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IREN Shatters Records: IREN & CIFR Production + IREN, MARA, CLSK, RIOT & CIFR Analysis!

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Manage episode 498702562 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Bitcoin miners Iren and Cipher release blockbuster July production results with Iren mining a record 728 Bitcoin at 76% gross margins while Cipher reaches their 20 exahash target. The standout performers demonstrate how strategic power management and operational efficiency separate industry leaders from competitors.
• Iren delivers 91% fleet utilization despite summer curtailment pressures
• Cipher Mining earns power credits equivalent to 6 Bitcoin ($690,000) through strategic curtailment
• Iren's HPC/AI business generates $2.3 million in July revenue with more GPUs being deployed
• Power cost comparison shows leaders achieving 2.7-2.8 cents per kilowatt hour
• Texas energy market provides competitive advantage through power purchase agreements
• Iren, CleanSpark, and Riot lead efficiency metrics at approximately 16 Bitcoin per exahash
• Construction updates show Iron on track to energize 2.3 gigawatts for data centers by mid-2026
Take a second to smash the like button and subscribe to McNallie Money. Let us know in the comments which miner you're currently holding and prefer - Iren or Cipher?
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

  continue reading

Chapters

1. Introduction to July Production Results (00:00:00)

2. Bitcoin Price Recovery and Market Impact (00:03:25)

3. Cipher Mining's July Performance (00:04:49)

4. Power Strategy Analysis and Comparisons (00:10:17)

5. Iron's Record-Breaking Performance (00:16:44)

6. Miner Comparison and Metrics Breakdown (00:20:16)

374 episodes

Artwork
iconShare
 
Manage episode 498702562 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Bitcoin miners Iren and Cipher release blockbuster July production results with Iren mining a record 728 Bitcoin at 76% gross margins while Cipher reaches their 20 exahash target. The standout performers demonstrate how strategic power management and operational efficiency separate industry leaders from competitors.
• Iren delivers 91% fleet utilization despite summer curtailment pressures
• Cipher Mining earns power credits equivalent to 6 Bitcoin ($690,000) through strategic curtailment
• Iren's HPC/AI business generates $2.3 million in July revenue with more GPUs being deployed
• Power cost comparison shows leaders achieving 2.7-2.8 cents per kilowatt hour
• Texas energy market provides competitive advantage through power purchase agreements
• Iren, CleanSpark, and Riot lead efficiency metrics at approximately 16 Bitcoin per exahash
• Construction updates show Iron on track to energize 2.3 gigawatts for data centers by mid-2026
Take a second to smash the like button and subscribe to McNallie Money. Let us know in the comments which miner you're currently holding and prefer - Iren or Cipher?
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

  continue reading

Chapters

1. Introduction to July Production Results (00:00:00)

2. Bitcoin Price Recovery and Market Impact (00:03:25)

3. Cipher Mining's July Performance (00:04:49)

4. Power Strategy Analysis and Comparisons (00:10:17)

5. Iron's Record-Breaking Performance (00:16:44)

6. Miner Comparison and Metrics Breakdown (00:20:16)

374 episodes

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