EPISODE · May 9, 2025 · 50 MIN
Deep Dive: CLSK, MARA & WULF Earnings + BTDR, HIVE & SLNH Production!
from Power Analysis · host Anthony Power & Bryce McNallie
Bitcoin mining companies reveal contrasting strategies and results as they navigate post-halving challenges while expanding into high-performance computing and AI infrastructure.• CleanSpark shows strong discipline with 53% margins and controlled stock-based compensation• Marathon Digital disappoints despite having the largest Bitcoin treasury of 48,000+ BTC• BitDeer's vertical integration strategy features their Seal Miner A3 at industry-leading 9.7 joules per terahash• HIVE Blockchain continues Paraguay expansion, reaching 7.3 exahash with impressive 15.8 BTC per exahash efficiency• Soluna Holdings develops multiple large-scale projects for both Bitcoin and AI hosting• TeraWulf struggles with high power costs (8.1 cents/kWh) and reports negative adjusted EBITDA• US miners rushing to import machines before July 9th tariff exemption expires• Most miners selling Bitcoin to fund expansion as price remains above $100,000Join us next week for exclusive interviews with executives from Iren, Bitdeer, and Bitfarms as we continue tracking the evolving mining landscape.Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletterAnthonys 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]
What this episode covers
Bitcoin mining companies reveal contrasting strategies and results as they navigate post-halving challenges while expanding into high-performance computing and AI infrastructure. • CleanSpark shows strong discipline with 53% margins and controlled stock-based compensation • Marathon Digital disappoints despite having the largest Bitcoin treasury of 48,000+ BTC • BitDeer's vertical integration strategy features their Seal Miner A3 at industry-leading 9.7 joules per terahash • HIVE Blockchain ...
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Deep Dive: CLSK, MARA & WULF Earnings + BTDR, HIVE & SLNH Production!
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