Luxor Technology, Head of Derivatives, Matt Williams Q&A - Forward Hashrate, Derivatives & Hedging!

Power Mining Analysis

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הוסף לפני one שנה

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.

We Have The Receipts

1
Battle Camp S1: Reality Rivalries with Dana Moon & QT 1:00:36

לפני 20 ימים1:00:36

הפעל מאוחר יותר

רשימות

לייק

אהבתי

1:00:36

Do you have fond childhood memories of summer camp? For a chance at $250,000, campers must compete in a series of summer camp-themed challenges to prove that they are unbeatable, unhateable, and unbreakable. Host Chris Burns is joined by the multi-talented comedian Dana Moon to recap the first five episodes of season one of Battle Camp . Plus, Quori-Tyler (aka QT) joins the podcast to dish on the camp gossip, team dynamics, and the Watson to her Sherlock Holmes. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…

לפני שנה 45:28

MP3•בית הפרקים

Matt Williams, Head of Derivatives at Luxor Technology, breaks down the revolutionary financial tools being developed for Bitcoin miners to hedge their risk exposure and secure more predictable revenue streams.
• Bitcoin miners face three main risk exposures: power costs, Bitcoin treasury volatility, and hash rate revenue uncertainty
• Forward hash derivatives allow miners to lock in their expected hash rate revenue in either USD or BTC terms
• Luxor's hash price index calculates the expected value of mining hash power, updated every 15 seconds
• Physical settlement contracts enable miners to sell future hash rate for upfront Bitcoin, creating a new financing tool
• Cost of capital for miners using these instruments has compressed from 15-18% to as low as 8-13%
• Miners can strategically lock in hash prices during transaction fee spikes for better long-term revenue
• Over 100 market participants now use Luxor's derivatives platform, including approximately 10 public mining companies
• Recent deal sizes have reached 5-7 exahash, representing significant portions of some miners' capacity
• Rigorous counterparty risk assessment includes uptime analysis, geographic diversification, and collateral options
Smash the like button and let us know in the comments if you use any Luxor products or learn more here: https://luxor.tech/derivatives

פרקים

1. Introduction to Hash Derivatives (00:00:00)

2. Matt's Journey from TradFi to Bitcoin (00:08:12)

3. Understanding Mining Risk Exposures (00:13:54)

4. How Hash Rate Forwards Function (00:21:38)

5. Miner Adoption and Use Cases (00:30:19)

6. Physical vs Financial Settlement (00:37:48)

7. The Bitcoin Financing Solution (00:45:25)

301 פרקים

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

Luxor Technology, Head of Derivatives, Matt Williams Q&A - Forward Hashrate, Derivatives & Hedging!

