The Revaluation of Bitcoin Miners: Right Time, Right Place
Research Paper • 2026
Analysis of valuation dynamics in publicly traded Bitcoin miners and their relationship to energy markets, capital cycles, and digital infrastructure.
Marc Aliaga
International Affairs • Geopolitics • Energy Markets
RECENT UPDATES
Biography Framework
I'm Marc, a Spanish student focused on international finance, geopolitical risk, energy markets, and global trade. Currently specializing in International Finance at MGIMO University, my work explores the intersection of economics, statecraft, and strategic competition across Eurasia.
By merging my foundational education under the European academic framework with my current specialization in Russia, I have developed a unique, 360 perspective on the global economy. This dual-lens approach allows me to analyze energy security, physical commodity markets, international sanctions, industrial policy, and transport corridors with a grounded understanding of both European and Eurasian strategic realities.
I actively author and publish detailed macro-geopolitical essays and market reports. These analytical frameworks dissect underlying structural dependencies, state-driven economic re-alignments, and systemic risks within volatile global markets—providing executives and decision-makers with the objective, tridimensional oversight required to anticipate shifts in the international landscape.
Selected Research
Is Russia Still an Energy Superpower?
Geopolitics • 2026
As Russia pivots from Europe to Asia, can it preserve its energy influence? A deep dive into sanctions, gas exports, LNG development, and strategic realignment.
Is Russia really sovereign over the price of its own oil?
Geopolitics |Oil and gas • 2026
how the shift from state-controlled production to globalized financial derivatives has left Urals crude bound to international benchmarks and vulnerable to external macroeconomic cycles.