Bitcoin miners demonstrate resilience despite price volatility, with IREN and Hive Digital Technologies making significant strategic moves in both mining and high-performance computing.

• Bitcoin experienced a price pullback to around $112,700 following a $2.6 billion sale by a major whale
• Hive Digital reaches 16 exahash milestone, on track to hit 25 exahash by Thanksgiving
• IREN purchases 4,200 NVIDIA Blackwell B200 GPUs worth $102 million, expanding their AI cloud to 8,500 GPUs
• Marathon Digital establishes European headquarters in Paris, signaling expansion beyond US operations
• IREN shares hit $23, up 157% over six months, doubling CleanSpark's market cap
• Miners achieving best results have clear strategies combining efficient Bitcoin mining with HPC/AI initiatives

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John Belizaire, CEO of Soluna Holdings, breaks down Q2 earnings and shares strategic insights on the company's evolving business model in both Bitcoin mining infrastructure and AI data centers. Belizaire outlines their transition toward profit-sharing hosting arrangements while maintaining steady gross margins despite post-halving challenges.

• Q2 revenue of $6.2 million with 19% gross margins despite Bitcoin halving impacts
• Completed phases one and two of Dorothy 2 project with construction beginning on phase three
• Secured major 48-megawatt partnership with Galaxy Digital for the Kadi 1 project
• Developing strategic approach to HPC/AI data centers focusing on infrastructure rather than GPU ownership
• Path to profitability involves increasing ownership stakes in projects to 25% or more
• Current pipeline includes 773 megawatts of projects in various stages with expected revenue of $80M by 2026
• Enterprise sales cycles for major mining clients typically span 6+ months with rigorous due diligence
• Company exploring non-dilutive financing approaches to fuel continued growth

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Bitcoin surges to nearly $117,000 as Jerome Powell signals openness to September rate cuts, sending mining stocks soaring across the board in a dramatic Friday turnaround.

• Bitcoin price jumping from $112,500 to over $117,000 within minutes of Powell's comments
• Mining stocks following Bitcoin's rally with gains of 5-8% across most companies
• Jerome Powell citing job market data as justification for potential rate cuts
• Hash price improving to $57.03, providing better margins for miners
• CleanSpark potentially pivoting to HPC/AI computing like other major miners
• Iren settling its long-standing NYDIG dispute ahead of next week's earnings
• CoreWeave-Core Scientific deal facing challenges due to CoreWeave's declining share price
• Live miner margin analysis showing 50-75% gross margins on energy costs at current prices

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