• Are Mining Stocks Overvalued? With JP Morgan’s Reggie Smith

  • 2024/11/19
  • 再生時間： 1 時間 7 分
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Are Mining Stocks Overvalued? With JP Morgan’s Reggie Smith

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  • JP Morgan analyst Reggie Smith rejoins Colin and Will to discuss Bitcoin mining economics, valuation metrics, and the emerging intersection with AI computing. We go through how a big bank like JP Morgan values miners, including possible costs and revenues, before focusing on AI/HPC and mining. Lastly, we finish on mining costs, dilution and relative valuations of the mining industry. Timestamps: 00:00 Start 01:53 Fintech team at JPMorgan 02:42 Valuing mining companies 03:38 Analyst goals 06:11 Miner report 07:51 Economic models 12:40 Calculating operational costs 18:38 AI and costs 21:52 How liquid is the AI compute market? 25:36 Good metrics for miner valuation? 28:42 Payroll costs 32:29 Equity dilution 39:17 AI strategies 46:40 The power of existing PPAs 51:22 Highest & lowest gains 54:18 Are miners overvalued? 58:12 M&A activity 1:01:40 Price & hashrate predictions Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices
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JP Morgan analyst Reggie Smith rejoins Colin and Will to discuss Bitcoin mining economics, valuation metrics, and the emerging intersection with AI computing. We go through how a big bank like JP Morgan values miners, including possible costs and revenues, before focusing on AI/HPC and mining. Lastly, we finish on mining costs, dilution and relative valuations of the mining industry. Timestamps: 00:00 Start 01:53 Fintech team at JPMorgan 02:42 Valuing mining companies 03:38 Analyst goals 06:11 Miner report 07:51 Economic models 12:40 Calculating operational costs 18:38 AI and costs 21:52 How liquid is the AI compute market? 25:36 Good metrics for miner valuation? 28:42 Payroll costs 32:29 Equity dilution 39:17 AI strategies 46:40 The power of existing PPAs 51:22 Highest & lowest gains 54:18 Are miners overvalued? 58:12 M&A activity 1:01:40 Price & hashrate predictions Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices
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