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Markets On Edge, Miners On Mission: BitFuFu, Canaan, Hive, Bitdeer & Soluna News!
Manage episode 519466105 series 3570269
A tough week for bitcoin and miners reveals which operators hold real power advantages, hardware roadmaps, and diversified revenue. We share on-site takeaways from Texas, break down October production across major names, and explain why HPC and hosting are becoming core to mining economics.
• Bitcoin price pressure and macro drag
• Miner sell-off dynamics and portfolio tactics
• BitFufu production trends and fleet efficiency
• Canaan operational gains and ultra-low power costs
• Hive’s rapid hashrate growth and Canadian AI build
• Bitdeer’s Ohio fire update and SEAL chip progress
• Record self-mining, hosting scale, and AI cloud revenue
• Soluna’s Dorothy 2 wind-backed campus and client ramp
• Hashprice near $40 and difficulty headwinds
• How power strategy and HPC hedge post-halving risk
Before we get into it, take a second, smash the like button, guys
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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. Road Trip And Weekly Setup (00:00:00)
2. Bitcoin Slide And Macro Pressures (00:01:21)
3. Miner Sell-Off And Strategy Shift (00:03:16)
4. BitFufu Production And Efficiency (00:04:55)
5. Canaan’s Output, Costs, And Treasury (00:08:03)
6. Hive’s Hashrate Growth And Canadian HPC (00:11:02)
7. Bitdeer: Fire Update, SEAL Chips, And Scale (00:15:05)
8. Soluna’s Dorothy 2 And Wind-Backed Hosting (00:19:36)
9. Hashprice Stress And Post-Halving Reality (00:22:15)
10. Where To Follow And What’s Next (00:25:05)
443 episodes
Manage episode 519466105 series 3570269
A tough week for bitcoin and miners reveals which operators hold real power advantages, hardware roadmaps, and diversified revenue. We share on-site takeaways from Texas, break down October production across major names, and explain why HPC and hosting are becoming core to mining economics.
• Bitcoin price pressure and macro drag
• Miner sell-off dynamics and portfolio tactics
• BitFufu production trends and fleet efficiency
• Canaan operational gains and ultra-low power costs
• Hive’s rapid hashrate growth and Canadian AI build
• Bitdeer’s Ohio fire update and SEAL chip progress
• Record self-mining, hosting scale, and AI cloud revenue
• Soluna’s Dorothy 2 wind-backed campus and client ramp
• Hashprice near $40 and difficulty headwinds
• How power strategy and HPC hedge post-halving risk
Before we get into it, take a second, smash the like button, guys
If you're not already subscribed, McNallie Money, feel free to join
Sign up for our newsletter, which is going out today, once a week, Friday afternoons, 100% free
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. Road Trip And Weekly Setup (00:00:00)
2. Bitcoin Slide And Macro Pressures (00:01:21)
3. Miner Sell-Off And Strategy Shift (00:03:16)
4. BitFufu Production And Efficiency (00:04:55)
5. Canaan’s Output, Costs, And Treasury (00:08:03)
6. Hive’s Hashrate Growth And Canadian HPC (00:11:02)
7. Bitdeer: Fire Update, SEAL Chips, And Scale (00:15:05)
8. Soluna’s Dorothy 2 And Wind-Backed Hosting (00:19:36)
9. Hashprice Stress And Post-Halving Reality (00:22:15)
10. Where To Follow And What’s Next (00:25:05)
443 episodes
All episodes
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