
Sign up to save your podcasts
Or


Bitcoin pops while we break down Hut 8’s earnings, a 9.5 GW power pipeline, and why miners are pivoting from blocks to compute. We weigh NVIDIA’s signal for AI infrastructure, Bitfarms’ Panther Creek progress, and a headline FluidStack deal that changes the margin math.
• hash price near 30 dollars and miner margin pressure
• NVIDIA earnings as bellwether for AI infrastructure
• CoreWeave funding and Core Scientific updates
• mixed miner performance and Saluna above 1 dollar
• Bitfarms permits, US redomicile, and Keel Infrastructure rebrand
• Hut 8’s 1.02 GW under management and 8.5 GW pipeline
• veteran energy hires and delivery capability
• 15‑year FluidStack agreement and 99 percent NOI structure
• Vega design with 180 kW rack density
• Q4 and full‑year numbers and hodl volatility
• why HPC contracts can stabilize cash flows
• what to watch next from ABTC, MARA, Riot, and peers
Hit the like button, subscribe to McNallie Money, and tell us what you thought of Hut 8’s call today!
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
https://twitter.com/McnallieM
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
https://www.mcnalliemoney.com
Business Inquiries:
Email - [email protected]
By Anthony Power & Bryce McNallie4.5
22 ratings
Bitcoin pops while we break down Hut 8’s earnings, a 9.5 GW power pipeline, and why miners are pivoting from blocks to compute. We weigh NVIDIA’s signal for AI infrastructure, Bitfarms’ Panther Creek progress, and a headline FluidStack deal that changes the margin math.
• hash price near 30 dollars and miner margin pressure
• NVIDIA earnings as bellwether for AI infrastructure
• CoreWeave funding and Core Scientific updates
• mixed miner performance and Saluna above 1 dollar
• Bitfarms permits, US redomicile, and Keel Infrastructure rebrand
• Hut 8’s 1.02 GW under management and 8.5 GW pipeline
• veteran energy hires and delivery capability
• 15‑year FluidStack agreement and 99 percent NOI structure
• Vega design with 180 kW rack density
• Q4 and full‑year numbers and hodl volatility
• why HPC contracts can stabilize cash flows
• what to watch next from ABTC, MARA, Riot, and peers
Hit the like button, subscribe to McNallie Money, and tell us what you thought of Hut 8’s call today!
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
https://twitter.com/McnallieM
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
https://www.mcnalliemoney.com
Business Inquiries:
Email - [email protected]

3,347 Listeners

771 Listeners

646 Listeners

1,833 Listeners

277 Listeners

242 Listeners

165 Listeners

80 Listeners

446 Listeners

372 Listeners

127 Listeners

273 Listeners

50 Listeners

602 Listeners

101 Listeners