Lucas Kohorst
@lucas
days @dcgco nights @adjacent___
Lucas Kohorst
@lucas
days @dcgco nights @adjacent___
“Lenders continued to buy the DF and sell the NDF. We see the discount of DF’s relative to NDF’s as the interest rate in hashrate-based lending markets. Buyers and sellers of the DF with upfront payment can use the NDF to lock-in a fixed yield or cost of capital instead of having exposure to the uncertain and variable returns of hashprice. In Novem
... See moreRecommended reading on energy, including books and reports on energy systems, transitions, OPEC history, Middle East politics, energy statistics, and more.
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