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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
