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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI227: Investing in Bitcoin Miners w/ David Khalif
Description: IN THIS EPISODE, YOU’LL LEARN: Â
03:52 - What is bitcoin mining, and how these companies generate their revenue.
08:06 - How China’s ban of crypto miners impacted the industry.Â
28:46 - How the increased focus on the environmental impact of mining has impacted Bitcoin and miner’s competitiveness and profitability.Â
37:25 - What David thinks is an appropriate crypto allocation for Millennials.
47:38 - How Bitcoin historically performs over a 4 year market cycle.Â
50:23 - What tools to use to help understand if Bitcoin is over or undervalued in a market cycle.
55:52 - What makes a good bitcoin mining company?
01:01:56 - What are the ben...