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The Intrinsic Value Podcast - The Investor’s Podcast Network

MI227: Investing in Bitcoin Miners w/ David Khalif

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6592 Ratings

🗓️ 11 October 2022

⏱️ 74 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN:   03:52 - What is bitcoin mining, and how these companies generate their revenue. 08:06 - How China’s ban of crypto miners impacted the industry.  28:46 - How the increased focus on the environmental impact of mining has impacted Bitcoin and miner’s competitiveness and profitability.  37:25 - What David thinks is an appropriate crypto allocation for Millennials. 47:38 - How Bitcoin historically performs over a 4 year market cycle.  50:23 - What tools to use to help understand if Bitcoin is over or undervalued in a market cycle. 55:52 - What makes a good bitcoin mining company? 01:01:56 - What are the benefits of owning bitcoin miners along with Bitcoin? 01:10:04 - What catalyst we would need to see for Bitcoin to start rising again.  And much, much more!  *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Viridi Funds. Related Episode: The Bull Case For Bitcoin w/ Clay Finck - MI183. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with David: Twitter | LinkedIn   Connect with Rebecca: Twitter | Instagram HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0

You're listening to TIP.

0:03.0

Generally speaking, every, you know, three out of every four years, Bitcoin is heavily outperforming.

0:08.0

And in the fourth year, you know, maybe when I would consider allocating or buying the dip or doing things of that nature.

0:13.0

And we're funny enough, 2022 is that fourth year.

0:16.0

It tends to follow the trend that we saw in 2018 with Bitcoin going down.

0:20.0

On today's show. to follow the trend that we saw in 2018 of Bitcoin going down.

0:29.2

On today's show, I'm joined by David Khalif, who's the co-founder and head of operations at Veridi Funds. Vridi Funds is a registered investment advisor, and they provide crypto investment

0:35.5

products, including a Bitcoin miners' ETF.

0:38.9

During today's episode, I chat with David all about what Bitcoin mining is, how these

0:43.9

companies generate their revenue, what to look for when analyzing these companies, and

0:49.1

what makes a good Bitcoin mining company.

0:52.0

We also talk about how the crypto landscape has changed recently,

0:55.7

who has been the winners and losers from recent regulatory changes, how Bitcoin has historically

1:01.5

followed a four-year cycle, what catalysts David thinks could cause Bitcoin to start rising again,

1:07.1

and so much more. I really enjoyed today's conversation with David. I know I learned so

1:13.0

much about the Bitcoin mining space and just what's been happening in crypto lately. So with

1:18.2

that said, I really hope you enjoy today's conversation with David. You're listening to

1:24.1

Millennial Investing by the Investors Podcast Network, where your hosts, Robert Leonard and Rebecca Hotsko, interview successful entrepreneurs,

1:32.4

business leaders and investors to help educate and inspire the millennial generation.

1:48.0

Welcome to the Millennial Investing Podcast.

1:50.2

I'm your host, Rebecca Hotsko.

1:53.8

And on today's episode, I am joined by David Khalif.

...

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