Drilling into Crypto
#24 The Rise of Compute as an Asset Class: How Bitcoin Miners are Reshaping Infrastructure
Bitcoin mining is no longer a niche industry—it’s becoming a cornerstone of global digital infrastructure. In this episode of Drilling into Crypto, Mohamed El-Masri is joined by Charley Brady, VP, Investor Relations at BitFuFu (NASDAQ: FUFU) to explore how Bitcoin mining is evolving into an institutional asset class attracting public markets, enterprise capital, and long-term infrastructure investors. We discuss the rise of cloud mining, the financialization of hashrate, and why mining companies are increasingly being viewed as energy and compute businesses rather than simply Bitcoin producers. Charley also shares insights into how institutional investors evaluate mining companies, the future of global mining infrastructure, and why access to affordable, reliable energy will define the next generation of industry leaders. Whether you’re an investor, miner, energy executive, or simply interested in the future of energy-to-compute infrastructure, this episode offers a behind-the-scenes look at where one of the industry’s largest publicly traded mining platforms sees the market heading. Topics include: - The institutionalization of Bitcoin mining - Cloud mining and democratizing access to hashrate - Public markets and mining company valuations - Energy infrastructure as a competitive advantage - The future of Bitcoin mining in a global economy 🎧 Now streaming on Drilling into Crypto across all your favorite podcast Apps. Become a supporter of this podcast: https://www.spreaker.com/podcast/drilling-into-crypto--4723128/support .
