Oil, gas and mining

What's Better – Bitcoin or Bitcoin Miners?



#Bitcoin #BitcoinMiners #Argo #CleanSpark #HUT8 #Riot #Hive #Marathon #Bitfarms #corz
DISCLAIMER:  The information contained in this video is for informational and educational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
00:00 Introduction
00:33 Story of Risk
01:09 Mining Companies Analyzed
01:26 Bitcoin Issuance (Mined) Per Day
01:51 Mining Difficulty
02:27 As Difficulty Rises – Revenue Sucks!
03:15 Monthly Cashflow
04:21 Texas Miners Shutdown
04:40 Texas Record Demand for Power
05:08 Mining Companies YTD – CLSK Wins
05:51 Mining Companies 1 Year – HUT Wins
06:24 Hut8 Balance Sheet
07:09 CORZ Balance Sheet
07:27 Riot Balance Sheet
07:47 Marathon Digital Holdings Balance Sheet
08:02 CleanSpark Balance Sheet
08:19 Argo Balance Sheet
08:28 Bitfarms Balance Sheet
08:37 Hive Balance Sheet
08:45 Balance Sheet
09:05 Rig Future Payments
09:51 Shareholder Dilution
10:31 Miners Ranked by Price/Book (under 1 is good)
11:14 MC/Exahash Rate
11:42 Miners BTC HODL Bags
13:08 BTC as % of Balance Sheet
13:43 Gainers Based on Wall St Targets
14:37 Conclusion
15:40 NFA
16:00 Conclusion: Composite Score
16:30 Winner
16:55 Runner Up
17:51 Third Place
18:25 Most At Risk Miner

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30 Comments

  1. Leendert Verbeeck

    Impressive how you continuously manage to provide meaningful, in depth analysis of the market in the broadest way anyone can imagine. You literally tackle every related aspect that exists out there, which is beyond enormous. Thanks so much for sharing your knowledge every single day and thereby enable us to become more competent individuals to thrive within society

  3. bryan jenkin

    Aweome James !!
    can you talk a bit more bout how they got this far ?
    if they cant survive at these BTC prices, then of course the vast majority of BTC lifespan has been at prices well below 20K — so how did they do well before when it was 5K, 10K, 15K ?
    I think i know a few of the smaller reasons- but you could help us understand the full explanation.
    Also, likewise can you talk bout what will happen when we have the pressure of BTC returning to 15K or lower, which is extremely possible if not most likely.
    How many are going to die here James, as you speculate at the end of your video ?

  4. bryan jenkin

    Also-
    I thought Texas had made a deal with their miners to pay them to turn off their production when electric demands dictate..
    are you saying its not enough to compensate ?

  9. Patient Bill

    This analysis is deeply flawed. Marathon have a variable price agreement with Bitmain which is based on ASIC market circumstances one month prior to each monthly shipment. Given the ASIC market is 60% down since the purchase agreement was signed on Dec 15th the final payment of 30% has been waived. You will have noticed how Bitmain recently offered 30% off to all large customers only this week. Furthermore it is likely Bitmain gave Marathon a rebate. Hence why Marathon's cash position improved last month.

    Please review your analysis and post an accurate video.

  18. A.J.

    I was going to avoid miners like the plague, but these numbers make for a convincing case, particularly to investors that want crypto exposure through other platforms that may not offer direct access to tokens (e.g. buying equities like this through a pension provider)

  25. Witch Nectar

    Very helpful. Good timing. I really needed to see this. I'm invested in all of these except Argo, plus a couple of Chinese miners. I've been concerned about MARA & BITF, given their large declines. Seems like they were overbought.

  27. Huntin Clouds

    I really want to like your videos on miners, you just make it so hard because of all the wrong information. You lost me when you said corz was mining 12 btc a day about 4 minutes into the video, a 2nd grader level of research would of found more accurate info. They post it on there Twitter everyday, it's not that hard. Ok I'm done. Love your video format. Love the miners your talking about. Just need more accurate information

  29. Dave Prestipino

    Safemoon Inu is starting to really take off.. Safemoon Inu is light-years ahead of other crypto's. Safemoon Inu only has 1 trillion coins and a 2 percent deflationary burn rate per transaction, which rewards holders. Safemoon Inu has a market cap that is starting to grow 4.84 million, still very VERY low. You can 100x or upto 2500x times your money with Safemoon Inu and this will be the story of 2022 and 2023 when SAFEMOON INU breaks a billion on their market cap.. There are still only about 16k holders with this newer crypto, this means the first 100k holders will clean up. They also have gaming and offer gaming rewards and are connected to the metaverse. Safemoon Inu hands down has Incredible Math, and a great vision moving forward, Do the reseach!! $$$$

  30. Zade Nanji

    Thank you James, for this most informative video. My best friend follows you religiously, and sent me a link to it yesterday. Let me tell you – I am heavily invested in a few of these miners, Bitfarms, Hut, and Riot, namely, and have been a little on edge with the current market, HOWEVER, after listening to your in depth analysis, I am feeling so much better! Don’t worry – I am aware that more volatility is in the near future, BUT, I am a believer, and I believe that we will get through this, ESPECIALLY with wonderful people like yourself, helping his fellow investors.

    I am PRAYING for your success brotha, and for the success of everyone else who is feeling the squeeze right now, bless your hearts and stay strong. 🙏
    And James – Keep on doing what you are doing – as it is helping a ton of people out there! And I’m sure the universe is keeping a log of all your efforts, and I truly believe, that you will be rewarded.
    Bless your heart!
    And thank you 🙏 again. Peace of mind has made its way back inside my head again, and for this, I am grateful to you.

    Take care,

    Zade

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