@lexfridman Kunming, then south to Xishuangbanna. Incredible people and food. Old silk road towns that are Muslim but still in china. And not in Tibet so not politically difficult.
@AB_Brammer The key point being made is that there is a valuation premium for data center revenue vs bitcoin mining revenue. So for the arb to work many must exit btc mining and use the same power infra to go long data centers. Isn't that arb really a 'long dollar and short btc' trade???