🎥 March Subscriber Q&A
Mining, bear market recovery scenarios, quantum risk, geopolitical developments and whether it's a good time to stack gold - your questions answered.
G’day Folks,
Thank you once again for another amazing batch of questions this month! As usual, we tried to get through as many as possible in this ~1 hour video session, focused on the topics which had the most interest and up-votes.
In this session, we covered a wide range of Bitcoin, macro, mining, quantum computing, and market cycle questions, including:
Deep dive into Bitcoin mining costs and difficulty regression model
Post-bottom price recovery scenarios and cycle analysis
How geopolitical developments and macro conditions are influencing Bitcoin and other assets
Could breaking below 60k lead to a bottom in the mid 50s?
Why mining’s role in energy infrastructure has broader macro implications
What the Google Quantum report means for cryptography and Bitcoin’s long-term security
Whether now is the right time to stack Gold
What signals to watch at market tops
How James thinks about re-entering his MicroStrategy (MSTR) position
Update on the new Checkonchain charting platform
Premium Members will find the full Q&A video below (~1hr). Consider upgrading to premium today to unlock the the content!



