dsbatten on Nostr: Superior knowledge or insight creates an edge. This allows better identification of ...

Superior knowledge or insight creates an edge. This allows better identification of mispricings, higher-probability opportunities, or structural advantages where the downside is limited (or knowable) while the upside is large.

TL;DR asymmetric returns -> potential for asymmetric knowledge

some of the most asymmetric knowledge right now in Bitcoin is:

1. How profitable Bitcoin mining companies are, who have found ancillary revenue through solving an energy problem (heat recycling, methane mitigation or grid stabilization)

2. How many of these Bitcoin mining companies are in Europe

It's one of the reasons we're looking to invest in Bitcoin mining companies who mitigate methane from landfills. But there are many other equally good investment opportunities in Bitcoin mining if you know what to look for (the ones that solve a problem and earn most of their money through something other than SATs)

Not investment advice.