Category: 2-DailyNews

Bitdeer went public in April 2023, and since then, it has earned consideration as one of the top 10 public bitcoin mining stocks by market cap. Today, our guest Brandon Bailey makes the case for why it deserves a spot in the top five. 

Welcome back to The Mining Pod! This week we are joined by Brandon Bailey (a.k.a. Bitcoin Beezy), a co-founder of Second Gate advisory and a former VP of mining at Galaxy Digital, to discuss his recent research note on Bitdeer. He argues that the public miner, which is sometimes overlooked for some combination of language barriers and the team’s geographic distance from North America, is massively undervalued. He digs into Bitdeer’s bitcoin mining business and its burgeoning ASIC miner manufacturing line to make the case that the company deserves a valuation comparable to Riot, Marathon, CleanSpark, and Core Scientific. 

Timestamps:

00:00 Start

02:11 Bitdeer Research Note

03:46 Bitdeer as public company underdog

08:12 2025 Projected Growth

12:42 market segments

14:59 Total Revenue

16:10 Self mining vs hosting

18:34 New ASICs

23:46 ASIC manufacturing at scale

30:13 Advantages of vertical integration

35:08 Bitdeer can shift market segments

37:03 AI & HPC

41:11 AI training profitability

45:34 3 AI Compute approaches

50:43 Final thoughts

Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! 

👉 Check out Bitcoin Season 2 and The Gwart Show.

👉 Watch our newest documentary, The Big Empty!

Follow our hosts on Twitter, @wsfoxley and @AsILayHdoling.

-

Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! And thank you to Foreman Mining, Master Your Mining!

-

"The Mining Pod" is produced by Sunnyside Honey LLC with Senior Producer, Damien Somerset. Distributed by CoinDesk.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Angry Israelis demand a deal to free the remaining Gaza hostages. Marines attacked in Turkey. Venezuelan aircraft seized. CBS News Correspondent Steve Kathan has today's World News Roundup.

To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy

Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The recovery of six hostages from Gaza has provoked mass demonstrations on the streets of Israel and a general strike. But Israel’s government refuses to bow to pressure and a ceasefire deal remains elusive. Why are women less likely to use AI than men (10:27)? And how to make Mars more habitable (18:10). 

Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+

For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.

The 2024 presidential election campaign is entering its final stretch as the candidates mobilize and prepare for next week's debate. Venezuelan courts issued an arrest warrant for opposition candidate Edmundo Gonzalez after he claimed victory in July's presidential election, he's accused of conspiring against President Nicolas Maduro's government. And Disney, which owns ESPN, ABC, and Disney-Plus, pulled it's programming from DirecTV over a public contract dispute.

Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.

Today's episode of Up First was edited by Dana Farrington, Luis Clemons, Jan Johnson, and Mohamad ElBardicy.
It was produced by Ziad Buchh, Nia Dumas and Lindsay Totty.
We get engineering support from Arthur Laurent. And our technical director is Stacy Abbott.

Learn more about sponsor message choices: podcastchoices.com/adchoices

NPR Privacy Policy

Alabama

• Congressman Aderholt seeks statewide response to illegal alien influx
• State Lawmakers crafting bills to address library book controversy in 2025
• AL Supreme Court dismisses all defamation claims re: Roy Moore
• Democrat Terry Heflin enters not guilty plea to voter fraud charges
• 2025 Princeton Review puts Auburn University at #1 for "Happiest Students"

National

• 6 bodies found in Gaza include one Israeli American Hersh Goldberg Polin
• 2 US Navy sailors assaulted by gang in Turkey, rescued by local authorities
• Kamala Harris gets massive backlash after critique of Trump's Arlington visit
• RFK Jr. sues in NC to get his name off the ballot after election board refuses
• Brazilian judge bans X platform and seizes Starlink internet capabilities
• Michael Shellenberger blames Biden Admin/Obama for Brazil's action

The news to know for Tuesday, September 3, 2024!

We'll explain a spike in voter registration numbers. What seemed to prompt the surge two months before Election Day? 

Also, we're talking about what may be the largest protest in Israel since the start of the war in Gaza.

Plus, why did thousands of American hotel workers walk off the job, what kept thousands of people from watching sports over the weekend, and which competitor set another record to add to the dozens he already holds in his sport?

Those stories and even more news to know in just over 10 minutes! 

 

See sources: https://www.theNewsWorthy.com/shownotes

Become an INSIDER to get AD-FREE episodes here: https://www.theNewsWorthy.com/insider

Sign-up for our Friday EMAIL here: https://www.theNewsWorthy.com/email

Get The NewsWorthy MERCH here: https://www.theNewsWorthy.com/merch

Episode Sponsors:

Pack your bags with high quality essentials from Quince! Go to Quince.com/newsworthy for free shipping on your order and 365-day returns.

Head to lumen.me/NEWSWORTHY for 15% off your purchase

To advertise on our podcast, please reach out to libsynads@libsyn.com

 

 

Demographer, historian, and author Neil Howe hasn't just coined the term “Millennial,” he's also predicted the future to an eerie degree—and he thinks America's in for very rough seas ahead. He says a civil war in the U.S. is far more plausible than most people think, and he dismisses the reasons Americans often discount that possibility.

Howe sits down with The Daily Signal's managing editor, Tyler O'Neil, to talk about his generational theory, his books, and why he thinks a civil war in the U.S. is indeed possible, if not likely.

Learn more about your ad choices. Visit megaphone.fm/adchoices