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$\"\"$

Muchas gracias a mis sponsors por hacer el podcast posible: Escucha el podcast en Fountain, Youtube, Spotify, Apple Podcast, Ivoox ¿Vienes a PlanB Forum El Salvador? Únete al grupo de Telegram https:/

La minería parece estar en apuros: bloques vacíos, mineros migrando a IA... y encima un halving a 2 años vista ¿qué pasará con el sector después del 2028?, ¿dónde se minará?, ¿cuánto será "mucho" en coste eléctrico?, ¿se seguirá minando?

De todo eso y mucho más es de lo que hablamos en el episodio de hoy junto a Nacho Pauls, business dev de OCEAN pool. Nacho, desde su posición única en la atalaya del hashrate, me contará dónde se está minando, que supone la irrupción de la IA y dónde y cómo se minará a partir de 2028.

Una buena documento con el que tomar perspectiva de la realidad minera a 2 años del halving.

Agradecimientos

$\"\"$

Apoyo

Minutaje

Disponible en Youtube y Spotify

00:00:00 Introducción
00:05:16 Background de Nacho
00:09:47 ¿Cuál es el trabajo de un comercial de un Pool?
00:17:46 Estado de salud del sector minero
00:20:13 HPC: ¿Qué es?
00:24:58 Curtailment: ¿Qué es?
00:27:34 EL HASHRATE MUNDIAL
00:28:57 Radiografía del Hashrate Mundial 01: EEUU Canadá, Nórdicos, Africa, Latam
00:34:46 AI vs MINERÍA
00:38:39 ¿Va a dejarse de minar para instalar AI?
00:47:35 Radiografía del Hashrate Mundial 02: 2 Rusia, Kazajistán, Saudi, España
00:56:56 Territorios para minar Post 2028
00:58:06 OCEAN Pool
00:59:02 La difícil misión de Ocean
01:01:43 FPPS pools vs PPLNS
01:05:57 DATUM y sus ventajas
01:13:20 ¿Es rentable Ocean?

Respuestas

Añado respuestas interesantes al podcast

Tablas compartidas por Harman de el retorno de AI vs Minería y la intención de varios mineros de migrar:

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