Bitcoin Mining: Down but Not Out & February Production Analysis!

Power Mining Analysis

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We Have The Receipts

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לפני 7 ימיםלפני 7d ago

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לפני שנה 45:34

MP3•בית הפרקים

Bitcoin mining companies are navigating challenging market conditions but showing resilience through operational improvements and strategic diversification. The sector faces headwinds from increased global hash rate and post-halving economics, yet miners continue to adapt with technological upgrades and expansion into high-performance computing.
• Bit Digital transforming from pure Bitcoin miner to hybrid model with HPC/AI now competing with mining revenue
• Global hash rate approaching 900 exahash, up from 500 exahash a year ago
• Difficulty increases functioning as "another halving" for miners, compressing profit margins
• Fleet efficiency becoming critical factor separating successful miners from struggling ones
• Marathon holds 46,374 Bitcoin, second only to MicroStrategy among public companies
• FASB accounting rules creating earnings volatility for Bitcoin-holding miners
• Competition intensifying with minimal separation between top producers
• CleanSpark closing in on Marathon's leadership position in monthly Bitcoin production
• White House officials suggesting "no limits" on potential strategic Bitcoin reserve
• Many miners exploring HPC/AI services as alternative revenue streams
Take a second to smash the like button and subscribe to McNally Money. Let us know in the comments whether you think miners are out of the race or if there's more upside ahead.

פרקים

1. Bitcoin Mining: Down but Not Out & February Production Analysis! (00:00:00)

2. Introduction to Compass Mining Services (00:00:02)

3. ] Mining Efficiency Rankings and Competition (00:20:35)

4. Market Update: Bitcoin and Miners Rallying (00:29:07)

5. ] Positive Headlines and Strategic Bitcoin Reserves (00:41:03)

6. BitDigital's Growth in HPC AI Revenue (03:06:01)

7. Bitcoin Mining Economics and Challenges (05:19:06)

8. February Mining Performance Analysis (10:11:02)

312 פרקים

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

Bitcoin Mining: Down but Not Out & February Production Analysis!

Power Mining Analysis

published לפני שנה

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MP3•בית הפרקים

פרקים

1. Bitcoin Mining: Down but Not Out & February Production Analysis! (00:00:00)

2. Introduction to Compass Mining Services (00:00:02)

3. ] Mining Efficiency Rankings and Competition (00:20:35)

4. Market Update: Bitcoin and Miners Rallying (00:29:07)

5. ] Positive Headlines and Strategic Bitcoin Reserves (00:41:03)

6. BitDigital's Growth in HPC AI Revenue (03:06:01)

7. Bitcoin Mining Economics and Challenges (05:19:06)

8. February Mining Performance Analysis (10:11:02)

312 פרקים

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

כל הפרקים

1
Hash Wars: Riot, Marathon & CleanSpark's May Production Analysis! 37:38

לפני 22 hours37:38

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…

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

לפני יומיים31:19

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…

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

לפני 6 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…

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

לפני 7 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.…

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

לפני 11 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…

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

לפני 12 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…

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

לפני 13 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…

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

לפני 14 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…

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

לפני 14 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.…

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

לפני 15 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.…

1
Bitcoin Notches Record Week, Miner Stock Reratings + Bit Digital & Soluna Earnings Analysis 27:27

לפני 16 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…

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

לפני 18 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.…

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

לפני 19 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.…

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

לפני 19 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.…

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

לפני 20 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

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

לפני 22 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

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

לפני 23 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 26 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 26 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.…

Power Mining Analysis

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Bitcoin Retakes $100,000 + Hut 8 Corp. & Core Scientific Earnings Analysis! 37:56

לפני 27 ימים37:56

37:56

Bitcoin breaks through the $100,000 threshold, pushing mining stocks significantly higher as the market demonstrates strong momentum across both Bitcoin and altcoins. • Bitdeer leading mining stock gains, up nearly 19% as they advance their Seal Miner technology • Hut 8 earnings show net loss of $134.3 million due to Bitcoin holdings valuation, but reveal 2.6 gigawatts of exclusive power capacity • Core Scientific on track for 250 megawatts of billable capacity to CoreWeave bringing $360 million annual run rate • CoreWeave partnership delivers 75-80% net profit margins on a 10-year, $10 billion contract • Coinbase acquires Deribit for $2.9 billion, the largest M&A activity in crypto history • Arizona signs modified Bitcoin reserve bill using funds from confiscated assets • New Hampshire becomes the first state to formally adopt a Bitcoin strategic reserve Go to compassminingio to learn more about Bitcoin mining hosting solutions for individuals and businesses. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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Bitcoin Mining's Resurgence: What's Next for Miners & DMG Production! 25:49

