MARA Word Sense

"COMPANY" - highly voted

$MARA DD - The MaraStrategy 2024-11-25T03:03:00+00:00 81 wallstreetbets

Marathon Digital MARA is a company that started as data center using their servers to generate bitcoins.
It can be very powerful if the item you're amassing and selling becomes scarce and commands a high price, because you'll have sewn up even more of a valuable market.
OP notes that even without buying any bitcoins, MARA's data centers will generate 8600 extra coins per year.
OP also points out MARA can flip their servers to generate which type of crypto coin is the best value at any give time.
My own observation is that a strategy of buying the same exact product you're simultaneously trying to sell to others is the opposite of hedging.

Most Anticipated Earnings Releases for the week beginning February 26th, 2024 2024-02-23T00:35:27+00:00 36 wallstreetbets

Pre Halving the MOST important factor is a companies Energy Strategy not total BTC mined in my opinion.
What's important for BTC miners is their Energy Strategy not total mined BTC( how much energy they use per BTC mined) As the reward halves in mid April those miners who are energy efficient will be in place to make relatively strong profits less dependant on BTC price.
All mining companies will probably bleed heavily throughout summer regardless, riot is just slightly better placed.
MARA's average cost per BTC was 22k, RIOT's was 2k.
It's also very useful to look at the ERCOT demand response credits that RIOT receives as their whole operation is in Texas, not the same for MARA.

Is MARA oversold??? 2024-03-11T16:32:55+00:00 23 wallstreetbets

Most commenters on these types of posts don't understand the relationship between the miners, their hash rate, the price of bitcoin, and the network difficulty level.
There will be mining companies who become uncompetitive after the halving and collapse, and there will be miners who become massively successful.
I believe MARA falls into the second group, and I think it's a classic case of the baby getting thrown out with the bath water as the average investor is getting spooked and dumping all their mining stocks indiscriminately

"COMPANY" - recently

Microstrategy to join NASDAQ 100 and QQQ ETF (NASDAQ rebalancing 12/23) 2024-12-16T14:19:44+00:00 12 wallstreetbets

Max euphoria, I dont understand why they didn't add COIN if they wanted a BTC company or even MARA which actually makes profit.

MARA has bought another $1.1 BILLION Bitcoin (11,774 BTC ) achieved BTC Yield of 12.3% QTD and 47.6% YTD 2024-12-10T22:17:22+00:00 2 wallstreetbets

MARA is a former patent troll company.
A lot of failing companies have gone to crypto as a hail mary.
Remember long island iced tea blockchain?

For you KULR nerds out there like me. KULR, just got cooler. 2024-12-05T02:49:18+00:00 3 pennystocks

It's misleading for OP to claim KULR is doing what MARA and MSTR are doing.
In short, KULR probably will *not* act like a leveraged Bitcoin proxy because of this.
This sentiment you see calling this a clown move is correct, and I'm a strong crypto proponent.
Those two companies didn't just add BTC to their balance sheet, they're *getting lent money at 0% from outsiders to buy the BTC* and they're *selling equity at price premiums to NAV* to roll into more Bitcoin.
MARA is already the low-priced alternative to MSTR, and is legitimately finding lenders that are *oversubscribing* to hand them cash.

"PROFIT" - highly voted

Most Anticipated Earnings Releases for the week beginning February 26th, 2024 2024-02-23T00:35:27+00:00 36 wallstreetbets

Pre Halving the MOST important factor is a companies Energy Strategy not total BTC mined in my opinion.
What's important for BTC miners is their Energy Strategy not total mined BTC( how much energy they use per BTC mined) As the reward halves in mid April those miners who are energy efficient will be in place to make relatively strong profits less dependant on BTC price.
All mining companies will probably bleed heavily throughout summer regardless, riot is just slightly better placed.
MARA's average cost per BTC was 22k, RIOT's was 2k.
It's also very useful to look at the ERCOT demand response credits that RIOT receives as their whole operation is in Texas, not the same for MARA.

Daily Discussion Thread for November 21, 2024 2024-11-21T11:05:42+00:00 14 wallstreetbets

Taking MSTR profits and porting them into MARA.

Daily Discussion Thread for December 04, 2024 2024-12-04T15:04:38+00:00 8 wallstreetbets

Sold ACHR swing for a small profit on that pump, got out of MARA for a 1.60 gain, and letting my ELAB shares ride.

"PROFIT" - recently

Daily Discussion Thread for December 17, 2024 2024-12-17T14:36:14+00:00 3 wallstreetbets

Nice profit overnight tho, we go again tomorrow

Daily Discussion Thread for December 06, 2024 2024-12-06T14:38:32+00:00 2 wallstreetbets

Took my profit and my minimized losses on short term.

Daily Discussion Thread for December 04, 2024 2024-12-04T15:04:38+00:00 8 wallstreetbets

Sold ACHR swing for a small profit on that pump, got out of MARA for a 1.60 gain, and letting my ELAB shares ride.

