Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

MARA CEO: Bitcoin Has Missed Its Chance to Become a Payment Method Fred Thiel Fred Thiel , CEO of MARA, one of the world’s largest listed Bitcoin miners, said in a July 23 interview with Natalie Brunell that Bitcoin’s opportunity to serve as a payment method has passed. In...

WuBlockchain's profile picture

Wu Blockchain

556,169 subscribers

32,438 Aufrufe • vor 24 Tagen •via X (Twitter)

Wissenschaft & TechnologieFinanzenNachrichten & Politik
LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

MARA CEO: Using Electricity for AI Is Far More Profitable Than Bitcoin Mining Fred Thiel Fred Thiel, CEO of MARA, one of the world's largest publicly listed Bitcoin mining companies, said in a July 23 interview with Natalie Brunell that electricity has become the industry's most critical resource, as the same amount of power can generate far greater returns when used for AI than for Bitcoin mining. This is why MARA and many of its peers are shifting toward AI data centers. However, MARA will continue mining Bitcoin, as it remains an effective way to utilize surplus electricity in regions where energy is free or inexpensive.
2:14

MARA CEO: Using Electricity for AI Is Far More Profitable Than Bitcoin Mining Fred Thiel Fred Thiel, CEO of MARA, one of the world's largest publicly listed Bitcoin mining companies, said in a July 23 interview with Natalie Brunell that electricity has become the industry's most critical resource, as the same amount of power can generate far greater returns when used for AI than for Bitcoin mining. This is why MARA and many of its peers are shifting toward AI data centers. However, MARA will continue mining Bitcoin, as it remains an effective way to utilize surplus electricity in regions where energy is free or inexpensive.

Wu Blockchain

21,834 Aufrufe • vor 28 Tagen

THIS is Bitcoin's biggest weakness... The CEO of Bitcoin mining company, MARA, said that $BTC's biggest weakness is its inability to generate yield for holders in a recent interview, per Wu Blockchain. CEO Fred Thiel also added that AI data centers are able to generate much more revenue per unit of electricity expended than $BTC mining. For context, MARA has sold around 20,000 $BTC. Are the Bitcoin faithfuls leaving?!
0:20

THIS is Bitcoin's biggest weakness... The CEO of Bitcoin mining company, MARA, said that $BTC's biggest weakness is its inability to generate yield for holders in a recent interview, per Wu Blockchain. CEO Fred Thiel also added that AI data centers are able to generate much more revenue per unit of electricity expended than $BTC mining. For context, MARA has sold around 20,000 $BTC. Are the Bitcoin faithfuls leaving?!

BSCN

46,663 Aufrufe • vor 1 Monat

Ahead of attending today’s The White House Digital Assets Summit, MARA CEO Fred Thiel spoke with Maria Bartiromo on FOX Business and highlighted key issues MARA seeks to address during the summit: regulatory clarity in classifying Bitcoin as a commodity, reforming corporate alternative minimum taxes on digital assets, and leveraging bitcoin mining as a flexible load to enhance U.S. energy grid efficiency. Watch the full interview:
2:41

Ahead of attending today’s The White House Digital Assets Summit, MARA CEO Fred Thiel spoke with Maria Bartiromo on FOX Business and highlighted key issues MARA seeks to address during the summit: regulatory clarity in classifying Bitcoin as a commodity, reforming corporate alternative minimum taxes on digital assets, and leveraging bitcoin mining as a flexible load to enhance U.S. energy grid efficiency. Watch the full interview:

MARA

83,417 Aufrufe • vor 1 Jahr

Many of the largest public Bitcoin miners have been pivoting to AI. I sat down with Fred Thiel, CEO of MARA, to ask the obvious question: does that mean they're walking away from Bitcoin? Don't miss his candid read on the future of mining and the network - some of his answers may surprise you.
1:06:34

Many of the largest public Bitcoin miners have been pivoting to AI. I sat down with Fred Thiel, CEO of MARA, to ask the obvious question: does that mean they're walking away from Bitcoin? Don't miss his candid read on the future of mining and the network - some of his answers may surprise you.

