Balmy Investor

Balmy Investor is a Hashrate Index contributor who specializes in Bitcoin mining stock analysis and equities research.

Bitcoin mining stock update April, 2022

Bitcoin Mining Stock Production and Operations Update (April, 2022)

Bitcoin rewards are becoming harder to come by--even for the big guys.

Colin Harper Balmy Investor
Public Miner Analysis
bitmain antminer s19 bitcoin miner rack

Using the Price-to-ASIC-Value Ratio for Bitcoin Mining Stocks

In this article, we introduce the price-to-ASIC-value ratio, a metric for ranking and valuing Bitcoin mining stocks based on their active bitcoin mining ASIC portfolios.

Balmy Investor
Balmy Investor
Bitcoin Mining Concepts
public bitcoin miner february 2022 production update

Public Bitcoin Miners Mined Fewer BTC in February 2022 Than January

Public Bitcoin miners earned fewer bitcoin rewards in February 2022 than they did in January. Bitcoin's difficulty all-time high and miner power curtailment explain the reduction in productivity.

Colin Harper Balmy Investor
Hashrate Index Newsletter
Hut 8 bitcoin mining farms

Public Bitcoin Miners Share January Bitcoin Production Updates

All of the top crypto mining stocks fell in January, but these miners added hashrate and bitcoin to their balance sheets over the month.

Colin Harper Balmy Investor
Public Miner Analysis
Antminer S9

Power to the Plebs: Hedging Your Bitcoin Mining Expenses and Risks With a Bitcoin ETF Covered Call

At-home bitcoin miners don't have access to cheap electricity, but this Bitcoin ETF covered call strategy can help them offset costs.

Balmy Investor
Balmy Investor
Bitcoin Mining Concepts
price-to-mined-revenue ratio

Introducing the Price-to-Mined-Revenue Ratio

The price-to-mined-revenue ratio can be used as an indicator for how to properly value Bitcoin in bull, bear, or sideways markets.

Balmy Investor
Balmy Investor
Bitcoin Mining Concepts
crypto mining stocks price to hodl ratio

The Price-to-Hodl Ratio: A Better Metric for Valuing Bitcoin Mining Stocks

In this article, we introduce the price-to-hodl ratio, a metric for valuing Bitcoin mining stocks based on market cap and bitcoin holdings.

Balmy Investor
Balmy Investor
Bitcoin Mining Concepts