Bitcoin Miners - Who Can Survive the Halving?

Bitcoin Miners - Who Can Survive the Halving?

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Publish Date:
19 February, 2024
Category:
Bitcoin
Video License
Standard License
Imported From:
Youtube

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https://twitter.com/CarpeNoctom
https://www.threads.net/@josholszewicz

Tipjars
BTC - 3LZXzS4z9x43o2Vdkta2Xv1hby5r8ETnrW
ETH - 0x57268448F1CEcD1149300E8540EcC1D08e41C64e

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Chart Patterns - https://medium.com/@CarpeNoctom/crypto-chart-pattern-compendium-c0deed5719f0

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Podcasts
https://www.youtube.com/@LedgerStatus

Links
https://www.youtube.com/watch?v=MHhD6XwK5b4
https://twitter.com/WatcherGuru/status/1696920339173777423
https://theminermag.com/
https://twitter.com/SimplyBitcoinTV/status/1712120555975909774
https://www.blockchain.com/explorer/charts/difficulty
https://docs.google.com/spreadsheets/d/1CXsB8M_4tUOqwwxMmJBnONHhW4UEeA7tDqeNIrtbMKM/edit?usp=sharing
https://dune.com/dgtl_assets/bitcoin-ordinals-analysis
https://www.lookintobitcoin.com/charts/bitcoin-miner-revenue-total/
https://www.lookintobitcoin.com/charts/bitcoin-miner-revenue-fees-vs-rewards/
https://bitcointreasuries.net/
https://cryptoquant.com/asset/btc/chart/miner-flows/miner-reserve
https://cryptoquant.com/asset/btc/chart/miner-flows/miner-netflow-total
https://twitter.com/HODL15Capital/status/1754521972111806926
https://pbs.twimg.com/media/F9ES4zEXEAEu9r1.jpg
https://www.theverge.com/2024/1/31/24057176/crypto-bitcoin-mining-survey-us-energy-information-administration
https://twitter.com/Dennis_Porter_/status/1757836850918797570
https://www.rentcafe.com/blog/apartment-search-2/money/apartment-utilities-breakdown/
https://live.staticflickr.com/2947/33417257005_5f9105db21_z.jpg
https://ourworldindata.org/images/published/5-Bar-chart-%E2%80%93-What-is-the-safest-form-of-energy.png
https://www.eia.gov/todayinenergy/images/2020.03.26/chart3.png
https://twitter.com/DoombergT/status/1566013674589929472
https://apnews.com/article/line-5-enbridge-straits-mackinac-tunnel-approval-dc422889f0fff6a0e331acd78764fc51
https://www.reuters.com/business/energy/holtec-get-15-bln-loan-re-open-michigan-nuclear-power-plant-source-2024-01-31/
https://www.hcnews.com/stories/bitcoin-noise-leads-to-multiple-citations-issued,28808
https://www.dailymail.co.uk/news/article-12860009/PENNSYLVANIA-BITCOIN-SALEM-TALEN-Susquehanna-TERAWULF.html
https://www.msn.com/en-za/news/other/furious-texans-say-bitcoin-mine-that-s-opened-beside-their-homes-sounds-like-a-jet-engine-24-7-leaving-them-suffering-from-vertigo-nausea-and-hearing-loss/ar-BB1hZsz2
https://twitter.com/nytimes/status/1754185578143220165
https://www.youtube.com/watch?v=t0NtMIsVp3w
https://www.youtube.com/watch?v=yAw4FiY4ib0
https://www.theverge.com/2023/1/17/23558705/new-york-crypto-mining-power-plant-digihost-fortistar-north-tonawanda
https://time.com/6165202/bitcoin-mining-new-york-wine-country/
https://www.coindesk.com/business/2022/06/30/new-york-environmental-regulators-deny-greenidges-power-plant-permit/
https://twitter.com/cazenove_uk/status/1757734352597737573
https://twitter.com/DavidPan_1/status/1755600046484324541
https://docs.google.com/spreadsheets/d/1w7KJTipLaC8QRXIzsLNPJaVmwjMfqcazPNN1RlA_13w/edit?usp=sharing
https://www.tradingview.com/x/EQWM7Y8A/
https://www.tradingview.com/x/h9p0a0cx/
https://www.tradingview.com/x/W8xxXLof/
https://www.tradingview.com/x/1vupobby/
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https://www.tradingview.com/x/4kVkuMIi/
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https://www.tradingview.com/x/xSUw35rh/
https://www.tradingview.com/x/irOwRa2h/
https://www.tradingview.com/x/RGLO45LH/
https://www.tradingview.com/x/afhiZrdx/
https://www.tradingview.com/x/1Jo0ZL94/
https://www.tradingview.com/x/aizsUGn5/
https://www.tradingview.com/x/TBlND3b7/
https://www.tradingview.com/x/htmgtzMQ/
https://www.tradingview.com/x/Y7qJJMAQ/
https://www.tradingview.com/x/wEMOyEa0/
https://www.tradingview.com/x/BDRmPWQ4/
https://www.tradingview.com/x/y0N3sA8m/
https://www.tradingview.com/x/gnbZPMzl/
https://www.tradingview.com/x/FxThuUCg/
https://www.tradingview.com/x/kdGdCQWK/
https://www.tradingview.com/x/vYczkrV2/
https://www.tradingview.com/x/mnjBzULj/
https://www.tradingview.com/x/FcmZbMSF/
https://www.tradingview.com/x/Z0rBdm9J/
https://www.tradingview.com/x/U7QjR4LW/
https://www.tradingview.com/x/P0EoQOzy/
https://www.tradingview.com/x/AHiaXhFT/
https://www.tradingview.com/x/ME9X2JoD/
https://www.tradingview.com/x/AXvntzXr/
https://www.tradingview.com/x/UC0mb7xY/
https://www.tradingview.com/x/ccRx1CUH/

Timestamps
00:00 BTC Miner Considerations
05:55 Allocation Decisions
08:46 Fundamentals - Hash Rate, Difficulty, Fees & Reserves
17:38 Fundamentals - Location, Energy, Noise & Regulations
24:38 Miner Beta Relative to BTC
27:07 Individual Miner TA