> On Oct 20, 2019, at 10:10, JW Weatherman <[email protected]> wrote:
> 
> I think the assumption is not that all miners are unprofitable, but that a 
> single miner could make an investment that becomes unprofitable if the hash 
> rate increases more than he expected.

This is a restatement of the assumption I questioned. Hash rate increase does 
not imply unprofitability. The new rig should be profitable.

What is being assumed is a hash rate increase *without* a proportional block 
reward value increase. In this case if the newest equipment is unprofitable, 
all miners are unprofitable.

> Depending on the cost of the offered insurance it would be prudent for a 
> miner to decrease his potential loss by buying insurance for this possibility.
> 
> And the existence of attractive insurance contracts would lower the barrier 
> to entry for new competitors in mining and this would increase bitcoins 
> security.
> 
> -JW
> 
> 
> 
> 
> ‐‐‐‐‐‐‐ Original Message ‐‐‐‐‐‐‐
>> On Sunday, October 20, 2019 1:03 AM, Eric Voskuil via bitcoin-dev 
>> <[email protected]> wrote:
>> 
>> Hi Lucas,
>> 
>> I would question the assumption inherent in the problem statement. Setting 
>> aside variance discount, proximity premium, and questions of relative 
>> efficiency, as these are presumably already considered by the miner upon the 
>> purchase of new equipment, it’s not clear why a loss is assumed in the case 
>> of subsequently increasing hash rate.
>> 
>> The assumption of increasing hash rate implies an expectation of increasing 
>> return on investment. There are certainly speculative errors, but a loss on 
>> new equipment implies all miners are operating at a loss, which is not a 
>> sustainable situation.
>> 
>> If any miner is profitable it is the miner with the new equipment, and if he 
>> is not, hash rate will drop until he is. This drop is most likely to be 
>> precipitated by older equipment going offline.
>> 
>> Best,
>> Eric
>> 
>>>> On Oct 20, 2019, at 00:31, Lucas H via bitcoin-dev 
>>>> [email protected] wrote:
>>> Hi,
>>> This is my first post to this list -- even though I did some tiny 
>>> contributions to bitcoin core I feel quite a beginner -- so if my idea is 
>>> stupid, already known, or too off-topic, just let me know.
>>> TL;DR: a trustless contract that guarantees minimum profitability of a 
>>> mining operation -- in case Bitcoin/hash price goes too low. It can be 
>>> trustless bc we can use the assumption that the price of hashing is low to 
>>> unlock funds.
>>> The problem:
>>> A miner invests in new mining equipment, but if the hash-rate goes up too 
>>> much (the price he is paid for a hash goes down by too much) he will have a 
>>> loss.
>>> Solution: trustless hash-price insurance contract (or can we call it an 
>>> option to sell hashes at a given price?)
>>> An insurer who believes that it's unlikely the price of a hash will go down 
>>> a lot negotiates a contract with the miner implemented as a Bitcoin 
>>> transaction:
>>> Inputs: a deposit from the insurer and a premium payment by the miner
>>> Output1: simply the premium payment to the insurer
>>> Output2 -- that's the actual insurance
>>> There are three OR'ed conditions for paying it:
>>> A. After expiry date (in blocks) insurer can spend
>>> B. Both miner and insurer can spend at any time by mutual agreement
>>> C. Before expiry, miner can spend by providing a pre-image that produces a 
>>> hash within certain difficulty constraints
>>> The thing that makes it a hash-price insurance (or option, pardon my lack 
>>> of precise financial jargon), is that if hashing becomes cheap enough, it 
>>> becomes profitable to spend resources finding a suitable pre-image, rather 
>>> than mining Bitcoin.
>>> Of course, both parties can reach an agreement that doesn't require 
>>> actually spending these resources -- so the miner can still mine Bitcoin 
>>> and compensate for the lower-than-expected reward with part of the 
>>> insurance deposit.
>>> If the price doesn't go down enough, the miner just mines Bitcoin and the 
>>> insurer gets his deposit back.
>>> It's basically an instrument for guaranteeing a minimum profitability of 
>>> the mining operation.
>>> Implementation issues: unfortunately we can't do arithmetic comparison with 
>>> long integers >32bit in the script, so implementation of the difficulty 
>>> requirement needs to be hacky. I think we can use the hashes of one or more 
>>> pre-images with a given short length, and the miner has to provide the 
>>> exact pre-images. The pre-images are chosen by the insurer, and we would 
>>> need a "honesty" deposit or other mechanism to punish the insurer if he 
>>> chooses a hash that doesn't correspond to any short-length pre-image. I'm 
>>> not sure about this implementation though, maybe we actually need new 
>>> opcodes.
>>> What do you guys think?
>>> Thanks for reading it all! Hope it was worth your time!
>>> 
>>> bitcoin-dev mailing list
>>> [email protected]
>>> https://lists.linuxfoundation.org/mailman/listinfo/bitcoin-dev
>> 
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> 
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