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The Wall Street Perspective on Bitcoin Mining: Kevin Dede, Managing Director & Sr. Tech Analysts, H.C. Wainwright & Co.!!

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Manage episode 498702563 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Kevin Dede, Managing Director and Senior Technology Analyst at H.C. Wainwright Co., provides an institutional perspective on Bitcoin mining, exploring the industry's past, present, and future challenges. His unique Wall Street lens reveals how power costs, semiconductor advancement, and strategic pivots to HPC/AI are reshaping the sector's competitive landscape.
• Wall Street's evolving perspective on Bitcoin mining and the critical role semiconductor development plays in driving efficiency
• The CoreWeave acquisition of Core Scientific and what it means for the industry's direction
• How institutional analysts evaluate mining companies and set price targets amidst market volatility
• Executive compensation concerns within the mining sector and the growing pushback from shareholders
• The power cost challenge and why it's the primary determinant of miners' long-term viability
• The potential transition of Bitcoin miners to HPC/AI services and whether pure-play mining has a sustainable future
• Top picks in the sector including MARA and Bit Digital and the rationale behind these selections
Take a second to smash the like button and subscribe to McNallie Money. Let us know in the comments what you think of today's discussion and if you're currently holding any of the miners we discussed.
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

  continue reading

Chapters

1. Introduction to Kevin Deedy (00:00:00)

2. Kevin's Journey into Financial Analysis (00:12:03)

3. Core Scientific and CoreWeave Deal (00:21:29)

4. Economics of Bitcoin Mining (00:27:57)

5. Valuation Methods for Mining Companies (00:37:22)

6. Executive Compensation Concerns (00:48:48)

7. Top Picks and Future Outlook (00:54:35)

8. Closing Thoughts on Mining's Future (01:01:53)

368 episodes

Artwork
iconShare
 
Manage episode 498702563 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Kevin Dede, Managing Director and Senior Technology Analyst at H.C. Wainwright Co., provides an institutional perspective on Bitcoin mining, exploring the industry's past, present, and future challenges. His unique Wall Street lens reveals how power costs, semiconductor advancement, and strategic pivots to HPC/AI are reshaping the sector's competitive landscape.
• Wall Street's evolving perspective on Bitcoin mining and the critical role semiconductor development plays in driving efficiency
• The CoreWeave acquisition of Core Scientific and what it means for the industry's direction
• How institutional analysts evaluate mining companies and set price targets amidst market volatility
• Executive compensation concerns within the mining sector and the growing pushback from shareholders
• The power cost challenge and why it's the primary determinant of miners' long-term viability
• The potential transition of Bitcoin miners to HPC/AI services and whether pure-play mining has a sustainable future
• Top picks in the sector including MARA and Bit Digital and the rationale behind these selections
Take a second to smash the like button and subscribe to McNallie Money. Let us know in the comments what you think of today's discussion and if you're currently holding any of the miners we discussed.
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

  continue reading

Chapters

1. Introduction to Kevin Deedy (00:00:00)

2. Kevin's Journey into Financial Analysis (00:12:03)

3. Core Scientific and CoreWeave Deal (00:21:29)

4. Economics of Bitcoin Mining (00:27:57)

5. Valuation Methods for Mining Companies (00:37:22)

6. Executive Compensation Concerns (00:48:48)

7. Top Picks and Future Outlook (00:54:35)

8. Closing Thoughts on Mining's Future (01:01:53)

368 episodes

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