Looking at $BitMine Immersion Tech(BMNR.US) from a more technical industry angle, immersion cooling itself is still interesting. Energy efficiency is the biggest issue in crypto mining, and immersion systems can reduce thermal stress and potentially improve uptime.
If they execute well, hosting or leasing mining hardware plus immersion solutions could become a secondary revenue line beyond pure mining. The challenge is scale and capital intensity.
Smaller players must compete against giant miners with cheaper power contracts. So I see this as a niche tech angle rather than guaranteed moat.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
