CLSK's cost to mine is 36,250$. Isn't that crazy considering current BTC prices, their mining performance and current stock valuation. The stock will go bunkers at given time...
And the only miner that has a bond whose terms mean no stock dilution until at least $24 a share. By contrast, $Iren has a new 1 billion dollar dilution.
Thanks, James! Here’s the takeaway. If you believe BTC is heading to 120k before a potential pullback to the 80s then hold for that pump as miners will have a big pump when BTC breaks it’s ATH of 109k on it’s way to 120k
I had a tiny CLSK position and sold it at a loss, got tired of seeing all the good metrics and BTC climbing but the CLSK price kept falling, as James says, "cut your loosers"
CLSK had an 800M dilution last year and bought an 11M jet. People focused on the jet which saved them money. Dilution hurt the stock. $Iren just announced a 1 billion dollar dilution which only works if they get an HPC AI deal. CLSK now has a convertible bond that guards the stock from dilution up $24/share. Possibly up to $33.
I concur. Most undervalued miner period. I hope with them shifting HQ operations to US and their Paraguay facility getting operational this year will help stock price appreciation. My price projections are $10-$15 when above and BTC at to $130-$150k happens. We shall see(NFA).Good luck to all.
Nice analysis but two flaws one no AI compute analysis and two seasonality starts if you look at each of the three having years in February, why would you scale back now?
There is no Ai compute to analyze. Corz will have revenue of note. No one else does nor will. You bought into a marketing machine. They're all in such high demand that they've been talking about doing this for the last 12 months while hyperscalers are signing deals in Japan Singapore middle east India. Wake the fuck up morons. They don't want cipher and irens random megawattz
Since the Dec 30 dip, CIFR up 25.8%, CLSK 19.35%, IREN 28.8%. That’s not bad at all. And we’re headed into plenty of upside as BTC rises in 2025. Buying the dip as entry or cost avg pays.
@@EdRobles1 Half of the $Iren gain is from the last 2 days based on the idea that an HPC AI deal “must be coming, because why else would they announce a ONE BILLION DOLLAR DILUTION? Lol. This happened twice last with $Iren. Each time, no deal.
@@EdRobles1 the guy above obviously is all in CLSK and has watched his stock price dump lower than Riot and....IREN! He can't accept that IREN is going to get an HPC deal and their execs have their shareholders best interests in mind (ie: they don't get any stock options until $20/share). No private jets either (absolute worst optics I've ever seen from a company losing hundreds of millions a year)
Hi bro Thank you I doble my money just by loocking at your you tube I got 300000 swedish crowns About 30.000 dollars maby a bit less I just want to triple my money in 2025 Wish would be the safest bet To do that. 3 x dosnt sound too ambitious but it is my first circle I I wan to be the safest Also I could loud that money and still have 300000 more on a savings account On the next circle I would Put everything in following your advice I m a dad of 2 47 year cheff Thank you You change my life !
Great job James. Wondering if you could do a miner video looking at how well each miner has done since the bottom of the bear market in December 2022. I love your year end videos on how well you predictions went for the year. I love to see a similar one looking at mining stock performance vs what you predicted over the cycle.
Thanks for the update James ! I like BITF because the option market is very generous with the selling of short term optionst. More profitable than CLSK at same risk level.
I wouldnlike to see these charts in a YTD format so we can see the while picture or maybe even a 4 year chart right after a new BTC ATH. Love your content BTW! Amazing work!
Exc. vid...and thanks. In the end it will be Mara that will make me the most money. I don't know if the numbers say that but the buyers will say that....
Great video James! Great that CLSK is still on top! What is your target for this bullrun? Higher/Lower? I'm holding a big bag that has risen up to near $25 and is less than half that now. Been waiting for it to start moving up again post-halving however I guess increasing costs and dilution is preventing this at the moment. Do you have a target range for TP DCA? Be interesting to see their results now that they have scaled up their game! 👍💪
Hey James 2 questions: 1. Would you think its a better investment to relocate the money ive invested in Palantir into MicroStrategy? 2. If you could choose just one of your indicators/patreon, what would you suggest paying for?
One important metric that might sway the ranking - probability and extent of dilution (subjective based on historical and CEO direction). I’ve been burnt by this from CLSK and others. Would you consider adding this please? Thanks for all that you do, you’re awesome.
