Bitcoin Breaks $97K: Riot Platforms, Bit Digital, Bitfarms & DMG Blockchain News!

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.

Via Podcast

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Close Encounters with UFO Hot Spots: Area 51, Roswell, and the Great ET Road Trip 39:50

לפני 6 ימים39:50

הפעל מאוחר יותר

רשימות

לייק

אהבתי

39:50

The truth is out West! We’re hopping on the ET Highway and venturing to the most notorious alien hot spots, including Roswell’s infamous crash site, Area 51’s eerie perimeter, and a mysterious desert watchtower. Join us as journalist Laura Krantz, host of the podcast Wild Thing , beams up to share stories from the front lines of UFO reporting—from strange sightings and quirky festivals to a mailbox where people leave letters to extraterrestrials. Maybe you’ll even decide for yourself: Is Earth a tourist stop for spaceships? UFO hot spots you’ll encounter in this episode: - UFO Watchtower (near Great Sand Dunes National Park, Colorado) - Roswell, New Mexico - Area 51, Nevada - Extraterrestrial Highway (aka State Route 375), Nevada - Little A’Le’Inn, ET Highway, Nevada - E.T. Fresh Jerky, ET Highway, Nevada - Alien Research Center, ET Highway, Nevada - The Black Mailbox, ET Highway, Nevada Via Podcast is a production of AAA Mountain West Group .…

לפני 24 ימים 28:39

MP3•בית הפרקים

We analyze Bitcoin's surge past $97,000 and its powerful impact on mining stocks, with companies like Terawulf gaining up to 17% in a single session. This remarkable performance highlights how mining stocks offer leveraged exposure to Bitcoin while maintaining tangible assets and growth potential.
• Bitfarms reports April production of 268 Bitcoin with their energized hash rate at 19.5 EH/s
• Bitfarms sold 403 BTC in April (150% of production), reducing holdings to 1,005 BTC
• DMG announces deployment of a 2MW prefabricated data center for HPC/AI applications
• Riot Platforms settles with Rhodium for $185M, reclaiming 125MW of power capacity
• Bit Digital files preliminary prospectus for a $500M ATM offering to fund HPC/AI expansion
• Oklahoma utility OGE reports 28% increase in commercial power demand, citing Bitcoin miners as major drivers
• Power Mining Analysis is updating their platform to include more HPC/AI metrics and analysis
Let us know in the comments how you're feeling about Bitcoin right now, what you're doing with miners (buying, selling, or holding), and your top pick in the sector.

פרקים

1. Bitcoin Rally Drives Mining Stocks Higher (00:00:00)

2. BitFarms April Production Results (00:08:10)

3. Panther Creek Site & HPC Strategy (00:12:45)

4. Bitdeer & DMG Updates (00:17:40)

5. Riot Platforms Settles with Rhodium (00:21:40)

6. BitDigital's $500M ATM & Market Developments (00:24:30)

7. Minor Madness Competition & Final Thoughts (00:28:00)

308 פרקים

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

Bitcoin Breaks $97K: Riot Platforms, Bit Digital, Bitfarms & DMG Blockchain News!

Power Mining Analysis

published לפני 24 ימים

שתפו

MP3•בית הפרקים

פרקים

1. Bitcoin Rally Drives Mining Stocks Higher (00:00:00)

2. BitFarms April Production Results (00:08:10)

3. Panther Creek Site & HPC Strategy (00:12:45)

4. Bitdeer & DMG Updates (00:17:40)

5. Riot Platforms Settles with Rhodium (00:21:40)

6. BitDigital's $500M ATM & Market Developments (00:24:30)

7. Minor Madness Competition & Final Thoughts (00:28:00)

308 פרקים

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

כל הפרקים

Power Mining Analysis

1
DMG Blockchain - CEO Sheldon Bennet & COO Steven Eliscu Q&A - Q2 Earnings & Outlook! 59:36

לפני 1 day59:36

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

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

לפני יומיים32:53

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

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

לפני 3 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 4 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 4 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

