
Mark Coe (Intrinsic Edge) on Blockchain Public Equity Investing (EP.249)
On The Brink with Castle Island
00:00
Cryptocurrencies
The china point is a great one. The peed that that happened was breath taking in terms of the shut down, the immediate drop and hash rate. So how are you staying up to speed on that? Is that just scouring for publicly available data sources, trying to talk to people that are running these businesses? What's that research process look like? Ye, there's outside data that shows has rates. We had one of the large bi coin miners in our office to day and spoken to a handful this week. But we may know and have as much information as you can, but dealing with the chinese and what they are doing and how they are behaving, its a really
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