Bitcoin Breakout: What It Means for Miner MCAP's, HODL's & Valuations!

Power Mining Analysis

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תוכן מסופק על ידי Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

All About Change

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The Goodwill You Don't Know with CEO Steve Preston 29:53

לפני יומיים29:53

הפעל מאוחר יותר

רשימות

לייק

אהבתי

29:53

Steve Preston is the CEO of Goodwill Industries. Though Goodwill is known for big stores where people can donate clothes and buy them secondhand, those stores are just the first level of what Goodwill Industries are about. Those stores fund an international organization that provides job training, employment placement services and other community-based programs for people who face barriers in their employment. Steve joins Jay to discuss the ways Goodwill Industries support veterans and individuals who lack job experience, an education, or face employment challenges, such as those people who are formerly incarcerated. Today's episode was produced by Tani Levitt and Mijon Zulu. To check out more episodes or to learn more about the show, you can visit our website Allaboutchangepodcast.com. If you like our show, spread the word, tell a friend or family member, or leave us a review on your favorite podcasting app. We really appreciate it. All About Change is produced by the Ruderman Family Foundation. Episode Chapters 0:00 intro 1:02 The Goodwill you don’t know 4:33 The troubling reality of work reintegration for formerly incarcerated folks 10:00 How Steve brings his public-sector experience to Goodwill 11:17 Goodwill’s employment centers 15:51 The interplay between Goodwill’s national and local arms 24:07 The case for minimizing recidivism becoming a cross-party cause 27:05 Goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at ⁠⁠⁠www.jayruderman.com⁠⁠⁠ .…

לפני שנה 29:16

MP3•בית הפרקים

Bitcoin's price surge to $94,000 has dramatically boosted mining stocks, with companies like Bitdeer and BitFarms seeing gains of 20% and 8% respectively while creating new valuation opportunities across the sector.
• Market caps of mining companies remain significantly undervalued compared to their Bitcoin holdings
• Marathon's Bitcoin holdings worth $4.4 billion while their market cap is only $4.9 billion
• Morgan Stanley analysis shows mining infrastructure assets alone worth billions
• DMG's Bitcoin holdings worth 112% of their entire market cap
• Riot securing a $100 million Bitcoin-backed credit facility with Coinbase
• Jack Mallers launching "21" with Tether, SoftBank and Bitfinex to accumulate 42,000 Bitcoin
• Record ETF inflows of $936 million on April 22nd
• Bitcoin now the 6th largest asset by market cap, surpassing Amazon
• Expected 7.8% mining difficulty decrease will boost miner revenues
• Hash price increased from $38 to $48 per petahash over two weeks
Subscribe to our newsletter for more insights like our recent feature on Sam Tabar, CEO of BitDigital, and let us know in the comments how you're feeling about the mining sector right now. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

פרקים

1. Market Update: Bitcoin and Miners Rally (00:00:00)

2. Mining Stock Market Caps and HODL Value (00:06:17)

3. Morgan Stanley's Power Asset Valuation (00:10:17)

4. Bitcoin Banks: 21 & MicroStrategy Competition (00:15:22)

5. Riot's $100M Bitcoin-Backed Credit Facility (00:19:17)

6. ETF Inflows and Technical Indicators (00:22:55)

7. Mining Difficulty and Hash Price Outlook (00:28:31)

317 פרקים

#Trading #Business #Anthony Power & Bryce McNallie #Anthony Power #Bryce McNallie

Bitcoin Breakout: What It Means for Miner MCAP's, HODL's & Valuations!

Power Mining Analysis

published לפני שנה

שתפו

MP3•בית הפרקים

פרקים

1. Market Update: Bitcoin and Miners Rally (00:00:00)

2. Mining Stock Market Caps and HODL Value (00:06:17)

3. Morgan Stanley's Power Asset Valuation (00:10:17)

4. Bitcoin Banks: 21 & MicroStrategy Competition (00:15:22)

5. Riot's $100M Bitcoin-Backed Credit Facility (00:19:17)

6. ETF Inflows and Technical Indicators (00:22:55)

7. Mining Difficulty and Hash Price Outlook (00:28:31)

317 פרקים

#Trading #Business #Anthony Power & Bryce McNallie #Anthony Power #Bryce McNallie

כל הפרקים

Power Mining Analysis

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Daily Mining Revenue Analysis: Margins, Revenue & Latest RIOT/BITF Updates! 41:53

