The New Math for Valuing Bitcoin Miners

► If you enjoyed the episode, please leave us a good review!

► More from PIF: https://linktr.ee/practicalislamicfinance

The New Math for Valuing Bitcoin Miners

 In this episode, we will cover:

• Bitcoin's recent price drop due to stronger-than-expected employment numbers 
• The surprising strength of Bitcoin miners compared to Bitcoin and the new factors affecting their prices 
• The exponential growth in demand for computing power, driven by AI advancements
• The significant investment needed to meet this demand and the constraints in increasing supply
• Insights from NVIDIA and Amazon on data center investments and the challenges of scaling up
• Core Scientific's $1 billion offer from Corrie and its implications for Bitcoin miners 
• A detailed comparison of Core Scientific and Iris Energy's capacities and potential values 
• The impact of AI and compute demand on the valuation of Bitcoin miners like Iris Energy 
• The potential upside for Iris Energy based on its computing capacity and market valuations
• The importance of accounting for dilution when considering price targets for Iris Energy 
• Expected increases in Iris Energy's hash rate and its impact on the company's future prospects 
• The benefits of Iris Energy's vertical integration and reduced counterparty risk 

CONTACT US

[email protected]

ABOUT OUR PODCAST

Our podcast is about helping people ethically build wealth. We cover a broad range of topics including stock and crypto investing, product reviews, and general financial well-being.

DISCLAIMER

Anything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.