1
HIVE Digital Technologies - CEO Aydin Kilic, Q&A - Paraguay Expansion & Operational Update! 40:42

לפני 5 ימים40:42

40:42

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.…

Power Mining Analysis

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Bitcoin Notches Record Week, Miner Stock Reratings + Bit Digital & Soluna Earnings Analysis 27:27

לפני 6 ימים27:27

27:27

Bitcoin hits its highest weekly close ever at $106,500 while miners face continued profitability challenges, highlighting the growing pivot from traditional mining to HPC operations. • Bitcoin shows resilience following US credit rating downgrade by Moody's • Bit Digital reports Q1 earnings with Bitcoin mining now only 31% of total revenue, down from 72% last year • HPC client base for BitDigital expanded from 1 to 23 clients in one year • Core Scientific begins receiving HPC revenue in May from their 262-megawatt facility • Most miners cannot mine profitably even at $105,000 Bitcoin price due to difficulty increases • Soluna Holdings reports challenges in Q1 but has 220 megawatts of new projects in development • Mining difficulty increased by 2% with another increase forecasted • IREN remains the only publicly traded miner that can mine Bitcoin profitably Let us know in the comments which miner you're watching most closely. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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Bitfarms CEO Ben Gagnon Q&A - Q1 Earnings & Outlook! 1:06:36

לפני 8 ימים1:06:36

1:06:36

Bitfarms CEO Ben Gagnon joins us to discuss Q1 2025 earnings and the company's strategic pivot from Bitcoin mining to high-performance computing (HPC) development while maintaining Bitcoin operations as a stable foundation for future growth. • Bitcoin mining industry becoming increasingly competitive, forcing miners to find zero-cost or negative-cost energy solutions to remain viable long-term • Exploring heat recycling from mining operations, with pilot projects showing promise but facing challenges in matching heat generation with demand • Argentina operations facing uncertainty after power supplier Abinesi defaulted on interest payments, though impact is contained at just 12-13% of Bitfarms' hashrate • Completed spectacular renderings for Panther Creek HPC campus designed for hyperscale clients, with $300 million in financing secured for initial development • Bitcoin miners uniquely positioned in the HPC space with large-scale power assets that traditional data centers typically lack • Potential 10-15x valuation increase by transitioning from Bitcoin mining (3-5x EBITDA) to data center business model (20-30x EBITDA) • Bitcoin One program focusing on treasury management to amplify returns through strategic leverage of Bitcoin holdings • Company fully transformed in 11 months under Gagnon's leadership, pivoting from international mining focus to US-based HPC development Like, subscribe, and let us know in the comments if you're holding BitFarms shares, what you thought about Q1 earnings, and your outlook for the year ahead.…

Power Mining Analysis

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Bitdeer Technologies - Head of Capital Markets, Jeff LaBerge Q&A - Q4 Earnings & Outlook! 48:49

לפני 9 ימים48:49

48:49

Bitdeer showcases impressive technological advancements with their SealMiner A3 achieving 9.7 joules per terahash efficiency at chip level, positioning them at the forefront of Bitcoin mining innovation. Jeff LaBerge walks us through their Q1 earnings, strategic shifts, and ambitious roadmap targeting 40 exahash of self-mining capacity by year-end. • Q1 revenue of $70 million with first $4.1 million in ASIC sales recognized • Self-mining hash rate increased to 12.1 exahash by quarter end • Pivoting 570-megawatt Clarington, Ohio facility from Bitcoin mining to HPC/AI data center • Successful tape-out of SealMiner A3 with industry-leading 9.7 J/TH efficiency at chip level • Revolutionary A4 chip in development with target of 5 J/TH efficiency using entirely new architecture • Strategic advantages of global operations including hydropower in Norway and vertical integration in Alberta • Strong balance sheet with $215 million cash plus $130 million in cryptocurrency (at cost) • Focus shifting from hosting to self-mining and ASIC manufacturing • US manufacturing for SealMiners starting in second half of 2025 Take a second to hit the like button, subscribe to McNally Money, and let us know in the comments what you thought about Bitdeer's results and your outlook for the remainder of 2025.…