לפני 20 hours41:53

41:53

Bitcoin's climb past $110,000 creates unprecedented revenue opportunities for mining companies, with leading operations achieving gross margins up to 77% on their daily production. • Daily miner revenue analysis showing Marathon producing $3.3 million daily with 70% gross margins • Detailed breakdown of mining economics including pool fees, energy costs, and gross profit per exahash • Bitcoin price appreciation of approximately $25,000 since April, dramatically improving miner economics • Comparison of fixed vs variable costs in mining operations and their impact on profitability • Explanation of how Q2 financial results will likely show most miners returning to profitability • Update on Riot's continuing sale of Bitfarms shares at around $0.90, well below their $2.24 acquisition price • Discussion of upcoming HPC (high-performance computing) deals potentially transforming the sector Smash the like button, subscribe to McNally Money, and let us know in the comments how you're feeling about the Bitcoin mining sector and your top pick in the space. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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Exploring Miner MCAP, mNAV, HODL & Margins in Q2! 36:48

לפני יומיים36:48

36:48

McNally Money dives into Bitcoin miners' market caps, HODL positions, mNAV premiums, and live mining margins to understand why miners are undervalued compared to Bitcoin treasury companies. • Bitcoin shows resilience after the Trump/Elon news, recovering to $108,000 over the weekend • Miners showing a mixed trading day despite Bitcoin strength • MicroStrategy (MSTR) trades at a 1.87x premium to its Bitcoin holdings while miners trade at or near their HODL value • If miners received the same mNAV premium as Strategy, Marathon's market cap would nearly double to $10.1 billion • Wall Street remains skeptical of mining economics due to inconsistent profitability and business decisions • Q2 looking positive with Bitcoin up $25,000 since Q1, potentially adding $1.2B to Marathon's income statement through FASB accounting • Live miner margins show Iren and Cipher leading with 75-77% gross margins • Energy costs are just one component - compensation and G&A expenses often push miners into unprofitability • Hive working to reduce power costs from 7.5¢ to 4.5¢ per kWh by leveraging Paraguay facilities • Miners must prepare for the 2028 halving which will double energy costs per Bitcoin Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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Trump vs Musk: A Digital Showdown Shakes Markets + Miner News! 43:32

לפני 5 ימים43:32

43:32

The Trump-Musk bromance appears to have ended with implications for Bitcoin miners as they recover from a market pullback while Hive Digital and Saluna reveal impressive production updates and expansion plans. • Trump and Musk's public Twitter feud caused markets to tumble briefly before a swift recovery • Bitcoin dropped to $101,000 but quickly bounced back above $103,500 showing market resilience • The feud centered around a proposed government bill and spending concerns • Hive Digital announced plans to quadruple their hash rate through 2025 • Hive showed a 58% increase in peak hash rate in a single month • Soluna continues developing their 2.6 gigawatt power pipeline • UK has opened ETF exposure to British investors after lagging in Bitcoin adoption • South Korea's president declared Bitcoin a national priority Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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May Production Analysis: IREN, DMG, and Cipher Mining Excel Amid $100K+ Bitcoin! 37:16

לפני 6 ימים37:16

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Bitcoin miners are delivering record revenue results as prices hover consistently above $100,000. We examine the May production results from Iren, DMG, and Cipher Mining, analyzing their performance metrics and future growth strategies. • Iren achieved record monthly revenue of $67 million with exceptional 74% margins • Iren mined 627 Bitcoin in May, an 8% increase from April • Their operational hash rate increased from 36.6 to 38.4 exahash while targeting 50 exahash by end of June • At current Bitcoin prices, Iren projects annualized EBITDA of $651 million • DMG maintained 2.1 exahash with slight operational decrease to optimize for summer temperatures • DMG achieved 16.4 Bitcoin per exahash, placing them in the top three miners for efficiency • Cipher mined 175 Bitcoin in May, a 2% increase from April • Cipher's Black Pearl data center is scheduled for energization in June • Mining difficulty adjustment expected on June 14th with potential reduction favorable to miners • Forward hash price curve projecting increases to $54 per petahash per day by July Hit the like button, subscribe to McNally Money, and let us know in the comments if you're holding any of these three companies and how you thought they performed in May. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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HPC Revolution: Comparing Billion-Dollar Data Center Contracts 42:58

