We sit down with BitFuFu’s VP of IR, Charlie Brady, to unpack a standout Q3 and the mechanics of a cloud-first mining model that balances locked-in revenue with Bitcoin upside. The conversation traces how dynamic hash allocation, disciplined costs, and smart site ownership create resilience heading into the halving. • cloud mining as a service driving majority of revenue • dynamic allocation between self-mining and cloud to maximize margins • efficiency gains via leased rigs and owned sites ...
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We sit down with BitFuFu’s VP of IR, Charlie Brady, to unpack a standout Q3 and the mechanics of a cloud-first mining model that balances locked-in revenue with Bitcoin upside. The conversation traces how dynamic hash allocation, disciplined costs, and smart site ownership create resilience heading into the halving. • cloud mining as a service driving majority of revenue • dynamic allocation between self-mining and cloud to maximize margins • efficiency gains via leased rigs and owned sites ...
We revisit five Texas site visits, then unpack earnings across Bit Digital, WhiteFiber, Bitfufu, Soluna, Canaan, and Hive to map where mining margins compress and where HPC and cloud revenue expand. Bitcoin weakness, ETF flows, and hashprice slides frame the pivot from pure mining to diversified compute. • key takeaways from Texas tours and scale of operations • bitcoin volatility, ETF flows, and risk mindset • heat map and HODL percent of market cap shifts • Bit Digital and Whitefiber reven...
Power Mining Analysis
We sit down with BitFuFu’s VP of IR, Charlie Brady, to unpack a standout Q3 and the mechanics of a cloud-first mining model that balances locked-in revenue with Bitcoin upside. The conversation traces how dynamic hash allocation, disciplined costs, and smart site ownership create resilience heading into the halving. • cloud mining as a service driving majority of revenue • dynamic allocation between self-mining and cloud to maximize margins • efficiency gains via leased rigs and owned sites ...
