Recapping the action in bitcoin and macro. Nik interviews Michael Saylor.
Really enjoy your content and market perspective.
Just curious if you considered adjusting the energy cost input of your electricity hash valuation to account for miners setting up where they can purchase electricity at a discount, given how important energy costs are to miner profitability?
A Compass Mining post in July suggested many miners are paying hosting providers $0.06 to $0.08 per kWh: https://compassmining.io/education/how-energy-inflation-is-affecting-hosting-rates/
Accounting for this might bring the electricity hash valuation more in line with other inputs to the TBL confluence price.
We're iterating on EHV and this report certainly adds worthwhile perspective, thanks for sharing!
Looking forward to following as it evolves!
Keep the content coming guys, it's brilliant and so accessible. Personally, TBL has become my signal in a noisy noisy media-space.
Thank you very much! We're happy you find it signal-dense and accessible, have a great weekend sir.
Really enjoy your content and market perspective.
Just curious if you considered adjusting the energy cost input of your electricity hash valuation to account for miners setting up where they can purchase electricity at a discount, given how important energy costs are to miner profitability?
A Compass Mining post in July suggested many miners are paying hosting providers $0.06 to $0.08 per kWh: https://compassmining.io/education/how-energy-inflation-is-affecting-hosting-rates/
Accounting for this might bring the electricity hash valuation more in line with other inputs to the TBL confluence price.
We're iterating on EHV and this report certainly adds worthwhile perspective, thanks for sharing!
Looking forward to following as it evolves!
Keep the content coming guys, it's brilliant and so accessible. Personally, TBL has become my signal in a noisy noisy media-space.
Thank you very much! We're happy you find it signal-dense and accessible, have a great weekend sir.