Manage episode 512821952 series 3570269
We sit down with Luxor CEO Nick Hansen to trace the journey from early GPU rigs to a full mining stack and unveil Luxor Energy, a REP platform in ERCOT with Bitcoin collateral, auto‑pay, dispatch signals, and intelligent throttling for real profitability gains. The conversation ties firmware, derivatives, and power into a single system designed to help miners buy smarter, run tighter, and hedge better.
• origin story from GPU basements to ASICs and pools
• why Luxor focused on Bitcoin and trimmed altcoin pools
• the big four products: pool, brokerage, LuxOS, derivatives
• deliverable forwards for fleet refresh and certainty
• Luxor Energy as REP in ERCOT with best‑fit pricing
• Bitcoin as collateral and auto‑pay from mining rewards
• Luxor Dispatch Signal for DR, ancillary services, 4CP
• iMiner for intelligent ramping and double‑digit uplift
• day‑ahead hedging and PPA‑aware optimization
• expansion plans beyond Texas into SPP and PJM
• hashrate trends, fleet upgrades, and global flows
• talent over capital and thoughts on public markets
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Chapters
1. Welcome & Guest Introduction (00:00:00)
2. Nick’s Origin Story in Mining (00:01:17)
3. Founding Luxor and Early Pools (00:07:47)
4. The Big Four: Pool, Brokerage, Firmware, Derivatives (00:12:15)
5. Announcing Luxor Energy (00:17:30)
6. REP in ERCOT and Bitcoin Collateral (00:21:10)
7. Dispatch Signals, DR, and 4CP Strategy (00:24:45)
8. iMiner: From Binary to Intelligent Load (00:27:36)
9. Hedging, Day-Ahead, and PPA Integration (00:31:20)
10. Expansion Roadmap Beyond Texas (00:34:45)
11. Hashrate Trends, Upgrades, and Global Flows (00:37:30)
417 episodes