The Last Bitcoin Mining Bull Market Ever? BTC Mining Expert Warns Miners May NEVER See Another Bull

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Welcome back to The Blockspace Podcast! Today, Liang Wang, VP of Canaan, joins us to talk about how Canaan is approaching the changing tides in bitcoin mining as peers pivot to AI. We dive into their recent acquisition of Texas mining sites from Cipher Mining, their 60.9% year-over-year sales growth for their Avalon ASIC miner series, and the economics of mining in the current market. Liang also shares insights into China's regulatory landscape, the potential of stranded energy in North America, and how AI is impacting ASIC miner market dynamics.

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Notes:
60.9% YoY growth in ASIC equipment sales.
Sold 14.6 EH/s of new equipment in Q4.
Acquired 49% equity in three Texas sites.
Texas power rates below $0.03 per kWh.
Zero self-mining exposure in China.
Bitcoin price at $65,000–$70,000 range.

Timestamps:
00:00 Start
04:23 Cipher acquisition
08:57 Behind the meter & asset heavy
13:08 Stranded energy & hashrate growth
16:16 ASIC sales are up?
22:46 China update
28:09 New markets by country
33:10 2 nanometer chips?
38:58 Chip making demand for AI & others
46:58 The "AI pivot" impact?

Published thrice weekly, "The Blockspace Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish twos per week, on Tuesday and Thursday, plus our News Roundup on Saturdays!

From public miners like CleanSpark, Riot Platforms and MARA, to small private miners finding their edge, The Blockspace Pod covers it all. Listen to experts on hashrate, network difficulty, ASIC miners and more by tuning in twice per week. Includes coverage of major manufacturers like Bitmain, MicroBT, Canaan, Proto and Auradine. Learn more about Bitcoin mining metrics, stories, and analytics by tuning in!

The Blockspace Pod brings you the full spectrum of Bitcoin mining—from industry giants like CleanSpark, Riot Platforms, and MARA to nimble private miners carving out their edge. Twice a week we cover hashrate trends, network difficulty, ASIC hardware updates, and insights from leading manufacturers like Bitmain, MicroBT, Canaan, Proto, and Auradine. Stay ahead of the hash with expert takes, mining metrics, and the latest stories shaping the industry.

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👉CleanSpark

CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.


👉Luxor

Bitcoin mining revenue changes every day. Difficulty adjusts. Fees move. Prices shift. And that makes it hard to plan. Luxor Pool’s Fixed Payouts let miners lock in revenue at a guaranteed daily rate for up to 18 months. According to Hashrate Index, miners who used rolling fixed payout strategies since the last halving have outperformed FPPS mining by up to 15 percent. Fixed Payouts give you predictable daily revenue, so you can plan, budget, and grow with confidence. With Luxor, uncertainty is optional. Learn more at luxor.tech/mining