Episode 382

MI227: Investing in Bitcoin Miners w/ David Khalif

Rebecca Hotsko chats with David Khalif. In this episode, they discuss what bitcoin mining is, how these companies generate their revenue, what to look for in a good bitcoin mining company, how the crypto landscape has changed recently, who are the winners and losers from this, what David thinks is an appropriate crypto allocation for Millennials, how Bitcoin historically has followed a “4 year cycle”, what catalyst David thinks could cause Bitcoin to start rising again, and so much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

October 11, 20221h 10m

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

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.
28:46 - How the increased focus on the environmental impact of mining has impacted Bitcoin and miner’s competitiveness and profitability.
37:25 - What David thinks is an appropriate crypto allocation for Millennials.
47:38 - How Bitcoin historically performs over a 4 year market cycle.
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 benefits of owning bitcoin miners along with Bitcoin?
01:10:04 - What catalyst we would need to see for Bitcoin to start rising again.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Related Episode: The Bull Case For Bitcoin w/ Clay Finck - MI183.

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