Power Mining Analysis

published לפני שנה

שתפו

MP3•בית הפרקים

פרקים

1. Introduction to Hash Derivatives (00:00:00)

2. Matt's Journey from TradFi to Bitcoin (00:08:12)

3. Understanding Mining Risk Exposures (00:13:54)

4. How Hash Rate Forwards Function (00:21:38)

5. Miner Adoption and Use Cases (00:30:19)

6. Physical vs Financial Settlement (00:37:48)

7. The Bitcoin Financing Solution (00:45:25)

301 פרקים

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

כל הפרקים

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

לפני 4 hours1:06:36

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.…

1
Bitdeer Technologies - Head of Capital Markets, Jeff LaBerge Q&A - Q4 Earnings & Outlook! 48:49

לפני 1 day48:49

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.…

1
IREN Co-Founder & Co-CEO Daniel Roberts Q&A - Q3 Earnings & Outlook! 49:05

לפני 1 day49:05

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.…

1
Mining Giants' Quarterly Showdown: IREN, BTDR & BITF Earnings + HIVE News! 35:36

לפני יומיים35:36

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…

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

לפני 4 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…

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

לפני 5 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.…

1
Deep Dive: CLSK, MARA & WULF Earnings + BTDR, HIVE & SLNH Production! 50:00

לפני 8 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…

1
Luxor Technology - COO, Ethan Vera Q&A - Optimizing Bitcoin Mining Through Firmware! 47:04

לפני 8 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.…

1
Bitcoin Retakes $100,000 + Hut 8 Corp. & Core Scientific Earnings Analysis! 37:56

לפני 9 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…

1
Bitcoin Mining's Resurgence: What's Next for Miners & DMG Production! 25:49

לפני 10 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…

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

לפני 11 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…

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

לפני 11 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…

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

לפני 12 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…

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

לפני 15 ימים29:56

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…

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

לפני 16 ימים28:39

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 18 ימים32:32

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 18 ימים38:14

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 19 ימים20:31

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 23 ימים21:43

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…

Power Mining Analysis

1
Bitcoin Breakout: What It Means for Miner MCAP's, HODL's & Valuations! 29:16

לפני 24 ימים29:16

29:16

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…

Power Mining Analysis

1
Bitcoin Breaks $91K: Miners Surge & 6 Month Thesis! 21:26

לפני 25 ימים21:26

21:26

We explore Bitcoin's dramatic surge past $91,000 and its impact on mining stocks which are up double digits with some exceeding 20% gains in a single session. • Bitcoin mining stocks acting as a leveraged proxy to BTC, often delivering 3-4x the gains • Soluna Holdings announces another major deal with Blockware for Project Dorothy • Hash price recovery to $47 range alongside expectations for a difficulty decrease • Six-month thesis for Bitcoin and miners including continued decoupling from traditional markets • Growing evidence that nations are competing for Bitcoin hashrate as a national security concern • Increasing institutional interest with ETF inflows reaching highest levels since January • Bullish price targets emerging including Max Keiser's prediction of $850,000 this cycle Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Navigating Tariffs and Supply Chain Challenges in Bitcoin Mining with Logistics Plus! 40:23

לפני 26 ימים40:23

40:23

The team from Logistics Plus details how they help Bitcoin miners navigate complex supply chain challenges, especially the current tariff environment affecting ASIC imports. • Danny Yunes and Jason Bernick bring decades of combined supply chain expertise to the cryptocurrency sector • Current tariffs on ASICs from China have reached 145%, while imports from other countries face 12.6% tariffs • Bitcoin mining equipment no longer has a specific import code, leading to seizures and costly delays at customs • Bonded warehouses offer miners a way to pause imports during the current 90-day tariff spike period • Logistics Plus provides surge labor teams for machine installation, warehousing, and end-to-end supply chain management • Their global network includes 12 million square feet of warehouse space with security, environmental controls, and IT configuration capabilities • Their Importer of Record service allows companies to legally import equipment without establishing business entities in destination countries • The company's customs compliance team includes licensed brokers and attorneys who specialize in navigating complex import regulations • For hyperscale operations, they offer control tower solutions that provide visibility across the entire supply chain • Miners should carefully consider timing and strategy for equipment imports rather than rushing and risking customs problems Connect with the Logistics Plus team at cryptomissioncritical.com for customized solutions to your mining logistics challenges.…

Power Mining Analysis

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Are We Witnessing Bitcoin's Evolution into a True Safe Haven Asset? 22:54

לפני 26 ימים22:54

22:54

Bitcoin breaks through the $88,000 mark, showcasing its decoupling from traditional markets as indices like the S&P 500 and NASDAQ tumble. This divergence highlights Bitcoin's emerging role as a safe haven asset during economic uncertainty, providing investors with an alternative to conventional investment vehicles. • Bitcoin up 3% while traditional markets down 2.5%, demonstrating clear decoupling • Strategy purchases additional 6,556 Bitcoin for $555 million, bringing holdings to 538,200 BTC • Vietnam announces plans to open a Bitcoin and crypto exchange, joining growing list of nation-state adopters • Bitcoin dominance reaches five-year high at 64% of total crypto market capitalization • Hive Digital Technologies energizes first 100 megawatts in Paraguay, plans to reach 25 exahash by fall • Bitcoin miners showing strength despite broader market weakness • Technical analysis suggests Bitcoin targeting $90,000-$92,000 range Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

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March Performance Analysis: Bitcoin Miner Valuations & Metrics! 37:54

