🎙️ Listen to Interview📺 Watch VideoEpisode DescriptionIn this episode of The Defiant Podcast, we sit down with Fakhul Miah, Managing Director of GoMining Institutional and former Morgan Stanley execut...

<div><h2>🎙️ Listen to Interview</h2><iframe/><h2>📺 Watch Video</h2><div><div><article><button/><iframe/></article></div></div><h2>Episode Description</h2><p>In this episode of The Defiant Podcast, we sit down with Fakhul Miah, Managing Director of GoMining Institutional and former Morgan Stanley executive, to explore the rapidly evolving world of Bitcoin mining in 2025.<br/><br/>From the rise of AI hyperscalers competing for energy resources to the financial engineering transforming miners into sophisticated operators, this conversation dives deep into the challenges and opportunities shaping the future of the industry.<br/><br/>Key topics covered:<br/>1. Why AI is Bitcoin mining’s most aggressive new competitor<br/>2. How miners are evolving with BTC-backed loans and convertible notes<br/>3. The shifting geopolitics of mining: U.S. vs. Latin America and Africa<br/>4. What $100B in Bitcoin ETFs and sovereign reserves mean for adoption<br/>5. The big picture: Bitcoin mining’s transformation into a global infrastructure industry<br/><br/>Whether you’re a crypto enthusiast, investor, or just curious about the intersection of technology, energy, and finance, this episode is packed with insights you won’t want to miss.<br/><br/>Chapters:<br/>00:00 Introduction: Bitcoin Mining Faces a New Kind of Competition<br/>00:45 GoMining’s Role in Tokenized Bitcoin Mining<br/>02:43 The Rise of AI Hyperscalers and Energy Market Disruption<br/>03:15 Bitcoin Mining’s Flexibility vs. AI’s Energy Demands<br/>06:15 Why AI Is a Formidable Competitor for Miners<br/>08:09 The Power Struggle: Bitcoin Mining’s Future Amid AI Growth<br/>09:02 Financial Engineering: How Miners Are Avoiding Liquidation<br/>12:11 The Evolution of Bitcoin Mining into a Balance Sheet Business<br/>16:57 Shifting Geopolitics: Latin America and Africa’s Mining Rise<br/>20:36 U.S. Mining Dominance: Can It Adapt to Stay on Top?<br/>24:50 Institutional Adoption: $100B in ETFs and Sovereign Reserves<br/>28:40 Bitcoin’s Next Phase: Stability, Risks, and Financialization<br/>31:10 Bitcoin as Digital Gold vs. Everyday Currency<br/>34:51 The Role of Institutions and Whales in Bitcoin’s Future<br/>37:00 The Big Picture: Bitcoin Mining’s Transformation by 2030<br/>39:29 What Miners, Investors, and Policymakers Should Focus On<br/>42:35 Closing Thoughts: GoMining’s Vision and What’s Next</p></div>

Bitcoin Mining’s Golden Age or Final Battle? Insights From Fakhul Miah

🎙️ 收听采访📺 观看视频剧集描述在本期《The Defiant Podcast》中，我们采访了Gomining Institutional 董事总经理兼前摩根士丹利高管 Fakhul Miah......

<div><h2>🎙️ 听采访</h2><iframe/><h2>📺观看视频</h2><div><div><article><button/><iframe/></article></div></div><h2>剧集描述</h2><p>在本期《The Defiant Podcast》中，我们与Gomining Institutional 董事总经理、前摩根士丹利高管 Fakhul Miah 一起探讨 2025 年快速发展的比特币挖矿世界。<br/><br/>从争夺能源资源的人工智能超大规模企业的崛起，到将矿工转变为成熟运营商的金融工程，本次对话深入探讨了塑造行业未来的挑战和机遇。<br/><br/>涵盖的关键主题：<br/> 1. 为什么人工智能是比特币挖矿最强劲的新竞争对手<br/>2. 矿工如何利用 BTC 支持的贷款和可转换票据进行发展<br/>3. 矿业地缘政治格局的变化：美国 vs. 拉丁美洲和非洲<br/>4. 1000 亿美元的比特币 ETF 和主权储备对比特币的采用意味着什么<br/>5. 宏观视角：比特币挖矿转型为全球基础设施行业<br/><br/>无论您是加密货币爱好者、投资者，还是仅仅对技术、能源和金融的交叉点感到好奇，本集都充满了您不容错过的见解。<br/><br/>章节：<br/> 00:00 引言：比特币挖矿面临新型竞争<br/>00:45 GoMining 在代币化比特币挖矿中的作用<br/>02:43 人工智能超大规模企业的崛起和能源市场的颠覆<br/>03:15 比特币挖矿的灵活性与人工智能的能源需求<br/>06:15 为什么人工智能是矿工的强大竞争对手<br/>08:09 权力斗争：人工智能发展下的比特币挖矿未来<br/>09:02 金融工程：矿工如何避免清算<br/>12:11 比特币挖矿演变为资产负债表业务<br/>16:57 地缘政治格局转变：拉丁美洲和非洲矿业崛起<br/>20:36 美国矿业主导地位：能否适应并保持领先地位？<br/> 24:50 机构采用：1000 亿美元的 ETF 和主权储备<br/>28:40 比特币的下一阶段：稳定性、风险和金融化<br/>31:10 比特币作为数字黄金 vs. 日常货币<br/>34:51 机构和鲸鱼在比特币未来中的作用<br/>37:00 宏观视角：2030 年比特币挖矿的转型<br/>39:29 矿业公司、投资者和政策制定者应该关注什么<br/>42:35 结束语：GoMining 的愿景和下一步计划</p></div>

比特币挖矿的黄金时代还是最终决战？Fakhul Miah 的见解

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