Soluna Holdings - CEO, John Belizaire Q&A - FY25' Earnings & Briscoe Acquisition!

We sit down with Soluna CEO John Belizaire right after earnings and a major wind farm acquisition to unpack what changed in the business and what comes next. We press on cash flow durability, capital raises, and why Soluna thinks power-aligned infrastructure is the path from Bitcoin volatility to AI-scale growth.• FY2025 highlights, cash growth and how hash price pressure shows up in results • Why low-cost power and scale help customers stay profitable in weak Bitcoin markets • How Soluna thinks about ROI across Bitcoin mining, hosting and AI data centers • Q1 2026 progress across Kati 1 ramp, partners and team additions • Briscoe Wind Farm acquisition, vertical integration and the “convergence” strategy • How owning generation creates flexibility, curtailment hedges and revenue diversification • The three Bitcoin models: self-mining, fixed power margin and profit share • Kati 2 and MetroBlocks, tenant demand, campus design and grid stability plans • Project Grace as an R&D pilot and how it may fold into Dorothy 3 • Dilution concerns, the $1B shelf filing context and project-level financing expectations • Near-term catalysts, AI pipeline maturation and a coming rebrand toward AI infrastructure Let us know in the comments section below if you're currently holding shares of Soluna and what you thought about their most recent results!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]