
In this episode of Financial Fox, Stefania Barbaglio sits down with Kevin Dede., Managing Director of Equity Research at HC Wainwright, to dive deep into the evolving world of Bitcoin mining and AI data centers. Kevin, the first Wall Street analyst to cover crypto and Bitcoin mining, shares his expert insights on:🔹 Key metrics for analyzing Bitcoin miners (access to power, capital efficiency, regulatory landscape)🔹 The shift toward hybrid business models (Bitcoin mining + AI compute)🔹 How Bitcoin mining can stabilize energy grids and unlock new revenue streams🔹 The impact of U.S. regulatory policies (SEC, CFTC, and upcoming legislation)🔹 Why AI data centers are attracting higher valuations and transforming the industry🔹 The "mullet data center" strategy—HPC in the front, Bitcoin mining in the backPlus, Kevin’s take on Trump-era crypto policies, tax implications for miners, and the global race for decentralized compute infrastructure.
From "FinancialFox"
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