BitOoda Regulatory Analysis, 6/7/22 — Lummis-Gillibrand Bill: Promising Substance, Uncertain…After months of discussion with government and industry stakeholders, Senators Cynthia Lummis (R-WY) and Kirsten Gillibrand (D-NY) today…Jun 13, 2022Jun 13, 2022
Bitcoin Public Markets, 5/9/22: Macro Correlation Here to Stay — Hard Landing, Rig Price, Hashrate…The markets are digesting the limitations of fed policy on containing inflation and the risks of stagflation. Raising rates slows economic…May 16, 2022May 16, 2022
Bitcoin Public Markets, 5/2/22: $118mm Weekly Fund Outflows, CME 13.6%We focus attention this week on institutional fund flows, as well as on the futures markets. The week saw $118 mm in fund outflows across…May 10, 2022May 10, 2022
The Weekly Hash, 4/28/22: Laying out Feasible Hashrate and Tx Fee Forecasts; Mining IRRs Still…Our current target Hashrate analysis calls for a back-end loaded growth in network Hashrate to 327EH/s by the end of 2022. Our longer-term…May 10, 2022May 10, 2022
Bitcoin and the Public Markets, 4/11/22: Valuation Focus — The Framework Driving Our Bitcoin…We focus attention this week on how we view our Bitcoin Mining Reserve framework translating into a valuation heuristic for Bitcoin miners…Apr 19, 2022Apr 19, 2022
The Weekly Hash, 4/4/22: 2022 Hashrate Estimates Unchanged, Hash Spreads Expand; Forecast 8X Cost…Our current target Hashrate analysis calls for a back-end loaded growth in network Hashrate to 327EH/s by the end of 2022. Our longer-term…Apr 8, 2022Apr 8, 2022
Bitcoin and the Public Markets, 3/28/22: Valuation Focus: We Prefer Spot Bitcoin Over MinersThis report focuses on the valuation implications of the network Hashrate for the public miners.Apr 1, 2022Apr 1, 2022
The Weekly Hash, 3/24/22: Bitcoin Mining Reserve at 2.13BTCOur current target Hashrate analysis calls for a back-end loaded growth in network Hashrate to 327EH/s by the end of 2022. Our longer-term…Mar 28, 2022Mar 28, 2022
Bitcoin and the Public Markets, 3/21/2022: Valuation Focus: Bitcoin Miners Look Rich Compared to…Our last Weekly Hash drew attention to our projected growth in network Hashrate as well as daily revenue per PH/s in BTC terms, given our…Mar 28, 2022Mar 28, 2022
The Weekly Hash, 3/16/22: Annual Mined BTC Projected to Decay from 1.2BTCOur current target Hashrate analysis calls for a back-end loaded growth in network Hashrate to 327EH/s by the end of 2022. Our longer-term…Mar 21, 2022Mar 21, 2022