לפני 29 ימים37:54

37:54

The McNallie Money team breaks down the March performance data for Bitcoin miners, revealing improved production metrics across the board while examining the significant disconnect between current market valuations and underlying assets. • Marathon, Riot, and CleanSpark lead Bitcoin production with HUT 8 showing a remarkable 72% increase month-over-month • March showed less curtailment from miners, improving efficiency across all major operations • Bitcoin mining stocks down 49% year-to-date despite Bitcoin trading around $84,500 • Morgan Stanley's infrastructure valuation metric of $5 per watt suggests significant undervaluation of mining companies • HODL as percentage of market cap reveals companies like DMG (110%), Marathon (91%), and Hive (80%) trading at or below the value of their Bitcoin holdings alone • Fleet efficiency metrics improving across all major miners, with many achieving sub-20 joules per terahash • Four of the top five Bitcoin holders globally are mining companies covered in this analysis Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Miners: Undervalued Megawatt Giants? 21:05

לפני 4 weeks21:05

21:05

Bitcoin mining stocks are trading at steep discounts compared to their infrastructure value, with most miners showing significant upside potential based on their megawatt capacity at current market valuations. • Mining stocks down approximately 25% in the past month despite Bitcoin price remaining relatively stable • Iren achieves 40 exahash milestone, confirming they're on track for their 50 exahash target by mid-2025 • Morgan Stanley analysis suggests Bitcoin mining infrastructure valued at approximately $5 per watt in recent transactions • Applied to current miners, this shows potential upside of 2-5x current market caps for many companies • Iren's 660 megawatts valued at $3.3B using this metric versus $1.2B current market cap • Smaller miners like Saluna show even larger gaps, with 75MW potentially worth $375M versus $8M market cap • Data center REITs and companies like CoreWeave ($18B valuation) demonstrate premium valuations for similar infrastructure • Current Bitcoin mining economics remain challenging with hash price around $38-39 per petahash/day • Only the most efficient miners like Iron (15J/TH) positioned to generate meaningful profits in current environment • Increasing investment in AI infrastructure including Nvidia's $500B US commitment highlights potential value of mining company assets Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Luxor Technology, Head of Derivatives, Matt Williams Q&A - Forward Hashrate, Derivatives & Hedging! 45:28

לפני 4 weeks45:28

45:28

Matt Williams, Head of Derivatives at Luxor Technology, breaks down the revolutionary financial tools being developed for Bitcoin miners to hedge their risk exposure and secure more predictable revenue streams. • Bitcoin miners face three main risk exposures: power costs, Bitcoin treasury volatility, and hash rate revenue uncertainty • Forward hash derivatives allow miners to lock in their expected hash rate revenue in either USD or BTC terms • Luxor's hash price index calculates the expected value of mining hash power, updated every 15 seconds • Physical settlement contracts enable miners to sell future hash rate for upfront Bitcoin, creating a new financing tool • Cost of capital for miners using these instruments has compressed from 15-18% to as low as 8-13% • Miners can strategically lock in hash prices during transaction fee spikes for better long-term revenue • Over 100 market participants now use Luxor's derivatives platform, including approximately 10 public mining companies • Recent deal sizes have reached 5-7 exahash, representing significant portions of some miners' capacity • Rigorous counterparty risk assessment includes uptime analysis, geographic diversification, and collateral options Smash the like button and let us know in the comments if you use any Luxor products or learn more here: https://luxor.tech/derivatives…

Power Mining Analysis

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Navigating the Volatility: CleanSpark's Strategic Shift & Miner Valuations by Watt! 31:08

לפני 5 weeks31:08

31:08

The Bitcoin mining sector witnessed significant volatility with major miners dropping 6-9% despite Bitcoin only declining by about 1-1.5%, revealing a puzzling disconnect between the cryptocurrency and mining stock performance. • CleanSpark announces a strategic shift with a $200 million Bitcoin-backed credit facility from Coinbase while changing their approach from 100% hodling to selling Bitcoin to fund operations • This represents a move away from equity dilution through ATM offerings, which the company has paused until share prices exceed $20 • CleanSpark currently holds over 12,000 Bitcoin worth approximately $1 billion • Soluna Holdings stands out as the only miner in positive territory, announcing land agreements for their 166-megawatt Project Katy in Texas • Despite positive updates, Soluna trades at just $7 million market cap despite controlling over 200 megawatts of power infrastructure • Bitdeer demonstrates vertical integration advantages by planning to deploy their SEAL miners outside the US to avoid potential tariffs • Morgan Stanley analysis shows Bitcoin mining companies valued below $1 per watt while similar data center assets trade above $5 per watt • The disparity between infrastructure value and market capitalization suggests significant undervaluation across the mining sector Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Miners Undervalued? Market Cap vs HODL Analysis Reveals Surprising Data! 37:55