Natalie Brunell ⚡️

252,380 Aufrufe • vor 1 Monat

MFTV #11: BITCOIN MINING AND THE RACE FOR AI POWER | with MARA CEO Fred Thiel (Fred Thiel) 🔗 YouTube: 🌿 Spotify: "You can't do AI, HPC, or Bitcoin without electrons. Acquire electrons, then generate maximum value per electron." MARA is one of the largest Bitcoin miners in the world, and it’s now moving into the energy and AI/HPC infrastructure territory the whole industry is racing for. What happens to Bitcoin mining when the race for AI power is quickly gaining popularity? In his second appearance on MFTV, Fred rejoins Head of MARA Foundation Isabel Foxen Duke⚡️ to explain what's driving that race. AI inference has skyrocketed demand for power, and the bottleneck is energized land — places where the electrons are already flowing. Fred also lays out MARA's position: a power portfolio few can match, a partnership with Starwood Digital Ventures (a large-scale data center operator with deep hyperscaler and financing experience), and an in-house team spanning digital infrastructure operations, energy, and capital markets. Bitcoin mining, meanwhile, becomes the load that monetizes power the moment it switches on. A conversation about energy, AI, and how the assets a Bitcoin miner spent years accumulating map onto the most contested market in tech.
48:47

MFTV #11: BITCOIN MINING AND THE RACE FOR AI POWER | with MARA CEO Fred Thiel (Fred Thiel) 🔗 YouTube: 🌿 Spotify: "You can't do AI, HPC, or Bitcoin without electrons. Acquire electrons, then generate maximum value per electron." MARA is one of the largest Bitcoin miners in the world, and it’s now moving into the energy and AI/HPC infrastructure territory the whole industry is racing for. What happens to Bitcoin mining when the race for AI power is quickly gaining popularity? In his second appearance on MFTV, Fred rejoins Head of MARA Foundation Isabel Foxen Duke⚡️ to explain what's driving that race. AI inference has skyrocketed demand for power, and the bottleneck is energized land — places where the electrons are already flowing. Fred also lays out MARA's position: a power portfolio few can match, a partnership with Starwood Digital Ventures (a large-scale data center operator with deep hyperscaler and financing experience), and an in-house team spanning digital infrastructure operations, energy, and capital markets. Bitcoin mining, meanwhile, becomes the load that monetizes power the moment it switches on. A conversation about energy, AI, and how the assets a Bitcoin miner spent years accumulating map onto the most contested market in tech.

MARA Foundation

25,027 Aufrufe • vor 1 Monat

In our first interview of 2026, Bitcoin Rails goes deep on the mining industry with MARA CEO Fred Thiel — unpacking the AI-fueled tidal wave of demand for HPC data centers and the new world of opportunity it creates for industrial-scale Bitcoin miners. Look out for Fred’s takes on: • how Bitcoin mining economics are changing • who’s best positioned to benefit from AI/HPC • how MARA has positioned itself for this shift • why self-controlled power generation is the name of the game Full episode drops tomorrow 🔥
0:55

In our first interview of 2026, Bitcoin Rails goes deep on the mining industry with MARA CEO Fred Thiel — unpacking the AI-fueled tidal wave of demand for HPC data centers and the new world of opportunity it creates for industrial-scale Bitcoin miners. Look out for Fred’s takes on: • how Bitcoin mining economics are changing • who’s best positioned to benefit from AI/HPC • how MARA has positioned itself for this shift • why self-controlled power generation is the name of the game Full episode drops tomorrow 🔥

Isabel Foxen Duke⚡️

11,460 Aufrufe • vor 7 Monaten

At the AI in America Summit, Fred Thiel, CEO of MARA, described how data centers are evolving to support both AI and Bitcoin by treating energy like a flexible, optimizable resource. He explained that Bitcoin mining can absorb excess grid capacity, balance energy demand, and complement AI workloads—creating a more efficient model where data centers maximize the value of every megawatt. Explore more: #TheHillTech #AIInfrastructure #DigitalAssets
1:30

