• The Mining Metrics That Matter With Pennyether

  • Dec 26 2024
  • Length: 56 mins
  • Podcast

The Mining Metrics That Matter With Pennyether

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  • Summary

  • Welcome back to The Mining Pod! For this week’s Bitcoin Stock Show, we’re joined by a great friend of the show, Pennyether. Some of y’all might recognize Penny from a couple of the earnings calls we streamed on The Bitcoin Stock Show earlier this year. He’s one of the most insightful independent bitcoin mining stock analysts in the game, and in this episode, he shares his methodology for valuing bitcoin miners, which metrics he finds the most (and least) useful, and his thoughts on the AI boom in mining. Timestamps: 00:00 Start 03:53 The mining metrics that matter 10:33 More important metrics 19:24 Valuing AI and miners together 26:55 A note on Bitfarms 28:32 What does the market actually care about? 33:10 Thoughts on convertible debt 36:55 How to hedge convertible notes 45:31 Bigger narratives in mining 48:10 The future of bitcoin mining and data centers 52:55 What metrics aren’t worthwhile? 43:02 What does 2025 look like? 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! 👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media! 👉 Check out Bitcoin Season 2 and The Gwart Show! Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell Follow this week's guest on Twitter: @penny_ether - Thank you to our sponsor, CleanSpark, America’s Bitcoin miner! "The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset. Learn more about your ad choices. Visit megaphone.fm/adchoices
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