לפני 5 weeks37:55

37:55

Bitcoin mining stocks show an optimistic start to the week while major market participants like Michael Saylor continue aggressive Bitcoin acquisition with rumors that GameStop may add Bitcoin to its balance sheet. • DMG Blockchain trades at a market cap valuing its Bitcoin holdings at 110% of the company's total value • Most miners are currently operating at thin margins with Bitcoin price needing to reach $120k-$130k for reasonable profitability • Iron leads all public miners with 72.3% gross margins due to their 15J/TH fleet efficiency and 3.2¢ power costs • Global hashrate has increased 80% since January 2024, from 500 EH/s to over 900 EH/s, creating Bitcoin mining's "second halving" • Bit Digital announces new Montreal data center acquisition supporting their growing HPC business with $100M in annualized revenue • Miners with significant Bitcoin holdings may face large paper losses in Q1 financial reports Subscribe to McNally Money for more power mining analysis and let us know your Bitcoin price target for the end of 2025.…

Power Mining Analysis

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Bitcoin Miners Take a Breather: BTDR, BTBT, WULF & SLNH Discussion! 19:13

לפני 5 weeks19:13

19:13

Bitcoin pulls back to $81,500 while mining stocks experience extreme volatility following Trump's tariff announcement that created a 20% rally followed by significant pullbacks today. • Miners showing 5-6x volatility compared to Bitcoin price movements • Trump's 90-day tariff implementation timeline announcement singlehandedly moved markets dramatically • Soluna Holdings released positive March production stats with a 20% increase in Bitcoin mined • Soluna secured their second US patent for data center design • Bitdeer bringing 600 new megawatts online despite market uncertainty • Mining stocks down 48-50% year-to-date despite continued operational improvements • SEAL miners showing strong efficiency in early testing that could benefit BitDeer • Cheat Code conference featuring prominent speakers including Winklevoss twins and Lawrence Leopard Join our Minor Madness 3.0 competition by selecting your mining stock picks and Bitcoin price prediction for June 30th close.…

Power Mining Analysis

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Bitfarms CEO Ben Gagnon Q&A - FY & Q4 Earnings + 2025 Strategy Update! 1:10:10

לפני 5 weeks1:10:10

1:10:10

Bitfarms CEO Ben Gagnon joins us to discuss the company's strategic transformation, including their shift toward US operations, the Macquarie Group financing partnership, and their expansion into HPC and AI infrastructure. • Transitioning from international operations to focus on North American assets that offer diversification opportunities beyond Bitcoin mining • Securing a $300 million financing facility with Macquarie Group for HPC/AI infrastructure development at the Panther Creek site • Leveraging BitFarms' 1.3-1.4 gigawatt energy portfolio as their core value proposition • Creating a hybrid model where Bitcoin mining absorbs inefficiencies in HPC infrastructure • Growing operational hash rate to 19.5 exahash with competitive efficiency of 19 watts per terahash • Maintaining strong direct mining margins even at current Bitcoin prices • Expanding the successful Synthetic Hodl program into Bitcoin One for comprehensive treasury management • Building a multi-year growth roadmap with 955 megawatts of capacity at Pennsylvania sites Take a second to smash the like button and subscribe to McNally Money. Let us know in the comment section if you're holding BitFarms shares and your outlook on the Bitcoin mining sector for Q2.…

Power Mining Analysis

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The Art of The Deal: Trump Pauses Tariffs for 90 Days! 24:58

לפני 5 weeks24:58

24:58

Bitcoin surges past $82,000 as markets respond positively to Trump's 90-day pause on tariffs, with the S&P 500 gaining over 7% and adding $3.5 trillion to the US stock market in a single day. We examine how Bitcoin's limited supply creates a potential bottleneck as institutional and possibly nation-state buyers enter the market. • Only 16 million Bitcoin potentially available with 3.7 million believed lost forever • Approximately 70% of Bitcoin hasn't moved in the last couple of years, indicating strong holder conviction • ETFs have accumulated approximately 1 million Bitcoin • Nation-states like China and Russia estimated to hold around 200,000 Bitcoin each • Bitcoin exchange reserves flirting with all-time lows despite recent price volatility • Mining stocks rebounding 13-17% after significant year-to-date losses • BitDeer expanding to Africa with 50MW mining facility in Ethiopia at 3.6¢/kWh • Riot Platforms relinquishing some special rights in Bitfarms investment while maintaining 16.3% ownership Join our Minor Madness 3.0 competition! Enter your top three miner picks and Bitcoin price prediction for Q2 in the comments section, on our Twitter , or through the linked video for a chance to win bragging rights and swag.…

