BitOodaBitOoda 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…3 min read·Jun 13, 2022----
BitOodaBitcoin 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…3 min read·May 16, 2022----
BitOodaBitcoin 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…3 min read·May 10, 2022----
BitOodaThe 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…3 min read·May 10, 2022----
BitOodaBitcoin 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…3 min read·Apr 19, 2022----
BitOodaThe 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…3 min read·Apr 8, 2022----
BitOodaBitcoin 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.3 min read·Apr 1, 2022----
BitOodaThe 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…3 min read·Mar 28, 2022----
BitOodaBitcoin 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…3 min read·Mar 28, 2022----
BitOodaThe 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…3 min read·Mar 21, 2022----