
Bitfarms & Core Scientific Earnings + MARA & Soluna Holdings News!
About this episode
Mining giants Core Scientific, Bitfarms, Soluna Holdings, and MARA are strategically pivoting toward high-performance computing while navigating post-halving challenges amid Bitcoin trading near $120,000 and Ethereum surging 50% monthly.
• Core Scientific reported $78.6M quarterly revenue with positive adjusted EBITDA of $21.5M despite posting a $936M net loss (primarily from non-cash warrant valuation)
• Pending CoreWeave transaction valued at approximately $7.72B based on current share price of $141.65, down from initial $9B valuation
• Bitfarms secured $300M debt financing for HPC/AI initiatives while exiting South America operations to focus on North American opportunities
• Soluna announced expanded partnership with Galaxy Digital for 48MW Bitcoin mining deployment at Project Cati 1
• MARA acquiring 64% stake in EDF subsidiary Exxon (HPC/cloud provider) for $168M, marking definitive entry into AI infrastructure
• Bitcoin miners increasingly diversifying beyond mining to leverage expertise in power infrastructure management for AI applications
• Ethereum's dramatic price increase driven by institutional treasury adoption and ATM issuances
Take a second to smash the like button, guys. If you're not already subscribed to McNallie Money, feel free to join and let us know in the comment section below if you're currently holding any of these four stocks and which is your favorite in the Bitcoin mining sector.
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - [email protected]
Get every episode summarized
Each time Power Analysis publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Power Analysis

AI Infrastructure Market Pulse: GLXY Batch Zero, KEEL, SLNH, BTBT, HIVE, HUT & B...
Power Analysis

Batch Zero Breakthrough: Latest IREN, SLNH, RIOT, HIVE & KEEL News!
Power Analysis

Riot Platforms - CEO, Jason Les Q&A - Q2 Earnings, Frontier AI Lab Deal & Corsic...
Power Analysis

ERCOT Batch Zero Explained: IREN, MARA, BTDR, RIOT, BTBT & CORZ Updates!
Power Analysis