Ethan Vera and Guzman Pintos (Luxor) on Mining Data and Analytics (EP.274)
Автор: On The Brink with Castle Island
Загружено: 2026-02-27
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Описание:
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/)
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