RE: CANGO China miner20 May 2025 14:59
Note that fundamentally with CANG doesn't seem right, as they are XP miners and they are mining at 70k cost a coin or something, but they are hodling everything - they aren't getting free electricity, so not really sure how it's working. But pretty confident it will get pumped again at some point so you could do well with them.
Bitdeer is probably the best of the bunch at the moment, thanks to their energy footprint and R&D/miner production roadmap. HPC seems to come and go in terms of gains, I think it comes back again soon and the whole sector will get lifted.
Take a look at COIN (not Coinbase, Coinsillium on Aquis). They are adopting a bitcoin treasury strategy and hopefully it will run in a similar way to SWC. They have an OTC ticker as well. I feel it will have a good run as they have James Van Straten (https://x.com/btcjvs) onboard, and previous bull runs they've run hard.