At the peak of the next bull cycle we will see a public Bitcoin mining company with a market cap > $100B.

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I hope you're right.

What will MSTR be at?

Absolutely. I’ve got my bet on Riot.

There's no way. Not happening.

With that kind of money we are going to see a lot more miners getting into power generation ownership.

Who will be the first to own a nuclear reactor?

Cornlords TM

Agree.

Companies like CleanSpark were more successful last cycle because they built infrastructure during the boom and bought cheap mining rigs during the bear.

Next cycle miners will diversify by acquiring and building power infrastructure during the boom and then stack cheap ASICs during the bear.

Disagree — energy / power companies will figure out bitcoin mining before bitcoin miners will be in a position to purchase energy assets with any meaningful scale.

Maybe. So far they are moving slowly.

If I was an energy exec I’d be going all in on Bitcoin mining right now.

Exxon Mobil? 🤔

Exxon is in excess of $100 billion market cap. I can see it though.