Bitcoin Mining and Capital Structure with Rapha Zagury SLP574

Описание: Official Podcast Episode: https://www.stephanlivera.com/57
Rapha Zagury, CIO of Swan and Head of Swan Mining rejoins me on the show to talk about a range of topics, from Brazil’s flooding, Bitcoin Mining, Capital Structure, as well as share some insights on speaking to TradFi professionals about Bitcoin.

Timestamps:
00:00 - Intro
01:08 - The current situation in Brazil & why we Bitcoin
12:10 - Swan Mining Developments & Scope of Bitcoin Mining
21:28 - Large-scale Bitcoin Mining
23:42 - Swan’s goal of increasing Bitcoin adoption
29:47 - Sponsors
34:02 - Selecting the optimal Bitcoin mining pool
47:37 - Current mining pool models
50:45 - FPPS Vs PPLNS
54:54 - Bitcoin mining converging into energy sector
57:31 - Mining is a capital allocation game
1:02:55 - Shorting fiat for Bitcoin
1:05:26 - Parallels with previous Bull cycles
1:13:21 - The Nakamoto Portfolio and Investors POV on Bitcoin
1:19:01 - Re-allocating into Bitcoin from real-estate/gold
1:28:57 - Outro

Links:

X: @alphaazeta:   / alphaazeta  
Site: Swan.com : https://www.swanbitcoin.com/
Site: Nakamotoportfolio.com : https://nakamotoportfolio.com/
Nakamoto Gauntlet: The Nakamoto Portfolio Gauntlet : https://nakamotoportfolio.com/apps/na...

Sponsors:

Swan.com (code LIVERA): http://swan.com/livera
CoinKite.com (code LIVERA) : http://coinkite.com/
Mempool.space : https://mempool.space/

Stephan Livera links:

Follow me on X: @stephanlivera :  / stephanlivera  
Subscribe to the podcast : https://plinkhq.com/i/1415720320
Subscribe to Substack : https://stephanlivera.substack.com/