Bullish(Nuanced)BTC
6/29/2026 100% agree.
When miners try to raise capital, they naturally try to make their models look slightly better than reality.
Yet they choose to model fees at 0 BTC per block.
Comon man.
Here you have a defensible way to make your model look better, and you choose not to use it? https://t.co/xmcNoxRvV3
View original →The first @StratumV2 block has been mined with @DMND_Sv2 pool.
A big moment for Bitcoin and mining.
SV2 is more efficient than SV1 and promotes decentralisation.
View original →The most efficient bitcoin mining machines still run at close to 50% gross margin at $0.07/kWh. https://t.co/rYcmwLeHzu
View original →Most bitcoin mining metrics are noise, but 6 of them really matter.
In this thread, I explain what these 6 metrics are and why they matter. https://t.co/vTEoUBUEye
View original →Neutral6/24/2026
Mining difficulty has been on a downtrend since October and has become 20% lower since then.
Lots of miners have unplugged. Survival of the fittest in action. https://t.co/gxYqC86X5l
View original →I have been busy building a data platform for bitcoin miners.
The goal was to strip away all unnecessary data and only show the most relevant metrics.
Link is in the description. https://t.co/J8DMW5Bo69
View original →Looking forward to the Bitcoin conference where I will moderate two panels:
1) Developing Data Centers From the Ground Up
2) Keeping Your Cool in a World of Hot Compute: AI, Bitcoin & Liquid Cooling
Also looking forward to meet up with friends and likeminded people. https://t.co/4QIY16OtPD
View original →It was interesting speaking with @MarkoTarman from @NiceHashMining about how miners can benefit from selling their hashrate into a market.
Link to the podcast episode in the description. https://t.co/SSYfJp6Yzg
View original →Bob Burnett is one of the wisest people in bitcoin mining. https://t.co/JccY6SDC4d
View original →Interesting perspectives on bitcoin mining in China, from someone who actually lived there for 16 years 🇨🇳 https://t.co/gjAsBoCm20
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