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Miner Valuations Uncovered: HODL vs. MCAP Analysis, Bitdeer & IREN News + RIOT & BITF Updates!


Season 1 Episode 331


Bitcoin miners are implementing diverse strategies for treasury management, with some embracing strong HODL policies while others sell daily to fund operations, creating dramatically different market valuations.

• Bit Digital has pivoted from Bitcoin to Ethereum, accumulating over 100,000 ETH tokens worth $268 million
• After company directors purchased shares at $1.90, BitDigital stock rallied past $4, demonstrating strong insider confidence
• Iren maintains zero Bitcoin holdings yet has achieved a $4.14 billion market cap, recently surpassing Riot Blockchain
• Riot is selling its Bitfarms stake at a $135 million loss to redirect funds toward Corsicana's 600MW HPC facility
• Bitdeer increased its hash rate by 20% to 16.5 exahash in June while continuing development of efficient Sealminer ASIC chips
• High-performance computing and AI are becoming significant focus areas, with Iron ordering 2,400 NVIDIA Blackwell GPUs
• Bitcoin hash price has recovered to $59, though global hash rate exceeding 900 exahash continues to challenge miner profitability
• Q2 earnings will reveal which strategic approaches are creating the most value in this evolving landscape

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Published on 5 months, 3 weeks ago






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