#Bitcoin #BitcoinMiners #AI #HPC #Calculus $IREN $CORZ $BITF $MARA #HalvingImpact $RIOT
👋 JOIN THE FAMILY: [ Ссылка ]
📈 IA MODELS: [ Ссылка ]
📬 IA NEWSLETTER: [ Ссылка ]
🪙 IA CRYPTO COMPENDIUM: [ Ссылка ]
⚙️ IA SCP Profiler: [ Ссылка ]
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
1:45 How Miner Calculus Just Changed
3:03 NVDA is Now the 7th Largest Country in GDP
3:43 Even Tesla Had To Reroute Chips
4:40 It Is All About the Mega Watts
5:15 AI Driving Insane Power Demand
6:19 High Energy Consumption
7:31 Overlap in Data Center Needs
8:25 Cost of Electricity
9:57 Miner Diversification of Revenue Streams
10:46 3 Reasons for Mergers and Acquisitions
11:36 Increased Demand for AI Centers
12:18 Energy Used by Bitcoin Miners
12:50 Sustainability and Renewable Energy
13:35 Marathon Miner Year over Year Comparison
15:15 MoM Production Drop -47.6%.
16:11 Miners Killing It Today
16:52 BTC Also Super Sweet Last 18 Mths
17:23 RIOT Trying to Buy BITF
18:18 RIOT Now Owns 12% of BITFARMS
19:19 Current Hash vs Future Hash & Growth Rate
20:26 Brand New Ratio - $$$ per Mth Per Rig
21:40 Biggest Producers
22:29 IA Miner Model - HODL
23:34 Bitcoin Miner Supply at All Time Low
24:06 IA Miner Model - Unweighted
25:50 Want a Recap?