לפני 28 ימים25:49

25:49

Bitcoin continues its rally above $97,000 while the mining stock sector shows a rotation from major miners to smaller players with Griffin Mining up 200% in the past month. • Gryphon Mining up 9.37% today and 200% in the past month, becoming the first miner to turn green year-to-date • DMG produced 30 Bitcoin in April, increased hash rate by 11% to 2.1 EH/s • DMG sold 137 Bitcoin in April, part of a broader trend of miners selling Bitcoin reserves • Marathon and DMG both have Bitcoin holdings worth approximately 100% of their market capitalization • Mining difficulty projected to increase 5.5% in the next adjustment following a 3.3% decrease • Global hash rate's 7-day moving average has reached 908, approaching the 1,000 threshold • Upcoming interviews include Luxor Technology, Iron Blockchain, BitDeer, and Bitfarms • Market currently favors miners expanding into high-performance computing over pure Bitcoin mining operations Check out our free weekly newsletter at powermininganalysis.com for exclusive coverage of the mining sector and our Miner Madness competition updates. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
IREN & CleanSpark Production, Cipher Mining Q1 Earnings & New Hampshire SBR Passes!! 40:28

לפני 29 ימים40:28

40:28

Major Bitcoin mining companies report strong performance metrics despite recent halving challenges, with several miners maintaining impressive efficiency rates and healthy profit margins. • Iren's operational hash rate increased 21% month-over-month to 36.6 EH/s • Iren achieved 9% increase in Bitcoin production despite halving and shorter month • Iren's AI cloud services revenue grew 25% to $2 million monthly with 98% margin • CleanSpark maintained 40.1 EH/s operational hash rate with 15.8 J/TH efficiency • CleanSpark increased Bitcoin holdings to 12,101 BTC valued at $1.14 billion • Cipher Mining achieved 69.6% mining margin in Q1 despite challenging conditions • Global hash rate shows the US dominating with Texas representing 25-30% of worldwide mining • Network difficulty decreased 3.3%, providing temporary relief for miners • New Hampshire becomes first state to pass a Strategic Bitcoin Reserve bill into law • Top mining stocks showing signs of recovery with several up 30-60% in recent weeks Visit compassmining.io to learn how you can start mining Bitcoin in as little as 48 hours with our turnkey hardware solutions. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Riot Platforms CEO Jason Les Q&A - Q1 Earnings, April Production & HPC Updates! 54:03

לפני 29 ימים54:03

54:03

Riot Platforms CEO Jason Less joins us to discuss their record-breaking Q1 2025 earnings despite Bitcoin's halving and discusses their strategic pivot toward AI data centers. • Record Q1 revenue of $161.4 million, more than doubling year-over-year despite halving • Improved operational efficiency with nearly 90% hash rate utilization • Settlement with Rhodium eliminates $15 million annual losses and recaptures 125 megawatts • Current Bitcoin mining cost of $43,808 per coin with power costs at $35,313 • Immersion cooling at Corsicana showing advantages in maintenance and machine stability • Feasibility study confirms Corsicana's 1 gigawatt facility ideal for AI/HPC data centers • Enhanced site appeal through additional land acquisition, fiber routes, and water access • Engineering segment growing with ESS Metron and E4A Solutions integration • Strategic shift to selling monthly Bitcoin production to fund growth with minimal dilution • Focus on "Bitcoin yield" metric - growing Bitcoin per share by 39% in 2024 Subscribe to McNally Money for more mining insights and power market analysis, and let us know in the comments if you're holding Riot shares and your outlook for 2025. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
April Production Analysis: Cipher Mining, Marathon & Riot Platforms! 28:51

לפני 30 ימים28:51

28:51

We examine the market's peculiar disconnect between Bitcoin miners' treasuries and their market caps, with Marathon Digital and DMG Blockchain holdings worth more than their entire company valuations. • Marathon's production down 17% month-over-month, yet added 705 Bitcoin to their treasury with zero sales • Riot Platforms shifts strategy, selling 100% of monthly production plus additional treasury Bitcoin • Cipher Mining also increasing Bitcoin sales, reducing their HODL balance to fund operations • Several miners have Bitcoin treasuries exceeding 100% of their market cap, while MicroStrategy trades at a premium • Arizona Governor vetoes state Bitcoin reserve bill despite widespread cryptocurrency ownership • Bitcoin's yearly price lows continue trending upward, with the 2024 low at $38,500 now far below current levels • Bitcoin 2024 conference approaching with notable speakers including Trump family members and Ross Ulbricht Join us in a few hours for our Q1 earnings interview with Riot's Jason Les where we'll discuss their strategic shift and get updates on their Altman Salon AI study. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Riot's Q1 Earnings Reveal Mining Industry's Turning Point & 2025 Miner Catalysts! 29:56

לפני 5 weeks29:56

29:56

The Bitcoin mining sector is experiencing a resurgence as Bitcoin flirts with $98,000 while miners show strong price action and improved financial metrics. • Riot up 12% following Q1 earnings with revenue increasing to $161.4 million from $79 million • Mining profitability improving with hash price exceeding $50 per petahash per day • Global hash rate plateauing between 800-900 exahash after previously reaching 1,000 exahash • Bitcoin difficulty reduction estimated at 4.6%, providing miners 4-5% more production without additional costs • Massive ETF inflows of over $4 billion since mid-April, representing purchases of approximately 45,000 Bitcoin • Exchange Bitcoin reserves continue to decline, down 88,000 BTC in the last 30 days • Mining companies pivoting strategies with some pausing self-mining growth to focus on HPC/AI initiatives Smash the like button and subscribe to McNally Money. Let us know in the comment section how you're feeling about Bitcoin mining stocks and your current top pick in the sector. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Breaks $97K: Riot Platforms, Bit Digital, Bitfarms & DMG Blockchain News! 28:39

