
Sign up to save your podcasts
Or


We break down Hut 8’s Google‑backed HPC lease with Anthropic and FluidStack, why the Riverbend campus is set up to scale, and how contract terms like ROFO, escalators, and NOI per megawatt change how miners are valued. Market volatility meets long‑dated cash flows as power becomes the moat.
• Bitcoin price action and miner correlation
• Shift from pure mining to AI HPC co‑location
• Hut 8’s three‑tranche roadmap and ROFO
• Riverbend phase one economics and NOI
• Google backstop, bank underwriting, and cheaper debt
• Power market advantages in MISO, land scale, 345 kV lines
• Vendor stack: Entergy, Vertiv, Jacobs, delivery timeline
• Pipeline across ERCOT, MISO, PJM and growth buckets
• Analyst comparisons and improving deal quality
• Why AI demand supports long leases and renewals
Sign up to the newsletter at powermininganalysis.com under the News dropdown to enter Minor Madness 5.0. Hit the like button, subscribe, and tell us what you think about the Hut 8 deal in the comments
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
We break down Hut 8’s Google‑backed HPC lease with Anthropic and FluidStack, why the Riverbend campus is set up to scale, and how contract terms like ROFO, escalators, and NOI per megawatt change how miners are valued. Market volatility meets long‑dated cash flows as power becomes the moat.
• Bitcoin price action and miner correlation
• Shift from pure mining to AI HPC co‑location
• Hut 8’s three‑tranche roadmap and ROFO
• Riverbend phase one economics and NOI
• Google backstop, bank underwriting, and cheaper debt
• Power market advantages in MISO, land scale, 345 kV lines
• Vendor stack: Entergy, Vertiv, Jacobs, delivery timeline
• Pipeline across ERCOT, MISO, PJM and growth buckets
• Analyst comparisons and improving deal quality
• Why AI demand supports long leases and renewals
Sign up to the newsletter at powermininganalysis.com under the News dropdown to enter Minor Madness 5.0. Hit the like button, subscribe, and tell us what you think about the Hut 8 deal in the comments
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]

3,391 Listeners

774 Listeners

646 Listeners

1,844 Listeners

275 Listeners

241 Listeners

166 Listeners

82 Listeners

451 Listeners

375 Listeners

128 Listeners

272 Listeners

49 Listeners

603 Listeners

101 Listeners