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Home > Blockstream Talk > Blockstream Talk #14 - Road Map for Blockstream's Upcoming ASIC Bitcoin Miner
Podcast: Blockstream Talk
Episode:

Blockstream Talk #14 - Road Map for Blockstream's Upcoming ASIC Bitcoin Miner
Category: Technology
Duration: 00:57:47
Publish Date: 2022-08-03 11:21:55
Description: Welcome to Blockstream Talk. Today's conversation is with Assaf Gilboa, Blockstream Executive Vice President of Hardware Engineering. We discussed Blockstream’s acquisition of ASIC manufacturer Spondoolies and the new synergy created. We also went in depth on the centralization around the semiconductor foundry business and the bottleneck that is TSMC and Samsung as well as equipment order logistics and whether energy is the big pinch point constraining Hash rate growth. If you find this conversation useful, don't forget to share with your network. 05:29 Boom or bust in Bitcoin mining 07:22 What makes Spondoolies different? 09:20 Making ASIC parts easily replaceable 10:46 Blockstream and Spondoolies synergies 13:07 Optimizing Blockstream's Bitcoin mining 13:52 Air cooled and immersion mining 16:00 Institutional investment entering Bitcoin mining 18:17 Road map for Blockstream's upcoming ASIC machine 20:55 Centralization of chip foundry services 25:32 Essential advanced manufacturing processes 28:17 Foundry services planning rigidity 30:02 Difficulties in securing chip allocations 31:00 Bitcoin miners foundry requirements 32:14 Current selling pressure on miners 34:19 ASIC acquisition industry dynamics 39:24 ASIC price change implications 41:34 Mining industry consolidation during the bear market 43:33 Hashrate is looking for stability 46:43 Modelling Bitcoin hashrate and price 49:11 Why more manufacturers aren't in Bitcoin 53:00 Bitcoin mining in 5 years 58:39 The upcoming Blockstream ASIC
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