Episode notes
Welcome back to The Mining Pod! For today’s Bitcoin Stock Show, Kevin Dede, a managing director of equity research at investment bank H.C. Wainwright, joins to discuss AI/HPC hybrid bitcoin miners vs. pure-play ones – specifically, which strategy Dede is bullish on for 2025 and beyond. We touch on what the $500 billion project Stargate means for bitcoin miner AI aspirations, what he thinks of Riot and Bitfarms evaluating their sites for an AI retrofit, which miners he favors in the AI race, and more.
Timestamps
00:00 Start
02:40 AI vs pure play miners
06:30 Constraints of Mining & network effects
08:55 Hashrate growthrate per year
09:50 Predicted hashrate growth
11:09 Project Stargate
15:54 Infrastructure vs computes plays
22:11 Investor perception
23:07 Riot pause
28:15 Is it too late to HPC convert?
31:18 Core Scientific
39:28 Favorite miner pivoting to AI
43:57 Does AI push miners out of USA?
49:47 Bitdeer's HPC pipeline
54:28 Tiny Texas town
56:51 Hive in Paraguay
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