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โถ CEX Website: cex.io
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00:00 Introduction
01:35 Wall St and AI Lit the Fuse
03:24 Schultz Knew ๐
03:38 BTC Miners now worth $90BN
04:27 Why Bitcoin Miners Fit AI HPC Perfectly
05:11 Whoโs Leading the Pivot to AI Compute
06:36 The Valuation Gap: AI Arbitrage Opportunity
07:23 Winners Since 2023 $MARA $CLSK $RIOT & $IREN
07:59 Miner Hashrate Rips Ever Higher
08:19 Miner Net Flow
08:41 Miners Avg Cost to Mine – $110,993
09:24 CLSK CEO Talking SBR w Bessent
10:59 Gains to 52 Week High
12:09 Miner HODL Bags
13:12 Bitcoin Production SEP 2025
14:18 Current Hash Rate & Future Hash Rate
15:07 Brand New Ratio – $$$ per Mth Per Rig
15:45 IA Production ROI Model
16:28 Note HIVE HEP from Paraguay
16:40 PE Ratio
17:19 Price to Book and Price to Sales Ratios
17:40 Cash to Debt
18:20 Miner Liabilities
19:00 Liabilities over Market Cap
19:37 Conclusion
19:51 IA Miner Model – Unweighted
20:52 IA Miner Model – Weighted
21:33 Winner, Second Place and Third Place
21:46 Avg oF All Analyst Price Targets
โถ Coinbase Website: Coinbase.com
โถ CEX Website: cex.io
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