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The link for this post uses a read-only front-end for Twitter, which can be easier to read for viewing a full Twitter thread. The Tweet that kicked off the thread is:
Hash price might be at all-time lows, but I think people are missing the bigger picture: the #bitcoin network is getting close to fundamental constraints in energy infrastructure
If #bitcoin rips, network hash rate isn’t catching up anytime soon
This is not priced in
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