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Daily Mining Revenue Analysis: Margins, Revenue & Latest RIOT/BITF Updates!

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Manage episode 488067712 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Bitcoin's climb past $110,000 creates unprecedented revenue opportunities for mining companies, with leading operations achieving gross margins up to 77% on their daily production.
• Daily miner revenue analysis showing Marathon producing $3.3 million daily with 70% gross margins
• Detailed breakdown of mining economics including pool fees, energy costs, and gross profit per exahash
• Bitcoin price appreciation of approximately $25,000 since April, dramatically improving miner economics
• Comparison of fixed vs variable costs in mining operations and their impact on profitability
• Explanation of how Q2 financial results will likely show most miners returning to profitability
• Update on Riot's continuing sale of Bitfarms shares at around $0.90, well below their $2.24 acquisition price
• Discussion of upcoming HPC (high-performance computing) deals potentially transforming the sector
Smash the like button, subscribe to McNally Money, and let us know in the comments how you're feeling about the Bitcoin mining sector and your top pick in the space.

Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

  continue reading

Chapters

1. Episode Introduction (00:00:00)

2. Bitcoin Price Analysis (00:04:44)

3. Bitcoin Mining Records & Revenue (00:11:53)

4. Daily Miner Revenue Breakdown (00:21:15)

5. Fixed vs Linear Mining Costs (00:29:48)

6. Riot's Bitfarms Stake Sell-Off (00:36:56)

320 episodes

Artwork
iconShare
 
Manage episode 488067712 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Bitcoin's climb past $110,000 creates unprecedented revenue opportunities for mining companies, with leading operations achieving gross margins up to 77% on their daily production.
• Daily miner revenue analysis showing Marathon producing $3.3 million daily with 70% gross margins
• Detailed breakdown of mining economics including pool fees, energy costs, and gross profit per exahash
• Bitcoin price appreciation of approximately $25,000 since April, dramatically improving miner economics
• Comparison of fixed vs variable costs in mining operations and their impact on profitability
• Explanation of how Q2 financial results will likely show most miners returning to profitability
• Update on Riot's continuing sale of Bitfarms shares at around $0.90, well below their $2.24 acquisition price
• Discussion of upcoming HPC (high-performance computing) deals potentially transforming the sector
Smash the like button, subscribe to McNally Money, and let us know in the comments how you're feeling about the Bitcoin mining sector and your top pick in the space.

Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

  continue reading

Chapters

1. Episode Introduction (00:00:00)

2. Bitcoin Price Analysis (00:04:44)

3. Bitcoin Mining Records & Revenue (00:11:53)

4. Daily Miner Revenue Breakdown (00:21:15)

5. Fixed vs Linear Mining Costs (00:29:48)

6. Riot's Bitfarms Stake Sell-Off (00:36:56)

320 episodes

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