The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Just broke out to a 1yr high. Bullish.
https://www.tradingview.com/symbols/BTC.D/
LSE are becoming an embarrassment. It's representative of UK decline.
Just had a look on YT and there are a few videos of him speaking up on there. Some of them stretch back a few years ago so it's hard to contextualise them in current landscape, but he seems to certainly understand the regulatory framework and knows his onions on market making etc. Not found him talking directly about the economics/financials of mining in any great depth however.
Spread will need to tighten. Bid being held on a 9% spread is not going to move this into double digits in a hurry.
Https://x.com/BitcoinNewsCom/status/1729231910252036170?s=20
More positivity, less hot air.
Scroll right to the bottom and read the ‘priority’ interests. Methane emissions mining is a truly global game with massive distribution potential. Argo would be wise to start small and let it grow. https://www.energy.gov/fecm/articles/doe-announces-global-collaboration-reduce-methane-emissions
Ripped up in the last 24 hours. It's interesting to follow this - sometimes $BTC price can be a misleading indicator. Sitting at just over $93 at time of post.
On the call, they said that they are witnessing that debt/capital raising markets were improving, or something to that effect. News on sale of assets most likely before end of year.
US CPI at 1:30pm btw, but i'm sure most on here are already aware. Might move the BTC needle, might not
Helpful answers - thanks very much.
Does anyone know how the $70M debt is termed out?
KR1 - not interested. It's a sh*tcoin venture fund that is destined to go to zero
For full disclosure, i would sell on break-even and just put all that money in the commodity instead.
Indeed. It's also worth thinking about how Spot ETFs impact the whole Bitcoin infrastructure. BTC Mainnet won't know what's hit it once these ETFs have gone 'live' live. Heard something interesting today from Adam Back who said that miners would ultimately need to remain leveraged for years to come and so become beta plays on BTC's 'fair value'.
Miners could 5x by April according to the thesis that a single BTC spot is $50k today, with fair value range between $100k and $250k by the same date.
Worth making investments on potential of dilution, but that is out of your control really.....
Just hoping to break-even here by April
Don’t see a 5 minute $2,600 green candle very often. I’ve been looking after my kid in half term so not been checking the chart much, but that was pretty epic.
Here's something positive (for me) - you just made my filter list. Goobye
Put the bottle down dude. You talk no sense at all.
My one regret is not cashing in my chips here when it recovered to around 20 earlier in the year and then just buying BTC, taking a loss here. I’d have broken even and erased my losses here based on my existing Hodl and just adding to it when BTC was around 20k
It’s not been up 15% all day.
They've virtually gone no-bid. Got to wonder if the US will ever be interested in buying ARBK ever again after the last two years. Of course, a 60k BTC would help, but I sense they simply feel it's not worth investing in with so many other alternatives.