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Or genuinely am i looking at that too simplistically !
So that means they will need 72K after the halving !
Yes they make profit from 36K onwards. Look into the books, its a legit number at 140Bitcoins a month / 5M revenue.
Good time to enter now
No they don't. They probably need at least 50k to generate profit. 36k may be enough to generate cash (just) but that's not the same at all (for a start it leaves nothing to invest in any growth which is needed just to preserve revenue let alone increase it).
BTC move to 43K in November. From 36K onwards, ARB generate profit!
https://x.com/share_talk/status/1720059450600628722?s=46&t=p-fBnvpF9tMFyB57eUoEZQ
I was going to make a post on the qbt board to say the dilution is for wages, xmas parties and escorts. 2 million goes a long way in lifestyle companies. ha ha. they are pretty sensitive are they not. is there any real hard evidence of the likes of mara, clean spark testing. nope. lol.
I like kr1. as you say benefits from rise in crypto prices and having will not affect it. i think at end of bull market at some point in 2025 it will be a front runner. up 15 percent today but the spread sometimes on it is crap. i am in it and see it as a good hedge along with microstrategy with the best miners..
Anyone here remember TAP global? Akers has over 20% and is a pure crypto play
Currently sat around ATLs
Reckon it could do well along with ARB
Metricsman - The best bitcoin play on the markets for me is KR1 ! Be warned it needs lots of patience, will frustrate you to hell and back due to being on AQSE, but I still believe in the bull run it will massively outperform miners, as the halving has no negative affect on it, but any rises in crypto prices it gets all the benefits.
Mara up 100M mcap pre market.
Looks like miners will do well moving forward
When lse thinks Bitcoin now it thinks QBT not ARB.
At 36K BTC - 140BTC a month - 5M USD revenue we getting into profit. Not far from here !
BTC is still looking very strong. 36,000 looking like it’s on the horizon.
I think btc equities have probably been shorted heavily on bitcoins breakout. The shorts assuming it’s a fake out. Now they’re stuck? It might not be just thinking out loud.
I dont think Riot have done an earnings call with analysts all year. 10.9 eh with about 6 eh hashing and its November, the busted immersion shed since December last year, insiders all selling and all in on Texas, the hammer has to come down on riot for all this at some point. If mara were doing this we would be at $2..........
I wonder what price btc has to go to for the miners to go on a proper re-rating...........zzzzzzzz x;)
Yep annoying....i likey the 35k being breached though, looks strong.
I’ll be honest, I’m finding it extremely difficult to accept the market has selected Riot as the leader.
Good to see the real Jpow reverting to what he does best and appeasing wall st when things become a bit too droppy. Once jobless numbers finally increase and we see that covid style fed emerge with the turbo money printer we'll really be cooking on gas.
Wildtiger - you really are a nob , goodbye….
Wildtiger has sauces. Trust me bro, it’s who you know.
Scared money never makes money. If you bothered about a few pecentages crypto is not for you
So that's your supporting argument? Wow!
I was hoping for an articulate business case or other reasoning as to why the share might double in price within weeks which might throw up something I (and everybody else) had missed. The only thing I can think of is that you have some insider knowledge of a bid or something that you are illegally acting upon but a c.20p buyout looks unlikely in the extreme.
Never mind. Good luck anyway. (I would suggest though that you take a closer look at the financials and the impact that halving will have on these.)
In this game its all about who you know....good luck to all
With the halving so close it makes far more sense to invest in BTC vs the majority of miners as you could still see 3X from here without the chance of being completely wiped out.
Only a few miners offer better leverage options than BTC if you're after the risk.
This is a company slowly going bust - why would it double in price before Xmas (aside from a $100k+ BTC)?