Lightwave Logic Inc (LWLG)

[tkg]

the halving coming in around midyear is also going to change the landscape for miners in terms of their cost of production sort of definitionally.

when the halving hits, that all else being equal, for every miner out there, that should effectively double the marginal cost to mine for everybody. And so where you are on the cost curve matters, as you are pointing out.

our position right now is, we are a datacenter infrastructure business first and a self-miner second.

The quotes above are from a major player in crypto from their latest earnings call transcript, we all know how power hungry the bitcoin mining business is, in fact it is effectively a money loosing business unless you are strategically located near hydro, wind solar etc. now we have the halving in coming in April and costs will double to mine each and every bitcoin. The third quote is really interesting for me, these businesses are essentially "datacenter infrastructure businesses first and miners second". After April, these miners will be scrambling for technologies to reduce their costs. Hmm? Could this be a huge untapped market for LWLG? Unless I'm way off base, I would say yes.