The hottest Corporate Substack posts right now

And their main takeaways
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Top Technology Topics

Leverage is back for mining cos.?

Miner Weekly • 19 implied HN points • 02 Nov 23
💼 Business Finance Regulation Hardware Corporate Financial
  1. Recent Bitcoin market rally is reviving interest in leverage for mining companies like Northern Data.
  2. Public mining companies have been deleveraging since Q3’22 but are now making moves like securing unsecured debt facilities and reorganization plans.
  3. Upcoming earnings calls for mining companies reveal varied growth estimations based on production capacities and changing market conditions.

Miners are Profiting Without Mining

Miner Weekly • 19 implied HN points • 07 Aug 23
💰 Finance Mining Regulation Hardware Infrastructure Corporate
  1. Mining companies are finding ways to profit without traditional mining, utilizing strategies like energy sales and renting out hashpower.
  2. Charts comparing bitcoin production and realized hashrate of mining companies show a difference due to flexible use of proprietary hashrate for various purposes.
  3. The evolving use of proprietary hashrate by mining companies highlights their adaptability to changing conditions in the industry.

Bitdeer strengthens rebuttal to NYT's mining piece

Miner Weekly • 19 implied HN points • 15 Apr 23
🔮 Crypto Regulation Hardware Corporate Feature
  1. Bitcoin mining companies like Bitdeer are pushing back against claims made in a New York Times article, challenging the credibility of the media outlet and questioning the accuracy of the reported numbers.
  2. The article in question raised concerns about the alleged financial benefits and energy consumption associated with bitcoin mining operations, leading to a series of rebuttals from industry players like Riot and Bitdeer.
  3. It remains unclear whether Bitdeer received financial benefits from energy-related programs, highlighting the importance of clarifying such details when framing narratives about the industry.

✅ Monday briefing: Exiting Russia, brand vandals, war misinformation, niche podcasts, local media newsletters, Socially Mobile, Twitter downvote, Google Analytics, and more...

Wadds Inc. newsletter • 59 implied HN points • 21 Mar 22
📰 News Media War Misinformation Corporate Technology
  1. Over 400 companies have stopped doing business in Russia due to the war in Ukraine, but some still remain there. Yale researchers are tracking these corporate decisions.
  2. Niche podcasts are becoming popular and can make money through sponsorships and branded content. They offer creative and focused storytelling.
  3. Twitter has added a downvote feature to help users filter out unwanted content. This change is now available on both Android and iOS apps.

March 1, 2024

Letters from an American • 10 implied HN points • 02 Mar 24
🇺🇸 U.S. Politics Budget Taxation Social Security Corporate Government
  1. President Joe Biden signed a resolution giving lawmakers more time to finalize government funding bills, as Republicans have been stalling by inserting cultural demands and seeking budget cuts.
  2. There are discussions about creating a 'debt commission' to address the budget deficit, even though it faces opposition from 70% of voters.
  3. The ITEP report revealed that many profitable corporations paid very low effective tax rates due to loopholes, raising questions about the fairness of the tax system.
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Miner Weekly: Lenders own 50% of Core’s self-mining hashrate

Miner Weekly • 19 implied HN points • 24 Dec 22
🔮 Crypto Regulation Financial Corporate Hardware and Infrastructure Feature
  1. Lenders own 50% of Core's self-mining hashrate, which is significant in the cryptocurrency mining industry.
  2. Core's self-mining capacity produces an average of 50 BTC per day, showcasing its mining capabilities.
  3. Regulation news includes British Columbia pausing electricity connections for crypto mining due to high consumption and Kazakhstan tightening regulations for miners to develop the crypto industry further.

The Week in Repair: Feb 20-27

Fight to Repair • 19 implied HN points • 28 Feb 22
🕹 Technology Repair Environmental Legislation Corporate E-Waste
  1. Some John Deere dealerships consolidating, leaving farmers with limited repair options. Right to Repair reforms could offer more choices for farmers.
  2. Apple now offers Face ID repair without replacing whole iPhone, reducing both hassle for technicians and carbon footprint.
  3. Farmers in multiple states advocating for Right to Repair laws to lower repair costs, increase repair options, and maintain self-reliance.

Whatever happened to the industrial R&D lab?