לפני 7 ימים42:58

42:58

Anthony Power and Bryce McNallie dive deep into the HPC AI data center contracts that are transforming Bitcoin mining companies into AI infrastructure providers, comparing deals between Applied Digital, Core Scientific, Terawulf, and Galaxy Digital with industry giants like CoreWeave and Core42. • Applied Digital announced a $7B contract with CoreWeave spanning 15 years, causing their stock to surge 28% in a single day • CoreWeave operates 33 data centers with 1.6 gigawatts of contracted power and generated over $1B in revenue during their first quarter as a public company • Core Scientific secured 590 megawatts with CoreWeave over 12 years (extendable to 22), worth approximately $850M annually once fully operational • HPC data center contracts deliver 75-80% profit margins with long-term stability compared to volatile Bitcoin mining • Terawulf signed with Core42 for 60-70 megawatts over 10 years (extendable to 20), generating approximately $1B over the initial term • Galaxy Digital's 133 megawatt deal with CoreWeave at Helios is worth $4.5B over 15 years with potential expansion to 400 megawatts • Bitcoin miners with HPC contracts have seen share prices increase significantly YoY: Core Scientific (+75%), TerraWolf (+55%), Galaxy (+76%), Applied Digital (+204%) Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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Hash Wars: Riot, Marathon & CleanSpark's May Production Analysis! 37:38

לפני 8 ימים37:38

37:38

Riot, Marathon, and CleanSpark release May production results on the same day, providing a unique opportunity to compare the performance of these Bitcoin mining giants across key metrics. • Riot mined 514 Bitcoin (11% increase from April) and earned $2.2 million from power sales • Riot purchased additional land adjacent to Corsicana facility for future HPC development • Marathon had a strong month with 950 Bitcoin mined and record 282 blocks found • Marathon maintains strict hodling strategy with 49,179 Bitcoin valued at $5.14 billion • CleanSpark produced 694 Bitcoin (10% increase) and announced new 60 EH/s target • CleanSpark shows best enterprise value per exahash at $34 million • Marathon's hodl equals their entire market cap, suggesting mining operations valued at zero • Bitcoin mining difficulty increased 4.4%, creating headwinds for June production • All three miners demonstrating different strategies for long-term sustainability • Power cost remains the most critical factor for mining profitability Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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Is Riot Selling Bitfarms? + Big News from Bit Digital & WhiteFiber! 31:19

לפני 9 ימים31:19

31:19

The Bitcoin mining sector is experiencing a significant transformation as major companies pivot toward AI and high-performance computing infrastructure while global regulatory attitudes toward Bitcoin continue to diverge dramatically. • Bitcoin price holding steady above $100,000 for the longest duration in history • China announces complete ban on crypto ownership while Russia explores Bitcoin-backed bonds • Texas approves bill allowing up to 5% of state funds to be invested in Bitcoin • BitDigital announces $1 billion AI data center campus with 1 million square feet in North Carolina • Riot Platforms hires Jonathan Gibbs as Chief Data Center Officer to lead their data center initiatives • Riot files disclosure about potential sale of their Bitfarms shares • Mining stocks showing mixed performance despite Bitcoin's relative strength • More companies globally adding Bitcoin to corporate treasuries, with some receiving significant premiums Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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Bitcoin Convention Day 2: Mayor of New York, Mining Margins & Global Hash Rate Trends! 20:01

לפני 13 ימים20:01

20:01

The second day of the Las Vegas Bitcoin Convention brought exciting announcements including New York City's first municipal Bitcoin bond and Pakistan's plans to establish a national Bitcoin reserve through mining. We explore the rapidly increasing global hash rate and its impact on miner profitability, while introducing new data analytics tools available on the Power Mining Analysis website. • NYC Mayor announces the first municipal Bitcoin bond in the US • Bitcoin mining infrastructure companies including Shell showcasing containerized mining solutions • Difficulty adjustment continuing to increase, effectively creating another "halving" for miners • Only one public miner produced a net profit in Q1 2024 • Global hash rate expected to exceed 1,000 exahash shortly • Pakistan allocating 2,000 megawatts for national Bitcoin mining operations • New mining equipment from BitDeer (A3 at 9.7 J/TH) and Bitmain (S23) coming soon • Interactive data analytics now available on the Power Mining Analysis website • Monthly newsletter featuring Core Scientific coming tomorrow Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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Bitcoin Vegas: Day One Highlights and Miner Tech Breakthroughs! 21:52

