About this episode
We dig into Bitdeer’s surge to 63 exahash, the rapid evolution of SEAL miners, and why efficiency and low-cost power drive profitability even in a weaker hashprice. We also map the pivot to AI co-location in Norway, Rockdale, and Clarington, plus funding moves and the HODL sale.• key Q4 highlights and self-mining growth• SEAL miner roadmap, wafer timing, and sales strategy• margin pressure versus efficiency gains and power costs• 2026 hashrate direction and limited hosting expansion• Norway as first AI co-location lease, build timelines• Rockdale and Clarington cost frameworks and land strategy• rationale for selling the HODL to fund acreage• core moat in ASIC efficiency and large power sites• rising hyperscaler interest and improving terms• Dogecoin/Litecoin DL1 as a complementary use of wafers• convertible notes to fund builds and extend maturities• five-year outlook across mining and co-locationCheck out the new investor deck and website for Bitdeer Technologies Group!Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com
