We challenge the old mining playbook and explain why we separated Bitcoin exposure into ABTC while building Hut 8 into a power-first infrastructure platform that can serve AI demand. Q3 results, the development flywheel, and contract structure take center stage, with clear views on compensation, treasury, and national hashrate.

• Q3 beat on revenue, margins and net income
• ABTC focus on Bitcoin per share growth
• Energy infrastructure as the core moat
• Development flywheel from origination to operations
• Transparent pipeline: diligence to development to management
• Texas SB6 and interconnect reforms as a filter for real builders
• Colo versus compute economics and risk
• Riverbend campus strategy and utility partnerships
• Compensation design tied to performance, not tenure
• Treasury split: ABTC preservation, Hut 8 yield
• National hashrate, decentralisation and security
• Talent, scale and moving from startup to growth

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