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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:

1/ 2022 was a treacherous year for Bitcoin miners, but I'm hyper-bullish on the industry over the next ~ 10 years.

There are two key reasons why the Bitcoin mining industry is positioned to flourish.

https://pbs.twimg.com/media/Fkl6tB3XwAAYv24?format=jpg
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