Episode Details

We dig into ABTC’s Q4 results, why Satoshis per share beats EPS for a Bitcoin accumulator, and how a lean cost structure plus the HUT 8 partnership drives 53% gross margins. We also explore market structure, policy tailwinds, and what success looks like through 2026.

• Q4 revenue strength and 53% gross margin
• Mining at a structural discount to spot
• Single-digit SG&A and lean operations
• HUT 8 partnership and power economics
• Accounting noise versus operating reality
• Bitcoin per share as the core KPI
• Capital allocation filters for accretion
• AI pivot debate and staying focused
• Difficulty, consolidation, and machine supply
• Institutional adoption and policy clarity
• Bitcoin yield layers and risk controls
• 2026 outlook and success metrics

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