🚨 TODAY: Bitcoin miner IREN surges 14% after-hours following record Q2 revenue of $187.3M and $176.9M net income, driven by growth in its BTC mining business and expansion into AI. https://t.co/SzryOwc0dp ...

American Bitcoin, a Bitcoin miner that’s partially owned by two of U.S. President Donald Trump’s sons, is inching closer to its public debut, targeting September for a listing on the Nasdaq, according to Asher Genoot, CEO of Bitcoin miner @Hut8Corp. https://t.co/bTJQkRhhHG ...

Financial Data and Key Metrics Changes - The company reported record revenue of $187 million for FY 2025, an increase of $42 million from the previous quarter, primarily driven by Bitcoin mining revenue of $180 million [14] - EBITDA grew tenfold year-on-year, with annualized revenue from Bitcoin mining operations exceeding $1 billion [7][32] - The company closed the financial year with approximately $565 million in cash and total assets of $2.9 billion, indicating a strong balance sheet [16] Business Line Data and Key Metrics Changes - The Bitcoin mining capacity increased to 50 exahash, with high margin revenues driving profitability, achieving an all-in cash cost of $36,000 per Bitcoin mined against an average realized price of $99,000 [15] - AI cloud revenue reached $7 million during the quarter, with over 10,000 GPUs online or being commissioned [9][10] - The company expanded its contracted grid-connected power by over a third to nearly 3 gigawatts and tripled its operating data center capacity to 810 megawatts [7] Market Data and Key Metrics Changes - The AI cloud business is experiencing rapid scaling, with significant demand for GPU resources as enterprise adoption of AI solutions accelerates [17] - The percentage of organizations leveraging AI in multiple business functions increased from 55% to 78% in the last year, highlighting the growing market demand [17] - Power availability and GPU-ready data center capacity remain scarce, with customers prioritizing speed to deploy and scalability [18] Company Strategy and Development Direction - The company is focused on scaling across the full AI infrastructure stack, from grid-connected transmission to digital compute, positioning itself to capture a broad and growing addressable market [10] - The construction of Horizon 1, a direct-to-chip liquid cooling AI data center, is underway, with plans for further expansion to support over 60,000 NVIDIA GPUs [12][23] - The company aims to maintain a CapEx efficient growth strategy, securing GPU financing at single-digit rates to fund expansion [21][35] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the AI cloud market, noting that demand is accelerating faster than supply, with significant infrastructure constraints [17][18] - The company is well-positioned to meet market demand due to its vertical integration and control over key bottlenecks in the supply chain [18] - Future growth is expected to be driven by the AI cloud business, with projections of billions in annualized revenue from this segment alone [11] Other Important Information - The company has transitioned to a US domestic issuer status and is now reporting under US GAAP and SEC regulations [14] - The company is advancing multiple data center projects to drive revenue growth and future expansion [11][27] Q&A Session Summary Question: Efficiency at sites and backup generation - The company operates at a PUE of 1.1 in British Columbia, with expectations to maintain competitive efficiency levels across its sites [40] - Redundancy is being introduced across the GPU fleet to enhance customer service, driven by customer demand [42] Question: Contract duration for cloud business - The company has a range of contract lengths from one month to three years, with newer equipment often seeing longer-term contracts [50] Question: Strategic thinking on Horizon projects - Horizon 1 is engineered specifically for liquid-cooled GPUs, with flexibility to accommodate various GPU densities [60] - The company is exploring both cloud and colocation opportunities to maximize risk-adjusted returns [106] Question: Financing for Blackwell GPUs - The company is utilizing various leasing structures for GPU financing, allowing flexibility in equipment ownership at the end of lease terms [72] Question: Key hires and sales strategy - The company is actively hiring across various functions to support cloud and colocation businesses, focusing on expanding its go-to-market capabilities [83] - The company is leveraging its unique competitive advantages, including end-to-end infrastructure control, to attract AI clients [89]

DMINT, INC. (Exact Name of Registrant as Specified in its Charter) As filed with the Securities and Exchange Commission on August 28, 2025 Registration Number 333-282740 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 4 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Barry I. Grossman, Esq. David Selengut, Esq. Justin Grossman, Esq. Ellenoff Grossman & Schole LLP 1345 Avenue of the Americas New York, NY 10105 Phone: (212) 370-1300 Fax: (212) 370-7889 ...

