The Practical Islamic Finance Podcast

The New Math for Valuing Bitcoin Miners


Listen Later

► 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.

...more
View all episodesView all episodes
Download on the App Store

The Practical Islamic Finance PodcastBy Rakaan Kayali

  • 5
  • 5
  • 5
  • 5
  • 5

5

7 ratings