לפני 14 ימים21:52

21:52

We're reporting live from Bitcoin Conference Las Vegas 2025, where day one delivered phenomenal energy with keynote speakers Michael Saylor, Vivek Ramaswamy, and Eric Trump drawing massive crowds. The conference floor showcases technological innovation with Bitfarms' VR facility tours and Riot's drone exhibits demonstrating how mining companies are elevating their investor engagement strategies. • GameStop makes headlines with massive 4,710 Bitcoin purchase worth $500 million, joining the elite "HODL 15" public companies • Bitmain unveils groundbreaking S23 hydro miner achieving 9.5 joules per terahash efficiency, with Bitdeer planning 5 J/TH by 2026 • Core Scientific expanding beyond mining into data center colocation with $10B CoreWeave contract generating revenue starting this month • Striking market valuation discrepancy: CoreWeave's $55B market cap versus Core Scientific's $3B despite being CoreWeave's largest client • DMG Blockchain Solutions showcases their carbon-neutral Bitcoin ecosystem through Systemic Trust and regulatory-compliant green Bitcoin initiatives • Hive surpasses 10 Exahash milestone, targeting 18 Exahash by Q3 and 25 Exahash by year-end • Strategic Bitcoin pledge to Bitmain at $87,000 per coin gives Hive equipment financing with option to repurchase at that price Join us tomorrow for day two coverage featuring JD Vance and more industry developments from this landmark event.…

Power Mining Analysis

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DMG Blockchain - CEO Sheldon Bennet & COO Steven Eliscu Q&A - Q2 Earnings & Outlook! 59:36

לפני 18 ימים59:36

59:36

DMG Blockchain's CEO Sheldon Bennett and COO Steven Eliscu discuss Q2 earnings and their strategic pivot toward hydro cooling technology and AI infrastructure. We share insights on operational metrics, technological innovations, and our vision for integrating traditional cryptocurrency mining with advanced computing applications. • Generated $12.6 million in revenue (up 9% from previous quarter) with 1,766.91 Bitcoin mined • Fully deployed six megawatts of hydro cooling, bringing enhanced efficiency and preparing for AI capabilities • Purchased two megawatts of SKIFF-rated (military-grade) AI data center infrastructure to target government contracts • Current equipment pricing environment favorable at approximately $14 per terahash, allowing strategic growth without excessive capital requirements • Pursuing "mullet mining" strategy: AI/HPC in the front, Bitcoin mining in the back to maximize infrastructure utilization • Working to reduce debt while maintaining financial flexibility through our Bitcoin-backed loan facility • Launching Blocks Explorer as a free public service to fill a gap in blockchain exploration tools Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Miners vs Bitcoin Price: The Correlation Disconnect & HODL vs MCAP Analysis! 32:53

לפני 19 ימים32:53

32:53

We examine the correlation between Bitcoin miners and Bitcoin price movements as recent tariff announcements caused market volatility. • Bitcoin drops from $112,000 to $107,000 after Trump announces potential 50% tariffs on EU imports • Many Bitcoin miners trading below the value of their Bitcoin holdings, unlike MicroStrategy which trades at 2x premium • Marathon, the largest Bitcoin miner, currently trades below the value of its Bitcoin holdings • ETF inflows remain strong with $934 million in a single day, marking seven consecutive days of substantial inflows • Bitcoin held on exchanges approaching all-time lows with over 107,000 Bitcoin removed in recent months • BlackRock alone purchased the equivalent of 18 days of Bitcoin production in a single day • James Wynn holds an $809 million leveraged (40x) long position with a liquidation price of $102,000 • Different mining companies pursuing varied strategies regarding Bitcoin accumulation • Bitcoin conference in Las Vegas next week will bring together industry leaders and investors Join us next week for more insights and analysis as we attend the Bitcoin conference in Las Vegas. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Coiled Springs: Why Miners Are Set to Explode + DMGI Q2 Earnings, HIVE & SLNH News! 46:39

לפני 20 ימים46:39

46:39

Bitcoin soars past $112,000 while mining stocks experience a lag despite improving fundamentals, creating an intriguing investment landscape where hash price is reaching post-halving highs of $59 per petahash per day. • ETF inflows reaching $609 million in a single day (equivalent to 11 days of mining production) • Corporate Bitcoin holdings exceeding 800,000 BTC with companies like MicroStrategy leading acquisition strategies • Mining stocks trading well below 52-week highs despite Bitcoin's all-time high performance • Gross mining margins improving significantly, with some companies achieving 70%+ energy-production margins • Strategic pivot toward HPC and AI infrastructure creating new revenue streams • Core Scientific securing $10B contract with CoreWeave that could generate $800-900M annual revenue • HIVE reaching 9.5 exahash with plans to hit 25 exahash by year-end • DMG implementing next-gen miners with direct chip cooling technology • Soluna announcing its first solar-powered project co-located with a 114 MW solar farm • Mining companies innovating with heat reuse and renewable energy integration Take a second to smash the like button and if you're not already subscribed to McNally Money, feel free to join and let us know in the comment section below how you're feeling about the Bitcoin miners right now and your strategy moving forward. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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When Hedges Bite: How $109K Bitcoin Still Left Miners in the Red! 22:25