Financial Performance - IREN reported quarterly earnings of 66 cents per share, exceeding the consensus estimate of 14 cents [1] - Quarterly revenue reached $187.3 million, surpassing the analyst consensus estimate of $186.53 million and significantly up from $52.76 million in the same period last year [1] - The company achieved record financial results in FY25, with strong net income and over 10x EBITDA growth [2] Operational Highlights - IREN expanded its contracted, grid-connected power to nearly 3GW and tripled its operating data center capacity to 810MW [3] - The company completed its 50 EH/s expansion and is laying the groundwork for rapid growth in its AI Cloud business, targeting more than 10,000 NVIDIA GPUs [3] Future Growth Potential - IREN is approaching $1.25 billion in total annualized revenue, with over $1 billion expected from Bitcoin mining under current mining economics [4] - The company anticipates $200-$250 million in annualized revenue from its AI Cloud business with 10.9k NVIDIA GPUs by December 2025 [4] - IREN has the capacity to deploy over 60,000 Nvidia Blackwell GPUs across existing British Columbia data centers and over 19,000 GB300s at Horizon 1 [4] - The company secured a second round of GPU financing covering 100% of the hardware purchase price, with additional financing efforts underway [4]

Benchmark Raises Hut 8 Price Target as Bitcoin Miner Aims to Boost Energy Capacity► https://t.co/4GVpMeOvvU https://t.co/4GVpMeOvvU ...

Group 1: Company Overview - Strategy (MSTR) is the world's largest bitcoin treasury company, holding 628,791 bitcoins, which is 3% of all bitcoin in existence as of July 29 [1][9] - The company has raised $10.7 billion in equities and $7.6 billion in fixed income securities year to date [2][9] Group 2: Financial Performance and Projections - Strategy expects to achieve a bitcoin yield of 30% and $20 billion in gains, assuming the bitcoin price reaches $150,000 by the end of the year [3] - The projected operating income for 2025 is $34 billion, with a net income of $24 billion and earnings of $80 per share based on the same bitcoin price outlook [4] - The Zacks Consensus Estimate for MSTR's 2025 revenues is $466.8 million, indicating a 0.7% growth from 2024 [6] Group 3: Competitive Landscape - MSTR's estimated 2025 net income of $24 billion is significantly better than competitors Riot Platforms (estimated net loss of $0.5 billion) and MARA Holdings (estimated net loss of $0.8 billion) [4] - Riot Platforms and MARA Holdings have 19,273 and 49,951 bitcoins, respectively, as of June 30 [4] Group 4: Stock Performance and Valuation - MSTR shares have appreciated 18.5% year to date, outperforming the broader Zacks Finance sector's return of 11.8% [7] - MSTR is trading at a forward 12-month price/sales ratio of 2.03X, compared to MARA Holdings' 1.19X and Riot Platforms' 1.49X [13]

