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Hi team

This is an estimate of miners breakeven pt post halving - this model is subject to change. 

It assumes Hashrate of today but if hash grows by another 15% we will see a BEPt of 55K for miners. Hence my 55K number. 

The key here the miners that have lowest combo of the following will do best:

  • Overhead
  • Staff
  • Electricity costs
  • Electricity deliver costs
  • Rig models
  • Hashrate
  • Uptime
  • IA Miner ROI

As I mentioned earlier today - rigs are a big part of it. It will be fun to see who wins the day.

One thing is for certain, as I said since summer 2022 - HUT is  probably toast. I think they know it. 


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Comments

Anonymous

This is perfect. Thank you!

Anonymous

This is grrreat research. Plan on selling short dated CLSK puts. If assigned, I’ll start the wheel strategy.

Anonymous

Does it make sense to short HUT while going long on Cleanspark?

Anonymous

Hut is combining with USBTC. Saying that they will diversify their revenue streams...evidently looking into the data center business. Confusing to me.

Anonymous

Excellent information-Thanks team. I wonder if HUT8’s upcoming merger with US BITCOIN Corp will save them.

Anonymous

Thank you for working so hard I promise to pay it forward 

Anonymous

Why is CORZ not on the miner model?

Anonymous

Thank you for the update

Anonymous

excellent graphic..