Earnings Season For Bitcoin Miners: Core, Riot & The HPC Pivot!

Power Mining Analysis

We break down how Bitcoin miners are shifting from pure hashrate to hyperscale data centers, with Core Scientific’s vote outcome and Riot’s Corsicana build shaping the week. Analysts raise targets as co-location, power credits, and GW-scale pipelines become the real edge.
• bitcoin holding above 100k while difficulty grinds higher
• mixed miner price action amid low volume and sentiment swings
• core scientific’s failed merger and new growth deck
• analyst upgrades and valuation multiples for hpc revenue
• pipeline math from hundreds of megawatts to multi-gigawatts
• riot’s core-and-shell strategy and standardized 56 mw blocks
• location advantages near dallas and austin
• power credits driving net costs and margins
• production, hashrate, and hodl context for riot
• texas tour plans and stacked c-suite interview lineup
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Luvut

1. Setting The Earnings Agenda (00:00:00)

2. Bitcoin Price And Miner Sentiment (00:01:03)

3. Market Action And Riot’s Print (00:03:06)

4. Core Scientific Vote Fallout (00:04:13)

5. Analyst Upgrades And Valuations (00:07:05)

6. Core’s Power Pipeline And Targets (00:09:35)

7. Upcoming CEO Interviews And Texas Tour (00:11:27)

8. Riot’s Shift To Hyperscale Data Centers (00:14:18)

9. Building Before Tenants And Standard MW Blocks (00:17:05)

10. Land, Locations, And Team Buildout (00:19:20)

11. The Numbers Behind Riot’s Quarter (00:22:09)

12. Power Credits, Costs, And Margins (00:26:10)

13. Production, Hashrate, And Portfolio Moves (00:28:16)

14. Community Questions And Resources (00:30:20)