John Todaro

Join John Todaro, Managing Director at Needham & Company with expertise in Bitcoin mining and AI, and Kevin Dede, Senior Research Analyst at H.C. Wainwright, as they delve into the evolving landscape of Bitcoin mining. They explore why miners are pivoting to AI, the implications of Wall Street valuing them as data infrastructure, and the potential red flags investors should watch for. The duo critiques hashprice trends and discusses the financial pressures facing miners while pondering if rising AI demand can justify the massive infrastructure investments.