The Bitcoin Mining Investor:
The letter for people who want to make money in Bitcoin mining.
Most mining content fails one test: does reading this help me make better decisions with my capital?
Bitcoin mining content should answer the question you actually have: should you put capital into Bitcoin mining, and if so, exactly how?
This letter answers it. I cover three things under one roof:
Hosted mining as an investment. Unit economics, financing structures, hardware lifecycle, tax treatment. The real ROI math.
Mining stocks and the AI buildout. Bitcoin miners are pivoting to AI. I have boots on the ground intel on this. Almost nobody covering them understands both sides. I do the valuation work and tell you what I actually think.
Macro and the cycle. Where we are, where capital is rotating, and what it means for mining returns over the next few years.
The rule for every issue: valuation before narrative. I lead with what something is worth and why. I write the analysis I would want to read myself, and nothing ships unless it makes you a sharper allocator.
Why listen to me: I have helped hundreds of investors mine Bitcoin with Simple Mining, one of the fastest-growing Bitcoin mining hosting companies in America. I see the sector’s economics from the inside: the machines, the power contracts, and what actually shows up in customer returns. I disclose that bias, then reason from first principles anyway.
Free subscribers get the cornerstone issues. Paid subscribers ($21/mo or $200/yr) get every deep dive, the full archive, the profitability spreadsheet I use myself, three investor decks, the mining tax course, and the community.
Where the energy flows, the money follows.
