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 ...
All content for Power Mining Analysis is the property of Anthony Power & Bryce McNallie and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ...
Soluna Holdings - CEO John Belizaire Q&A - Q3 Earnings, Outlook & Strategy!
Power Mining Analysis
51 minutes
2 days ago
Soluna Holdings - CEO John Belizaire Q&A - Q3 Earnings, Outlook & Strategy!
We bring back Soluna CEO John Belizaire to unpack a transformative quarter, a Texas tour of the Dorothy facility, and a roadmap that blends Bitcoin hosting with AI-ready, renewable computing. The focus: convert curtailed wind into flexible, profitable load while scaling responsibly with strong partners. • 36% revenue growth and expanding gross margin • Adjusted EBITDA profitability after one-off financing items • Operational upgrades, maintenance discipline, rapid MW deployment • Credit faci...
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 ...
