to explain how the AI shift for bitcoin mining reflects China’s 2021 bitcoin mining ban. Buy your tickets for OPNEXT 2026 before prices rise! Join us in New York on April 16 for technical discussions, investor talks, and intimate conversations with the brightest minds in Bitcoin. Welcome back to the Blockspace Podcast! Today, Tom Masiero, Head of Strategy at Cathedra, joins us to talk about the structural shifts pushing bitcoin miners toward AI and HPC services. We explore why this migration mirrors China’s 2021 mining ban, the hidden opportunities for smaller operators, and why Bitcoiners understand the ‘power game’ better than traditional data centers. Tom outlines the reality of infrastructure costs, the current state of the hash price, and how the ‘cockroach’ mentality of miners is paving the way for the future of global computing. Sign up for the newsletter! https://newsletter.blockspacemedia.com Notes: * Hash price hit an all-time low of $29/PH/day. * China ban reduces global hash rate by 80%. * 5 of the last 6 difficulty adjustments negative. * AI infrastructure costs $10-$15 million per megawatt. *Bitcoin price fell to $65,000 level. * Locations under 50 MW are the new limit. Timestamps: 00:00 Start 03:22 AI boom and mining ban in China 08:30 What advantage do miners have over hyperscalers? 13:23 Limits to energy production 21:23 Small-scale HPC 24:23 Batteries 35:46 Secondary effects 36:51 Pleb miners 39:55 IS US mining doomed? 45:57 Powershell vs Neocloud? CleanSpark, America’s Bitcoin Miner! CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of energy, land and data centers across the United States, powered by globally competitive energy prices. We are at the intersection of Bitcoin, energy, operational excellence and capital management, optimizing our infrastructure to deliver superior returns for our shareholders. By monetizing low-cost, high-reliability energy by producing a globally emerging critical resource – computers – we can thrive in an ever-changing world.
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