Crypto stocks were generally a mixed bag this week, with a largely flat market and some individual movement amongst stocks. One stock stood out as an exception though, Bitdeer. The most successful of the De-SPAC’d crypto companies, Bitdeer sits at an enterprise value of ~$1.9B, up 61% from their initial valuation of $1.2B after going public.
The company has a unique approach to mining, offering “mining-as-a-service,” or what they call cloud hashrate hosting, which enables all customers, from individuals to institutions, to participate in crypto mining with little to no startup costs and receive rewards easily.
Their Q3 2024 breakdown of revenue was 50.8% self mining, 11.5% cloud hashrate hosting, 15.5% general hosting, 16.0% membership hosting and 6.2% other undisclosed revenue.
This past week, despite missing consensus earnings per share by 265.2% and revenue by 19.9%, they announced the pricing of a $360M convertible note investors are clearly bullish on. With the extreme competition in this space, it’s interesting to track a miner doing something different and trying to bring this service to all investors.