Rapha Zagury, CIO of Swan and Head of Swan Mining rejoins me on the show to talk about a range of topics, from Brazil’s flooding, Bitcoin Mining, Capital Structure, as well as share some insights on speaking to TradFi professionals about Bitcoin.
Timestamps:
- 00:00 – Intro
- 01:08 – The current situation in Brazil & why we Bitcoin
- 12:10 – Swan Mining Developments & Scope of Bitcoin Mining
- 21:28 – Large-scale Bitcoin Mining
- 23:42 – Swan’s goal of increasing Bitcoin adoption
- 29:47 – Sponsors
- 34:02 – Selecting the optimal Bitcoin mining pool
- 47:37 – Current mining pool models
- 50:45 – FPPS Vs PPLNS
- 54:54 – Bitcoin mining converging into energy sector
- 57:31 – Mining is a capital allocation game
- 1:02:55 – Shorting fiat for Bitcoin
- 1:05:26 – Parallels with previous Bull cycles
- 1:13:21 – The Nakamoto Portfolio and Investors POV on Bitcoin
- 1:19:01 – Re-allocating into Bitcoin from real-estate/gold
- 1:28:57 – Outro
Links:
- X: @alphaazeta
- Site: Swan.com
- Site: Nakamotoportfolio.com
- Nakamoto Gauntlet: The Nakamoto Portfolio Gauntlet
Sponsors:
- Swan.com (code LIVERA)
- CoinKite.com (code LIVERA)
- Mempool.space
Stephan Livera links:
- Follow me on X: @stephanlivera
- Subscribe to the podcast
- Subscribe to Substack