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keystroke
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May 14, 2013, 03:33:23 PM |
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Quick question: Are ASICMINER shares highly liquid? I'm just wondering how to value mine. Currently I am using the 7 day average on BTC-TC as volume is not that high. Are there OTC transactions (e.g. in the forums) moving decent amounts of shares? It looks so but I just want to confirm with everyone in here and get some ideas as to how to do this. Thanks!  |
"The difference between a castle and a prison is only a question of who holds the keys."
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ThickAsThieves
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May 14, 2013, 03:39:12 PM |
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Quick question: Are ASICMINER shares highly liquid? I'm just wondering how to value mine. Currently I am using the 7 day average on BTC-TC as volume is not that high. Are there OTC transactions (e.g. in the forums) moving decent amounts of shares? It looks so but I just want to confirm with everyone in here and get some ideas as to how to do this. Thanks! Very hard to call right now. Buying power is decent, but bid books are too thin to support big sell-offs. I am buying OTC in bulk if you need an exit though  |
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wtfvanity
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May 14, 2013, 04:22:24 PM |
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I agree that it's a lot to wade through, and I've considered doing something similar, but I have some concerns. First is dealing with DDOS and hack attempts...
What about just using wordpress's own hosting, would that be DDOS proof. Also there's a Two factor authentication plugin for wordpress. Blogspot supports tfa too You're going to find it hard for anything that doesn't have lots of $$$$$$ signs in it being anywhere close to DDoS proof. |
WTF! Don't Click Here
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lophie
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May 14, 2013, 04:39:39 PM |
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I'd be really curious to here some methods that people are using to derive their own "fair market value" for AM shares. My method is simply to believe that AM will maintain somewhere between 10% and 30% of total network hashrate for at least the next 18 months AND will also generate some % of income from mining equipment sales, (that of course is much harder to estimate). Playing with possible values here helps me to determine my personal valuation range, even if extremely imprecise. Then there is also the intangible, which in this case is the fact that Friedcat has delivered and the current high share price indicates a belief that he will continue to do so.
Care to share your numbers either publicly or privately? Thank you. |
Will take me a while to climb up again, But where is a will, there is a way...
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lophie
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May 14, 2013, 04:41:05 PM |
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I agree that it's a lot to wade through, and I've considered doing something similar, but I have some concerns. First is dealing with DDOS and hack attempts...
What about just using wordpress's own hosting, would that be DDOS proof. Also there's a Two factor authentication plugin for wordpress. Blogspot supports tfa too You're going to find it hard for anything that doesn't have lots of $$$$$$ signs in it being anywhere close to DDoS proof. Freenet? |
Will take me a while to climb up again, But where is a will, there is a way...
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zeocrash
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May 14, 2013, 05:47:59 PM |
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You're going to find it hard for anything that doesn't have lots of $$$$$$ signs in it being anywhere close to DDoS proof.
How DDOS proof does it really need to be. I'd suggest the announcements still get posted here too, so it wouldn't be like taking down the blog would black out all ASICMINER information. What would be the consequences of having the blog taken offline by a DDOS |
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wtfvanity
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May 14, 2013, 05:55:14 PM |
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You're going to find it hard for anything that doesn't have lots of $$$$$$ signs in it being anywhere close to DDoS proof.
How DDOS proof does it really need to be. I'd suggest the announcements still get posted here too, so it wouldn't be like taking down the blog would black out all ASICMINER information. What would be the consequences of having the blog taken offline by a DDOS You guys are all quoting the wrong person. I never said the blog needs to be DDoS proof. The guy I quoted thought that paying wordpress directly would make it DDoS proof, I'm merely saying that is simply misguided and such a thing scenario would cost a lot of money. What's wrong with a cheap blog? What's wrong with mirroring it on a cheap VPS as a hidden service? And why wouldn't he also make those posts here? He doesn't even have to run the blog, someone else could and just copy his posts he makes here to it. It would only be a convenience factor. |
WTF! Don't Click Here
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michaelGedi
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"to be or not to be, that is the bitcoin"
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May 14, 2013, 06:32:33 PM |
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ecliptic
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May 14, 2013, 07:43:12 PM |
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AM has connections with Avalon In China? Shared IP between chips and designs?
