@RJCcapital So there is mismatch. US demand may slow, while ROW demand is not ready to replace it
Bottom line, in my view, this is negative across the supply chain in the near to mid term, just through different mechanisms. Long term may still be positive, but timing matters than direction.
@michaelsikand Hi Michael,Any updated thoughts on $BMNR and its Ethereum Treasury thesis after the recent volatility? Still as bullish?Appreciate any color you can share. Thanks!