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Latest News, Earnings & Production Reports: MARA, HUT, ABTC, CIFR & RIOT!
Manage episode 517725189 series 3570269
We track a rough Bitcoin slide, then focus on how miners are hedging the cycle by building power, signing HPC contracts, and turning HODL into working capital. Earnings and production updates from MARA, CleanSpark, Riot, and HUT 8 show the pivot from pure hash to diversified compute.
• Bitcoin price context, business cycle links, and miner decoupling
• Cipher financing for Barber Lake and Black Pearl HPC pivot
• Analyst split on IRON economics and model assumptions
• MARA’s Delaware Basin energy plan and treasury management
• Riot and CleanSpark monthly output, efficiency, and power credits
• HUT 8 and ABTC results, 8.6 GW pipeline, and GPU-as-a-service
• Hashprice pressure and the case for long-term HPC contracts
• Forward hedging via Luxor’s hash rate marketplace
Hit the like button, feel free to subscribe, and let us know in the comments what you thought about these earnings results and your current top pick in the space!
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - [email protected]
Chapters
1. Bitcoin Price Check And Market Backdrop (00:00:00)
2. Miners Decouple And Year-To-Date Context (00:02:40)
3. Housekeeping: Upcoming CFO Interviews (00:04:25)
4. Cypher Financing And HPC Expansion (00:06:35)
5. Analyst Split On IRON Valuation (00:09:50)
6. Price Targets And HUT 8 Pipeline (00:12:03)
7. MARA’s Energy Strategy And Earnings Highlights (00:15:20)
8. Riot And CleanSpark Production Updates (00:19:40)
9. HUT 8 Results, ABTC Focus, And Efficiency (00:23:30)
10. Hashprice Pressure And The HPC Pivot (00:27:00)
11. Luxor Forwards And Closing Notes (00:29:10)
435 episodes
Manage episode 517725189 series 3570269
We track a rough Bitcoin slide, then focus on how miners are hedging the cycle by building power, signing HPC contracts, and turning HODL into working capital. Earnings and production updates from MARA, CleanSpark, Riot, and HUT 8 show the pivot from pure hash to diversified compute.
• Bitcoin price context, business cycle links, and miner decoupling
• Cipher financing for Barber Lake and Black Pearl HPC pivot
• Analyst split on IRON economics and model assumptions
• MARA’s Delaware Basin energy plan and treasury management
• Riot and CleanSpark monthly output, efficiency, and power credits
• HUT 8 and ABTC results, 8.6 GW pipeline, and GPU-as-a-service
• Hashprice pressure and the case for long-term HPC contracts
• Forward hedging via Luxor’s hash rate marketplace
Hit the like button, feel free to subscribe, and let us know in the comments what you thought about these earnings results and your current top pick in the space!
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - [email protected]
Chapters
1. Bitcoin Price Check And Market Backdrop (00:00:00)
2. Miners Decouple And Year-To-Date Context (00:02:40)
3. Housekeeping: Upcoming CFO Interviews (00:04:25)
4. Cypher Financing And HPC Expansion (00:06:35)
5. Analyst Split On IRON Valuation (00:09:50)
6. Price Targets And HUT 8 Pipeline (00:12:03)
7. MARA’s Energy Strategy And Earnings Highlights (00:15:20)
8. Riot And CleanSpark Production Updates (00:19:40)
9. HUT 8 Results, ABTC Focus, And Efficiency (00:23:30)
10. Hashprice Pressure And The HPC Pivot (00:27:00)
11. Luxor Forwards And Closing Notes (00:29:10)
435 episodes
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