I made some commentary yesterday that the monthly production comparison chart that i have been managing all year isnt even a useful comparison any longer for purposes of debate

The lesser miners are clearly "also rans" and $Marathon Digital Holdings Inc(MARA)$ is simply leaving them in the dust.

I think we will see a lot of consolidation come this halving. Even if spot sends btc price up, we will see a few join up similar to how HUT/USBTC are doing so. The barrier is ability to scale up sites, procure cheap power and procure next gen asics.

# US Stocks Opportunities

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