At the AI in America Summit, Fred Thiel, CEO of MARA, described how data centers are evolving to support both AI and Bitcoin by treating energy like a flexible, optimizable resource. He explained that Bitcoin mining can absorb excess grid capacity, balance energy demand, and complement AI workloads—creating a more efficient model where data centers maximize the value of every megawatt. Explore more: #TheHillTech #AIInfrastructure #DigitalAssets

The Hill Events

13,070 Aufrufe • vor 8 Monaten

Crypto is our second largest category on Kalshi. Bitcoin alone drives 90% of volume, BTC is our largest crypto deposit method over stablecoins, and crypto is our only payment method outside the US across 140 countries. We owe a lot to this community. Thank you The Bitcoin Conference for having me!
0:53

Crypto is our second largest category on Kalshi. Bitcoin alone drives 90% of volume, BTC is our largest crypto deposit method over stablecoins, and crypto is our only payment method outside the US across 140 countries. We owe a lot to this community. Thank you The Bitcoin Conference for having me!

John Wang

16,773 Aufrufe • vor 4 Monaten

THE CEO OF A BITCOIN MINING COMPANY JUST SAID BITCOIN'S DAY AS MONEY IS OVER Bitcoin bitcoin:native still works as a store of value, but he's pivoting MARA $MARA toward AI: - Bitcoin remains valuable as an asset held outside central control, portable, unless authorities shut off conversion to cash - MARA isn't accumulating more Bitcoin right now, since most miners are mining at a loss and he won't dilute shareholders to fund it - He's not less excited about Bitcoin, he's just moved it into a different box: his fiduciary duty is to convert MARA's land and power into AI, which delivers a much higher return
1:33

THE CEO OF A BITCOIN MINING COMPANY JUST SAID BITCOIN'S DAY AS MONEY IS OVER Bitcoin bitcoin:native still works as a store of value, but he's pivoting MARA $MARA toward AI: - Bitcoin remains valuable as an asset held outside central control, portable, unless authorities shut off conversion to cash - MARA isn't accumulating more Bitcoin right now, since most miners are mining at a loss and he won't dilute shareholders to fund it - He's not less excited about Bitcoin, he's just moved it into a different box: his fiduciary duty is to convert MARA's land and power into AI, which delivers a much higher return

WOLF Bitcoin

85,796 Aufrufe • vor 27 Tagen

JUST IN: MARA CEO Fred Thiel says AI pays more than Bitcoin mining. “Today, power is the thing, which is why ourselves and many of our peers have pivoted. Because you get a lot more money per electron if you're doing it for AI than for Bitcoin mining.” “We sit on an asset called land and power, which I can convert to AI, which gives me a much higher return.” Thiel says MARA will not shut down immediately: “We can mine Bitcoin up until the electrons have to be redirected to the data center.” "It starts getting pretty expensive to mine Bitcoin when the alternative use of energy is AI.”
0:58

JUST IN: MARA CEO Fred Thiel says AI pays more than Bitcoin mining. “Today, power is the thing, which is why ourselves and many of our peers have pivoted. Because you get a lot more money per electron if you're doing it for AI than for Bitcoin mining.” “We sit on an asset called land and power, which I can convert to AI, which gives me a much higher return.” Thiel says MARA will not shut down immediately: “We can mine Bitcoin up until the electrons have to be redirected to the data center.” "It starts getting pretty expensive to mine Bitcoin when the alternative use of energy is AI.”

