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  • #069 – Dan Morrison – Turning Stranded Waha Gas into Bitcoin
    2025/05/14

    Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) sit down with oil-patch veteran-turned-Bitcoin-miner Dan Morrison to unpack Waha-gas economics, off-grid data centers, and why 2025 may finally be the oil-and-gas adoption year for Bitcoin mining.


    Show Notes

    00:00 Wildlife-podcast banter, Missouri recording location, and Dan’s long-overdue appearance
    01:42 First meeting at the 2021 “secret” Houston Bitcoin meetup
    03:10 Dan’s background: bankrupt E&P turnaround and “MBA-on-steroids” lessons
    05:26 Buying distressed New Mexico assets & naming the venture “Amalgamated Sludge”
    07:48 Paying $80/ TH for ASICs at the cycle peak and booting 1.3 MW of self-mining
    10:55 Turning negative Waha gas into revenue: hosting deals, vintage ASIC strategy, 8-month ROIs
    14:08 Why old oilfield operators resist Bitcoin—and what finally breaks the inertia
    16:41 Basis differentials, dashed strip-price hopes, and why 2025 looks like the adoption inflection
    19:15 Valuing green- vs brownfield sites for AI: speed-to-energize premiums & $/MW math
    22:37 Gas-fired turbines, Elon’s Memphis play, and “BYOP” (bring your own power) legislation in Texas
    25:02 “Moat mining”: pairing AI inference loads up front with flexible Bitcoin mining in back
    27:40 Hydrocooling vs immersion and designing mines to survive the next two halvings
    29:55 EPA rollbacks, CO₂ rules, and a regulatory pendulum swinging toward gas gen-sets
    32:04 Ideal 2025 build: low-basis gas, Rocky Mountains or Permian, hydro-cooled S19-class fleet
    34:30 Bridging cultures: tech speed vs. oil-patch hierarchy when herding data-center cats
    36:12 Texas Mining Fight Club group texts, community collaboration, and swapping spare breakers
    38:45 Future meetups, “super-secret” May 19 event, and final shout-outs

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    55 分
  • #068: Empower 2026 Retreat: Tariffs, Tax Credits & the AI Power Land Rush
    59 分
  • #067 - Barry Goers - From Hockey Pro to Bitcoin Documentary Producer
    2025/04/14

    Bitcoin, Hockey, and Dirty Coin: A Chat with Barry

    Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) discuss with Barry the fascinating intersections of professional hockey, Bitcoin mining, and the creation of the 'Dirty Coin' documentary.

    00:00 Painful Injuries and Embarrassing Moments
    01:35 Skiing and Snowboarding Disasters
    02:48 The Cost of Extreme Sports
    03:32 First Experience at an F1 Event
    05:11 Professional Hockey Career Highlights
    12:07 Transition to Bitcoin and Investing
    25:20 American Ninja Warrior Journey
    30:16 Introduction to Dirty Coin Documentary
    31:11 Tax Strategies and Film Investments
    32:19 Meeting Alana and Documentary Vision
    34:54 Challenges in Documentary Distribution
    37:27 Bitcoin's Public Perception and Education
    46:48 Michael Saylor and Bitcoin Investment Strategy
    57:33 Poland's Bitcoin Film Festival and Future Plans
    59:48 Conclusion and Final Thoughts

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    1 時間 1 分
  • #066 - Curtis Harris - Managing 165MW of Bitcoin Hosting
    2025/04/01

    In this episode, Curtis Harris shares insights into his journey in the Bitcoin industry, his role in Compass Mining, and how his passion for Bitcoin advocacy has shaped his career. Starting from his early discovery of Bitcoin, Harris discusses the challenges and triumphs of building and operating mining facilities, the importance of customer service, and the company's strategic growth through vertical integration and onsite operations. The conversation covers the evolving Bitcoin market, political landscape, and the exciting growth prospects amid the emerging bull market. Curtis also emphasizes the importance of authenticity and community collaboration in the Bitcoin world.

