Artwork

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://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Navigating the Volatility: CleanSpark's Strategic Shift & Miner Valuations by Watt!

31:08
 
Share
 

Manage episode 477247542 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://ppacc.player.fm/legal.

The Bitcoin mining sector witnessed significant volatility with major miners dropping 6-9% despite Bitcoin only declining by about 1-1.5%, revealing a puzzling disconnect between the cryptocurrency and mining stock performance.
• CleanSpark announces a strategic shift with a $200 million Bitcoin-backed credit facility from Coinbase while changing their approach from 100% hodling to selling Bitcoin to fund operations
• This represents a move away from equity dilution through ATM offerings, which the company has paused until share prices exceed $20
• CleanSpark currently holds over 12,000 Bitcoin worth approximately $1 billion
• Soluna Holdings stands out as the only miner in positive territory, announcing land agreements for their 166-megawatt Project Katy in Texas
• Despite positive updates, Soluna trades at just $7 million market cap despite controlling over 200 megawatts of power infrastructure
• Bitdeer demonstrates vertical integration advantages by planning to deploy their SEAL miners outside the US to avoid potential tariffs
• Morgan Stanley analysis shows Bitcoin mining companies valued below $1 per watt while similar data center assets trade above $5 per watt
• The disparity between infrastructure value and market capitalization suggests significant undervaluation across the mining sector
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

  continue reading

Chapters

1. Market Update: Bitcoin Miners Take a Nosedive (00:00:00)

2. CleanSpark's $200M Bitcoin-Backed Credit Facility (00:03:56)

3. Saluna Holdings: Positive Updates Amid Market Decline (00:08:22)

4. BitDeer's Tariff Avoidance Strategy (00:18:41)

5. Mining Valuations: The $1 Per Watt Opportunity (00:23:41)

6. Miner Madness 3.0 Competition Update (00:26:22)

347 episodes

Artwork
iconShare
 
Manage episode 477247542 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://ppacc.player.fm/legal.

The Bitcoin mining sector witnessed significant volatility with major miners dropping 6-9% despite Bitcoin only declining by about 1-1.5%, revealing a puzzling disconnect between the cryptocurrency and mining stock performance.
• CleanSpark announces a strategic shift with a $200 million Bitcoin-backed credit facility from Coinbase while changing their approach from 100% hodling to selling Bitcoin to fund operations
• This represents a move away from equity dilution through ATM offerings, which the company has paused until share prices exceed $20
• CleanSpark currently holds over 12,000 Bitcoin worth approximately $1 billion
• Soluna Holdings stands out as the only miner in positive territory, announcing land agreements for their 166-megawatt Project Katy in Texas
• Despite positive updates, Soluna trades at just $7 million market cap despite controlling over 200 megawatts of power infrastructure
• Bitdeer demonstrates vertical integration advantages by planning to deploy their SEAL miners outside the US to avoid potential tariffs
• Morgan Stanley analysis shows Bitcoin mining companies valued below $1 per watt while similar data center assets trade above $5 per watt
• The disparity between infrastructure value and market capitalization suggests significant undervaluation across the mining sector
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

  continue reading

Chapters

1. Market Update: Bitcoin Miners Take a Nosedive (00:00:00)

2. CleanSpark's $200M Bitcoin-Backed Credit Facility (00:03:56)

3. Saluna Holdings: Positive Updates Amid Market Decline (00:08:22)

4. BitDeer's Tariff Avoidance Strategy (00:18:41)

5. Mining Valuations: The $1 Per Watt Opportunity (00:23:41)

6. Miner Madness 3.0 Competition Update (00:26:22)

347 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play