#BitcoinMiners #BestMiners #Dilution #ATM #RigRatios $IREN $MARA $CLSK $HIVE $RIOT $WULF
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0:00 Introduction
2:06 1 Year Comparison
3:24 Miners Mostly Under Fair Value
4:03 Miners Turn To Debt
5:14 Bernstein Upgrades Multiple Miners to Outperform
6:09 Examples of Miners Entering HPC/AI
7:18 AI Driving Insane Power Demand
8:05 Where Miners Make Bank!
8:50 AI HPC Added Premium
9:49 HPC Has Ruthless Competition
11:14 Gains to 52 Week High
12:07 Share Dilution Year to Date
12:55 Miner HODL Bags
13:05 Bitcoin Production July 2024
13:59 Biggest Producers Halving Haircut
14:43 Current Hash Rate
15:09 Future Hash & Growth Rate
16:13 Brand New Ratio – $$$ per Mth Per Rig
17:25 Cash to Debt
18:30 Liabilities over Market Cap
18:57 Bitcoin Held as % Market Cap
19:55 IA Production ROI Model
20:29 Bitcoin Miner Supply at All Time Low
20:53 BTC vs Hashrate
21:27 Want a Recap?
21:44 Conclusion
21:47 IA Miner Model – Unweighted
23:00 IA Miner Model – IA Weights
23:27 Winner
23:40 CLSK Jet $10M/$3BN Market Cap = 0.003
25:42 Second Place
25:47 Note: Riot now owns 19% of Bitfarms!
26:15 Third Place