BMNR has much less debt to service if any at all.
TBH I don't really understand why they started BMNP... since they are very close to the 5% target and have already done enough ATM.
ATM was expected.. however forever funding to pay preferred was never a part of the original narrative on these names.
I have concerns BMNP will work as a headwind to BMNR requiring more responsibility in the same fashion MSTR to STRC/STRK/STRF/STRD.
@natbrunell@saylor@phongle@Strategy Id like to know what they think about the drop in Exahash due to increase in miners switching to Ai Compute.
Less than 5% BTC remains to be mined is this now a dead metric?
What metric could be used to price value if cost to mine is no longer a floor?
Its one thing that they sell some "btc" to cover STRC since at least they can arbitrage by selling high cost Coins some tax relief...
however they are still ATM common sub 100 > >
Seeing it down during typical bear market makes sense... using the bear market to build cash reserve /facepalm
@Micro2Macr0 Biggest game of chicken
Also, feels like poor market sentiment near ATH's with all the fear
I can only imagine when the market gets euphoric it will be wild
@amitisinvesting Stocks acting like Shitcoins
Double digit up and down on many earnings.
Like I mentioned at the meet up Greater use of leverage markets will forever be altered to be more violent for both the upside and downside.
Think bigger imo, if it's proven safer govt subsidies to companies who save life's if it gets that competitive imo.
However World is moving to a own subscribe to everything.
Music cds / vinyl ? Naw spoitify
DVD VHS? Naw stream from online.
FSD - Could also just be sticky like the aapl ecosystem is to the iPhone if enough cars on the road.