#069 – Dan Morrison – Turning Stranded Waha Gas into Bitcoin
Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) sit down with oil-patch veteran-turned-Bitcoin-miner Dan Morrison to unpack Waha-gas economics, off-grid data centers, and why 2025 may finally be the oil-and-gas adoption year for Bitcoin mining.Show Notes00:00 Wildlife-podcast banter, Missouri recording location, and Dan’s long-overdue appearance 01:42 First meeting at the 2021 “secret” Houston Bitcoin meetup 03:10 Dan’s background: bankrupt E&P turnaround and “MBA-on-steroids” lessons 05:26 Buying distressed New Mexico assets & naming the venture “Amalgamated Sludge” 07:48 Paying $80/ TH for ASICs at the cycle peak and booting 1.3 MW of self-mining 10:55 Turning negative Waha gas into revenue: hosting deals, vintage ASIC strategy, 8-month ROIs 14:08 Why old oilfield operators resist Bitcoin—and what finally breaks the inertia 16:41 Basis differentials, dashed strip-price hopes, and why 2025 looks like the adoption inflection 19:15 Valuing green- vs brownfield sites for AI: speed-to-energize premiums & $/MW math 22:37 Gas-fired turbines, Elon’s Memphis play, and “BYOP” (bring your own power) legislation in Texas 25:02 “Moat mining”: pairing AI inference loads up front with flexible Bitcoin mining in back 27:40 Hydrocooling vs immersion and designing mines to survive the next two halvings 29:55 EPA rollbacks, CO₂ rules, and a regulatory pendulum swinging toward gas gen-sets 32:04 Ideal 2025 build: low-basis gas, Rocky Mountains or Permian, hydro-cooled S19-class fleet 34:30 Bridging cultures: tech speed vs. oil-patch hierarchy when herding data-center cats 36:12 Texas Mining Fight Club group texts, community collaboration, and swapping spare breakers 38:45 Future meetups, “super-secret” May 19 event, and final shout-outs
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#068: Energizing Bitcoin & Ai Retreat: Tariffs, Tax Credits & the AI Power Land Rush
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#067 - Barry Goers - From Hockey Pro to Bitcoin Documentary Producer
Bitcoin, Hockey, and Dirty Coin: A Chat with BarryJustin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) discuss with Barry the fascinating intersections of professional hockey, Bitcoin mining, and the creation of the 'Dirty Coin' documentary.00:00 Painful Injuries and Embarrassing Moments01:35 Skiing and Snowboarding Disasters02:48 The Cost of Extreme Sports03:32 First Experience at an F1 Event05:11 Professional Hockey Career Highlights12:07 Transition to Bitcoin and Investing25:20 American Ninja Warrior Journey30:16 Introduction to Dirty Coin Documentary31:11 Tax Strategies and Film Investments32:19 Meeting Alana and Documentary Vision34:54 Challenges in Documentary Distribution37:27 Bitcoin's Public Perception and Education46:48 Michael Saylor and Bitcoin Investment Strategy57:33 Poland's Bitcoin Film Festival and Future Plans59:48 Conclusion and Final Thoughts
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#066 - Curtis Harris - Managing 165MW of Bitcoin Hosting
In this episode, Curtis Harris shares insights into his journey in the Bitcoin industry, his role in Compass Mining, and how his passion for Bitcoin advocacy has shaped his career. Starting from his early discovery of Bitcoin, Harris discusses the challenges and triumphs of building and operating mining facilities, the importance of customer service, and the company's strategic growth through vertical integration and onsite operations. The conversation covers the evolving Bitcoin market, political landscape, and the exciting growth prospects amid the emerging bull market. Curtis also emphasizes the importance of authenticity and community collaboration in the Bitcoin world.00:00 Introduction and Greetings00:15 Discussing the North American Blockchain Summit01:07 Curtis' Journey into Bitcoin02:25 Career Background and Bitcoin Discovery05:28 Compass Mining's Latest Developments09:46 Technical Innovations in Mining Operations14:08 Customer Service and Site Operations24:00 The Origin of the Magazine24:16 Bitcoin Mining and Personal Stories26:34 Compass and Customer Relations27:50 Future of the Podcast30:54 Bitcoin's Growing Relevance33:31 Bitcoin Strategies for Organizations37:48 Bitcoin Advocacy and Education41:15 Concluding Thoughts and Farewells
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#065 - Christian Lopez - Public vs Private Bitcoin Miners: Valuations & Capital Raising
00:00 Introduction to the South Texas Site00:24 Early Industry Stories and Key Figures01:22 Opportunities for Young Entrepreneurs03:03 The Value of Business Education03:41 Paths to Financial Success04:15 Recognizing Patterns in Investments06:46 Bitcoin and Institutional Investment12:05 The Role of Institutional Capital15:15 Coal Waste and Renewable Energy Credits17:31 The Growing Demand for Power20:18 Understanding Bitcoin’s Value24:02 Bitcoin Market Panic26:38 The Lending Market for Bitcoin28:55 Investment Banking in the Bitcoin Space31:00 Challenges in Bitcoin Mining32:51 Public vs. Private Bitcoin Miners37:46 Future of Bitcoin Mining Companies45:01 Conclusion and Final Thoughts
Energizing Bitcoin & Ai explores the intersection of Bitcoin Mining, AI, and Energy. Each week, we break down the latest trends, strategies, and innovations shaping these industries, featuring conversations with the key players driving change. Whether you're an industry veteran or a curious newcomer, stay ahead of the curve with insights that power the future.
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