Power Mining Analysis

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Trade War Intensifies: How Trade Tensions Impact Bitcoin Miners! 31:53

לפני 6 weeks31:53

31:53

Market volatility reaches extreme levels as the US imposes 104% tariffs on China, causing a 6% intraday swing in the S&P 500 while Bitcoin demonstrates relative resilience amid economic uncertainty. This heavy-handed negotiation approach by the Trump administration has created significant turmoil across global markets, with miners' stocks down an average of 50% since the beginning of the year despite operational improvements. • US-China trade war intensifies with new 104% tariffs implemented at noon, causing the Chinese yuan to fall to its lowest level in two years • Bitcoin being recognized as a "flight to safety" asset by BlackRock and called "the most honest and efficient market" by Peter Thiel • Core Scientific produced 247 Bitcoin in March, now holding 1,001 BTC valued at $83 million • Core Scientific's HPC partnership with CoreWeave expected to generate $10B over 12 years with 71% margins • Saluna Holdings announces Project Heety: 120-megawatt wind-powered data center in Texas for Bitcoin mining and AI workloads • Miner Madness 3.0 competition open for entries with approximately 100 submissions already received Let us know in the comment section: Do you think Trump will pull this off, or are we headed toward a global trade war or potentially worse?…

Power Mining Analysis

1
Lawrence Lepard: Fix the Money, Fix the World! 50:07

לפני 6 weeks50:07

50:07

Lawrence Lepard, author of The Big Print, explains how the broken monetary system leads to political dysfunction and economic inequality, while Bitcoin offers a path toward restoring a fair financial system for all. • Sound money advocate with background as investment manager since early 2000s • Started with gold/silver in 2008 before discovering Bitcoin in 2013 • Wrote The Big Print to make monetary concepts accessible to average people • Views Trump's tariffs as potentially disruptive but possibly necessary for monetary reset • Believes we've turned from deflation to inflation, with bigger money printing inevitable • Argues current financial system works for elites but hurts average citizens • Identifies Bitcoin ETF approval as game-changer signaling government acceptance • Sees Bitcoin entering steep adoption growth curve (inflection point on S-curve) • Suggests proper position sizing to manage Bitcoin volatility (min 1%, up to 25%) • Explains "Fix the money, fix the world" - sound money prevents war and promotes fairness • Projects Bitcoin price at $1 million in 5-7 years, potentially $6 million a decade after • Compares Bitcoin's historical significance to invention of the airplane Find The Big Print on Amazon in hardcover, paperback, kindle, and audiobook formats. Follow Lawrence on Twitter at his name or visit Equity Management Associates.…

Power Mining Analysis

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The Decoupling Has Begun: Bitcoin Emerges as Safe Haven While Markets Crash! 38:28

לפני 6 weeks38:28

38:28

The global financial landscape is experiencing extraordinary volatility with record-setting declines in indices worldwide, while Bitcoin miners demonstrate surprising resilience in the face of market turmoil triggered by Trump's tariff announcements. • Bitcoin and mining stocks holding up well despite global market fears • Trump's tariff strategy bringing countries to the negotiating table • EU willing to discuss tariffs with US, possibly seeking compromise • JP Morgan forecasting US recession amid global economic concerns • Bitcoin showing signs of decoupling from traditional markets • Mining difficulty increased 6.81%, creating additional production challenges • Hash price hitting $39, putting pressure on miner profitability • Donald Trump Jr. and Eric Trump partnering with Hut 8 on American Bitcoin Mining venture • Hut 8 reporting 91% increase in Bitcoin production (88 BTC) with improved efficiency • Hive Digital energizing Iguazu site with 108 Bitcoin mined in March • Cypher Mining producing 207 Bitcoin with strong fleet efficiency metrics • CleanSpark recognized among 500 fastest growing companies in Americas • Miner Madness 3.0 competition launching with snapshot pricing on April 11th Join us for our upcoming interview with Ben Gagnon from BitFarms and don't forget to enter our Miner Madness 3.0 competition by selecting your top three miners and Bitcoin price prediction for Q2.…

Power Mining Analysis

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Mining Giants March Forward: CleanSpark, Iren & Riot Production Analysis! 22:16

לפני 6 weeks22:16

22:16

Bitcoin miners demonstrate resilience amidst significant market volatility, with Bitcoin holding steady around $83,000 while mining stocks experience substantial sell-offs. • CleanSpark mines 700 Bitcoin in March, increases hash rate by 4%, and grows Bitcoin holdings to 11,869 BTC worth nearly $1 billion • Riot produces 533 Bitcoin, their highest monthly total since the halving, with significant operational improvements across their facilities • Iren matches Riot's production with industry-leading efficiency, achieving power costs per Bitcoin of just $20,000 • Market valuations of miners reaching puzzling levels, with some companies valued less than their Bitcoin holdings alone • Bitcoin miners increasingly exploring high-performance computing (HPC) as complementary revenue stream • Miner Madness 3.0 competition launched with thousands of dollars in prizes for participants who can pick the top-performing mining stocks Join the Miner Madness 3.0 competition by visiting the pinned tweet on the Power Mining Analysis Twitter account and submit your top three mining stock picks plus your Bitcoin price prediction for June 30th. https://x.com/powermining_btc/status/1907110760263954456?s=46…

Power Mining Analysis

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Trump Tariffs and Bitcoin: Market Pullback Explained! 44:26

לפני 6 weeks44:26

44:26

The markets are in free fall as Trump announces tariff implementations, with Bitcoin dropping to $81,700 and mining stocks seeing double-digit declines. • Trump's tariff measures aim to create a level playing field globally, potentially benefiting American companies in the long term • Bitcoin hash price continues to decline, now at around $48 per petahash per day compared to pre-halving levels of $110 • Global hash rate has spiked to nearly 1,000 exahash, creating increased competition for miners • Many mining stocks now trade at or below the value of their Bitcoin holdings, presenting potential value opportunities • DMG's Bitcoin represents 105% of their market cap, effectively valuing their mining infrastructure at zero • Marathon continues aggressive Bitcoin accumulation, now holding $3.9 billion worth (47,531 BTC) • Miner Madness 2.0 results show even top-performing mining picks lost 26% in Q1 • BitFarms production update shows 20% hash rate increase following Stronghold acquisition • Griffin Mining and Saluna focusing on strengthening balance sheets amid challenging market conditions Enter Miner Madness 3.0 by submitting your top three mining stock picks and Bitcoin price prediction for Q2 by April 11th on our Twitter account.…

Power Mining Analysis

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Soluna Holdings CEO John Belizaire Q&A - Q4 Earnings & HPC Pivot! 55:02

לפני 6 weeks55:02

55:02

Soluna's CEO John Belisere walks us through their impressive 80% revenue growth in 2024 and explains their strategic pivot from GPU rentals to focusing exclusively on Bitcoin mining and AI infrastructure development. • Core business performed exceptionally well with revenue reaching $38 million, up from $21 million in 2023 • Project Dorothy in Texas drove growth through full-year operations and demand response services adding $2 million in revenue • Gross profit grew to $15.1 million in 2024, up from $5.7 million in 2023 • "Relentless Stewardship" program improved operational efficiency and customer service for Bitcoin hosting • Decision to terminate HPE contract for GPU cloud services due to market pricing pressures and unprofitable outlook • Dorothy 2 expansion will add 48 megawatts, bringing total capacity to 123 megawatts by Q4 • Project Cotty is now shovel-ready with potential to add another 83 megawatts of capacity • Capital structure simplified by converting notes and restructuring preferred shares • Focus shifting to AI infrastructure development leveraging power development expertise • Management remains confident despite share price pressure: "We are building a business that has real value" Smash the like button if you enjoyed this episode and let us know in the comments what you thought about Soluna's Q4 results, if you're currently holding shares, and your outlook for the remainder of 2025.…

