Author: Jae
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What Drives GMT Price? A Data-Driven GoMining Analysis
What drives GMT price? It is easy to look at Bitcoin and assume GMT simply follows the broader crypto market. But GMT is different. GMT sits at the center of the GoMining ecosystem. It is used across the ecosystem for fees, miners, upgrades, locking and other forms of utility. So how much of GMT’s price…
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When 20% Is Worth Millions
A GoMining discount might sound like a simple 20% reduction in operating costs. But 20% of what? The bigger your farm, the more OPEX you have. And the worse your energy efficiency (EE), the more electricity you consume per TH. That means a 20% GoMining discount can be worth millions in annual savings for large…
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GoMining 100% TH Strategy: I Already Went in 100% TH. Now What Should I Do?
You already went 100% TH. If you’re now looking at the GoMining 100% TH strategy, the next question isn’t simply whether you should keep buying more TH. Your farm is already producing BTC, so the more interesting question is what you should do with that BTC once the Farm has been built. Should every dollar…
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TH is KING! Or is it?
This GoMining TH and GMT strategy tests a simple question: if you have $10,000 to invest, should you put everything into TH? More TH means more mining power. More mining power means more Bitcoin. So at first glance, putting the entire $10,000 into TH seems like the obvious strategy. But TH does not operate for…
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SimpleEarn TH Reinvestment vs BTC Earn: A 5-Year Study
SimpleEarn TH reinvestment offers an interesting choice: should you use your SimpleEarn rewards to accumulate Bitcoin directly, or take advantage of the +10% boost and reinvest those rewards into mining power? To find out, I modeled SimpleEarn TH reinvestment against taking the rewards in BTC over five years. The comparison uses 40,000 Monte Carlo paths…
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My GoMining Farm Strategy: The Road to 125% OPEX Coverage
My GoMining farm strategy is currently focused on one thing: strengthening the farm before aggressively expanding hashpower. The farm has now reached 501 TH at 14.56 W/TH, entirely on a Greedy Miner. But rather than simply buying more TH, my current priority is building a stronger financial foundation around those miners. This follows the philosophy…
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Build the Farm First
A strong GoMining GMT foundation should come before aggressive TH expansion. Before building a larger mining operation, build the support system that can keep it alive through the harshest times. Growth should not come first. Survival should. Think of your GoMining portfolio as a kingdom. TH is your army: it goes into the field and…
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Part 5: Optimal Strategy – How to deploy capital
The Optimal GoMining strategy is the focus of Part 5 of The Economics of Gomining. After exploring miner lifetime, GoMining versus buying Bitcoin, energy efficiency, and the GoMining Trifecta in Parts 1–4, I now bring everything together to answer one question: how should fresh capital be deployed? Using 10,000 Monte Carlo simulations, I model how…
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Part 4: The GoMining Trifecta
The GoMining Trifecta brings together the three forces that can shape a stronger mining system: Greedy Machine, Energy Efficiency, and locked GMT. Parts 1–3 of The Economics of Goming built the foundation for the GoMining Trifecta. In Part 1: The Lifetime of a GoMining Miner, I explored how long a miner can remain economically viable…
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Part 3: The Economics of Energy Efficiency
This GoMining EE upgrade strategy study examines whether miners should continually buy frontier energy efficiency or wait for older efficiency generations to become cheaper. In Part 1 of this series, I examined the lifetime economics of a passive GoMining miner: how much Bitcoin it may produce, how long it remains economically viable, and its effective…