Coin Bureau

42,130 Aufrufe • vor 28 Tagen

Fred Thiel Fred Thiel runs the largest public bitcoin miner. His number: a mining site costs about $1M per megawatt, all in. An AI site runs $10-15M per megawatt before a single GPU goes in. Same land, same power hookup, 10-15x the build cost. That's why Mara is converting, not mining. It already controls over 4GW after the Long Ridge and HIF deals, against 1.1GW of live mining today. The catch: Mara had no hyperscaler relationships and no build capability, so it's leaning on Starwood at 80% loan-to-value. The megawatts are real. The tenant demand is borrowed. Chase Lochmiller Chase Lochmiller of Crusoe makes the same energy-first case - the AI constraint isn't chips, it's power you can actually plug in. The tell for $MARA isn't hash rate anymore. It's how many of those gigawatts turn into signed AI leases. Thiel said it to Natalie Brunell Natalie Brunell ⚡️ on Coin Stories. How Mara funded the pivot and what breaks it:
0:56

Fred Thiel Fred Thiel runs the largest public bitcoin miner. His number: a mining site costs about $1M per megawatt, all in. An AI site runs $10-15M per megawatt before a single GPU goes in. Same land, same power hookup, 10-15x the build cost. That's why Mara is converting, not mining. It already controls over 4GW after the Long Ridge and HIF deals, against 1.1GW of live mining today. The catch: Mara had no hyperscaler relationships and no build capability, so it's leaning on Starwood at 80% loan-to-value. The megawatts are real. The tenant demand is borrowed. Chase Lochmiller Chase Lochmiller of Crusoe makes the same energy-first case - the AI constraint isn't chips, it's power you can actually plug in. The tell for $MARA isn't hash rate anymore. It's how many of those gigawatts turn into signed AI leases. Thiel said it to Natalie Brunell Natalie Brunell ⚡️ on Coin Stories. How Mara funded the pivot and what breaks it:

Podcast Alpha

35,196 Aufrufe • vor 29 Tagen

“It’s about $1 million a megawatt all-in, between infrastructure and compute, to build a Bitcoin mining site. The AI site, just the infrastructure without compute, is $10 to $15 million a megawatt.” $MARA CEO Fred Thiel points out the math of Bitcoin miners pivoting to AI: An AI data center costs 10-15x more per megawatt to build than a Bitcoin mine but it earns far more per unit of power. And because the tenants are companies like Google, banks will actually finance it. The pricier build is the easier one to fund. Don’t miss the full interview streaming now.
5:46

“It’s about $1 million a megawatt all-in, between infrastructure and compute, to build a Bitcoin mining site. The AI site, just the infrastructure without compute, is $10 to $15 million a megawatt.” $MARA CEO Fred Thiel points out the math of Bitcoin miners pivoting to AI: An AI data center costs 10-15x more per megawatt to build than a Bitcoin mine but it earns far more per unit of power. And because the tenants are companies like Google, banks will actually finance it. The pricier build is the easier one to fund. Don’t miss the full interview streaming now.

Natalie Brunell ⚡️

45,375 Aufrufe • vor 1 Monat

Uber CEO: Bitcoin is a "proven" store of value and stablecoins are "promising" for global transactions. Read between the lines: CEOs have gotten the memo that Bitcoin for transactions is not kosher. In reality BTC network could easily move fiat without stablecoins. The narrative is: limit BTC to SOV and promote stablecoins to prop up the US treasuries.
0:28

Uber CEO: Bitcoin is a "proven" store of value and stablecoins are "promising" for global transactions. Read between the lines: CEOs have gotten the memo that Bitcoin for transactions is not kosher. In reality BTC network could easily move fiat without stablecoins. The narrative is: limit BTC to SOV and promote stablecoins to prop up the US treasuries.

