BenWerkman on Nostr: Everyone likes some price predictions/guesses so here are a few of mine for some of ...
Everyone likes some price predictions/guesses so here are a few of mine for some of the #Bitcoin miners.
Yes, there is a model with assumptions for future share dilution, BTC price appreciation, BTC HODL growth, industry EV valuation expansions, etc., etc., but that is boring so we will skip it.
I will say I am giving no credit for surprise AI/HPC deals, and thus this is my base case I'm working with utilizing current stated growth plans. All miners shown got exactly the same treatment applied and assumes they will hit their targets (many won't, keep that in mind).
So without further context, here are some of my current predictions:
Yes, there is a model with assumptions for future share dilution, BTC price appreciation, BTC HODL growth, industry EV valuation expansions, etc., etc., but that is boring so we will skip it.
I will say I am giving no credit for surprise AI/HPC deals, and thus this is my base case I'm working with utilizing current stated growth plans. All miners shown got exactly the same treatment applied and assumes they will hit their targets (many won't, keep that in mind).
So without further context, here are some of my current predictions: