Home Creators Posts Import Register Favorites Logout
haven't archived this post yet. have a subscription? use the importer!

Content

Disclaimer: The information provided in this trade alert is for educational and entertainment purposes only and should not be considered as financial advice. The author is not a financial advisor and is only sharing their personal trading activities in full transparency. The opinions expressed in this alert are the author's own and do not reflect the views of any other individual or organization. Investing in cryptocurrencies and other financial instruments involves a high degree of risk, and you should not invest money that you cannot afford to lose. Always do your own research and consult with a licensed financial advisor before making any investment decisions. The author is not responsible for any losses or damages resulting from the use of the information provided in this alert.

REM MINERS ARE A CUTTHROAT BUSINESS... ALLOCATE WISELY

I bought BTDR at $8.71 per share.

I am adding another HPC play Bitdeer $BTDR - note I am updating my miner model for HPC offerings and this will switch up the rankings.

Bitdeer also have a few advantages

1) they have the lowest BTC production rate - circa $35,600 per Bitcoin

2) expanding hash above 50EH

3)  they design and build their own ASICS

 

4) According to Cantor, one of Bitdeer’s key advantages over other miners is its vertical integration, including the production of its own mining machines. “The margin that the big manufacturers would make off of companies like BTDR would go away,” the analysts wrote, adding that Bitdeer could eventually sell its own rigs for additional income.

5) Base Case Price Target for Cantor is $18.46/share

6) Tether just bought 25% of the company (class A Shares) - Tether ain't no dummies

Files

Previews only

Comments

Lilfiesta

Thanks James, got in under $9. Nice little pump.

BEKPR

i’d already dumped whales, fluxbot only kept nos and scs which has dropped 50% since. Should i cut my losses and sell now?

DarthCantojo

Missed this one 😖… stupid day job…

Dante

James size wise how is this trade compared to the long perp trade on SOL that you currently are ?

Dr.Pouf

The graphs 2) and 3) are just laughable... They claim to be able to do 500% increase in production in 18months while they did 50% in the past 12 months. They claim to be able to be 400% more effecient than the current experts in the ASIC manufacturers. If that's not opium/marketing BS, I don't know what it is... Yes bitdeer produces their own miners, and that's a big advantage. Now, how will they MULTIPLY BY 5 their hash rate in 18months?? Option 1) Take on massive debt. Option 2) Due massive dilution. Get your lube, it's going to be a painful ride...

Boolish

I agree. Somehow I don’t see this company achieving 60 eh. Mega miners like CLSK and MARA took years to do it. 2025 is too soon for it. Maybe they might even do it but like you said, it might come at the cost of debt or dilution. Seems too good to be true. I anyway don’t want to get into miners anymore, they’re too risky. I’ll stick to my CLSK and exit when it’s time and ride into the sunset

Boolish

Seems too optimistic and risky for me, plus no more cash. Good luck to everyone going on this ride!

DigitalRengade

Nice job. I'd be eyeing this for a while, liked what I heard about it in your video

AussieGuy

I thought you needed to wait for the trend to reverse after you see a buy signal?

subconscious

I understand the rationale, but ia confluence & mr are both 100% win rate on 4 & 6 hr and they each have sell/oversold flags