Power Mining Analysis

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IREN Co-Founder & Co-CEO Daniel Roberts Q&A - Q3 Earnings & Outlook! 49:05

לפני 10 ימים49:05

49:05

Iren continues to deliver exceptional financial results with consecutive quarters of profitability while strategically expanding from Bitcoin mining to AI infrastructure development. Their record revenues and EBITDA reached $148 million and $183 million respectively, all while maintaining an impressive $41,000 all-in cost to mine Bitcoin. • Iren achieved 28% growth in quarter-on-quarter net income • Currently at 40 exahash with plans to reach 50 exahash in the coming weeks • Average energy costs of 3.3 cents per kilowatt-hour, with recent improvements to 2.5-2.9 cents • AI cloud services revenue increased 33% to $3.6 million • Horizon One, a 50-megawatt liquid-cooled data center, scheduled to come online in Q4 2025 • Sweetwater development planned with up to 2 gigawatts of capacity for AI infrastructure • Company requires approximately $250 million in additional funding through year-end • Pursuing multiple financing options including convertible notes, corporate bonds, and GPU-specific financing • Transitioning to US domestic issuer status in July 2025 • Management confident in signing AI infrastructure customers before completion of Horizon One Join us next time as we continue tracking Iron's expansion and the evolving landscape of digital infrastructure. Like, subscribe, and let us know in the comments if you're currently holding Iron shares and what you thought about their Q3 results.…

Power Mining Analysis

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Mining Giants' Quarterly Showdown: IREN, BTDR & BITF Earnings + HIVE News! 35:36

לפני 10 ימים35:36

35:36

We explore the latest developments in Bitcoin mining as earnings season reveals which miners are thriving and which are struggling in the current market conditions. • Iren stands out with $24 million in net income while most miners operate in the red • Bitdeer breaks efficiency barriers with their new A3 ASIC at under 10 joules per terahash • Hive Digital Technologies has sold 75% of their Bitcoin holdings to fund expansion to 8.3 exahash • Bitfarms faces challenges with Argentina operations representing 13-14% of their hash rate • Industry-wide shift toward High-Performance Computing (HPC) services as miners seek predictable revenue • Preview of upcoming interviews with Iren's Dan Roberts, Bitdeer's Jeff LaBerge, and Bitfarms' Ben Gagnon Join us for in-depth interviews with the CEOs and executives of these mining companies in the coming episodes to dig deeper into their strategies and future plans. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Crypto's Corporate Evolution: CleanSpark Upgrades and Coinbase's S&P 500 Milestone! 32:57

לפני 12 ימים32:57

32:57

Bitcoin miners rally as the cryptocurrency approaches $104,000, with cleanspark receiving a price target upgrade to $25 from Clear Street and Coinbase joining the S&P 500 index. Mining economics are improving as hash price climbs from $37 to $56, giving operators breathing room despite the challenges created by this year's halving event. • CleanSpark receives analyst upgrade to $25 price target based on peer play strategy and no equity dilution approach • Iron, BitDeer, and BitFarms earnings coming this week, with industry looking to see if any miner can achieve net income • Coinbase joining S&P 500 represents major milestone for crypto adoption and institutional acceptance • Hash price recovery to $56 and transaction fees increasing to 2.3% improving mining economics • Mining industry facing fundamental challenge as halvings double energy costs, requiring ever-cheaper power • Fleet efficiency improvements continuing with BitDeer's A3 Seal Miner potentially reaching sub-10 joules per terahash • Robinhood purchasing WonderFi, expanding crypto services into Canada • Gryphon Mining share price surge reshaping Minor Madness competition leaderboard Hit the like button if you enjoyed this episode, and let us know in the comments how you're feeling about upcoming miner earnings, your top pick in the sector, and your Bitcoin price outlook. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin's American Revolution: ABTC, Gryphon & Hut 8 News! 23:22