Excellent report as usual. 1. It's IREN, name changed months ago and all the slides say it. 2. Clsk is the WORST performing miner by far and still wins?? 3. Corz and Hut score the lowest but are the BEST performing miner stocks the past year because of their switch to Ai. 4. IREN is by far the most efficient Btc miner but also have the largest HPC power portfolio, biggest Exh growth fully funded, and that is not priced in at all. I used to be 100% clsk and am now 80% Iren. Good luck to all.
If that's the case James, then why don't you hold them till the end of the Bitcoin top. I think that a weighted bag of miners from the BTC low held until the end should give a nice amount of X return.
I dont understand. IA said hes scaling back on miners right now (selling of) but also said in the same sentence - they have have huge potential growth - so what do you recommend? haha
James had BTC to 120k originally. So you could say if it spiked over weekend then crashed miners would be untradable and could sell off. If you belive BTC is going to 150-200k then mines got some huge moves ahead
@ I do believe BTC is going higher My question is if the minors are going to run as fast as bitcoin. This cycle, bitcoin has been beating the miners significantly.
![I.N "HALLUCINATION" | [Stray Kids : SKZ-PLAYER]](http://i.ytimg.com/vi/n5B5q1Hwt_U/mqdefault.jpg)
Thank you James, as always. Always appreciated
Thanks again!
CLSK's cost to mine is 36,250$. Isn't that crazy considering current BTC prices, their mining performance and current stock valuation. The stock will go bunkers at given time...
And the only miner that has a bond whose terms mean no stock dilution until at least $24 a share. By contrast, $Iren has a new 1 billion dollar dilution.
I 💜 CLSK!
So why is CLSK so low than? Mara too
Per Sebastian, there are no miners with an all-in cost anywhere near $36k/BTC. The lowest cost is in the $50-60k range.
MARA is the 1 in my eyes
What an awesome thumbnail!!
Nobody does an in depth miner report like James. Nobody.
thanks James! stay warm!
Thank you for the update ❤
You are so welcome
Best channel ever. Thanks James for all you do 🥰🥰🥰
Brilliant video. 1st class content as usual. You guys set the standard. Top class.
Thanks, James!
Here’s the takeaway. If you believe BTC is heading to 120k before a potential pullback to the 80s then hold for that pump as miners will have a big pump when BTC breaks it’s ATH of 109k on it’s way to 120k
Late but always happy to learn from James🙏
Greatly appreciated James!
Thanks James and team!
Thanks for all your hard work James & team! Have a great weekend!
Good first mining insights for me. Thank you James
James, I hold CLSK and would grateful your view of why its share price is so sluggish when it does so well in the composite score.
I had a tiny CLSK position and sold it at a loss, got tired of seeing all the good metrics and BTC climbing but the CLSK price kept falling, as James says, "cut your loosers"
CLSK had an 800M dilution last year and bought an 11M jet. People focused on the jet which saved them money. Dilution hurt the stock. $Iren just announced a 1 billion dollar dilution which only works if they get an HPC AI deal. CLSK now has a convertible bond that guards the stock from dilution up $24/share. Possibly up to $33.
Lots of shorts on clsk, holding the price down. Hopefully get a squeeze when the shorts have to cover.
Regardless of production costs if you belive BTC going to hit 150-200k then MARA is going to go wild holding 40000 BTCs
@@mooretim27
Buying a jet saved them money. Hahahaha
I’ve got a cost-saving bridge to sell them too !
Thank you for providing miner data James - holding and waiting for them to run.
Thank you, James! Great data and KPM. As always! Appreciate you brother. 👍🏼
Thanks for the great work James. Much appreciated.
You're the man James! Thank you for putting this together for us!
you are the best James!!!!!
Have HUT, CLSK, both have done well. Thanks for your info!
I love the picture in the caption awesome 😊
Love this. Thank you again for all the alpha. 🎉
Thank you James and team, very nice information and wise comments. ❤
Glad you enjoyed it
waited a long time for this, thank you James !!!
great job, thx James
My favorites are CLSK (efficiency) und IREN (AI Infrastructure)
What an amazing video! Thank you James!!!
My pleasure!
Thank you very much James !! Stay warm my friend :-)
I valued $HIVE as the most undervalued Bitcoin miner. Thanks James.