Core Points - HIVE Digital Technologies has surpassed 16 EH/s of global Bitcoin mining hashrate, aiming for 25 EH/s by U.S. Thanksgiving [2][3] - The company's daily Bitcoin output has increased to over 8 BTC, doubling production since May [3] - HIVE's expansion in Paraguay is a key driver of this growth, with over 5 EH/s of next-generation miners already operational [4][9] Company Operations - The deployment of new machines is ongoing, with Phase 3 at the Valenzuela site set to begin in September [4] - Upon completion of Phase 2, HIVE expects to achieve a total operating hashrate of 18 EH/s, with daily Bitcoin production projected to reach 12 BTC [4][9] - The company has a global fleet efficiency of approximately 17.5 J/TH, representing nearly 3% of the global Bitcoin supply at current network difficulty [4][9] Financial Metrics - At a network difficulty of 129T, one exahash generates approximately 0.50 BTC per day, indicating that an additional 2 EH/s could yield roughly 1.0 BTC per day [5][9] - HIVE's mining margin after electrical costs is projected to be around 60% with Bitcoin priced at $113,000 [9][10] - The primary cost of mining operations is electricity, accounting for approximately 80-90% of total costs [7][10] Strategic Vision - The company emphasizes its commitment to building resilient, decentralized infrastructure for Bitcoin while generating robust cash flow for shareholders [5][11] - HIVE operates exclusively on renewable hydroelectric energy, reinforcing its focus on sustainability [11]

MARA’s North Texas Bitcoin Mine and Wind Farmhttps://t.co/8c4Hfvie4Z ...

Summary of Conference Call Records Company: BitFuFu Inc (FUFU) Key Points - **Company Overview**: BitFuFu is a leading Bitcoin miner and cloud mining services provider, operating globally with a focus on empowering the Bitcoin network through innovative mining solutions [1][3] - **Second Quarter Earnings**: The company reported strong second quarter earnings on August 15, 2025, with significant developments following the quarter [2][6] - **Mining Capacity and Infrastructure**: As of July, BitFuFu has a mining capacity of 38.6 exahash and controls 752 megawatts of power, with 164 megawatts owned and the rest leased. The company aims to acquire more data centers to reduce leased capacity and improve operational leverage [4][5] - **Revenue Growth**: Cloud mining revenue saw a year-over-year increase, with a 70% rise from the first quarter. Over half of this revenue came from new customers, indicating strong demand driven by rising Bitcoin prices [7][8] - **Institutional Demand**: The majority of cloud mining revenue is from institutional clients, including high net worth individuals and corporations exploring Bitcoin as a treasury strategy [22][23] - **Self-Mining Revenue**: There was a year-over-year decline in self-mining revenue due to the Bitcoin halving event in April. However, cost improvements were noted as the company upgraded its mining fleet [10][13] - **EBITDA Performance**: The company reported EBITDA of $60.7 million, a significant increase from $8.3 million year-over-year, reflecting strong cloud mining revenue and lower costs [13][14] - **Strategic Focus**: BitFuFu is focused on vertical integration and horizontal innovation, with plans to expand its self-mining capacity to over a gigawatt by 2026 [15][16] - **New Services**: The introduction of the BitFuFu pool has attracted users, growing to 20 exahash within a few months, enhancing the company's service offerings [17][18] Company: Impact Minerals Limited (IPT) Key Points - **Company Overview**: Impact Minerals is focused on high purity alumina (HPA) production, aiming to become a key player in the HPA industry through strategic project selection and evaluation [26][28] - **HPA Market Potential**: The market for HPA is growing at approximately 20% per annum, with projected demand reaching 120,000 tonnes by the end of the decade. The company plans to leverage its resources to become a low-cost producer [33][34] - **Resource Availability**: The company has identified $15 billion worth of HPA in a lake in Western Australia, with a mine life of over 40 years at a production rate of 10,000 tonnes per annum [36][39] - **Production Costs**: Impact Minerals aims to produce HPA at less than $5,000 per tonne, with expected selling prices between $15,000 and $30,000 per tonne, leading to strong cash flows and a favorable net present value [39][40] - **Technological Advancements**: The company has acquired technology for solvent extraction and is implementing membrane technology to enhance production efficiency and environmental sustainability [41][42] - **Market Positioning**: With a unique deposit and technology, Impact Minerals is positioned to enter the HPA market by 2026, capitalizing on tightening supply and increasing demand [51][52]