Kevin Dede, Managing Director and Senior Technology Analyst at H.C. Wainwright Co., provides an institutional perspective on Bitcoin mining, exploring the industry's past, present, and future challenges. His unique Wall Street lens reveals how power costs, semiconductor advancement, and strategic pivots to HPC/AI are reshaping the sector's competitive landscape.• Wall Street's evolving perspective on Bitcoin mining and the critical role semiconductor development plays in driving efficiency• The CoreWeave acquisition of Core Scientific and what it means for the industry's direction• How institutional analysts evaluate mining companies and set price targets amidst market volatility• Executive compensation concerns within the mining sector and the growing pushback from shareholders• The power cost challenge and why it's the primary determinant of miners' long-term viability• The potential transition of Bitcoin miners to HPC/AI services and whether pure-play mining has a sustainable future• Top picks in the sector including MARA and Bit Digital and the rationale behind these selectionsTake a second to smash the like button and subscribe to McNallie Money. Let us know in the comments what you think of today's discussion and if you're currently holding any of the miners we discussed.Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletterAnthonys 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 - [email protected]

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