
Ethan Vera and Guzman Pintos (Luxor) on Mining Data and Analytics (EP.274)
On The Brink with Castle Island
00:00
Is It Possible to Predict the Future of the Asix?
Since early november, the least efficient cohort has actually sold off. And then the medium one has ralliedn andt, the most an cohort, has been roughly flat. So doa few guys have explanations for that? What would actually explain those those desperate reactions over the last come of 60 days? Yes. I think there's probably a few reasons that a resultan in this outcome, but the main one i look at is in structure, constrained environment. Right now, we're in an environment where ther not a lot of rack space for miners to plug in their machines. And so you'll start to see discreptiona, you know, discrepancies between the changes and prices
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