לפני 5 weeks28:39

28:39

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. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Miners: Q1 Earnings Preview (HODL, Margins, Hashprice & Difficulty) 32:32

לפני 5 weeks32:32

32:32

Bitcoin mining companies face significant paper losses in Q1 2025 earnings due to FASB accounting rules that require marking their Bitcoin holdings to market prices. As Bitcoin fell from $93,429 to $82,549 during the quarter, major miners like Marathon could show unrealized losses approaching $600 million despite operational improvements. • FASB accounting creates massive paper losses for miners with large Bitcoin holdings despite solid operations • Marathon potentially facing $600M loss, Riot $192M, CleanSpark $129M, and Hut 8 $110M from mark-to-market accounting • Hash price has recovered from $39 to $49 (25% increase) improving miner profitability • Expected 5.6% difficulty decrease will boost Bitcoin production by approximately 5-6% for miners • Iren and Cipher achieving highest margins near 74% due to efficient fleets and power costs below 3 cents • Strategy and BlackRock now neck-and-neck at approximately 550,000 Bitcoin each • Arizona legislation could establish first state-level strategic Bitcoin reserve • UK finance minister signaling interest in making Britain a leader in digital assets Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Compass Mining - Director of Operations (Facility Ops), Cameron Morrissey Q&A - Operations & Staffing! 38:14

לפני 5 weeks38:14

38:14

Cameron Morrissey, Director of Operations at Compass Mining, shares insights on managing Bitcoin mining facilities across the US, focusing on how the company achieves 99% uptime through careful infrastructure planning, weather monitoring, and strategic vertical integration. • Class of 2020 vintage in Bitcoin after initially investing in gold as an inflation hedge • Moved from training specialist to director of operations at Compass Mining • Vertically integrated sites offer more control than third-party hosting arrangements • Weather conditions dramatically impact operations from snowstorms to sandstorms • Network quality serves as a key indicator when evaluating potential mining sites • Compass aims for 98-99% uptime versus the 85-92% some operators consider acceptable • Curtailment contracts are built into hosting prices, providing lower overall power costs • Former FedEx driver became one of their best technicians after showing curiosity • Hydro cooling technology emerging as more promising than immersion cooling • Iowa 4 greenfield site represents Compass Mining's push toward vertical integration If you're interested in mining, visit our website to see what our sites are doing, utilization percentages, uptime, and more. We're always upfront about what's happening and focused on helping educate miners. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
The Bitcoin Supercycle Begins: Cycle Timing, Peak, Duration and Impact on Miners! 20:31

לפני 5 weeks20:31

20:31

Bitcoin is experiencing unprecedented institutional and governmental adoption, suggesting this cycle could be fundamentally different from previous ones. Major catalysts from state-level reserves to corporate treasury adoption are reshaping market dynamics. • Arizona holding final vote on state-level strategic Bitcoin reserve policy today • Strategy purchased another 15,355 Bitcoin ($1.5 billion), now holding over 553,000 Bitcoin • ETFs bought 33,500 Bitcoin in just five trading days (equivalent to 75 days of production) • Adam Back predicts $850,000 Bitcoin this cycle, with VanEck targeting $180,000 • Franklin Templeton confirms Bitcoin has fully decoupled from equity indices • Mining companies face profitability challenges despite high Bitcoin price • Mining difficulty increases have effectively created a "second halving" for miners • Miner Madness competition seeing gains over 50% in just the first month Join us at the upcoming Bitcoin conference in Las Vegas where Anthony will be speaking, and let us know in the comments if you think this cycle will follow traditional patterns or if it's fundamentally different? Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Banking Frontier: Tether, Twenty One, and Strategy's Latest Moves! 21:43

לפני 6 weeks21:43

21:43

Bitcoin mining stocks continue their recovery with a third consecutive green day as Bitcoin stabilizes around $93,500, showing strong support after the recent drop to $76,000. ETF inflows exceed $2.2 billion this week, driving Bitcoin's upward momentum while global M2 money supply reaches new highs. • All but one Bitcoin miner trading in the green today • Miners trading in top part of daily range but low part of 52-week range • $900 million+ daily ETF inflows creating a "snowball effect" • Bitdeer shipping first Seal Miners and advancing vertical integration • Tether increases stake in BitDeer to nearly 25% with $32 million investment • Bitdeer secures $200 million loan agreement with Matrixport • Tether partners with SoftBank and Jack Mallers to launch Bitcoin company "Twenty One" • Michael Saylor aims to acquire 5-10% of all Bitcoin ever created • MicroStrategy holds 538,000 Bitcoin, over 10x more than second-place Marathon • MetaPlanet reaches 5,000 Bitcoin milestone with latest purchase • Bitcoin-focused companies emerging as new financial institutions Smash the like button, guys. Big help to myself and the channel. If you're not already subscribed to McNally Money, feel free to join. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

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