We challenge the old mining playbook and explain why we separated Bitcoin exposure into ABTC while building Hut 8 into a power-first infrastructure platform that can serve AI demand. Q3 results, the development flywheel, and contract structure take center stage, with clear views on compensation, treasury, and national hashrate. • Q3 beat on revenue, margins and net income • ABTC focus on Bitcoin per share growth • Energy infrastructure as the core moat • Development flywheel from origination to operations • Transparent pipeline: diligence to development to management • Texas SB6 and interconnect reforms as a filter for real builders • Colo versus compute economics and risk • Riverbend campus strategy and utility partnerships • Compensation design tied to performance, not tenure • Treasury split: ABTC preservation, Hut 8 yield • National hashrate, decentralisation and security • Talent, scale and moving from startup to growth Take a second, smash the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comments section below what you thought of Hut 8's results and if you're currently holding shares. Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email -
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