We unpack October’s miner economics with Luxor’s Kaan Farahani, connect difficulty and hash price to real production, and show how forward markets protected margins while fees hit historic lows. We compare Bitcoin mining versus AI/HPC power allocations and share data on what the curves imply next. • October difficulty up, production per EH down • Bitdeer’s rapid hashrate growth and vertical model • Fees near decade lows on a BTC basis • Energy hash price as a cross‑compute benchmark • AI/HPC...
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We unpack October’s miner economics with Luxor’s Kaan Farahani, connect difficulty and hash price to real production, and show how forward markets protected margins while fees hit historic lows. We compare Bitcoin mining versus AI/HPC power allocations and share data on what the curves imply next. • October difficulty up, production per EH down • Bitdeer’s rapid hashrate growth and vertical model • Fees near decade lows on a BTC basis • Energy hash price as a cross‑compute benchmark • AI/HPC...
We track a rough Bitcoin slide, then focus on how miners are hedging the cycle by building power, signing HPC contracts, and turning HODL into working capital. Earnings and production updates from MARA, CleanSpark, Riot, and HUT 8 show the pivot from pure hash to diversified compute. • Bitcoin price context, business cycle links, and miner decoupling • Cipher financing for Barber Lake and Black Pearl HPC pivot • Analyst split on IRON economics and model assumptions • MARA’s Delaware Basin en...
Power Mining Analysis
We unpack October’s miner economics with Luxor’s Kaan Farahani, connect difficulty and hash price to real production, and show how forward markets protected margins while fees hit historic lows. We compare Bitcoin mining versus AI/HPC power allocations and share data on what the curves imply next. • October difficulty up, production per EH down • Bitdeer’s rapid hashrate growth and vertical model • Fees near decade lows on a BTC basis • Energy hash price as a cross‑compute benchmark • AI/HPC...
