Tour de force... thanks! Would be interesting to see data around the growing institutionalization of the mining space over time - not sure if there is time series data showing % of overall hash that is coming from the publicly traded miners. Separately, I would assume marginal, public hash rate growth will be impacted by the cost of capital moving higher. For those that follow the public miners more closely, have company management teams been talking about this?
Tour de force... thanks! Would be interesting to see data around the growing institutionalization of the mining space over time - not sure if there is time series data showing % of overall hash that is coming from the publicly traded miners. Separately, I would assume marginal, public hash rate growth will be impacted by the cost of capital moving higher. For those that follow the public miners more closely, have company management teams been talking about this?