לפני 13 ימים23:22

23:22

The mining landscape sees a dramatic shift as Griffin Mining stock surges 850% following merger news with American Bitcoin Company (ABTC) and Hut 8, creating a potentially powerful new entity in the Bitcoin mining space. • Gryphon Mining's market cap exploded from $30 million to over $100 million following the announcement • ABTC grants Gryphon 2% ownership while retaining 98%, valuing the combined entity around $1.5 billion • Leadership team includes Eric Trump along with experienced mining executives from Hut 8 • Company aims to build "America's Bitcoin infrastructure backbone" with plans to expand to 30+ exahash • Most competitors have slowed Bitcoin mining growth while ABTC is "flooring the gas pedal" • Michael Saylor's MicroStrategy continues aggressive Bitcoin acquisition with another 13,390 BTC • US-China 90-day tariff pause provides breathing room for miners to import machines • Conor McGregor proposes Bitcoin reserve for Ireland, showing growing European interest Like and subscribe for daily updates on Bitcoin mining, markets, and industry consolidation as we track the rapidly evolving landscape.…

Power Mining Analysis

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Deep Dive: CLSK, MARA & WULF Earnings + BTDR, HIVE & SLNH Production! 50:00

לפני 16 ימים50:00

50:00

Bitcoin mining companies reveal contrasting strategies and results as they navigate post-halving challenges while expanding into high-performance computing and AI infrastructure. • CleanSpark shows strong discipline with 53% margins and controlled stock-based compensation • Marathon Digital disappoints despite having the largest Bitcoin treasury of 48,000+ BTC • BitDeer's vertical integration strategy features their Seal Miner A3 at industry-leading 9.7 joules per terahash • HIVE Blockchain continues Paraguay expansion, reaching 7.3 exahash with impressive 15.8 BTC per exahash efficiency • Soluna Holdings develops multiple large-scale projects for both Bitcoin and AI hosting • TeraWulf struggles with high power costs (8.1 cents/kWh) and reports negative adjusted EBITDA • US miners rushing to import machines before July 9th tariff exemption expires • Most miners selling Bitcoin to fund expansion as price remains above $100,000 Join us next week for exclusive interviews with executives from Iren, Bitdeer, and Bitfarms as we continue tracking the evolving mining landscape. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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Luxor Technology - COO, Ethan Vera Q&A - Optimizing Bitcoin Mining Through Firmware! 47:04

לפני 16 ימים47:04

47:04

Firmware is emerging as a critical competitive advantage in Bitcoin mining, with advanced solutions like Luxor's LuxOS enabling miners to optimize operations and increase profitability by 15-20% compared to stock settings. Ethan Vera, COO of Luxor Technology, explains how intelligent mining software is transforming the industry by dynamically responding to changing conditions. • Stock firmware from manufacturers provides basic functionality but limited optimization capabilities • Third-party firmware offers features like auto-tuning that can improve machine efficiency by several percentage points • Overclocking increases hashrate during favorable mining conditions while underclocking improves efficiency during challenging periods • Advanced thermal management protects hardware and extends machine lifespan by automatically adjusting performance based on temperature • No-pick protection allows machines to continue operating with two functional hashboards if one fails • Intelligent mining systems can respond to real-time changes in power prices and hash price • The future includes predictive capabilities that anticipate mempool activity and difficulty adjustments • Global mining expansion continues in Africa and Latin America while North American miners face tariff challenges • Tariffs on ASIC imports from Southeast Asia could reach 38% after July 9th, potentially reshaping the competitive landscape Hit the like button, subscribe to McNally Money, and let us know in the comment section what you thought of today's discussion with Ethan and if you have any additional questions for him and the Luxor team.…

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