SLP389 Daniel Frumkin & Jaran Mellerud - Bitcoin Mining Market Analysis
Stephan Livera Podcast
00:00
Bitcoin Mining
A part of your analysis there was around the operating cashfors for these public miners. Are we making the assumption that they sell the coins at the point they mind them, or is it sort of trying to look further than that? For me, that's as good as cash, cause bit coin is extremely liquid. So what they do with their balance sheet shouldn't really impact their cash flow, in my opinion.
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