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Compounding Lab
Compounding Lab@CompoundingLab·
Why I believe $BTDR is an opportunity you would not want to miss. Out of 3GW capacity, >50% (1,708/3,000) is already converted / on it's way to be converted into HPC/AI, with expected timing by no later than 2027/2028. As $BTC popularity wanes, the shift from cryptocurrency to AI is not just possible but likely. Fine, capacity is twice that of $NBIS (they target 4GW by 2027). But BTDR MC is 3.2B and Nebius >50B. So even if Bitdeer catches up to half of Nebius, that's 25B and 8x from here. Opportunity is here.
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