The Last Trade E045: A Generational Reckoning with Jackson Mikalic
Onramp Media
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Bitcoin's Vulnerability to Taiwan Earthquake
This chapter delves into the repercussions of a significant earthquake in Taiwan on Bitcoin mining, particularly the potential disruption to TSMC's facilities and the supply chain for mining machines. It emphasizes the impact of natural disasters on chip manufacturing, highlighting the need for companies like Bitmain to hedge risks and ensure operational resilience. The discussion also reflects on the broader implications for the market, including the competitive landscape between TSMC and Samsung in the production of chips.
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