I concur. Most undervalued miner period. I hope with them shifting HQ operations to US and their Paraguay facility getting operational this year will help stock price appreciation.
My price projections are $10-$15 when above and BTC at to $130-$150k happens. We shall see(NFA).Good luck to all.
I agree, shifting to US as well as being the first publicly mined stock. They could do really well and has the biggest upside
Hey brother! You're the man. Life is Great
Cifr or mara? Thanks
Thanks for all the great work. Superb
Thanks for the nice presentation of these data, much appreciated.
Glad it was helpful!
Mara could be the next Microstrategy!
yep
Mara is 71% pure Bitcoin!!
Great James 🦋
Nice analysis but two flaws one no AI compute analysis and two seasonality starts if you look at each of the three having years in February, why would you scale back now?
the top miners all pivoted to Ai, just like IREN may do if they get a massive HPC deal
There is no Ai compute to analyze. Corz will have revenue of note. No one else does nor will. You bought into a marketing machine. They're all in such high demand that they've been talking about doing this for the last 12 months while hyperscalers are signing deals in Japan Singapore middle east India. Wake the fuck up morons. They don't want cipher and irens random megawattz
Love the intro
Since the Dec 30 dip, CIFR up 25.8%, CLSK 19.35%, IREN 28.8%. That’s not bad at all. And we’re headed into plenty of upside as BTC rises in 2025. Buying the dip as entry or cost avg pays.
@@EdRobles1 Half of the $Iren gain is from the last 2 days based on the idea that an HPC AI deal “must be coming, because why else would they announce a ONE BILLION DOLLAR DILUTION? Lol. This happened twice last with $Iren. Each time, no deal.
@ good info. I did notice that IREN moved different than the rest and now I know why. Value add in this space.
@@EdRobles1 the guy above obviously is all in CLSK and has watched his stock price dump lower than Riot and....IREN! He can't accept that IREN is going to get an HPC deal and their execs have their shareholders best interests in mind (ie: they don't get any stock options until $20/share). No private jets either (absolute worst optics I've ever seen from a company losing hundreds of millions a year)
Hi bro
Thank you
I doble my money just by loocking at your you tube
I got 300000 swedish crowns
About 30.000 dollars maby a bit less
I just want to triple my money in 2025
Wish would be the safest bet
To do that.
3 x dosnt sound too ambitious but it is my first circle I I wan to be the safest
Also I could loud that money and still have 300000 more on a savings account
On the next circle I would
Put everything in following your advice
I m a dad of 2
47 year cheff
Thank you
You change my life !
Earn more with me and thank me later
Great job James. Wondering if you could do a miner video looking at how well each miner has done since the bottom of the bear market in December 2022. I love your year end videos on how well you predictions went for the year. I love to see a similar one looking at mining stock performance vs what you predicted over the cycle.
Appreciate you ❤
Thanks James! Is MSTR more valuable now BTC can be collateral for loans to buy more BTC?
Hey guys good afternoon 😃
Clean math as usual ❤
Always :D
When you sell some of your SOL, can you upgrade your camera quality and stream in 1080 or 4k?
Off topic but how cool is JUP's new perp limit order!!! Soooo cooool
fk yeah i been waitin
@InvestAnswers mate me to ! Respect from 🇦🇺
James I love your passion!
Might be interesting to see rankings of bitcoin held by governments divided by country population 🤔
Bots in chat…got this video live yesterday. I have to ask since I’ve listened every day for almost a year…did you take the day off?
Thanks for the update James !
I like BITF because the option market is very generous with the selling of short term optionst. More profitable than CLSK at same risk level.
I wouldnlike to see these charts in a YTD format so we can see the while picture or maybe even a 4 year chart right after a new BTC ATH. Love your content BTW! Amazing work!
Exc. vid...and thanks. In the end it will be Mara that will make me the most money. I don't know if the numbers say that but the buyers will say that....
Corz is a majority HPC/AI business now.
I own a lot of corzz… bstinvestment
@@MyrnaElliott-t2z what is your target to sell $corz
rip, still hold bitfarms and am down 50 %.... tempting to take the loss and just invest the rest on clsk
Hey folks! hey James
Thanks James!
Great video James! Great that CLSK is still on top! What is your target for this bullrun? Higher/Lower? I'm holding a big bag that has risen up to near $25 and is less than half that now. Been waiting for it to start moving up again post-halving however I guess increasing costs and dilution is preventing this at the moment. Do you have a target range for TP DCA? Be interesting to see their results now that they have scaled up their game! 👍💪
Why scale back if you think miners will be on fire with just a little btc increase?
