#Bitcoin #microstrategy #Bitfarms #IrisEnergy #CleanSpark #Hive #hut8
https://compassmining.io/education/october-monthly-performance-riot-hive-mara-and-more/
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0:00 Bitcoin vs the Best Proxy???
1:15 Rem Investing Is a Bloodsport
1:40 NY Moratorium
2:00 Banning #Bitcoin mining in 2022 is like banning the internet in the 90’s.
2:11 Hashrate Hitting new ATH’s
2:26 2022 Bitcoin Mined per EH per Month
4:16 2022 Bitcoin Mined per EH Delta
5:18 Delta Ranking Jan – October. Top 4 Matter
6:00 Delta from Avg
6:14 Bitcoin HODL’d per Miner Oct 31, 2022
7:30 Miners Selling at Fastest Rate in 7 Years
8:18 Hive Balance Sheet – Satisfactory
8:35 IRIS Balance Sheet – Cash = Debt
8:50 CLSK Balance Sheet – Net Debt Satisfactory
9:57 BitFarms Balance Sheet – Concerning
10:26 Marathon
11:57 Price EPS and MC
12:35 MC/EH – Argo, Bitfarms, CLSK and Iris
13:59 Delta Ranking Jan – October. Top 4 Matter
14:10 ARGO is the outlier
15:00 What Happens if BTC Regains ATH…
16:00 What Happens to MSTR if BTC Regains ATH
17:18 $MSTR Bond Market Truth
17:56 If Bitcoin Hits All-Time High
18:16 Iris Energy – Immediate Repayment of Loan Required IRIS Breaking News
19:09 Pure Form Always For Majority of Holdings
19:54 Bitcoin Not Going away we are early
20:36 Conclusion
28 Comments
I enjoy your videos. Very informative. A lot of personal time put into all of them. I wonder how some other youtube channels get more subscribers when all they do is read and highlight headlines. Really. Just read head lines and play clips of news videos. You actually put together some original content and concepts. Much appreciated.
Where do we get the data for this charts, I have my doubts about the quality of the data
Not tough at all. Bitcoin is the only answer
Great content James. Have you seen the Bankless video about the ponzi? makes ATHs look difficult to achieve again without the wrong doers manipulating everything. Will be interesting to see the way the industry recovers and what the fair prices are.
Might have missed it – why is CORZ not included in the KPI tables in the 2nd half of the video?
Re the bankless ponzi claim that ath cannot be reached again without manipulation. Can you examine and do a financial comparison of some top 20 projects using traditional valuation techniques. For example chainlink does not charge for its service at the moment which I assume will change soon, so when it does, does it compete with existing data providers servicing data providers to stock markets. Do crypto companies make financial sense?
HAPPY THANKSGIVING ALL
In the UK you can buy Microstrategy within an ISA, which is a tax free investment vehicle. I put my BTC trading money in this, so i can buy and sell tax free.
What happens is the BTC price stays <15K for 1 yr. Would there be enough miners to keep BTC going
Quality is better than Quantity
Very cool audience , with manners etc
I think recognise the table you used to highlight Mara Q3 numbers 🤔😂
Thanks James for your content
If it's more expensive to now mine btc surely that means less btc on market as miners won't mine ! which surely means btc should go up right???
Thanks James and the team
hard to stay positive when the outlook is down for the next 12 months or so.
Can you please do a deep dive on Solana, its being smashed with Fud
Great Session! BUT… would love to know what happens if BItcoin hits lower threasholds in price. If energy costs increase by x% (per kwh), if interest rates go up by xxpts, and what the 'Halving in 2024' means to the industry of miners. Also, what happens to the Ledgers of miners that go out of business? Why is the Hash Rate moving up so fast? So many RISKs! Thank you.
You are Jean Claude Van Dam though aren’t you? Admit it.
happy thanksgiving james. having fun yet?
How come you dont talk about FTX? I want to hear your thoughts.
Happy Thanksgiving everyone and as always, thank you James for your thoughtful deep dive analysis. So much value. That said, I would like to add to this analysis. My experience with miners, esp. Hut8 since I am most familiar, is they act as a 3-4x ETF on btc. In 2021 for example, when btc hit all time highs (twice) Hut8 was around $15 p/s. More risk? Absolutely! 3-4x is to downside too! Still, based on experience, best miners will far outperform btc when market reaches all time highs again. More risk, but 3-4 times the reward. 😀
BTC all time high and will send the miners far beyond their hodle value alone. You probably should have mentioned that.
Awesome work buddy thanks
Jcvd and Bolo Yeung! Classic!
Your Panel is right in one way. As far as One Rule Democrat Socialists are concerned… Their Best days are over.
Thank God–The one they hate.
The sooner we end their ridiculous Ideals the better. END THEM–We will be back on the road to success.
.
What about GBTC?
Hut 8 is so not telling us whats going on . Also, they said they would use the GPUs to mine the next coin when ETH went to POS, Well they have not done that. Currently I believe they are saying they are looking how to use the GPUs. What ???? I have little faith in Hut 8 anymore