Writing up a post now.

Reply to this note

Please Login to reply.

Discussion

Thank you. This doesn’t look different than what Saylor does so I’m interested in what you’re seeing here.

It's the same as MSTR. They have a revenue generating business and underlying assets, including a significant bitcoin stockpile. We are off to the races for a speculative attack on the dollar. Bitcoin miners are well positioned to run this race. This is a good thing as long as they don't custody with Coinbase.