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Jaran Mellerud
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Analyst at @ArcaneResearch. Covering: #Bitcoin, mining and some shitcoins.
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Nov 4, 2022
Many have questions about Core Scientific right now: - How did they get into this mess? - Who do they owe money to? - What could be the outcomes of this situation? - How could a bankruptcy affect the mining ecosystem? In this thread, I try to answ
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Jun 2, 2023
A Norwegian energy producer dumped 340 GWh of hydropower in 2022 due to too high water levels in its reservoirs. This wasted power could instead have been used to generate 1,800 #BTC energiteknikk.net/2023/06/sks-fikk-vanntap-pa-340-gwh/
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May 3, 2023
I recently spent two weeks in Kazakhstan and met with insiders in the country's #bitcoin mining industry. In this thread, I share some of the things I learned🧵 twitter.com/JMellerud/status/1653716054428745728/photo/1
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Nov 16, 2022
Bitfarms just revealed the state of its finances and operations in its latest quarterly report. How is it going with this international bitcoin mining company? Find out in this article. twitter.com/JMellerud/status/1592848260162793474/photo/1
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Aug 15, 2022
The public miners are still dumping their #bitcoin holdings, but not nearly to the same extent as during the mining bloodbath earlier this summer. They "only" sold 6,200 BTC in July, less than half the amount they sold the previous month. twitter.co
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Jul 15, 2022
How many #bitcoin have the public miners sold during this bear market? Hint: They have drained their holdings. A thread🧵
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Jun 27, 2022
Which public #bitcoin miners will be the winners and losers of the bear market? I analyzed their cash flows and balance sheets to find out. A thread🧵
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Apr 6, 2023
I recently spent some days in Kyrgyzstan and met with insiders in the country's #bitcoin mining industry. In this thread, I share some of the things I learned 🧵 twitter.com/JMellerud/status/1644083651209052161/photo/1
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