The Works in Progress Newsletter • 10 implied HN points • 28 Sep 23
🕹 Technology Innovation Research Corporate Antitrust AI
  1. In the past, industrial R&D labs within large corporations led to a surge in innovation, but this trend declined over time.
  2. The decline of industrial R&D labs has shifted innovation towards small companies, startups, and academic teams.
  3. Current trends show a resurgence of large firm R&D labs, particularly in Big Tech, driven by factors like anti-tech antitrust enforcement and innovation investments.

A quiet week sheds light on the value of 'thought leadership'

Fund Marketer • 3 implied HN points • 10 Apr 24
💼 Business Investment Media Leadership Corporate Finance
  1. Media coverage is really important for investment firms. Good press can lead to more money coming in, especially for smaller funds.
  2. Having a strong 'thought leader' in the media can boost a company's image and stock price. For example, Jamie Dimon's influence seems to have helped JP Morgan's stock rise significantly.
  3. Companies like Robinhood are starting their own media outlets to control their press coverage. This trend shows how important it is to own the narrative in finance.

Aswath Damodaran's Narrative and Numbers

Joe Tourville • 4 implied HN points • 31 May 23
💰 Finance Valuation Investment Narrative Numbers Corporate
  1. Investors often make the mistake of favoring either storytelling or data in corporate valuation instead of blending both.
  2. Compelling narratives can drive corporate value while numbers provide grounding and empirical evidence.
  3. Narrative-based valuation by Aswath Damodaran emphasizes the marriage of narratives and numbers for a more comprehensive view of a company's worth.

OpenAI: Facts from a Weekend

Don't Worry About the Vase • 1 HN point • 20 Nov 23
🕹 Technology AI Corporate Leadership Ethics Innovation
  1. OpenAI underwent significant leadership changes, including the removal of CEO Sam Altman and the appointment of an interim CEO.
  2. The board's handling of the situation was criticized, with disagreements over the decision and communication methods.
  3. There was a strong reaction from employees, with many signing a letter demanding the board to resign and reinstate the previous leadership.

Public Miners Stock Up BTC Reserves

Miner Weekly • 0 implied HN points • 08 Feb 24
💰 Finance Mining Regulation Hardware Corporate Financial
  1. Public mining companies are increasing their Bitcoin reserves, reaching a total of 40,000 BTC for the first time since May 2022.
  2. Some public mining companies have been selling a portion of their monthly Bitcoin production, but others, like Riot, plan to retain more in the near term.
  3. The level of Bitcoin liquidation varies among mining companies, with some selling less than others and some even selling more than they mine in a month.

S19XPs May Not be Entirely Safe Post Halving

Miner Weekly • 0 implied HN points • 25 Jan 24
💰 Finance Cryptocurrency Markets Regulation Hardware Corporate
  1. Bitcoin's hashprice is expected to drop by roughly 50% immediately after halving, potentially impacting miners' profitability.
  2. Owners of S19XP bitcoin miners may face challenges post-halving if hashprice decreases below $40/PH/s.
  3. Bitcoin mining is designed to self-regulate, with less efficient operators possibly unplugging from the network in case of bearish hashprices.

Core Settles $34M Claims Stemming from 70K Non-Existent Miners

Miner Weekly • 0 implied HN points • 04 Jan 24
💰 Finance Regulation Hardware Corporate Financial Feature
  1. Core Scientific settled a $34 million claim with Sphere 3D and Gryphon Digital Mining due to 70,000 nonexistent miners, shedding light on failed grand plans during the crypto winter of 2022.
  2. The dispute arose when Gryphon failed to deliver the promised 70,000 mining units, leading to legal battles and bankruptcy filings, emphasizing the risks in the volatile crypto industry.
  3. In the cryptocurrency mining world, promises and contracts must be carefully scrutinized, as demonstrated by the fallout from NuMiner's unfulfilled promises and its impact on major companies like Core Scientific and Sphere 3D.

Bitmain US Ramps Up S19XP Imports Ahead of Halving

Miner Weekly • 0 implied HN points • 04 Apr 24
🕹 Technology Crypto Hardware Infrastructure Corporate Financial
  1. Bitmain's US subsidiary in Georgia imported a significant amount of miners in March to prepare for the upcoming halving.
  2. Bitmain's recent boost in imports includes models like S19XP, S19j XP, and S19XP Hydro, marking a strategic move in the crypto mining industry.
  3. The growth and strategic decisions of Bitmain and its subsidiaries, like BitFuFu, can influence the overall hash rate landscape in the crypto mining sector.

