Power Analysis
Anthony Power & Bryce McNallie
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Bitdeer Technologies - Chief Strategy Officer, Haris Basit - Q4 Earnings & Outlook!
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-location Check 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
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