As there is no qualification to become a BTC Mining Analyst I'm also going to offer my unqualified view. This is a follow up to my prior opinion piece on what the industry may look like in >10 years. The purpose of this is to develop a POV of who may stick around. See thread.
Live premarket look at how much $BTC you get for every $100 of basic shares that you own for $MSTR, $MARA, $RIOT, $HUT, $CLSK and $SMLR
Also shown is how much each Exahash is valued at for MARA, RIOT, HUT and CLSK when value of BTC holdings is stripped from Market Cap
MARA 👀
@MARAHoldings@RobSamuelsIR Philanthropists of share holder capital. Start demonstrating that your skunk works projects deliver revenue before patting yourselves on the back. Outrageous how much shit you’re up to and NEVER a line of sight to revenue is offered. Jokers @RobSamuelsIR@fgthiel@theRealSalKhan
Glad to have @Piper_Sandler on board with an Overweight rating and $34 price target:
"Our favorite pure play bitcoin miner, @MARAHoldings is the industry leader in bitcoin mining capacity (~50 EH/s EOP 4Q24E) and boasts the second-largest corporate bitcoin treasury globally (>40k BTC worth ~$4bn). We believe $MARA has a “fastest to scale” advantage in bitcoin mining and should benefit from compounding returns on a larger initial bitcoin treasury and mining fleet relative to peers."
When you buy a share of MARA, 53% of that share is directly backed by bitcoin. The other 47% of the share gets you the largest and most innovative bitcoin miner on earth that is committed to a HODL strategy that grows BTC per Share and had a cash cost per coin of $50,227 last quarter
I'm seeing an increase in the number of people capitulating with the miners in my Patreon and in my Youtube comments. It pains me to see this as we have been through much tougher times with the miners. Especially when we are possibly so close to having the miners run like crazy, like in the previous cycle. I would just say to all of those that are on the fence with regard to the miners. Give them another 3 to 6 months. Patience, grit and determination are needed in this space. Good luck to all!
@sebastian_ski People capitulating in the miners and still paying your subs. Give me a break. This was a desperate and embarrassing plea to enable you to keep up your data duplicity charade,
#MARAPOOL is on a RECORD PACE of mining "Made in USA" blocks in December 2024! 🇺🇸
FYI: MARAPOOL is comprised 100% of hashrate that $MARA has on USA soil. #MARA has an additional 2.5 EH that is pointed at Foundry/Slush pool that is on international soil or participating in Energy Harvesting pilots in the USA
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