Antpool's hashrate resurgence

Miner Weekly • 0 implied HN points • 30 Oct 23
🔮 Crypto Mining Stocks Regulation Hardware Corporate
  1. Antpool's hashrate saw a significant increase in October, reaching the highest number of blocks mined since 2016.
  2. Antpool is in close competition with Foundry USA Pool, with their combined market share at a historic high of 55%.
  3. The rise in Antpool's hashrate could be connected to their cloud mining business launch and importation of S19XPs to the U.S.

These mining pubcos outgrow bitcoin in Q3

Miner Weekly • 0 implied HN points • 09 Oct 23
💼 Business Mining Finance Technology Corporate Regulation
  1. Bitcoin mining companies have been aggressively expanding their operations, leading to a significant increase in the network's hashrate.
  2. Some public mining companies like Bitdeer, CleanSpark, Marathon, and others have surpassed Bitcoin's growth in hashrate during Q3.
  3. The increased competition and growth in mining pubcos are squeezing out smaller players in the market share of Bitcoin production.

Riot realizes 132% of proprietary hashrate

Miner Weekly • 0 implied HN points • 11 Sep 23
🔮 Crypto Mining Energy Regulation Hardware Corporate
  1. Riot achieved 132% of its proprietary hashrate by utilizing power trades and taking advantage of low hashprices, showcasing a unique approach during the bear market.
  2. Due to dropping hashprices, mining companies like Riot may opt to divert some proprietary hashrate to other activities for better profitability rather than focusing solely on mining.
  3. Riot's strategic energy programs in Texas not only contributed to the state's position as a mining hub but also influenced the overall North American power capacity distribution, strengthening the mining industry.

A $200M Mining Heist and a Life Sentence

Miner Weekly • 0 implied HN points • 28 Aug 23
💰 Finance Regulation Hardware Infrastructure Corporate Feature
  1. Xiao Yi, a former Chinese official, received a life sentence for his involvement in a $200M crypto mining heist.
  2. The case involved bribery, embezzlement, and misuse of government resources, ultimately leading to a significant mining ban in China.
  3. The story showcases the complex interplay between politics, business, and cryptocurrency in the mining industry.

Bitcoin asset managers ramp up mining revenues

Miner Weekly • 0 implied HN points • 21 Aug 23
💼 Business Cryptocurrency Regulation Hardware Corporate Feature
  1. Bitcoin asset managers NYDIG and Galaxy Digital are increasing their mining revenues by ramping up production and infrastructure capacity.
  2. In the latest quarter, NYDIG and Galaxy Digital have reported significant increases in Bitcoin mining revenues.
  3. NYDIG plans to expand mining in South Carolina while Galaxy Digital achieved over 65% gross margin in Q2 from their mining and hosting business.

Finally, Bitcoin Miners Can Catch a Short Breath

Miner Weekly • 0 implied HN points • 09 May 24
🔮 Crypto Regulation Hardware Corporate Feature
  1. Bitcoin's mining difficulty dropped by 6% after nearly 20 days post-fourth halving, giving miners relief.
  2. Some inefficient miners unplugged due to low hashprice, causing a decline in hashrate, but public mining companies remained steady.
  3. Despite the difficulty drop, bitcoin's hashprice is expected to recover, benefitting those who stay connected to the network.

Tik tok, the 800,000th block

Miner Weekly • 0 implied HN points • 22 Jul 23
💰 Finance Regulation Hardware & Infrastructure Financial Corporate Feature
  1. Bitcoin is approaching the 800,000th block, leaving only 40,000 blocks until the 2024 halving.
  2. Vanguard has increased stakes in Riot and Marathon mining stocks through index funds, not necessarily showing direct bullish sentiment towards mining companies.
  3. Industry news includes Bitcoin mining regulation, hardware advancements, financial moves like Argo Blockchain's share sale, and corporate outlook such as HIVE CEO's revenue expectations.

Core lays out bankruptcy exit plan

Miner Weekly • 0 implied HN points • 26 Jun 23
💰 Finance Mining Regulation Hardware Corporate Feature
  1. Core Scientific plans to emerge from bankruptcy by the end of September, focusing on boosting its market share in bitcoin mining.
  2. The company aims to expand operations in Texas, purchase new miners, and transition to a profit-sharing model for hosting.
  3. Core Scientific intends to continue selling all mined bitcoin soon after production, with plans to invest in new equipment for increased efficiency.