Sina 🗝️⚡ BI Report

68,486 Aufrufe • vor 1 Jahr

JACK DORSEY: “Bitcoin fails by being irrelevant.” Bitcoin $BTC launched in 2009 as peer-to-peer electronic cash, with payments as a core use case. 17 years later, Bitcoin’s actual use as money remains tiny and irrelevant. Even Lightning - Bitcoin’s purpose-built payments network - processes only millions of transactions per month. Now compare that with roughly 3.6 TRILLION payment transactions globally every year! Bitcoin’s share of global payments? Not 10%. Not 1%. Nowhere close to 1%....0.00004%. Seriously: when was the last time you used Bitcoin to pay for something in your everyday life? And the “store of value” argument isn’t exactly looking great either. Bitcoin is still nearly 40% below (even after the rally this week back above 80k) its all-time high from a year ago, while stocks are at ath's. So what is Bitcoin actually delivering today? It's a speculative asset where the investment thesis depends on the next buyer paying more than you did!
0:48

JACK DORSEY: “Bitcoin fails by being irrelevant.” Bitcoin $BTC launched in 2009 as peer-to-peer electronic cash, with payments as a core use case. 17 years later, Bitcoin’s actual use as money remains tiny and irrelevant. Even Lightning - Bitcoin’s purpose-built payments network - processes only millions of transactions per month. Now compare that with roughly 3.6 TRILLION payment transactions globally every year! Bitcoin’s share of global payments? Not 10%. Not 1%. Nowhere close to 1%....0.00004%. Seriously: when was the last time you used Bitcoin to pay for something in your everyday life? And the “store of value” argument isn’t exactly looking great either. Bitcoin is still nearly 40% below (even after the rally this week back above 80k) its all-time high from a year ago, while stocks are at ath's. So what is Bitcoin actually delivering today? It's a speculative asset where the investment thesis depends on the next buyer paying more than you did!

Common Sense Investor (CSI)

100,251 Aufrufe • vor 1 Tag

“Fast forward 2 years and we have another halving. Another four years and we have another having again. And at the point where we’re basically under a bitcoin a block, it starts getting pretty expensive to mine bitcoin when the alternative use of energy is AI.” Thank you for all the downloads on my show with MARA CEO Fred Thiel. Don’t miss the full show wherever you stream your podcasts.
3:37

“Fast forward 2 years and we have another halving. Another four years and we have another having again. And at the point where we’re basically under a bitcoin a block, it starts getting pretty expensive to mine bitcoin when the alternative use of energy is AI.” Thank you for all the downloads on my show with MARA CEO Fred Thiel. Don’t miss the full show wherever you stream your podcasts.

Natalie Brunell ⚡️

86,299 Aufrufe • vor 1 Monat

Presenting: The Kelly Criterion: A Mathematical Approach to Investing in Bitcoin w/ Fred Krueger #BIP-110 This is an answer the question "how much should I invest in Bitcoin" using math - of course, this is hypothetical and not financial advice! Summary: Fred explains how the Kelly Criterion can be applied to Bitcoin investment, analyzing the impact of betting a constant fraction of net worth and adjusting as the price goes up and down. #Bitcoin #InvestmentStrategy 00:00 - Fred introduces the Kelly criterion and explains its application to allocating money to a risky asset. 02:32 - Fred discusses the concept of repeated bets with a constant fraction of net worth and introduces the formula for calculating expected revenue. 04:01 - Fred analyzes the power law and its implications for Bitcoin's price. 10:44 - Fred explains the Kelly criteria and its application to Bitcoin investment. 12:34 - Fred discusses the potential collapse of Bitcoin's price and the transition from an exponential shape to an S curve. 16:22 - Fred suggests investing 53% of one's money in Bitcoin based on the Kelly process. 19:16 - Fred explains the concept of rebalancing investments and the benefits of not going all-in on Bitcoin. 20:38 - Fred discusses the rate of return and the value of rebalancing investments. 22:08 - Fred emphasizes the importance of not being fully invested in Bitcoin and the risks of selling during market drops. 24:16 - Fred suggests picking specific dates for rebalancing investments and the importance of considering tax implications. 25:14 - Fred mentions the availability of resources online, including spreadsheets, for further understanding of the Kelly criterion.
25:44