"PEOPLE" - highly voted

MARA is squeezing shorts! 2023-12-27T20:54:07+00:00 20 wallstreetbets

Basically seems to me that people assume that if BTC translates into a practical asset, then a company like MARA will be on the path to seeing revenues 10X (or some other multiple) with income being close to half of revenues, so you are looking at 2B income per year.
One thing with noting... BTC hit over 60K twice in 2021 before declining to about 15K in 2022 and has since slowly rebounded with it being back up to about 43K now.
Looking at the chart alone and guessing based on history, we may see BTC going to close to 150K, which would be a market cap of in theory 2T... however... there are assumptions that lost BTC amount to 30% of the total meaning that market cap would at 150K be about 1.4T.
Looking into it a bit more... Might be a lot of speculation but the underlying factors seem to be possibility of an ETF and substantial increase in value of BTC.
Not suggesting this is a good investment, but there is a positive story here that can be spun that can drive MARA to increase in value a lot still.

MARA Pig Oink Oink 2024-03-11T19:34:04+00:00 13 wallstreetbets

Once these subside and people realize that Tier 1 miners like MARA will come out stronger than ever post-halving, this stock will catchup in matter of days.
Just like how MSTR jumped 130% from $700 to $1600 in a month, MARA will deliver similar returns if not more as long as BTC continues to hold these levels.
This has all the potential to be a multi-bagger play in a very short timeframe.
It's still a leveraged play on Bitcoin despite the recent divergence which is really due to dilution + halving FUD.
This stock has gone up 20%+ in a day and 70%+ in a week many times before.

Are people sleeping on miners? 2024-03-10T01:47:16+00:00 10 wallstreetbets

all this bearish sentiment and short interest seems like a clear indicator there is room to make money on the contrarian side depending how it goes.
On the other hand, if we ever do see this green renewable economy take hold, it is going to need wasteful consumers of power who can ramp up and down on a moments notice.
During this time we'll see all the cheap bitcoin get shaken out from the people with paper hands or who are too poor to do otherwise and then the large asset managers are going to have to turn elsewhere to lock in their supply and it goes into an account nobody is touching for 30 years.
Well they're bringing that to the BTC chain enabling the smart contracts and tokens and nfts and whatever other nonsense you want without dealing with those blue haired javascript loving ethereum nerds.
If it's using by institutions to transact billions of dollars worth of btc at once yeah sure we've missed the "usable by a person as a currency" checkpoint, but if the value holds (or doesnt implode) the deflationary nature of the system will likely continue to drive prices.

"PEOPLE" - recently

MSTR, MARA, and...HUT? 2024-12-18T08:25:35+00:00 2 wallstreetbets

Since it's excess and on a global scale, it will make the miners ability far less valuable.
I have mstr (mstx to be more specific) and I think it will pop after next earnings where people see the insane shift in NAV premium.
>Oddly enough MARA has performed like, "someone who can't cum,"
I sold the mara I had during a brief window of solid gains.
As adoption increases, we will see many organizations utilize excess energy for bitcoin mining.

Daily Discussion Thread for November 21, 2024 2024-11-21T19:48:06+00:00 8 wallstreetbets

People talk so much shit about wsb but this morning I was told unequivocally to sell my MSTR for profit and then to grab up MARA like, 10 different times.

What Are Your Moves Tomorrow, November 13, 2024 2024-11-12T22:22:25+00:00 7 wallstreetbets

There's so much potential and talent here but ffs they need to fire some people to fix this shit

"MAKE" - highly voted

Why I am all in $MARA before earnings 2024-11-10T21:49:38+00:00 261 wallstreetbets

**Possible Bias:** Donald Trump may want to make America the top btc mining hub.

Most Anticipated Earnings Releases for the week beginning February 26th, 2024 2024-02-23T00:35:27+00:00 36 wallstreetbets

Pre Halving the MOST important factor is a companies Energy Strategy not total BTC mined in my opinion.
What's important for BTC miners is their Energy Strategy not total mined BTC( how much energy they use per BTC mined) As the reward halves in mid April those miners who are energy efficient will be in place to make relatively strong profits less dependant on BTC price.
All mining companies will probably bleed heavily throughout summer regardless, riot is just slightly better placed.
MARA's average cost per BTC was 22k, RIOT's was 2k.
It's also very useful to look at the ERCOT demand response credits that RIOT receives as their whole operation is in Texas, not the same for MARA.

Are you winning or losing 2024-03-02T13:40:53+00:00 23 wallstreetbets

I actually bought puts on U (Monday) and MARA (Wednesday), both of which dropped 10+% post earnings.
Sold one U out for a 75% loss when the stock bounced back up on Tuesday getting nervous it would go to 0.
Sold my second U at 0 loss or gain thinking I was getting out at the top with most of my bread, stock dropped another 5 points.
I proceeded to make a third and final bet, with the remainder of my cash, short Auto Desk (ADSK), which popped up 10% post earrings Friday.
Swear I could have gone up 10 grand on Monday and I'd be in the same place today.

