Rogue Analyst ∞/21M

Analyst gone rogue

[Rogue Analyst ∞/21M @RogueAnalyst]

Core Scientific $CORZ January 2022 Update 👇

🔸 Mined 1077 #BTC
🔸 Operating 14 EH/s
🔸 Over 75,000 ASICS fleet
🔸 powered down 4 times (winter)

https://t.co/XDzbiBZXEE

[Rogue Analyst ∞/21M @RogueAnalyst]

But more most (including me) stacking #sats is the best option.

[Rogue Analyst ∞/21M @RogueAnalyst]

There’s a case to be made for hodling #Bitcoin and miners.

As we progress towards hyperbitcoinization, late comers may not be able to acquire #Bitcoin fast enough.

The next best option will be buying public mining shares.

Expect the market cap of these to explode higher.

[Rogue Analyst ∞/21M @RogueAnalyst]

Valkyrie’s #Bitcoin Miners ETF hit the market this week.

Top Holdings 👇

🔸 $BITF
🔸 $ARBK
🔸 $CLSK
🔸 $HIVE
🔸 $SDIG

Learn more here: https://t.co/cfFVlDcPDl

[Priced in ₿itcoin ∞/21M @PricedinBTC]

Priced in #Bitcoin, Marathon Digital and Riot Blockchain performance since 2020 halving 👇

$MARA: +700%
$RIOT: +169%

https://t.co/MI5A5touVY | Supported By @MimesisCapital

[GigaChad @chadeverett]

@RiotBlockchain acquired @ESSMetron to secure the supply chain of electrical infrastructure for their Bitcoin Mining Data Centers https://t.co/6MrS32vcQn via @YouTube

First Look #Bitcoin #Electrical #Infrastructure #SwitchGear

[Rogue Analyst ∞/21M @RogueAnalyst]

@Bitcoin_is_ @PricedinBTC Def not HIVE and Argo, but will get back to you on the rest.

[Rogue Analyst ∞/21M @RogueAnalyst]

Top 14 #Bitcoin miners ranked by Market Cap 👇

$MARA $4.2B
$RIOT $3.0B
$NDTAF $1.7B
$HUT $1.5B
$HIVE $1.1B
$BITF $1.0B
$IREN $793M
$GREE $704M
$ARKBF $617M
$BTBT $515M
$CLSK $478M
$BTCM $473M
$SDIG $335M
$DMGGF $121M

Total = $16.5B

Read more: https://t.co/ztSHIRJwhz

[Rogue Analyst ∞/21M @RogueAnalyst]

#Bitcoin Miners going public by Q1 2022 via SPACs/reverse mergers 👇

🔸Gryphon Digital Mining
🔸Core Scientific
🔸Bitdeer Technologies
🔸Prime Blockchain
🔸Griid Infrastructure

Details here: https://t.co/UnsYfyFSna

[Rogue Analyst ∞/21M @RogueAnalyst]

@Vincentnls @miningmemo Changed methodology.

Originally included indirect costs, the new table only includes costs directly related to mining, i.e. no marketing, CEO salary, etc.

[Rogue Analyst ∞/21M @RogueAnalyst]

$RIOT Q3 Highlights 🔥

QoQ Change 👇

⬆️ BTC mined up 91%
⬆️ Revenue up 89%
⬆️ Mining margin 76% from 70%
⬆️ BTC holdings up 58%
⬇️ Net Income down $34.7 million

Read more here: https://t.co/UjA0u4VbMG

[Rogue Analyst ∞/21M @RogueAnalyst]

#Bitcoin vs 10 Year US Treasury Rate

[Rogue Analyst ∞/21M @RogueAnalyst]

1,000,000 #sats off the market🤝

[Rogue Analyst ∞/21M @RogueAnalyst]

#Bitcoin "dumped" trying to break 20K too...

[Priced in ₿itcoin ∞/21M @PricedinBTC]

#Bitcoin Production YTD 👇

$RIOT: 2992 ₿
$MARA: 2517 ₿
$BITF: 2750 ₿

https://t.co/MI5A5touVY | Supported By @MimesisCapital

[Rogue Analyst ∞/21M @RogueAnalyst]

$MARA is presented with an opportunity.

[Rogue Analyst ∞/21M @RogueAnalyst]

Interviewed for a job, went superb, until the last question: “would you be willing to get vaxxed?

Lol hell no bro.

[Priced in ₿itcoin ∞/21M @PricedinBTC]

Inflation Rate by Country 👇

🇹🇷: 19.89%
🇧🇷: 10.67%
🇷🇺: 8.13%
🇲🇽: 6.24%
🇺🇸: 6.20%
🇪🇸: 5.50%
🇩🇪: 4.50%
🇪🇺: 4.10%

*Actual rate definitely much higher.
*G20 reported as of Oct/21

https://t.co/MI5A5touVY | Supported By @MimesisCapital

[Rogue Analyst ∞/21M @RogueAnalyst]

Nothing beats a #Bitcoin bull market.

Up Forever Laura

[Rogue Analyst ∞/21M @RogueAnalyst]

Financial Leverage Ratio of Miners

🔸 $RIOT: 0.00
🔸 $MARA: 0.00
🔸 $BTBT: 0.00
🔸 $HUT: 0.02
🔸 $BITF: 0.06
🔸 $HIVE: 0.19

FL = Financial Debt / Equity

#Bitcoin miners have the capacity to borrow and attack fiat 🚀

https://t.co/2e1MOcnsNr