Kelly Greer
With Crucible Capital, focusing on energy, compute, and crypto. Focuses on liquid and credit opportunities.
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May 9, 2025 • 34min
THE MINING POD: GPU Financing Rough Patch, Antalpha’s $300M Valuation, Bitfarms Pauses ASIC Orders
Kelly Greer from Crucible Capital joins to discuss the evolving GPU financing market and its potential transformation. She highlights shifting dynamics in hardware leasing, revealing competitive rental prices and the impact on Bitcoin miners’ strategies. With a recent IPO valuation for AntAlpha reaching up to $300 million, they explore implications of ASIC tariffs and partnerships in the industry. Notably, Bitfarms is pivoting towards high-performance computing and AI, showcasing a significant shift in focus amid current market challenges.
May 9, 2025 • 34min
GPU Financing Rough Patch, Antalpha’s $300M Valuation, Bitfarms Pauses ASIC Orders
Kelly Greer from Crucible Capital joins to discuss the shifting landscape of GPU financing and hosting. He dives into the implications of Bitcoin’s rising hashrate and the recent drop in GPU rental prices. The conversation highlights Antalpha’s impressive IPO valuation of $250-300 million and the impact of potential tariffs on ASIC miners. Bitfarms’ strategic shift to focus on high-performance computing and AI infrastructure reveals a trend in the industry’s direction. Join them as they unravel the complexities of these evolving markets!
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