Lucas Kohorst

L

Lucas Kohorst

@lucas

days @dcgco nights @adjacent___

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“Luxor miners can sell forward a portion of their hashrate for upfront funds and expand immediately. Our desk is currently seeing financing deals at a 10-13% (annualized) discount to the hashrate forward curve. “

from https://hashrateindex.com/blog/hashrate-markets-lookback-series-november-2024/

'24 Pres Predictor

projects.jhkforecasts.com

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Yes, inflation made the median voter poorer

J. Zachary Mazlish jzmazlish.substack.com

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AT1 capital/CoCo bonds: what you should know - Euromoney

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Qlet2025-03-1_unlocked_watermark.pdf

hedgefundalpha.com

EA Adjacency as FTX Trauma

Matt Reardon frommatter.substack.com

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Margins

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So, you want to Auction?

escaping-employment.ck.page

CFTC Staff Issues No-Action Letter Regarding Reporting and Recordkeeping Requirements for Fully Collateralized Binary Options | CFTC

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