THE MINING POD: A $2.7 Million Mining Heist, Tariffs For Miners and Top 5 Mining Historical Moments

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Welcome back to The Mining Pod! Welcome back to The Mining Pod! Today, Valentin Rousseau (a.k.a as Muad Dib on X), a bitcoin mining researcher who's worked with Hash Labs and the University of Cambridge, joins us to discuss his Blockspace report on hashrate forecasting for 2025, 2026, and 2027. Valentin breaks down his methodology for predicting Bitcoin's hashrate trajectory, analyzes hashrate deployment schedules for public miners, unpacks how tariffs could slow U.S. hashrate growth – and thus the Bitcoin network’s growth as well, and answers the question: will we still see 1 zetahash in 2025?

Notes:

• Bitcoin hash rate down ~100 EH/s from April peak

• Transaction fees rebounding to 3.3% of block rewards

• $2.7M in stolen ASIC miners intercepted at LAX

• AnAlpha IPO filing with 1.63B in outstanding loans

• ASIC miners classified under tariff code 8543

• AnAlpha's US customer base dropped from 25% to 6.9%

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"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset.