The power cost dynamics you outlined are realy spot on, especially for CIFR which has been crushing it with their operatonal efficiency. Their ability to scale hashrate wile managing costs has been impressive this year. Wonder if the sovereign bid scenario would actualy push them to aquire more domestic capacity.
Sovereign bid or not, power capacity is being rewarded handsomely, which is why we are seeing the pivot (this could also include a masked strategic development of hash-capable infrastructure)
When Block’s Proto Rig becomes more widely available, does Simple Mining have plans to offer them to clients with hosting service?
Yes, when widely available, although we may get our hands on some before
The power cost dynamics you outlined are realy spot on, especially for CIFR which has been crushing it with their operatonal efficiency. Their ability to scale hashrate wile managing costs has been impressive this year. Wonder if the sovereign bid scenario would actualy push them to aquire more domestic capacity.
Sovereign bid or not, power capacity is being rewarded handsomely, which is why we are seeing the pivot (this could also include a masked strategic development of hash-capable infrastructure)
I want to see ASIC manufacturing in the U.S. (and is the 3rd piece of the puzzle to become the 'mining superpower')