$CLSK $MARA $RIOT
A natural evaluation of BTC miners?
Eventually the infrastructure costs could outpace small-mid cap companies and the public markets become less willing to accept dilution in order for them to keep up with the BTC network as it grows.
People like to point to COIN for a miner BO but energy companies like $NEE or a regulatory body like ERCOT could easily precede Nation State. $EMRAF is another.
But I bet that’s in the 2036 > cycle.
Once it does happen, mining could come full circle and we start to see individual nodes come back by way of Satoshi incentives from the energy providers. Ex: EV discharge incentives for their stored energy in exchange for Sats. Commercial and Residential real estate that captures kinetic energy.
Electrons for Sats, a future energy economy that’s highly attractive to Nation States. The future measure of GDP at a fundamental level with granular user consumption/creation measured at Layers above it. A 20K hour, Jeff Booth discussion
$EMRAF Emera reports Q4 adjusted EPS C$0.63 vs. C$0.93 last year
"Our fourth quarter was more challenging than anticipated, with unfavourable weather and higher interest rates impacting our performance. However, there were positives, including improved cash flow performance in the business this year and the average annual adjusted EPS growth of greater than 5% that we've delivered over the past three years," said Scott Balfour, President and CEO of Emera Inc. "Our strong forward growth profile, driven by customer-focused reliability and cleaner energy investments is expected to drive our 7-8% average annual rate base growth over the next three years."
$EMRAF - Should I Short Emera Incorporated and hold on to Intel ( $INTC )? https://www.macroaxis.com/invest/pair-correlation/EMRAF/INTC/Emera-vs-Intel #portfolio_prospective #better_portfolio #diversify
