Power Analysis
Anthony Power & Bryce McNallie
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Riot Platforms - CEO, Jason Les Q&A - Q4 & FY25' Earnings & Outlook!
We share how Riot moves from Bitcoin mining to a scaled digital infrastructure platform by leasing data centers, highlighted by a fast-tracked AMD deal and a 1.7 GW power base in Texas. We explain the power optionality model, funding strategy, and why co-location beats buying GPUs for risk-adjusted returns. • transformation from miner to data center landlord • AMD lease delivery, scale mechanisms, and timeline • low-cost mining margins and power credits • ERCOT approvals as competitive moat • Corsicana substation growth to one gigawatt • ESS Metron advantages in speed and cost • funding via Bitcoin treasury to limit dilution • co-location focus over GPU ownership • Kentucky’s path from mining to future leasing • success metrics focused on leased megawatts and execution Hit the like button, feel free to subscribe! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com
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