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Bitcoin stays choppy under 60,000 while mining and AI infrastructure stocks swing even harder, so we slow down and focus on what the numbers actually say. We walk through Hive’s latest financing, ABTC’s Nasdaq compliance move, and an updated Bitdeer valuation tied to the Tydal Norway co-location narrative.
• Bitcoin price action and what it signals for sentiment
• Why miner volatility is normal and why we take profits
• Lessons from the 2021 cycle on leverage, debt and survival
• Heat map read on one month vs one year performance
• Hive’s zero coupon senior secured notes and AI HPC capex plans
• Why Scandinavia can improve data centre economics and PUE
• ABTC’s 15 to 1 reverse split to maintain Nasdaq listing compliance
• Bitdeer’s power scale, HPC revenue, SEAL miner efficiency and growth pace
• Tydal Norway assumptions and sensitivity analysis for implied share value
Let us know in the comment section below what you think of Bitdeer's numbers and if you're currently holding shares!
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
https://twitter.com/McnallieM
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
https://www.mcnalliemoney.com
Business Inquiries:
Email - [email protected]
By Anthony Power & Bryce McNallie4.5
22 ratings
Bitcoin stays choppy under 60,000 while mining and AI infrastructure stocks swing even harder, so we slow down and focus on what the numbers actually say. We walk through Hive’s latest financing, ABTC’s Nasdaq compliance move, and an updated Bitdeer valuation tied to the Tydal Norway co-location narrative.
• Bitcoin price action and what it signals for sentiment
• Why miner volatility is normal and why we take profits
• Lessons from the 2021 cycle on leverage, debt and survival
• Heat map read on one month vs one year performance
• Hive’s zero coupon senior secured notes and AI HPC capex plans
• Why Scandinavia can improve data centre economics and PUE
• ABTC’s 15 to 1 reverse split to maintain Nasdaq listing compliance
• Bitdeer’s power scale, HPC revenue, SEAL miner efficiency and growth pace
• Tydal Norway assumptions and sensitivity analysis for implied share value
Let us know in the comment section below what you think of Bitdeer's numbers and if you're currently holding shares!
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
https://twitter.com/McnallieM
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
https://www.mcnalliemoney.com
Business Inquiries:
Email - [email protected]

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