Bitcoin Production vs ETF Demand - Mara Holdings mines 736 BTC monthly, while BlackRock purchases 3,800 BTC weekly, indicating significantly higher demand from ETFs [1] - ETFs are purchasing 19 times more Bitcoin than the total network production [1] Mara Holdings Valuation - Mara Holdings holds 52,850 BTC worth $6 billion [1] - Mara Holdings' market capitalization is $5.8 billion [1] - The market may be undervaluing Mara Holdings, as its Bitcoin holdings alone exceed its market cap, offering potential investment opportunity with mining cash flow [1]

Centralization Concerns - The core issue isn't faster block propagation itself, but the use of compact blocks as a centralization tool, potentially flipping the power dynamic between node runners and miners [1] - The industry expresses concern that conforming to miner policies for better compact block reconstruction centralizes the network, potentially diminishing the role of node runners [2] - The industry warns against adjusting node policies to chase what miners are putting in blocks, as it could justify spam and other undesirable activities [2] Network Governance and Miner Incentives - The decentralized P2P network of node runners should establish sound policies, and miners should be penalized for mining blocks that don't align with the majority of nodes [3] - Miners who align with the network's will (node runners) should benefit from faster block propagation, while those who go against it should face penalties like slower propagation [4] - The industry suggests that the current approach by Core developers is a departure from the established economics of the network, where node runners set policies [5]

Perp整理下我自己目前在交互跟准备交互的1、lighter目前来说最有可能成为龙二的https://t.co/stDhEv0ix42、edgex有竞争龙二的潜力https://t.co/O2PO2nROle3、ASTER S2目前还在参与https://t.co/scnJRNmrvq4、bybit的亲儿子apex马上开挖矿，值得参与https://t.co/I7FwnE7uUK5、融资35M的GRVT目前挖矿成本很低，可以参与下https://t.co/ichPTg3vYL6、ENA亲儿子等月底开放https://t.co/dBcD3jyBjL ...

bybit的perp即将开启挖矿目前算是头矿赔率应该正常来讲比明牌挖矿赔率要高很多首次挖矿三个月可以先注册下，交易佣金全返到时候看情况在决定冲不冲吧背景是很强的能不能像aster那样拉盘？？https://t.co/zE8koYzckk https://t.co/8eJtry4utz ...

🔥 LATEST: Trump Jr.-backed Thumzup provides $2.5M capital infusion to DogeHash Technologies to expand Dogecoin mining capacity and accelerate deployment of its miners. https://t.co/eFfPtX4TNd ...

🚨JUST IN: TRUMP FAMILY-LINKED THUMZUP MEDIA LOANED $2.5M TO DOGEHASH TO EXPAND DOGECOIN MINING WITH 500+ NEW ASICS ...

🚨JUST IN: TRUMP FAMILY-LINKED THUMZUP MEDIA INVESTS $2.5M IN DOGEHASH TO EXPAND DOGECOIN MINING WITH 500+ NEW ASICS ...

JUST IN: 🇺🇸 Wisconsin lawmakers introduce “Bitcoin Rights” bill (AB471)It exempts self-custody, nodes, mining, staking, and blockchain software from money transmitter licensing. https://t.co/tV3ulxQM4a ...

Core Insights - The article highlights the author's background as a recent graduate with a strong focus on equity and commodity markets, valuation modeling, and financial derivatives [1] - The author expresses a keen interest in modeling businesses within sectors such as AI, semiconductors, biotech, natural resources, and mining [1] Company and Industry Focus - The author is actively seeking and modeling new opportunities in capital markets, indicating a proactive approach to investment analysis [1] - The sectors of interest, including AI and semiconductors, are positioned as high-potential areas for investment, reflecting current market trends and technological advancements [1]

RT The Bitcoin Historian (@pete_rizzo_)FACT: THE UAE ROYAL FAMILY HAS INVESTED OVER $700 MILLION IN #BITCOIN MINING FIRMSTHE RICHEST PEOPLE IN THE WORLD ARE STACKING BTC 🔥 https://t.co/bPMpE8UOsb ...