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The Tweet by Ben Gagnon that starts the Twitter thread is:
Both @DigiEconomist and @CambridgeAltFin make their data available to the public. I have had both data sets integrated into my Bitcoin model since early 2021.
Here's what happens when you combine their electricity estimates with historical network hashrate data. πŸ§΅πŸ‘‡
And the full Twitter thread, unrolled:
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