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Ben Werkman
benwerkman@snort.social
npub1zj4v...876g
#Bitcoin | Curious Mind | Not Financial Advice | Yes, my posts are long.
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BenWerkman 1 year ago
Slowly, then all at once… #bitcoin #btc
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BenWerkman 1 year ago
Post earnings $IREN is highly undervalued on an EV / EHs basis and well below the average of ~107M / EHs for the #Bitcoin Mining industry. I sense a re-pricing inbound. image
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BenWerkman 1 year ago
I’m not sure the SEC even knows what a security is anymore. When is the last time they won one of these witch hunts? #opensea #bitcoin #nft
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BenWerkman 1 year ago
Everyone likes some price predictions/guesses so here are a few of mine for some of the #Bitcoin miners. Yes, there is a model with assumptions for future share dilution, BTC price appreciation, BTC HODL growth, industry EV valuation expansions, etc., etc., but that is boring so we will skip it. I will say I am giving no credit for surprise AI/HPC deals, and thus this is my base case I'm working with utilizing current stated growth plans. All miners shown got exactly the same treatment applied and assumes they will hit their targets (many won't, keep that in mind). So without further context, here are some of my current predictions: image
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BenWerkman 1 year ago
Well all know the #Bitcoin supply shock is coming. Patience is all that is required now.
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BenWerkman 1 year ago
I was gone for like an hour. Did the #Bitcoin CEO resign in scandal?
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BenWerkman 1 year ago
When my Braiins Mini Miner shows up these #Bitcoin miners better watch it. I plan on getting a block of my own and nobody can convince me I won’t.