Lucas Kohorst
@lucas
days @dcgco nights @adjacent___
Lucas Kohorst
kohor.st
“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/
Super Micro: Fresh Evidence Of Accounting Manipulation, Sibling Self-Dealing And Sanctions Evasion At This AI High Flyer – Hindenburg Research
hindenburgresearch.com
AI or Die | RKG
rkg.blog
Here is a longer form take.
A truly based rollup, which operates without a trusted gateway, is ordered by L1 validators or builders. Those actors will try to maximize MEV extraction from the based rollup. This may be "aligned" with Ethereum (MEV goes to the L1 validator) but it is suicide for the rollups. Because the based sequencer will be maxim... See more
The Ultimate Tourist Guide to Bondistan.pdf
docdroid.net
If you have time to consume, you have time to create.
100 Simple Truths
