Crypto Equities
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Coinbase, at peak bear sentiment?
Coinbase feels about as unloved as a stock can be and as I’ve taken a position with a risk management stop below the lows I wanted to jot down a few…
Jun 24, 2022
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Crypto Equities
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May 2022
Stronghold Digital - getting back on the front foot
A much more encouraging Q1 2022 reporting after the big disappointment of Q4 21.
May 20, 2022
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Crypto Equities
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April 2022
Notes from January 2022 conversations with Marathon Digital's Director of Corporate Communications
This is another transcription of a very long Twitter thread which I want to have on this Substack as it’s a better format.
Apr 26, 2022
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Crypto Equities
December 2021 conversation notes from call with Bitfarms CFO and COO.
I posted the below as a long Twitter thread back in December 2021 but I want to have it on this Substack as a reference (and those who missed it mind…
Apr 22, 2022
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Crypto Equities
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Digihost - small cap, offering the first BTC dividend of any bitcoin miner, standout cheap
I wanted to write a post about Digihost as its valuation leapt out at me after reading its latest reports and reading the earnings call transcript.
Apr 4, 2022
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Crypto Equities
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March 2022
Stronghold Digital $SDIG: Very disappointing results
A look at the Q4 2021 results just announced.
Mar 30, 2022
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Crypto Equities
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Stronghold Digital Mining ($SDIG)
Nasdaq listed bitcoin miner with lowest cost of power in the industry
Mar 8, 2022
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Crypto Equities
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January 2022
Coming soon
This is Crypto Equities, analysis and writings about the crypto equities asset class.
Jan 7, 2022
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Crypto Equities
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