Riot's Team Sells $16m Worth of Shares

Miner Weekly • 0 implied HN points • 05 Jun 23
💰 Finance Regulation Finance Hardware & Infrastructure Corporate Feature
  1. Senior management at Riot Platforms has been selling off shares, totaling $16m, with most selling activities happening recently.
  2. Multiple team members of a project selling their stakes around the same time can be an intriguing situation, sparking curiosity about the reasons behind it.
  3. Riot's senior management and board directors have collectively reduced their stakes in the company, with some filing notices for further stock sales.

The Guardian tries to besmirch Richard Edelman’s reputation

Richard’s Substack • 0 implied HN points • 30 Jan 24
💼 Business Corporate Media
  1. The Guardian is targeting Richard Edelman's reputation in their reporting.
  2. The Guardian relies on biased sources and innuendo without providing definitive evidence of malfeasance at Edelman.
  3. Edelman has a wide global presence, but The Guardian focuses on UAE and Saudi Arabia without considering other influential countries like Japan, Germany, UK, and USA.

ETH2.0 cut crypto miner's gross margin by half

Miner Weekly • 0 implied HN points • 25 Feb 23
🔮 Crypto Regulation Financial Corporate Hardware and Infrastructure Feature
  1. ETH2.0 significantly reduced crypto miners' gross margins by half after the switch to proof-of-stake, affecting companies like HIVE. This change led to a 77% decrease in HIVE's gross profit in Q4'22.
  2. Transitioning to mining Ethereum Classic did not notably improve HIVE's mining revenues after the switch to ETH2.0, showcasing the challenges faced by mining firms in adapting to the new landscape.
  3. Regulatory developments, such as Montana passing a bill to protect crypto miners, highlight the evolving legal environment surrounding cryptocurrency mining operations.

These miners have outgrown bitcoin's hashrate during the bear

Miner Weekly • 0 implied HN points • 11 Feb 23
🔮 Crypto Regulation Financial Corporate Hardware Feature
  1. Publicly listed bitcoin mining companies have shown significant growth year-over-year despite a bearish 2022.
  2. In Bitcoin mining, it's crucial not only to grow production but also to surpass competitors and the network's average hashrate.
  3. Bitcoin's average hashrate has notably increased in January 2023, prompting a comparison of public mining companies that have exceeded the network's hashrate.

Miner Weekly: A Tale of Two Mining Hodlers

Miner Weekly • 0 implied HN points • 26 Nov 22
💰 Finance Regulation Finance Corporate Hardware & Infrastructure
  1. Marathon and Hut8 mining firms held onto all their mined bitcoins despite the bearish market, possibly planning to tap into their BTC reserves as cash reserves run low
  2. Mara and Hut8 incurred around $20M in cash expenses each in Q3; Mara borrowed $50M against BTC to cover costs for the next year, facing margin call risks if BTC price dips
  3. Regulations like novel laws by NY governor and town moratoriums are impacting crypto mining; financial challenges faced by mining companies like Core Scientific and legal cases add complexity to the industry

Miner Weekly: A Record Low for Mining Revenue?

Miner Weekly • 0 implied HN points • 08 Oct 22
🔮 Crypto Regulation Corporate Hardware News Features
  1. Bitcoin mining difficulty is expected to increase by 13% on Monday, which might lead to record-low mining revenues
  2. If the difficulty rises and Bitcoin's price remains stable, daily mining revenue could decrease significantly
  3. Public mining companies are already facing squeezed gross margins and upcoming production updates may reveal further challenges ahead

Inside India’s Most Powerful GCC Summit

Sector 6 | The Newsletter of AIM • 0 implied HN points • 01 Jul 24
💼 Business Corporate Innovation Leadership Conferences Networking
  1. The GCC Summit held in Bengaluru brought together over 300 attendees and 90 speakers. It was a big event focusing on how Global Capability Centers (GCCs) can influence innovation and the future of work.
  2. Industry leaders like CP Gurnani and Shikha Miglani shared their insights. Their discussions highlighted the important role of GCCs in overcoming challenges and adapting to market trends.
  3. This summit marked the fifth edition of the MachineCon GCC Summit. It reflects a growing interest in how GCCs are shaping business strategies in India.

Corporate Finance 101: A Big Picture, Applied Class!

