ABTC - President, Matt Prusak - Q1 Earnings, Outlook & 2026 Strategy! episode artwork

EPISODE · May 8, 2026 · 36 MIN

ABTC - President, Matt Prusak - Q1 Earnings, Outlook & 2026 Strategy!

from Power Analysis · host Anthony Power & Bryce McNallie

We sit down with Matt Prusek to break down ABTC’s Q1 performance and the mechanics behind growing a Bitcoin treasury through volatility. We dig into fleet growth, cost per coin, and why the company stays committed to stacking sats while many miners pivot toward AI. • Q1 production record and what 817 mined BTC signals • Growing the strategic Bitcoin reserve past 7,000 BTC and why satoshis per share is the North Star • How the Bitmain Bitcoin pledge structure works and why it behaves like an option • Keeping SG&A lean through co-location with Hut 8 and managed services agreements • Funding operations with an ATM while avoiding Bitcoin sales • Fleet scale, efficiency targets, and preparing for difficulty shifts and the next halving • Energy strategy, operational tweaks, and sustaining a lower cost per Bitcoin mined • Industry landscape where competitors shut off fleets and mining share can rise • Balancing aggressive accumulation against dilution with accretive decision-making • Regulatory outlook around the Clarity Act and what institutional comfort could change • Concentration risk with Hut 8 and why governance structure matters • Asset-light focus versus owning power assets and staying “pure” to Bitcoin accumulation • How new ASIC efficiency and secondary markets could shape the next 12 to 18 months Let us know in the comments section below if you're currently holding shares of ABTC and what you thought about their most recent round of results. If you guys have any additional questions, drop them below!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]

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We sit down with Matt Prusek to break down ABTC’s Q1 performance and the mechanics behind growing a Bitcoin treasury through volatility. We dig into fleet growth, cost per coin, and why the company stays committed to stacking sats while many miners pivot toward AI. • Q1 production record and what 817 mined BTC signals • Growing the strategic Bitcoin reserve past 7,000 BTC and why satoshis per share is the North Star • How the Bitmain Bitcoin pledge structure works and why i...

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ABTC - President, Matt Prusak - Q1 Earnings, Outlook & 2026 Strategy!

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