Why Bitcoin miners are betting big on AI compute.

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Anthony Power, co-founder of Power Mining Analysis and a leading voice in the mining world, to break down how the economics of Bitcoin mining are evolving and why many are shifting toward high-performance compute (HPC) infrastructure.

This isn’t just about mining anymore, it's about building the digital infrastructure stack of the future.

Chapters

00:00 Introduction to Bitcoin Mining and Power Mining Analysis
04:56 Current State of Bitcoin Mining
10:14 Challenges and Adaptations in Mining
14:43 The Shift to High-Performance Computing (HPC)
19:14 Future of Bitcoin Mining and HPC
24:26 Funding and Infrastructure for HPC
29:05 Emerging Players in Mining Technology
37:39 Conclusion and Future Outlook

Whether you're long, short, or just curious about the future of mining infrastructure — this one goes deep.

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Hosted by:
Sean Emory — Founder & Chief Investment Officer, Avory & Co.
https://www.avory.xyz

Guest:
Anthony Power — Co-founder of Power Mining Analysis
Contributing Writer at Compass Mining

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📩 Questions? Contact us at: [e-mail]
🌐 Website: www.avory.xyz
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Disclaimer
This conversation is for informational purposes only and does not constitute investment advice. We may hold positions in some of the companies discussed. Please do your own research before making any investment decisions.

© 2025 Avory & Co. All rights reserved.

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