• The Bullish Case for Bitdeer with Brandon Bailey

  • 2024/09/03
  • 再生時間： 54 分
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The Bullish Case for Bitdeer with Brandon Bailey

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  • Welcome back to The Mining Pod! This week we are joined by Brandon Bailey (a.k.a. Bitcoin Beezy), a co-founder of Second Gate advisory and a former VP of mining at Galaxy Digital, to discuss his recent research note on Bitdeer. He argues that the public miner, which is sometimes overlooked for some combination of language barriers and the team’s geographic distance from North America, is massively undervalued. He digs into Bitdeer’s bitcoin mining business and its burgeoning ASIC miner manufacturing line to make the case that the company deserves a valuation comparable to Riot, Marathon, CleanSpark, and Core Scientific. Timestamps: 00:00 Start 02:11 Bitdeer Research Note 03:46 Bitdeer as public company underdog 08:12 2025 Projected Growth 12:42 market segments 14:59 Total Revenue 16:10 Self mining vs hosting 18:34 New ASICs 23:46 ASIC manufacturing at scale 30:13 Advantages of vertical integration 35:08 Bitdeer can shift market segments 37:03 AI & HPC 41:11 AI training profitability 45:34 3 AI Compute approaches 50:43 Final thoughts 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! 👉 Check out Bitcoin Season 2 and The Gwart Show. 👉 Watch our newest documentary, The Big Empty! Follow our hosts on Twitter, @wsfoxley and @AsILayHdoling. - Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey LLC and distributed by CoinDesk. Senior Producer is Damien Somerset.
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Welcome back to The Mining Pod! This week we are joined by Brandon Bailey (a.k.a. Bitcoin Beezy), a co-founder of Second Gate advisory and a former VP of mining at Galaxy Digital, to discuss his recent research note on Bitdeer. He argues that the public miner, which is sometimes overlooked for some combination of language barriers and the team’s geographic distance from North America, is massively undervalued. He digs into Bitdeer’s bitcoin mining business and its burgeoning ASIC miner manufacturing line to make the case that the company deserves a valuation comparable to Riot, Marathon, CleanSpark, and Core Scientific. Timestamps: 00:00 Start 02:11 Bitdeer Research Note 03:46 Bitdeer as public company underdog 08:12 2025 Projected Growth 12:42 market segments 14:59 Total Revenue 16:10 Self mining vs hosting 18:34 New ASICs 23:46 ASIC manufacturing at scale 30:13 Advantages of vertical integration 35:08 Bitdeer can shift market segments 37:03 AI & HPC 41:11 AI training profitability 45:34 3 AI Compute approaches 50:43 Final thoughts 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! 👉 Check out Bitcoin Season 2 and The Gwart Show. 👉 Watch our newest documentary, The Big Empty! Follow our hosts on Twitter, @wsfoxley and @AsILayHdoling. - Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey LLC and distributed by CoinDesk. Senior Producer is Damien Somerset.
個人ファイナンス 経済学
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