Presenting: The Kelly Criterion: A Mathematical Approach to Investing in Bitcoin w/ Fred Krueger #BIP-110 This is an answer the question "how much should I invest in Bitcoin" using math - of course, this is hypothetical and not financial advice! Summary: Fred explains how the Kelly Criterion can be applied to Bitcoin investment, analyzing the impact of betting a constant fraction of net worth and adjusting as the price goes up and down. #Bitcoin #InvestmentStrategy 00:00 - Fred introduces the Kelly criterion and explains its application to allocating money to a risky asset. 02:32 - Fred discusses the concept of repeated bets with a constant fraction of net worth and introduces the formula for calculating expected revenue. 04:01 - Fred analyzes the power law and its implications for Bitcoin's price. 10:44 - Fred explains the Kelly criteria and its application to Bitcoin investment. 12:34 - Fred discusses the potential collapse of Bitcoin's price and the transition from an exponential shape to an S curve. 16:22 - Fred suggests investing 53% of one's money in Bitcoin based on the Kelly process. 19:16 - Fred explains the concept of rebalancing investments and the benefits of not going all-in on Bitcoin. 20:38 - Fred discusses the rate of return and the value of rebalancing investments. 22:08 - Fred emphasizes the importance of not being fully invested in Bitcoin and the risks of selling during market drops. 24:16 - Fred suggests picking specific dates for rebalancing investments and the importance of considering tax implications. 25:14 - Fred mentions the availability of resources online, including spreadsheets, for further understanding of the Kelly criterion.

Ben Sigman

173,792 Aufrufe • vor 2 Jahren

I sat down with Natalie Brunell ⚡️ to discuss why bitcoin’s price has stalled, how it stacks up against gold, the biggest misconceptions critics still get wrong, stablecoins, Wall Street’s growing role, and whether Satoshi’s identity even matters. Natalie also shares insights from her book "Bitcoin Is For Everyone" and why she believes bitcoin’s long-term outlook remains as strong as ever. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:15 – Inflation & the U.S. affordability crisis 4:18 - Bitcoin vs. Gold 5:33 - Wall Street’s role in bitcoin and nation-state adoption 10:05 – Bitcoin as payments vs. store of value 12:02 – Stablecoins relationship to bitcoin 15:58 - Censorship, de-banking & financial freedom 20:22 - Banks & bitcoin reserves 21:48 - Media coverage of bitcoin and how to fix broken incentives 26:42 - “Bitcoin Is For Everyone” 32:26 - How to measure inflation 34:53 - The money printer mountain 36:32 - Who is Satoshi? Does it matter? 37:51 - Selling the book and closing remarks
39:35

I sat down with Natalie Brunell ⚡️ to discuss why bitcoin’s price has stalled, how it stacks up against gold, the biggest misconceptions critics still get wrong, stablecoins, Wall Street’s growing role, and whether Satoshi’s identity even matters. Natalie also shares insights from her book "Bitcoin Is For Everyone" and why she believes bitcoin’s long-term outlook remains as strong as ever. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:15 – Inflation & the U.S. affordability crisis 4:18 - Bitcoin vs. Gold 5:33 - Wall Street’s role in bitcoin and nation-state adoption 10:05 – Bitcoin as payments vs. store of value 12:02 – Stablecoins relationship to bitcoin 15:58 - Censorship, de-banking & financial freedom 20:22 - Banks & bitcoin reserves 21:48 - Media coverage of bitcoin and how to fix broken incentives 26:42 - “Bitcoin Is For Everyone” 32:26 - How to measure inflation 34:53 - The money printer mountain 36:32 - Who is Satoshi? Does it matter? 37:51 - Selling the book and closing remarks