Power Mining Analysis

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Trump Family Enters Bitcoin Mining: IREN, MARA & HUT Stock News! 32:01

לפני 7 weeks32:01

32:01

The Bitcoin mining sector sees major developments with the Trump family officially entering the space through a partnership between HUT 8 Corp and Eric Trump to launch American Bitcoin Corporation while Marathon announces plans to raise $2 billion for additional Bitcoin purchases. • HUT 8 Corp partners with Eric Trump to launch American Bitcoin Corporation targeting 50 exahash efficiency below 15 joules/terahash • Eric Trump joins as Chief Strategy Officer with Mike Ho as Chairman and Max Prusak as CEO • Marathon Digital announces plans to raise additional $2 billion to purchase Bitcoin despite price being down $10,000 from Q4 close • Iren pauses Bitcoin mining expansion while maintaining 52 exahash year-end target to focus on HPC/AI capabilities • CoreWeave completes IPO at $40 per share, reducing pressure on potential Core Scientific deal • Michael Saylor's MicroStrategy purchases additional 22,048 Bitcoin for nearly $2 billion • Bitcoin mining stocks continue to face pressure, down approximately 45-50% since January despite positive developments • Minor Madness 2.0 competition reflects market challenges with most participants in negative territory Join us for Minor Madness 3.0 competition signups starting tomorrow with great prizes for the upcoming Q2 trading competition.…

Power Mining Analysis

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IPO 101 for Bitcoin Miners: What Analysts Look for in Public Mining Companies! 37:34

לפני 7 weeks37:34

37:34

The Wall Street versus Main Street dynamic in Bitcoin mining reveals what analysts truly value when assessing companies for investment and IPOs. Leading experts from Stifel, HC Wainwright, VanEck, and Power Mining Analysis break down the essential metrics and strategies that matter most. • Energy costs represent miners' largest expense, with successful operations targeting below 5 cents per kilowatt-hour • Management flexibility is critical in this rapidly evolving industry, with CEOs needing to "see around corners" • Mining companies need both the most efficient equipment and lowest energy costs to remain competitive • US domicile provides crucial access to capital markets, inclusion in indices, and improved liquidity • The strategic pivot to HPC/AI offers miners more predictable revenue streams and lower costs of capital • Successful miners maintain minimal debt, as the industry has seen 94% drawdowns in previous cycles • Geographic diversity continues with miners exploring opportunities in Texas, Paraguay, Sweden, and Abu Dhabi • Net income remains the ultimate metric that matters, regardless of operational efficiency…

Power Mining Analysis

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Good Day for Bitcoin, not for Bitcoin Miners.... 11:40

לפני 8 weeks11:40

11:40

The Mining Disrupt Conference in Fort Lauderdale provides a backdrop for analysis of Bitcoin mining stocks pulling back 50% despite Bitcoin holding steady around $88,000, with Soluna Holdings bucking the trend on positive Project Dorothy 2 news. • Soluna Holdings begins powering up Project Dorothy 2, adding 48 megawatts of capacity • Project expected to generate $19-25 million in annual revenue when fully ramped up • Soluna focusing on hosting strategy with 123 megawatts currently operating • BitDigital using Soluna's hosting services after moving from Coinmint facilities • Many established miners began as hosting companies before transitioning to self-mining • Only four days remaining in Minor Madness 2.0 with significant volatility affecting standings • Mining Disrupt Conference featuring panels on centralized vs. decentralized mining • Thursday panel examining what analysts look for in public mining companies • Additional panel exploring Bitcoin treasury management strategies Hit the like button and subscribe to stay updated on Bitcoin mining analysis and insights from the Mining Disrupt Conference.…

