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 ...
Hut 8 - CEO Asher Genoot - Q3 Earnings, Strategy & Outlook!
Power Mining Analysis
1 hour 3 minutes
1 week ago
Hut 8 - CEO Asher Genoot - Q3 Earnings, Strategy & Outlook!
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...
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 ...
