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:

> Today [@bitcoinbeezy](https://twitter.com/bitcoinbeezy) gave a great talk at the [@BITMAINtech](https://twitter.com/BITMAINtech) event focusing on how we we, as a financing company, evaluate miners.
>
> A thread..
>
> Public miners have consistently trended with the price of bitcoin--disregarding their strategies.

https://twitter.com/_amanda_fab/status/1551999454433132544