    00:00 Introduction and Greetings
    00:15 Discussing the North American Blockchain Summit
    01:07 Curtis' Journey into Bitcoin
    02:25 Career Background and Bitcoin Discovery
    05:28 Compass Mining's Latest Developments
    09:46 Technical Innovations in Mining Operations
    14:08 Customer Service and Site Operations
    24:00 The Origin of the Magazine
    24:16 Bitcoin Mining and Personal Stories
    26:34 Compass and Customer Relations
    27:50 Future of the Podcast
    30:54 Bitcoin's Growing Relevance
    33:31 Bitcoin Strategies for Organizations
    37:48 Bitcoin Advocacy and Education
    41:15 Concluding Thoughts and Farewells

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    42 分
  • #065 - Christian Lopez - Public vs Private Bitcoin Miners: Valuations & Capital Raising
    2025/03/12


    00:00 Introduction to the South Texas Site

    00:24 Early Industry Stories and Key Figures

    01:22 Opportunities for Young Entrepreneurs

    03:03 The Value of Business Education

    03:41 Paths to Financial Success

    04:15 Recognizing Patterns in Investments

    06:46 Bitcoin and Institutional Investment

    12:05 The Role of Institutional Capital

    15:15 Coal Waste and Renewable Energy Credits

    17:31 The Growing Demand for Power

    20:18 Understanding Bitcoin’s Value

    24:02 Bitcoin Market Panic

    26:38 The Lending Market for Bitcoin

    28:55 Investment Banking in the Bitcoin Space

    31:00 Challenges in Bitcoin Mining

    32:51 Public vs. Private Bitcoin Miners

    37:46 Future of Bitcoin Mining Companies

    45:01 Conclusion and Final Thoughts

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    45 分
  • #064 - Phil Stanley - Cashing in on Bitcoin Conviction
    2025/02/24

    In this episode, we reminisce about meeting Phil at the TBC summit and discuss the evolution of our friendship. We talk Bitcoin, investments, and personal transformations. We give Justin a hard time about his skinny jeans. But most importantly how perceptions around Bitcoin are changing, especially at the institutional level. We also dive into how Phil bought a bar post-COVID, building lasting friendships, and the future potential of Bitcoin amidst regulatory changes.

    00:00 Meeting at the TBC Summit
    01:39 Bitcoin Conversations and Media Perceptions
    05:07 Phil's Garage and Car Collection
    06:43 Rhinestone Saloon: The Bar Rescue Story
    10:07 Bitcoin Mining and Giga Dudes
    23:11 The Bitcoin Strategic Reserve and Market Dynamics
    29:24 Bitcoin Buying Plans and Industry Confidence
    31:34 The Emotional Rollercoaster of Bitcoin Investment
    34:47 The Genesis of Corley Energy
    35:36 Building a Team and Securing Investments
    42:46 Bitcoin's Value and Long-Term Thinking
    46:41 Bitcoin and Personal Growth
    47:36 Car Talk and Bitcoin Wealth
    51:57 Closing Thoughts and Future Plans

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    54 分
  • #063 - Reza Nedjatian of Phoenix Mining
    2025/01/13

    Join us as we dive into the world of crypto and innovation with Reza Nedjatian, CEO of Phoenix. From Dubai's cutting-edge advancements to the resurgence of pro-business policies in the U.S., Reza shares how leadership and strategy are shaping the future of Bitcoin mining and technology. Hear exclusive insights into Phoenix’s bold expansion plans and why now is the time to seize opportunities in AI and crypto.

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    45 分
  • #062 - Ben Gagnon - Bitfarms
    2024/11/26

    Bitcoin mining in 2024 is a whole different ballgame, and nobody knows that better than Bitfarms CEO Ben Gagnon. With Bitcoin smashing past $90K, Ben spills the tea on everything from why Pennsylvania is suddenly the hot spot for miners to how institutional money is finally waking up to the potential of this space. He talks about Bitfarms’ big moves into the U.S., the evolution of capital markets, and what it takes to stay ahead in this wild industry. From energy strategies to Trump’s ripple effects and why this bull cycle hits different, Ben doesn’t hold back on what’s really shaping Bitcoin mining right now.
    Click here to watch a video of this episode.
    00:00 - Intro
    01:17 - Ben Gagnon Background
    05:31 - Funding Bitcoin Operations
    10:15 - Bitcoin Bull Market Insights
    12:34 - Mining Stocks Performance Issues
    16:07 - Riot's International Expansion Risks
    21:54 - Bitfarms' US Expansion Strategy
    25:10 - Pennsylvania and Bitcoin Relationship
    28:16 - Bitfarms' Team Dynamics
    32:04 - Current Buy Mode Status
    35:02 - AI in Bitcoin Mining
    38:50 - Unspoken Bitcoin Topics
    42:44 - Future of Bitcoin

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    47 分