I'll do a thread more on this tomorrow, but after doing the research for the article on crypto-asset valuations for @Onrampinvest, I think there's pretty good evidence-based approaches to (intrinsic) valuation of crypto-assets.
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Err, not really, unless you're trying to price it based on hashrate futures
Right, but if you accept that hashrates are a function of the prevailing market rate for power then to some extent power price factors into the model?
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(this is complicated by the fact that xinjiang power market doesn't sell futures afaik)
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