🚀 BTC MINER Report: Big Shifts & Who's Cashing In? 🏆

#BitcoinMiners #BestMiners #Dilution #ATM #RigRatios $IREN $MARA $CLSK $HIVE $RIOT $WULF

DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions.

0:00 Introduction
2:06 1 Year Comparison
3:24 Miners Mostly Under Fair Value
4:03 Miners Turn To Debt
5:14 Bernstein Upgrades Multiple Miners to Outperform
6:09 Examples of Miners Entering HPC/AI
7:18 AI Driving Insane Power Demand
8:05 Where Miners Make Bank!
8:50 AI HPC Added Premium
9:49 HPC Has Ruthless Competition
11:14 Gains to 52 Week High
12:07 Share Dilution Year to Date
12:55 Miner HODL Bags
13:05 Bitcoin Production July 2024
13:59 Biggest Producers Halving Haircut
14:43 Current Hash Rate
15:09 Future Hash & Growth Rate
16:13 Brand New Ratio - $$$ per Mth Per Rig
17:25 Cash to Debt
18:30 Liabilities over Market Cap
18:57 Bitcoin Held as % Market Cap
19:55 IA Production ROI Model
20:29 Bitcoin Miner Supply at All Time Low
20:53 BTC vs Hashrate
21:27 Want a Recap?
21:44 Conclusion
21:47 IA Miner Model - Unweighted
23:00 IA Miner Model - IA Weights
23:27 Winner
23:40 CLSK Jet $10M/$3BN Market Cap = 0.003
25:42 Second Place
25:47 Note: Riot now owns 19% of Bitfarms!
26:15 Third Place

[wagabond]

Definitely the best miners analysis out there! Watched twice now. And can’t wait for these updates every time. So many ratios/ slides on top of daily BTC/stocks updates. Crazy how hard one can work when one likes what you do. Thanks again to James and IA team

[andersonw]

All things miners! IA is on top of things!

[Avocado]

IDK if its because these videos are rare, but these are my favorite! Thanks James!!

[bottomfeeder]

Unquestionably the top analysis on the globe! By far!!!

[tjllc]

Yes definitely thankful for all of the work you do on these videos + the extra time on the miner videos. You and your team are much appreciated.

[attilakovari]

MINER-ITY REPORT haha very clever and funny. Cool pic too. Love that movie. Thank you mate!

[Southprong]

Thank you James for your monthly miner updates, they are very helpful. I like seeing numbers and data; I can tell that you put a lot of effort in you miner videos (and your other videos as well).

[jano.]

After letting your brilliant work and numbers sink in I feel comfortable having CLSK, RIOT, BITF, MARA & CIFR in my portfolio. THANK YOU, JAMES & keep crushing it!

[KerstinMcKitrick]

Loved it. Thanks for doing such a huge mountain of work. Much appreciated.

[benjaminbai]

James, excellent analysis (as always). However, CORZ (MC at 2.6 B) deserves a little more tailored analysis because it is in a league of its own. It has a 12 year HPC/AI contract with contracted revenue of 6.7 billion. The HPC profit margin is about 80%. Its warrant conversions will wipe out all debts and give it over 300 M in cash. The number of shares will swoon to over 400 M (from currently 258M). But the HPC contracts should give CORZ a fair market value of 5 B. Factoring into dilution, the current share price of 10 does not take into the value of its mining business. I own CLSK, BITF, HIVE and CORZ and bet that CORZ is likely to beat CLSK (at 11.8) in the next two years.

[SpaceCredits]

More Miner Coverage - Awesome back to being a fan JAmes

[Michael.James]

A very good bitcoin Documentary is called The Bitcoin Field Guide: Understanding Crypto currency . 2022 (Explains everything.) Not just for begginers (on Tubi channel it's free channel)

[scottlining]

Corz is fine because when the z warrants convert to common stock, they will have little or no debt and over 300 million cash .

[pcobra]

If electricity is major cost don’t miners buy desert land cheap and build solar farm for cheap power?

[jchapman]

Hey James! Im all in with WULF & IREN, but they are both at the bottom of your Unweighted average model. Should I get out of these? They have smaller market caps so Im hoping for larger multiples before I sale Spring 2025. What do you think? Should I just buy CLSK? I doubt it will more than 10X from here

[seveninspires]

Another brilliant update James, thankyou. Your incredible devotion to your investor family is always much appreciated

[doodlethebeagle]

Favorite series, thanks for all the free alpha research 🍺

[burnt__moon]

Love the show James! But no BTBT this time?😔

[francismartinez]

Corz has paid off 260 million plus + or minus 89 million in cash they owe 318 million and raised 460 million to pay about 200 million in debt to clean the balance sheet of 11 .7 %interest rate down to 3% and will use the funds to acquire infrastructure and be able to hold the bitcoin going forward if they choose too

[wolfiecaps_]

love the channel james but this segment is so misguided and your numbers are way off; bitdeer growing to 80 EH in 2025 ; 2.5mw power at disposal plus they make their own rigs!! also you dont factor in coreweave deal for corz in your rankings? pretty wild move...these two should be at the top of the rankings