Hut 8 - CEO Asher Genoot - Q3 Earnings, Strategy & Outlook!

Power Mining Analysis

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7d ago 1:03:02

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We challenge the old mining playbook and explain why we separated Bitcoin exposure into ABTC while building Hut 8 into a power-first infrastructure platform that can serve AI demand. Q3 results, the development flywheel, and contract structure take center stage, with clear views on compensation, treasury, and national hashrate.
• Q3 beat on revenue, margins and net income
• ABTC focus on Bitcoin per share growth
• Energy infrastructure as the core moat
• Development flywheel from origination to operations
• Transparent pipeline: diligence to development to management
• Texas SB6 and interconnect reforms as a filter for real builders
• Colo versus compute economics and risk
• Riverbend campus strategy and utility partnerships
• Compensation design tied to performance, not tenure
• Treasury split: ABTC preservation, Hut 8 yield
• National hashrate, decentralisation and security
• Talent, scale and moving from startup to growth
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Chapters

1. Welcome And Earnings Week Setup (00:00:00)

2. Hut 8 And ABTC: New Structure (00:00:45)

3. Beating Street Estimates And Margins (00:02:10)

4. Strategy: Energy Infrastructure First (00:05:15)

5. Compensation Philosophy And Incentives (00:09:55)

6. The Development Flywheel Explained (00:16:20)

7. Pipeline Transparency And Megawatt Funnel (00:22:35)

8. Texas SB6 And Interconnect Reality (00:27:30)

9. Choosing The Right HPC Deals (00:31:10)

10. Colo vs Compute: Risk And Returns (00:34:20)

11. Riverbend Campus And Market Selection (00:41:00)

12. Partners, Governance, And ABTC Growth (00:47:10)

13. National Hashrate And Security (00:52:00)

14. Treasury: HODL, Yield, And Risk (00:55:30)

15. Talent, Scale, And Operating Model (01:01:30)

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