Goji berra on Nostr: My partner had the brilliant metaphor of the natural gas pipelines in West Texas. ...
My partner had the brilliant metaphor of the natural gas pipelines in West Texas. There are giant fans that compress the gas into pipelines.
So for me:
NVDA/chips are the fan compressor companies
Cleanspark/miners are the fan operator companies
ANET/Internet stocks are pipes
BTC is magical infinitely expandable silo where natural gas is pumped.
MSTR is sophisticated "ownership" of part of that silo
Published at
2024-09-27 20:38:29Event JSON
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"content": "My partner had the brilliant metaphor of the natural gas pipelines in West Texas. There are giant fans that compress the gas into pipelines. \n\nSo for me:\nNVDA/chips are the fan compressor companies\nCleanspark/miners are the fan operator companies\nANET/Internet stocks are pipes\nBTC is magical infinitely expandable silo where natural gas is pumped.\nMSTR is sophisticated \"ownership\" of part of that silo",
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