Musings on Markets • 0 implied HN points • 30 Jan 16
🚌 Education Finance Corporate Teaching Business Online
  1. Corporate finance involves three main decisions: how to invest money, how to finance that investment, and how much money to return to shareholders. These decisions shape how a business operates.
  2. The focus of this class is on applying theory to real companies, rather than just learning for the sake of learning. Students will work on actual business cases to understand financial principles.
  3. The course is available online, allowing students to learn at their own pace and still engage with the material. There are quizzes and project work, but no pressure of grades if you're taking it casually.

A tide in the affairs of men...

Musings on Markets • 0 implied HN points • 14 Mar 11
💼 Business Investment Finance Risk management Entrepreneurship Corporate strategy Investment Corporate Risk management Success Strategies Entrepreneurship
  1. Luck plays a big part in business success, but it's what companies do with that luck that really matters. Successful businesses build on good luck and make it a stepping stone for more success.
  2. Good risk-takers know how to take advantage of lucky moments and also minimize their losses when things go wrong. They are prepared for the ups and downs of business.
  3. Every person will experience good and bad luck in their careers. How we respond to that luck can decide if we succeed or just get by.

How much cash is too much? Looking at Apple

Musings on Markets • 0 implied HN points • 19 Jan 11
💼 Business Finance Investing Corporate Economics Valuation Corporate Finance Investment strategy Market Analysis Risk management Company Valuation
  1. Cash balance should be compared to low-risk investments, not just operating costs. It's important to know how a company is using cash, since unnecessary risk can harm investors.
  2. Companies like Apple that effectively manage cash can be trusted to use it wisely. A good track record is key to determining how much cash is too much.
  3. Too much cash can lead to bad investment decisions, which could hurt company value. Keeping cash can be smarter than spending it poorly, especially if the company is performing well.

The Yankee infield and debt...

Musings on Markets • 0 implied HN points • 11 Mar 09
🎾 Sports Finance Management Contracts Economics Teams Baseball Finance Debt Corporate Management
  1. The Yankees have very high player salaries, which act like debt commitments. This means their financial situation looks worse than it might seem at first.
  2. If someone buys the Yankees, they are essentially taking on more than just the franchise price because they will also inherit the player contracts.
  3. Teams with long-term financial commitments should be careful about taking on more debt, as it can lead to financial troubles, similar to what happens in industries like airlines.

Corrected Headlines

Human Capitalist • 0 implied HN points • 14 Oct 24
💼 Business Corporate Workforce Trends Finance Insights
  1. There's more to news stories than just the headlines. It's important to look deeper to understand the real impacts.
  2. The context behind major business events and workforce trends is crucial. This helps people grasp the full picture.
  3. If there's a news story with an interesting human element, it's worth sharing. Everyone can contribute ideas for future discussions.

Corrected Headlines

Human Capitalist • 0 implied HN points • 16 Sep 24
💼 Business Corporate Workforce Consulting Human Capital Trends
  1. Every news story has more detail than just its headline, so it's important to dig deeper. Understanding the background helps us see the bigger picture.
  2. There's a focus on the people behind business news, highlighting corporate changes and workforce trends. Recognizing the human aspect makes the stories more relatable.
  3. The post encourages readers to suggest headlines that need more context. This shows that everyone can contribute to the conversation about important news.

MANIFESTO

Erasmus’s Newsletter • 0 implied HN points • 08 Apr 23
💰 Finance Bitcoin Currency Economy Adoption Corporate
  1. Bitcoin has a built-in path to $1 million and beyond, presenting a strong case for becoming the world's reserve currency.
  2. Corporate adoption is crucial for Bitcoin's widespread acceptance and transition into a global reserve currency.
  3. Bitcoin 2.0 introduces the SAT as a currency, aiming to disrupt the current monetary system and address key issues like inflation and currency value.

Marathon Eyes $1.5B Offering after Raising $750M

Miner Weekly • 0 implied HN points • 29 Feb 24
💼 Business Finance Regulation Hardware Infrastructure Corporate
  1. Publicly traded mining companies are raising substantial funds through stock offerings, with three top miners collecting $1.6 billion since October.
  2. Marathon has raised $750 million through its ATM program and plans for an additional $1.5 billion offering, focusing on infrastructure investments for 2024 and 2025.
  3. Major mining companies like Riot and CleanSpark are also making significant purchases of new miners and infrastructure upgrades to enhance their operations.