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The Bullish Case for Bitdeer with Brandon Bailey

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Manage episode 437899550 series 2908609
Content provided by The Mining Pod and Blockspace Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Mining Pod and Blockspace Media 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://player.fm/legal.

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!

"The Mining Pod" is produced by Sunnyside Honey LLC and distributed by CoinDesk. Senior Producer is Damien Somerset.

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

  continue reading

335 episodes

Artwork
iconShare
 
Manage episode 437899550 series 2908609
Content provided by The Mining Pod and Blockspace Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Mining Pod and Blockspace Media 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://player.fm/legal.

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!

"The Mining Pod" is produced by Sunnyside Honey LLC and distributed by CoinDesk. Senior Producer is Damien Somerset.

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

  continue reading

335 episodes

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