Power Mining Analysis

1
Bitcoin Mining Stocks Soar as Bitcoin Breaks $88K Barrier! 23:33

לפני 8 weeks23:33

23:33

Bitcoin breaks through multiple price resistance levels, surpassing $88,000 and driving mining stocks to double-digit daily returns. The volatility that defines this sector shows why patience and conviction are essential qualities for successful mining investors. • CleanSpark up 19%, Marathon Digital nearly 18%, and Bitdeer over 16% in a single trading day • Michael Saylor's Strategy resumes Bitcoin buying with 6,911 BTC purchase at $84,529 average price • IMF recognizing Bitcoin as "de facto digital gold" following El Salvador's debt settlement using Bitcoin • 33 active strategic Bitcoin reserve bills across 19 US states showing growing governmental adoption • Bitcoin difficulty increased 1.43%, continuing the trend that effectively creates a "second halving" in 2024 • Only miners with access to extremely cheap electricity and efficient hardware can maintain profitability • Riot announces acquisition of Rhodium assets for $185M, gaining access to 125MW of power capacity • Mining Disrupt conference begins tomorrow in Fort Lauderdale with industry leaders gathering Join us at the BitGo party and Mining Mafia event if you're attending Mining Disrupt in Fort Lauderdale this week!…

Power Mining Analysis

1
Digital Asset Treasury Operations & Management with Fortris! 40:28

לפני 8 weeks40:28

40:28

Fortress helps businesses integrate Bitcoin and digital assets into their operations through treasury management, transaction processing, and flexible custody solutions. • Processing over $13 billion in Bitcoin transactions with zero losses over eight years • Managing approximately 4-4.5% of all global Bitcoin transactions at their peak • Providing UTXO management to optimize transaction fees like "Uber for Bitcoin transactions" • Offering multi-signature security with segregated duties to prevent fraud • Implementing flexible custody options from fully managed to complete self-custody • Solving cross-border payment challenges for businesses facing banking restrictions • Building integrations with accounting systems like QuickBooks and NetSuite • Connecting businesses with optimal on-ramp and off-ramp partners worldwide • Creating professional invoicing systems specifically for Bitcoin transactions • Developing a security system with military-grade FIPS 140-3 certified storage options Reach out to the Fortris team through LinkedIn or their website at fortris.com to learn how your business can integrate Bitcoin into daily operations.…

Power Mining Analysis

1
Bit Digital CEO Sam Tabar - FY Earnings & HPC Growth! 43:03

לפני 8 weeks43:03

43:03

Power Mining Analysis

1
The Bitcoin Mining Rollercoaster: Navigating Market Volatility... 26:53

לפני 8 weeks26:53

26:53

The Bitcoin mining sector is experiencing a rollercoaster of emotions as prices fluctuate, creating a stark divide between investors who see opportunity in the downturn and those exiting their positions. Though Bitcoin trades around $84,750, mining stocks have significantly underperformed relative to their operational improvements, causing many to question whether we're still in a bull market. • Industry leaders like Mike Alfred emphasize not letting price action guide investment decisions • Top performers like IREN mine Bitcoin at approximately $40,000 while growing hash rate 400% in 2024 • CleanSpark has seen significant investor exodus despite strong fundamentals and a 10,000 Bitcoin treasury • Trump administration has implemented pro-crypto policies while simultaneously creating market volatility through other economic measures • Mining stocks regularly experience 10-30% daily movements despite minimal changes in fundamentals • Community engagement in Bitcoin mining content and discussions has dramatically decreased • Miner Madness competition shows all participants down at least 20%, highlighting the importance of managing downside risk • Short-term trading strategies differ significantly from long-term investment approaches in the mining sector Join us for Mining Disrupt next week in Fort Lauderdale, Florida, where we'll be speaking and connecting with industry leaders!…

Power Mining Analysis

1
Bitcoin Mining Fundamentals & Top Miner News (BITF, HIVE & SLNH) 19:25

לפני 9 weeks19:25

19:25

The mining landscape is experiencing significant challenges despite Bitcoin's post-halving price rise, with difficulty increases acting as a "second halving" for miners. We analyze key metrics showing why price alone doesn't tell the full story of mining economics. • Bitcoin price currently retreating to $81,500 despite analyst projections of $180,000-$250,000 by end of 2025 • Difficulty increases (25% over 16 weeks) creating a "second halving" effect for miners • Hash price down from $110 pre-halving to around $50 today, making profitability difficult for many operations • Global hash rate has increased 60% in 14 months (from 600 EH/s to over 810 EH/s) • Bitfarms selling 200MW Paraguay facility to Hive for $85M, refocusing on North America • Hive expanding to 300MW in Paraguay, targeting 25 EH/s by September 2025 • Soluna Holdings secured $5M non-dilutive debt financing from Galaxy Digital • HPC/AI diversification proving valuable as Bitcoin price remains below December highs Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

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