Mining & Energy
Hash rate, production cost and energy as infrastructure.
6 sources · 2 chapters
Chapters
- 7Bitcoin Mining as Real Estate Energy Infrastructure
- 11The Speculative Attack: The Case for Leveraged Bitcoin Exposure
Sources
Why it's included
Mining as a financialized industry with its own hedging markets.
VerifiedRelated commentary
Mining turns stranded energy and land into a monetizable asset. Production cost also acts as a reference point for price.
Why it's included
The author of The Bullish Case for Bitcoin compares production economics of gold and bitcoin.
VerifiedRelated commentary
Mining turns stranded energy and land into a monetizable asset. Production cost also acts as a reference point for price.
Why it's included
The data foundation for treating production cost as a price reference.
VerifiedRelated commentary
Mining turns stranded energy and land into a monetizable asset. Production cost also acts as a reference point for price.
Why it's included
A mainstream strategist adopts the production-cost framework.
Pending checkRelated commentary
Mining turns stranded energy and land into a monetizable asset. Production cost also acts as a reference point for price.
Why it's included
Shows the cost-floor idea informing corporate buying.
UnverifiedRelated commentary
Mining turns stranded energy and land into a monetizable asset. Production cost also acts as a reference point for price.
Why it's included
Rochard revisits his thesis ten years on (March 2024).
VerifiedRelated commentary
Pierre Rochard's 2014 essay argued that rational actors would borrow fiat to acquire bitcoin. These sources revisit it.