[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Danny Marques | Investing Informant 📊📈 [@Invst_Informant](/creator/twitter/Invst_Informant) on x 18K followers Created: 2024-03-11 03:42:48 UTC 3/10: My LATEST #Bitcoin Miner Model - Industry's MOST complete view of the key metrics needed to evaluate all public miners to see who's best prepared to survive the halving 📕👇 Key Observations 👍 1) Top X overall miners -> $CLSK $MARA $RIOT $CIFR $IREN 2) Top X institutional ownership % -> $CLSK $BTBT $RIOT $MARA $WULF 3) Most BTC mined in Feb -> $CORZ $MARA $CLSK $RIOT $WULF 4) Lowest SGA expenses as % of revenue -> $CLSK $ARBK $DMGI $MARA 5) Lowest debt to equity -> $BTBT $CLSK $LMFA $DMGI $IREN $RIOT 6) Best energy efficiency -> $DGHI $MARA $CLSK $HIVE $IREN 7) Highest CURRENT EH/s by 2H2024 -> $MARA $CORZ $CLSK $RIOT $WULF 8) Highest EH/s by 2H2024 -> $MARA $CLSK $RIOT $BITF $IREN 9) Highest BTC as % of Market Cap -> $LMFA $HUT $HIVE $DMGI $BTBT 10) Largest BTC HODL -> $MARA $HUT $RIOT $CLSK Key Observations 👎 1) High debt -> Stronghold, BitDeer, TeraWulf 2) High SGA expenses as % of revenue -> Greenridge, Gryphon Digital, Hut 8, Cipher Mining 3) Lowest EH/s by 2H2024 -> BitDigital, Hive Digital, Stronghold, Hut X Mining, BitDeer 4) Lowest cash balance -> Gryphon Digital, LMFunding America, Phoenix Group, DMG Blockchain, Digihost Technology Overall BTC Mining Industry Metrics: 1) Miners represent XXXX% of Bitcoin MC 2) Miners hold about XXXX% of all #BTC in circulation 3) Public Mining industry valued at $23.1B 4) Only profitable miners: Marathon, CleanSpark, Cipher Mining, DMG Blockchain solutions Feel free to challenge me on any stats and take note of my footnotes. I suggest you ALL bookmark this as I update, and please like/share with the community if you found it insightful! @theBTCMiningGuy @mithcoons @Micro2Macr0 @Freedom_By_40 @LeaderInvests @sebastian_ski @cazenove_uk @mikealfred @thepowerfulHRV How I derive ranking: The best miner in each metric is assigned a score (1 being the lowest; the lower the score, the better you rank) Sources: Every recent investor relation press release, February production data, quarterly reports, Cantor Fitzgerald Jan 2024 report for "All-in cost per BTC". Expect metrics to change this month as many miners report earnings!!  XXXXXX engagements  **Related Topics** [$corz](/topic/$corz) [$wulf](/topic/$wulf) [$btbt](/topic/$btbt) [$cifr](/topic/$cifr) [$riot](/topic/$riot) [halving](/topic/halving) [#bitcoin](/topic/#bitcoin) [investment](/topic/investment) [Post Link](https://x.com/Invst_Informant/status/1767033407429644639)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Danny Marques | Investing Informant 📊📈 @Invst_Informant on x 18K followers
Created: 2024-03-11 03:42:48 UTC
3/10: My LATEST #Bitcoin Miner Model - Industry's MOST complete view of the key metrics needed to evaluate all public miners to see who's best prepared to survive the halving 📕👇
Key Observations 👍
Key Observations 👎
Overall BTC Mining Industry Metrics:
Feel free to challenge me on any stats and take note of my footnotes.
I suggest you ALL bookmark this as I update, and please like/share with the community if you found it insightful!
@theBTCMiningGuy @mithcoons @Micro2Macr0 @Freedom_By_40 @LeaderInvests @sebastian_ski @cazenove_uk @mikealfred @thepowerfulHRV
How I derive ranking: The best miner in each metric is assigned a score (1 being the lowest; the lower the score, the better you rank)
Sources: Every recent investor relation press release, February production data, quarterly reports, Cantor Fitzgerald Jan 2024 report for "All-in cost per BTC".
Expect metrics to change this month as many miners report earnings!!
XXXXXX engagements
Related Topics $corz $wulf $btbt $cifr $riot halving #bitcoin investment
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