Exactly
Love the countdown
If CLSK is the best overall option, how does it stack up against MSTR?
Awesome details
Came to thumbsup just for the thumbnail 😂
Another triumphant video. Many thanks!
Simply The Best ❤☕️☕️🎶
Thanks!
Hello James, greetings from Devon, SW England..
Aint any warmer in BC about now...
Thank you James
Thanks
Hey James 2 questions:
1. Would you think its a better investment to relocate the money ive invested in Palantir into MicroStrategy?
2. If you could choose just one of your indicators/patreon, what would you suggest paying for?
lol both these questions are unanswerable without context, also these are not decisions he's not going to make for you
@boundless4182 thanks for the help Bruce
CLSK did some great work! When will it be revalued???? Great chance to get in still...
AN UNBELIEVABLE AMOUNT OF WORK GOES INTO EVERY SHOW, BUT THIS IS A WORK OF ART!
and so time efficient!!
corz is the 1
Unreal the amount of work that went into this video. Thanks to the data crunching team at Invest Answers.
you the man James....
Thanks James & Mods
THANKS DIY_Capital 👍
Thank youuuuuu!
Dont own miners but still enjoy james time
Any idea why MSTR down today while bitcoin up?
Because there is no direct correlation between BTC price and MSTR price.
Some nonsense WSJ story about taxes on unrealized gains. Pure FUD.
News story and possibly ATMing
Buy the dip.
My uncle saylor use ATM 🏧
Beauty of a video. Have you looked into adding AI revenue and potential plays like that?
James ...whats your opinion on BITX??
Wen miner ETF basket? ;)
Just curious but how do you feel about Musk after the salute?
Colder here in Canada
Getting big bag on Hive
Not clear why you are scaling back on your mining positions? To me it seems like BTC needs to pull back to its 50 day MA before moving much higher.
Red more Tom cruise themed thumbnails!! Next please do last Solana (samurai) 😂😂
Bought 50k shares of Hive after watching this video
When will saylor let the MSTR price up ???
Give it until 2030. Be patient!
You would scale back on your miners when the miner index WGMI/BTC is curling up from range lows?
Best charts in the game 🏆INFORMATION IS THE MOST VALUABLE COMMODITY 💰
One important metric that might sway the ranking - probability and extent of dilution (subjective based on historical and CEO direction). I’ve been burnt by this from CLSK and others. Would you consider adding this please? Thanks for all that you do, you’re awesome.
Very cool
Excellent report as usual. 1. It's IREN, name changed months ago and all the slides say it. 2. Clsk is the WORST performing miner by far and still wins?? 3. Corz and Hut score the lowest but are the BEST performing miner stocks the past year because of their switch to Ai. 4. IREN is by far the most efficient Btc miner but also have the largest HPC power portfolio, biggest Exh growth fully funded, and that is not priced in at all. I used to be 100% clsk and am now 80% Iren. Good luck to all.
i look at data..... markets are irrational. i found CLSK before anyone did bsaed on this model
Saw that intro on a Raoul Pal YT a year or so ago. Best intro i have seen. almost impossible to follow! Our Journey - Allan Fajardo
i dont like the dilution of CLSK to buy back their shares. so i sold :)
Why is CLSK down so much from its high? I don't get it.
Dilution and I suspect distrust in management after they sold a load of shares before announcing an atm a while back. Only my guess..
That is the downside to investing in risky miners.
Just own the much-less volatile Bitcoin.
👋Jamesand Team 🚀
Can you comment about the new FASB rule?
If that's the case James, then why don't you hold them till the end of the Bitcoin top. I think that a weighted bag of miners from the BTC low held until the end should give a nice amount of X return.
I dont understand. IA said hes scaling back on miners right now (selling of) but also said in the same sentence - they have have huge potential growth - so what do you recommend? haha
James had BTC to 120k originally. So you could say if it spiked over weekend then crashed miners would be untradable and could sell off. If you belive BTC is going to 150-200k then mines got some huge moves ahead
@ I do believe BTC is going higher
My question is if the minors are going to run as fast as bitcoin. This cycle, bitcoin has been beating the miners significantly.