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physalis
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May 14, 2013, 07:50:52 PM |
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AM has connections with Avalon In China? Shared IP between chips and designs?
No. |
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furuknap
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May 14, 2013, 08:07:22 PM |
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AM has connections with Avalon In China? Shared IP between chips and designs?
Not as far as anyone knows. There was one guy that claimed that a key insider in Avalon had covert ties to ASICMiner, but it turned out to be a false claim with no evidence and the poster later said he had no evidence and only thought it would be good for ASICMiner if this was the case. In other news: ATH broken today on BTCT PT (฿1.78). Make sure you do the math to determine whether the herd is right. .b |
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freedomno1
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Learning the troll avoidance button :)
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May 14, 2013, 08:37:44 PM |
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AM has connections with Avalon In China? Shared IP between chips and designs?
Not as far as anyone knows. There was one guy that claimed that a key insider in Avalon had covert ties to ASICMiner, but it turned out to be a false claim with no evidence and the poster later said he had no evidence and only thought it would be good for ASICMiner if this was the case. In other news: ATH broken today on BTCT PT (฿1.78). Make sure you do the math to determine whether the herd is right. .b No idea if the herd is right but either way keeps raising my average cost and net gains |
Believing in Bitcoins and it's ability to change the world
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stripykitteh
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May 14, 2013, 09:24:00 PM |
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It will be interesting to see how much of this week's earnings is from hardware sales, and at what rate sales continue. As pent-up demand subsides and the network hash rises you'd expect sales to naturally decay, so perhaps it's better to look at this as a one-time shot at some bonanza profits rather than a consistent earner ('one-time' could still mean several weeks or months).
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freedomno1
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May 14, 2013, 09:42:30 PM |
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It will be interesting to see how much of this week's earnings is from hardware sales, and at what rate sales continue. As pent-up demand subsides and the network hash rises you'd expect sales to naturally decay, so perhaps it's better to look at this as a one-time shot at some bonanza profits rather than a consistent earner ('one-time' could still mean several weeks or months).
Well the fundamentals are looking good strong mining ability good sales == stable profit so can see why the price is appreciating Also if the difficulty stays consistent then longer periods at a lower rate is better than a high rise in difficulty for currency appreciation With units for sale as well if that occurs so makes good sense |
Believing in Bitcoins and it's ability to change the world
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sleger
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May 14, 2013, 10:15:19 PM |
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I am wondering why it has been almost a week that the AM hashrate has not increased at all, I thought the plan was to add progressively up to quite a lot and since right now the market share of AM is not that high there is no reason I can think of to not add more ?
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Aedius
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May 14, 2013, 10:17:06 PM |
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I am wondering why it has been almost a week that the AM hashrate has not increased at all, I thought the plan was to add progressively up to quite a lot and since right now the market share of AM is not that high there is no reason I can think of to not add more ?
Where are you looking for the total hashrate? |
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sleger
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May 14, 2013, 10:28:41 PM |
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Where are you looking for the total hashrate?
All these google docs links from a couple pages back |
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stripykitteh
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May 14, 2013, 10:51:29 PM |
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I am wondering why it has been almost a week that the AM hashrate has not increased at all, I thought the plan was to add progressively up to quite a lot and since right now the market share of AM is not that high there is no reason I can think of to not add more ?
Hopefully friedcat will provide an update on this with the next dividend announcement. There could be a technical problem that is delaying this, or potentially they are refactoring their data centre space, which requires off-lining blades for a time. My guess is that AM got to 30% of the network hash rate and decided they didn't want to go any higher. The rewards for doing so start to decline noticeably. ASICs from other shops have not come on at the rate they were predicted to. The success of the hardware sales of the last few days may have prompted a temporary change of strategy. Sell hardware -> push network hash rate up -> decrease own share of network -> increase profitability of deploying more hardware. |
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furuknap
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May 14, 2013, 10:53:08 PM |
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I am wondering why it has been almost a week that the AM hashrate has not increased at all, I thought the plan was to add progressively up to quite a lot and since right now the market share of AM is not that high there is no reason I can think of to not add more ?
Perhaps friedcat sold all this week's new deployment in the blade auction :-) Seriously, I'm confident that friedcat would let us know if something was a problem or breaking of plans. .b |
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