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Listen "SLP162 Matt D’Souza - Bitcoin Halving Analysis: Bullish for Competitive Miners"
Episode Synopsis
Matt D’Souza CEO of Blockware Solutions joins me to talk about his team’s recent research piece on Bitcoin Halving and analysis from a mining perspective. In this conversation, we chat:
Market participant profiles
Miner electricity distribution
Shut off and breakeven cost
Mining Rigs
Scenario Analysis
Why some miners operate at a loss
Difficulty adjustment dynamics
Why Efficient miners welcome the halving
Matt D’Souza links:
Twitter: @mjdsouza2
Research: 2020 Halving Analysis
Blockware: blockwaresolutions.com
Sponsor links:
Kraken
Unchained Capital
CypherWheel by CypherSafe
SwanBitcoin
Stephan Livera links:
Show notes and website
Follow me on twitter @stephanlivera
Subscribe to the podcast
Patreon @stephanlivera
Market participant profiles
Miner electricity distribution
Shut off and breakeven cost
Mining Rigs
Scenario Analysis
Why some miners operate at a loss
Difficulty adjustment dynamics
Why Efficient miners welcome the halving
Matt D’Souza links:
Twitter: @mjdsouza2
Research: 2020 Halving Analysis
Blockware: blockwaresolutions.com
Sponsor links:
Kraken
Unchained Capital
CypherWheel by CypherSafe
SwanBitcoin
Stephan Livera links:
Show notes and website
Follow me on twitter @stephanlivera
Subscribe to the podcast
Patreon @stephanlivera
In God we trust