Bits + Bips: Bitcoin Miners Turn to AI for a Boost as BTC Falls
Episode publishedPodcast: UnchainedUnchained
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But I've always considered it somewhat of a danger zone when you're at your breakeven cost. But if you get, you know, in the fifties, low sixties, you know, you're you're putting that margin a little bit more under pressure. Then And you have to think what the the next halving is coming up. That's starting to loom. Right? So then that's another thing these guys have to start considering.
There's not something wrong with with Bitcoin per se. You know, nothing has changed about the functioning of the network and all the particulars, and and we can talk about all things. But what changed was risk taking in in markets.
Hi, everyone. Welcome to another episode of Bits and Bips, the interview. I'm your host, Steve Ehrlich, we've and got a lot to talk about today. But first, I'd like to introduce my guest, John Tadaro from Needham and Company. He is their point man in all things crypto equities. And, in particular, he has a unique expertise in mining, and we're gonna get into all of it. So, John, welcome.
Thanks for having me on. Good to be back.
Yeah. I mean, you are a repeat guest, and I'm really interested to kind of see how the conversation is gonna be different than it was a few months ago when, all the Bitcoin miners were kind of rerating as part of this whole AI HPC buzz, whose, I guess, luster has worn off a little bit. But, before we get to to all that, just a quick disclaimer. Nothing that you guys see or hear today is financial or investment advice. For more disclosures, please see unchained.com backslash bits and bips. And with that, one more thing before we really get started, we need to take a very quick break so we can h
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