miningeconomics
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🟡 Integra apstiprina kapitāla efektīvu ASV izaugsmes ceļu ar zelta cenu kontekstu
Integra Resources publicēja savu DeLamar iespējamības pētījumu, apstiprinot spēcīgu projekta ekonomiku ar bāzes gadījuma cenu pieņēmumiem pie US$3,000/oz zelta un US$35/oz sudraba, un pat vēl izteiktākas atdeves, ja dārgmetālu cenas paliek augstas.
• Bāzes gadījuma ekonomika izmanto US$3,000/oz zelta un US$35/oz sudraba pieņēmumus.
• Pie augstākām metālu cenām (US$4,250/oz zelta, US$60/oz sudraba) projekta novērtējums būtiski palielinās.
• DeLamar NPV pieaug no US$774M → US$1.7B ar paaugstinātām metālu cenām.
• Projekta kapitāla izmaksas ~US$389M ar ~1.8 gadu atmaksu.
Zelta cenas paliek kritisks faktors DeLamar ekonomikai — augstākas zelta cenas būtiski palielina projekta novērtējumu un investoru atdeves potenciālu.
#GoldMining #IntegraResources #GoldPrice #MiningEconomics #BinanceSquare
$XAU $PAXG
Integra Resources publicēja savu DeLamar iespējamības pētījumu, apstiprinot spēcīgu projekta ekonomiku ar bāzes gadījuma cenu pieņēmumiem pie US$3,000/oz zelta un US$35/oz sudraba, un pat vēl izteiktākas atdeves, ja dārgmetālu cenas paliek augstas.
• Bāzes gadījuma ekonomika izmanto US$3,000/oz zelta un US$35/oz sudraba pieņēmumus.
• Pie augstākām metālu cenām (US$4,250/oz zelta, US$60/oz sudraba) projekta novērtējums būtiski palielinās.
• DeLamar NPV pieaug no US$774M → US$1.7B ar paaugstinātām metālu cenām.
• Projekta kapitāla izmaksas ~US$389M ar ~1.8 gadu atmaksu.
Zelta cenas paliek kritisks faktors DeLamar ekonomikai — augstākas zelta cenas būtiski palielina projekta novērtējumu un investoru atdeves potenciālu.
#GoldMining #IntegraResources #GoldPrice #MiningEconomics #BinanceSquare
$XAU $PAXG
Tulkot
Bitcoin Miners Under Pressure — What It Could Mean 🧠
Current on-chain data shows that many miners are operating below profitability levels. Historically, such phases often align with market bottoms.
When miners face cost pressure, past cycles have seen $BTC reverse from key zones soon after.
While no two cycles are identical, the signals are worth watching closely.
#Bitcoin #BTCAnalysis #OnChainData #CryptoInsights #MiningEconomics
Current on-chain data shows that many miners are operating below profitability levels. Historically, such phases often align with market bottoms.
When miners face cost pressure, past cycles have seen $BTC reverse from key zones soon after.
While no two cycles are identical, the signals are worth watching closely.
#Bitcoin #BTCAnalysis #OnChainData #CryptoInsights #MiningEconomics
Tulkot
Bitcoin Near Fair Value, Tracks Difficulty Regression Model
Bitcoin currently changes hands for around $92,300, which is well in line with the Difficulty Regression Model's estimate of the network's all-in production cost. This puts BTC near a fair value zone, where supply, demand, and mining economics meet.
This model considers mining difficulty as a proxy for production cost, integrating hardware, energy, and operational aspects without using complex assumptions. Traditionally, when BTC has been trading above the model, this has coincided with bull market conditions, while any dip below has often signaled bearish regimes.
Valuations based on Metcalfe-law also place the price of BTC near $90,000, reinforcing the view that the asset is fairly priced at the moment, with premiums seen in earlier bull markets now less common.
#Bitcoin #CryptoAnalysis #MiningEconomics #Write2Earn $BTC
Bitcoin currently changes hands for around $92,300, which is well in line with the Difficulty Regression Model's estimate of the network's all-in production cost. This puts BTC near a fair value zone, where supply, demand, and mining economics meet.
This model considers mining difficulty as a proxy for production cost, integrating hardware, energy, and operational aspects without using complex assumptions. Traditionally, when BTC has been trading above the model, this has coincided with bull market conditions, while any dip below has often signaled bearish regimes.
Valuations based on Metcalfe-law also place the price of BTC near $90,000, reinforcing the view that the asset is fairly priced at the moment, with premiums seen in earlier bull markets now less common.
#Bitcoin #CryptoAnalysis #MiningEconomics #Write2Earn $BTC
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