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We unpack ABTC’s first earnings as a public company and why Satoshis per share, not vanity exahash, guides every choice. Matt Prusak lays out a lean mining model, disciplined treasury playbook, and an ecosystem push aimed at durable, post-halving economics.
• doubling revenue and setting Satoshis per share as the north star
• 8–10 BTC per day with disciplined energy sourcing
• gross margin strength from 13 J/TH fleet upgrade
• lean SG&A enabled by an asset-light model and HUT 8 partnership
• treasury strategy using a $2.1b ATM and selective instruments
• measured stance on DeFi yield and counterparty risk
• growth optionality toward 50 EH without chasing vanity metrics
• ecosystem amplification across TradFi, BTCFI, and Bitcoin L2s
• U.S. hashrate focus and competition for power from AI and HPC
• M&A optionality if accretive to Bitcoin per share
Hit the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comment section below what you thought of ABTC's numbers and if you're currently holding shares.
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Chapters
1. Welcome & Guest Introduction (00:00:00)
2. Why Going Public Mattered (00:01:13)
3. Revenue, Satoshis Per Share, Output (00:02:45)
4. Navigating Volatility & Treasury Accumulation (00:04:10)
5. Margins, Energy Strategy, Lean SG&A (00:05:20)
6. Griffin Merger Costs & Aftermath (00:07:02)
7. EBITDA Drivers & Fleet Upgrade (00:08:23)
8. Growth Philosophy Beyond Vanity Metrics (00:10:00)
9. Three-Layer Strategy: Mining, Markets, Ecosystem (00:11:05)
10. M&A Optionality In DATs (00:12:30)
11. HUT 8 Partnership Advantages (00:13:33)
12. Brand Legitimacy & Communications Edge (00:15:05)
13. Ecosystem Amplification: Media & BTCFI (00:16:20)
14. Real-World Assets And Tokenization (00:18:05)
15. Halving, U.S. Hashrate, And HPC Competition (00:19:25)
16. Path To 50 Exahash & Optionality (00:21:00)
17. Putting Bitcoin To Work & Capital Tools (00:22:15)
18. Closing Vision & Investor Takeaways (00:24:00)
452 episodes
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