$Marathon Digital Holdings Inc(MARA)$ I think renting is a problem, because those contracts will probably be for the life of the facilities (so you are virtually selling off your assets). If AI booms in the next few years, the price would be much, much higher (maybe). Meanwhile, BTC would be going up - lots of profit there. I do think a partnership with AI would be great for any miner. I am always in favor of revenue sharing partnerships. The miner still owns the facilities, and revenue sharing can always be renegotiated, within limits. As for mining, BTC is just about to make its run. This is when miners should be mining and into 2025. Concerning MARA, my biggest holding by far, I think they may have bought BTC at a price not too far from their "all in" cost to mine. Whistle knows more about this than I. If so, it was a brilliant move. OTOH, I don't want them buying BTC at 65k, $70k, $80k, etc., when they can mine it for less than $60k. I believe it was just a one off. I think the convertible notes were good for both HUT and MARA. Full disclosure, I own HUT and like how they have restructured themselves as an "energy company." They even own 80% of 4 power plants. Talk about being ripe for a short squeeze... Just my thoughts, and worth just what you paid for them. Good luck.
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