לפני 21 ימים22:25

22:25

Bitcoin smashed through a new all-time high of $109,578 before retreating to $107,400 amid market volatility triggered by rising treasury yields above 5%. • Bitcoin's Golden Cross (50-day and 200-day moving average intersection) signals the beginning of a potential bull run • Bitcoin dominance hit another all-time high at 65% of total cryptocurrency market cap • Mining stocks initially rallied with double-digit gains before reversing dramatically by afternoon • Texas advancing legislation for a strategic Bitcoin reserve, now passed to the governor • Bitcoin Conference Las Vegas approaching with high-profile speakers including Ross Ulbricht and JD Vance • Riot Platforms upsized their credit facility with Coinbase to $200 million at approximately 9% interest • Cipher Mining priced convertible notes at 1.75% interest, maturing May 2030 • High short interest in mining stocks explained by convertible arbitrage strategy from hedge funds • Hash price improved to $56, up from $37-39 range a few months ago • Mining difficulty increases continue to pressure production despite higher hash rates…

Power Mining Analysis

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Soluna Holdings - CEO John Belizaire & CFO John Tunison Q&A - Q1 Earnings & Outlook! 59:32

לפני 21 ימים59:32

59:32

Soluna Holdings executives review their Q1 earnings and provide an in-depth overview of their strategic shift toward a blend of Bitcoin mining and AI/HPC infrastructure development leveraging behind-the-meter renewable energy. • Q1 revenue of $6 million and gross profit of $1.1 million reflect strategic contract shift from fixed-fee hosting to profit-sharing • EBITDA loss improved to $1.6 million in Q1 2024, continuing positive trend from $3.5 million loss in Q3 2023 • Planning to reach 123 megawatts of operational capacity by year-end, almost doubling current capacity • Development pipeline has grown to 407 MW with addition of 220 MW in new projects during Q1 • Combined operating and development pipeline approaches 700 MW capacity, equivalent to 45 exahash potential • Behind-the-meter strategy provides power at below $0.035/kWh for Bitcoin mining and approximately $0.04/kWh for AI • Patent portfolio expansion with second utility patent for modular data center design • Pursuing three-way partnership model for AI/HPC infrastructure combining Soluna's power access with experienced data center operators • Project Kati positioned as first major AI/HPC development with favorable location characteristics for inferencing applications • Balance sheet improvements include simplifying capital structure, increasing unrestricted cash to $9.2 million If you enjoyed this episode, hit the like button and subscribe to McNally Money. Let us know in the comments what you thought about Soluna's Q1 numbers and if you're currently holding shares.…

Power Mining Analysis

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HIVE Digital Technologies - CEO Aydin Kilic, Q&A - Paraguay Expansion & Operational Update! 40:42

לפני 22 ימים40:42

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Aidan Kilic, CEO of Hive Digital Technologies, provides a detailed operational update on the company's significant Paraguay expansion, highlighting their achievement of adding one exahash of mining capacity per week and their path to 25 exahash by year-end. • Finding the perfect trifecta in Paraguay: green energy, political stability, and low-cost power at scale • Reaching 11.5 exahash globally with a blended fleet efficiency of 20 joules per terahash after phase one completion • Strategic deployment of older "buzz miners" alongside newer S21 Plus models saving $27 million in capex • Electrifying 18 schools in Paraguay as part of community investment, with 8 already completed • Fully funded for growth to 18 exahash with Bitcoin pledging strategy that includes no interest payments • Targeting 17.3 joules per terahash blended efficiency after completing all three phases • HPC business progress with H-200s coming online, well on track to reach $20 million ARR target • Projecting $400 million in annual Bitcoin mining revenue while currently valued at only $380 million market cap If you enjoyed this episode, please hit the like button and subscribe to McNally Money. Let us know in the comment section if you're currently holding shares of Hive and if you have any additional questions for management.…

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