Anthony Pompliano 🌪

79,307 Aufrufe • vor 8 Monaten

BITCOIN RAILS #46: BITCOIN MINING IN THE AGE OF AI | with MARA CEO Fred Thiel 🔗 YOUTUBE: 🌿 SPOTIFY: In response to the AI-driven shock in global demand for computing power, large players in the Bitcoin mining industry have been forced to make significant strategic shifts to remain competitive. MARA — the largest Bitcoin miner in the world by hashrate — is emerging as one of the more well-positioned beneficiaries of these changing tides, having transitioned from an “asset-light” strategy (via hosted mining at third-party facilities) to an “asset-heavy” approach (owning its own land, power, and infrastructure) just ahead of the AI compute wave in 2024/25. I sat down with MARA CEO Fred Thiel to discuss how these shifting industry dynamics are playing out in practice — as well as his perspective on how key mining-related security and infrastructure issues may evolve in the coming months and years. In this episode, we cover: — How MARA scaled from near-zero hash rate in 2020 to the largest Bitcoin miner globally by the end of 2023 — Key differences between operating Bitcoin mining facilities versus AI data centers, and where the two models meaningfully intersect — Why ownership of power generation — rather than reliance on PPAs — may represent a durable competitive edge for miners and AI data center operators over time — Why Bitcoin may be entering its “IPO phase,” and why recent price corrections could reflect increasing market maturity rather than structural weakness We also explore more technical and often under-discussed topics, such as heat reuse, open-source mining technologies, and the implications of US policy goals around Bitcoin mining. This episode offers a grounded, operator-level view of where Bitcoin mining is headed, informed by one of the most influential leaders in the public mining sector. This episode of Bitcoin Rails is powered by: — Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC-20 data aggregation and indexing. — Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. — Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 📌 00:00 Intro 01:09 From Marathon Patent Group to MARA 06:35 Why Owning Infrastructure is Key 07:46 First Public Companies Mining Bitcoin 09:54 Data Centers For AI vs Bitcoin Mining Facilities 14:07 How AI Data Centers Will Look Going Forward 15:37 How MARA is Diversifying From Bitcoin Mining 19:03 Private Cloud and Data Security 22:20 The Exaion Partnership 26:03 Future of Bitcoin and AI 40:22 Innovative Approaches to AI and Bitcoin Mining 42:06 Challenges and Opportunities in Power Generation 45:38 Strategic International Partnerships 50:43 The Future of Real World Assets 53:53 Bitcoin Mining in China 57:24 Why MARA Runs Their Own Software 01:00:19 Where is Bitcoin Mining Headed 01:04:17 Benefits of Running a Mining Pool 01:07:17 Heat Reuse in Mining 01:12:23 The Role of Data Centers in Power Generation
1:18:39

BITCOIN RAILS #46: BITCOIN MINING IN THE AGE OF AI | with MARA CEO Fred Thiel 🔗 YOUTUBE: 🌿 SPOTIFY: In response to the AI-driven shock in global demand for computing power, large players in the Bitcoin mining industry have been forced to make significant strategic shifts to remain competitive. MARA — the largest Bitcoin miner in the world by hashrate — is emerging as one of the more well-positioned beneficiaries of these changing tides, having transitioned from an “asset-light” strategy (via hosted mining at third-party facilities) to an “asset-heavy” approach (owning its own land, power, and infrastructure) just ahead of the AI compute wave in 2024/25. I sat down with MARA CEO Fred Thiel to discuss how these shifting industry dynamics are playing out in practice — as well as his perspective on how key mining-related security and infrastructure issues may evolve in the coming months and years. In this episode, we cover: — How MARA scaled from near-zero hash rate in 2020 to the largest Bitcoin miner globally by the end of 2023 — Key differences between operating Bitcoin mining facilities versus AI data centers, and where the two models meaningfully intersect — Why ownership of power generation — rather than reliance on PPAs — may represent a durable competitive edge for miners and AI data center operators over time — Why Bitcoin may be entering its “IPO phase,” and why recent price corrections could reflect increasing market maturity rather than structural weakness We also explore more technical and often under-discussed topics, such as heat reuse, open-source mining technologies, and the implications of US policy goals around Bitcoin mining. This episode offers a grounded, operator-level view of where Bitcoin mining is headed, informed by one of the most influential leaders in the public mining sector. This episode of Bitcoin Rails is powered by: — Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC-20 data aggregation and indexing. — Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. — Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 📌 00:00 Intro 01:09 From Marathon Patent Group to MARA 06:35 Why Owning Infrastructure is Key 07:46 First Public Companies Mining Bitcoin 09:54 Data Centers For AI vs Bitcoin Mining Facilities 14:07 How AI Data Centers Will Look Going Forward 15:37 How MARA is Diversifying From Bitcoin Mining 19:03 Private Cloud and Data Security 22:20 The Exaion Partnership 26:03 Future of Bitcoin and AI 40:22 Innovative Approaches to AI and Bitcoin Mining 42:06 Challenges and Opportunities in Power Generation 45:38 Strategic International Partnerships 50:43 The Future of Real World Assets 53:53 Bitcoin Mining in China 57:24 Why MARA Runs Their Own Software 01:00:19 Where is Bitcoin Mining Headed 01:04:17 Benefits of Running a Mining Pool 01:07:17 Heat Reuse in Mining 01:12:23 The Role of Data Centers in Power Generation

