ABTC - Head of IR, Michelle Tankimovich - Q2 Earnings & Updates!

We sit down with ABTC’s Michelle Tankimovich right after Q2 earnings to break down record Bitcoin production, steady margins, and what it means to keep building a treasury during price drawdowns. We also unpack sats per share, fair value accounting noise, and the strategic choices ABTC is making ahead of the halving and the next cycle. • Q2 highlights including 930+ Bitcoin mined and reserve growth above 8,000 BTC • Cost per Bitcoin mined and how gross margin stays near 49% to 50% despite a weaker Bitcoin price • Why management keeps accumulating Bitcoin through operating cash flow rather than relying only on capital markets • Satoshis per share as a key metric and how dilution discipline fits the strategy • How FASB fair value accounting creates large paper losses and how we interpret them • Hedging considerations and why the company prioritises its low-cost structure • CFO transition details and what derivatives experience could enable over time • Reverse split motivations including NASDAQ compliance and institutional investor optics • The 12 to 24 month focus including hash rate growth opportunities and industry shifts toward AI/HPC • Halving prep themes including fleet efficiency and manufacturer relationships Let us know in the comment section below what you thought about ABTC's results and if you're currently holding shares!Anthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]