Really intriguing, thanks as always for the thoughtful post.
Do you know what drove the recent hash rate growth (Nov/Dec ‘24)? I think that’s an important fact to determine in understanding the sustainability of hash rate growth. I haven’t been able to track down a cause.
Edit: Looks like it coincided with a broader market surge.
Really intriguing, thanks as always for the thoughtful post.
Do you know what drove the recent hash rate growth (Nov/Dec ‘24)? I think that’s an important fact to determine in understanding the sustainability of hash rate growth. I haven’t been able to track down a cause.
Edit: Looks like it coincided with a broader market surge.
I don't have a firm answer.
Interesting! Thanks for writing this up. What, to your mind, would this small bet come to as a percentage of portfolio?
Less than one percent.
Thanks ,a nice simple and sound idea 💡
Thank you.
I have some ETH. how does holding the actual crypto compare, in your opinion, with ETCG? Same question for BTC compared to GBTC..
I prefer to hold crypto directly, to avoid management fees, but when a funds trades below NAV I'm willing to buy it.