Isabel Foxen Duke⚡️

31,915 Aufrufe • vor 7 Monaten

I'll never get tired of these empty statements ('Bitcoin's not a currency or a store of value') that are disproved with ten seconds on Google. Here's Bitcoin Policy UK testing the new MUSQET° payment terminal, using our Bitcoin (previously held as a store of value) as a currency. Scan the QR or tap a Bolt card connected to your node for seamless payments. Oh, and Merryn Somerset Webb - if you would like to see Bitcoin solving problems, feel free to donate directly either to the Lebanese human rights organization that recently teamed up with Human Rights Foundation (HRF), or to Bitcoin for Palestine ⚡⚡ , who is feeding children in Gaza, paid for with Bitcoin donations. Links in thread. Just because Bitcoin doesn't solve any problems for YOU, doesn't make that true for everyone.
0:24

I'll never get tired of these empty statements ('Bitcoin's not a currency or a store of value') that are disproved with ten seconds on Google. Here's Bitcoin Policy UK testing the new MUSQET° payment terminal, using our Bitcoin (previously held as a store of value) as a currency. Scan the QR or tap a Bolt card connected to your node for seamless payments. Oh, and Merryn Somerset Webb - if you would like to see Bitcoin solving problems, feel free to donate directly either to the Lebanese human rights organization that recently teamed up with Human Rights Foundation (HRF), or to Bitcoin for Palestine ⚡⚡ , who is feeding children in Gaza, paid for with Bitcoin donations. Links in thread. Just because Bitcoin doesn't solve any problems for YOU, doesn't make that true for everyone.

Freddie New

10,362 Aufrufe • vor 1 Jahr

POMPLIANO: AI WILL USE BITCOIN AND CRYPTO AS MONEY FOR PAYMENTS Anthony Pompliano highlights a massive shift: AI agents are now spinning up digital wallets instead of traditional bank accounts. These agents are opting for $BTC and stablecoins to power autonomous transactions, as seen with the launch of the first agentic financial firm. AI requires a permissionless, 24/7 financial layer that traditional banking simply can’t support. This moves #Bitcoin beyond a "store of value" and into its role as the essential operational currency for the machine-led economy. 🤖
0:34

POMPLIANO: AI WILL USE BITCOIN AND CRYPTO AS MONEY FOR PAYMENTS Anthony Pompliano highlights a massive shift: AI agents are now spinning up digital wallets instead of traditional bank accounts. These agents are opting for $BTC and stablecoins to power autonomous transactions, as seen with the launch of the first agentic financial firm. AI requires a permissionless, 24/7 financial layer that traditional banking simply can’t support. This moves #Bitcoin beyond a "store of value" and into its role as the essential operational currency for the machine-led economy. 🤖

CryptosRus

63,171 Aufrufe • vor 6 Monaten