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

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/)