I’m still mostly long here. If MARA is worth 4 billion this has to be worth a billion. That was always the allure.
They have a business plan that I think is simply superior to the other miners. I got more bullish when I realized they seem to be on track. If they stay on track they could be half the size of the largest miners next year, but with a less risky and more attractive business model.
But taking a profit is always good. I’ve sold about 3% so far.