"MAKE" - recently

MSTR, MARA, and...HUT? 2024-12-18T08:25:35+00:00 2 wallstreetbets

Since it's excess and on a global scale, it will make the miners ability far less valuable.
I have mstr (mstx to be more specific) and I think it will pop after next earnings where people see the insane shift in NAV premium.
>Oddly enough MARA has performed like, "someone who can't cum,"
I sold the mara I had during a brief window of solid gains.
As adoption increases, we will see many organizations utilize excess energy for bitcoin mining.

Microstrategy to join NASDAQ 100 and QQQ ETF (NASDAQ rebalancing 12/23) 2024-12-16T14:19:44+00:00 12 wallstreetbets

Max euphoria, I dont understand why they didn't add COIN if they wanted a BTC company or even MARA which actually makes profit.

MicroStrategy has acquired 55,500 BTC for ~$5.4 billion at ~$97,862 per #bitcoin and has achieved BTC Yield of 35.2% QTD and 59.3% YTD. 2024-11-25T16:06:26+00:00 16 wallstreetbets

Given that other corporations are only now considering to adopt BTC as a part of their treasury or financial management?
It feels Pyramid Schemy when they and companies like MARA overbuy Bitcoin with debt when the price is at a momentum high price.
It did briefly collapse back down to $3K only to then surge to $67k (which then tumbled to $15k).
That said, the scarcity of Bitcoin makes this strategy intriguing.
Countries like West Germany liquidated all their Bitcoin (not many, maybe.

"THINK" - highly voted

MARA has bought another $1.1 BILLION Bitcoin (11,774 BTC ) achieved BTC Yield of 12.3% QTD and 47.6% YTD 2024-12-10T13:48:47+00:00 99 wallstreetbets

While bear cycles are a thing for BTC, and there will certainly be a drop at some point, the likelihood that it falls below 17k per BTC and stays there long enough for MSTR to be in financial trouble seems extremely low.
I am not sure about MARA's financials, but MSTR's bonds are super safe, unless you think BTC is going to 0.
For their net asset value to just go down to match their liabilities, BTC would need to lose more than 80% of its value.

Is MARA oversold??? 2024-03-11T16:32:55+00:00 23 wallstreetbets

Most commenters on these types of posts don't understand the relationship between the miners, their hash rate, the price of bitcoin, and the network difficulty level.
There will be mining companies who become uncompetitive after the halving and collapse, and there will be miners who become massively successful.
I believe MARA falls into the second group, and I think it's a classic case of the baby getting thrown out with the bath water as the average investor is getting spooked and dumping all their mining stocks indiscriminately

I think I am done 2024-04-20T01:07:02+00:00 8 wallstreetbets

They jumped, kept moving up, don't immediately think it's gonna reverse and let it ride a little bit.
To give yourself some confidence, look to play options in the coming week with one of 2 approaches: contacts expiring no sooner than 5/3 or contract entry exit occurring within the same day.
Hopping in when it's got this vortex of doom in the middle or first third, riding it down, setting a stop loss and seeing what happens.
I don't think it's wise to hold contracts for very long due to volatility, could help you but also could totally F you sideways.
I hit my PDT limit and just bought some boring stuff, actual stocks, just so I wouldn't end up holding contracts over the weekend cuz Lordy only knows what'll happen the next few days.

"THINK" - recently

MSTR, MARA, and...HUT? 2024-12-18T08:25:35+00:00 2 wallstreetbets

Since it's excess and on a global scale, it will make the miners ability far less valuable.
I have mstr (mstx to be more specific) and I think it will pop after next earnings where people see the insane shift in NAV premium.
>Oddly enough MARA has performed like, "someone who can't cum,"
I sold the mara I had during a brief window of solid gains.
As adoption increases, we will see many organizations utilize excess energy for bitcoin mining.

MARA has bought another $1.1 BILLION Bitcoin (11,774 BTC ) achieved BTC Yield of 12.3% QTD and 47.6% YTD 2024-12-10T13:48:47+00:00 99 wallstreetbets

While bear cycles are a thing for BTC, and there will certainly be a drop at some point, the likelihood that it falls below 17k per BTC and stays there long enough for MSTR to be in financial trouble seems extremely low.
I am not sure about MARA's financials, but MSTR's bonds are super safe, unless you think BTC is going to 0.
For their net asset value to just go down to match their liabilities, BTC would need to lose more than 80% of its value.

What Are Your Moves Tomorrow, December 02, 2024 2024-12-02T01:54:59+00:00 5 wallstreetbets

I think MARA is the best crypto play.