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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:

Today @bitcoinbeezy gave a great talk at the @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.
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