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The Bitcoin Mining Investor

Substack
thebitcoinmininginvestor.com· irregular· Published 5 days ago

An investor letter analysing the Bitcoin mining sector, covering miner economics, hashprice and difficulty trends, ASIC chip supply concentration at TSMC and Bitmain, and the effect of AI data center demand on mining companies. It aims to help readers decide how to allocate capital in mining businesses and equipment.

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Website: https://www.thebitcoinmininginvestor.com