Member Info for Stnz

The important thing is having the balance sheet to withstand a suppressed BTC post halving price for 6-9 months. If this is necessary though any miners market cap will be in tatters and opportunities will arise. I’m hoping to move from Mara and into Mstr if this is looking likely. If I get stuck in a miner I’m happiest with marathons balance sheet and ops etc.

Fml

If the clowns keep buying it..?

If I get stuck in a miner though the balance sheet has to be strong to protect me from the implosion of a company bankruptcy.

I would given very serious consideration to the ability CLSK has to survive long enough in a post halving world where btc is sub 45k, because that’s what I assume is coming and it’s what I’m basing my investments on. I need the balance sheet to show me the miner can survive a post halving massacre, and even then I’m still looking to de risk by year end into Mstr. That is unless btc shows me more than it has so far.

CLSK is solid in plenty of ways; but I’m not sure how they cope with a hypothetical X month delay post halving if btc stays sub 65k until October 2024 (loose example). Their balance sheet is not strong enough to withstand much of a gap there.

We are none here too clever, which is why time in beats timing. Don’t believe all the clowns that claim to trade successfully based on scribbles on a chart.

If the past few days have been without GC being switched on it’s even more impressive.

Mara is in my opinion the most undervalued miner after this debt nonsense.

Another one just

What would you like to discuss about Argo? We could talk about them installing their seven new rigs if you like?

Way way over 100 btc mined in 24 hours

SP is hard to predict because we’re guessing on shares in issue by peak bull run, however I’d say on market caps I’d be surprised to see marathon not achieve 20b.

Stay on the sidelines, your erratic flim-flam investing is going to get your wrecked.

Poor performance on the SP since this recent commotion.

You’re looking for reassurance, no?

Fred has essentially just said he’s cleaned up the balance sheet ready for acquisitions next year, no?

Mara has the balance sheet to avoid dilution during the dust settling period, imo. It won’t protect the SP though, hopefully btc manages to show strength by then.

For clarity once the dust has settled I’ll definitely begin to scale back into the leading miner from mstr. I expect that miner to be Mara. Riot post halving will be mining 5-8 a day I think in the summer.

It will be absolute carnage amongst all miners post halving for a few months, if btc is not atleast $65k. As I’ve been saying for a little while now, there will be a dust settling period whilst the weak fall down, and global hash collapses, meaning the most efficient survive and in turn get a bigger slice on the pie. Even the best will here annihilated on share price during this period, if I can get out of Mara into MSTR this year at a favourable rate of MSTR to Mara share ratio I will sit the halving out. This is the safest thing to do, I’m currently break even on Mara.