BitFuFu - VP of IR Charley Brady Q&A - Q3 Earnings, Cloud Mining & Growth!
Description
We sit down with BitFuFu’s VP of IR, Charlie Brady, to unpack a standout Q3 and the mechanics of a cloud-first mining model that balances locked-in revenue with Bitcoin upside. The conversation traces how dynamic hash allocation, disciplined costs, and smart site ownership create resilience heading into the halving.
• cloud mining as a service driving majority of revenue
• dynamic allocation between self-mining and cloud to maximize margins
• efficiency gains via leased rigs and owned sites
• liquidity growth and EBITDA expansion
• Oklahoma site unit economics and replication goals
• capacity pipeline toward 1 GW by 2026
• sub-100 MW brownfield focus and less competition
• software stack including pool, firmware, and OS
• institutional contracts with short duration and fast repricing
• HPC AI optionality and site criteria
• conservative HODL strategy and credit line terms
• Bitmain framework agreement and procurement flexibility
Hit the like button, feel free to subscribe, and let us know in the comments if you hold BitFuFu and what you thought of their Q3 results
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