The Mining Pod | Blockspace Media Bitcoin’s 4 Year Cycles Are Over w/ Rory Murray
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Oct 14, 2025 Rory Murray, VP of Digital Asset Management at CleanSpark, shares insights from his extensive background in macro trading. He discusses the end of Bitcoin’s four-year cycle, driven by record ETF inflows and institutional adoption. Rory dives into the 'debasement trade,' exploring how inflation influences investments in Bitcoin and gold. He also considers the evolving interplay between macro trends and mining stocks, highlighting key concerns about the economy and market dynamics that keep him awake at night.
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Crowd Sourcing Site Intelligence
- Rory recounted retail and community investors using satellite imagery and public filings to analyze mining sites.
- Enthusiastic retail research can surface operational insights and trading signals.
Monetize Curated Research
- Package premium, curated research and APIs for sophisticated investors rather than broad free content.
- Charge appropriately by connecting filings, site checks, and expert interviews for actionable signals.
Earnings And Sentiment Fuel Rerating
- The market's rally since 2023 combined with earnings beats has driven extrapolated multiple expansion.
- That creates a backdrop where animal spirits can push prices beyond traditional profit-sustainability signals.