Eric Jackson, founder and portfolio manager of EMJ Capital, shares his journey of identifying 100x investment opportunities through market cycles and AI-powered analysis. His fund specializes in finding undervalued companies at inflection points that Wall Street has written off as failures.

• Built a tech-focused hedge fund that found early opportunities in companies like Alibaba, Roku, and Twilio
• Survived devastating losses in 2021-2022 before rebuilding with an AI-focused approach
• Developed predictive models that identified Carvana at $11 before its massive comeback to nearly $400
• Uses a combination of technical indicators, fundamental analysis, and alternative data to find opportunities
• Focuses on "Lazarus companies" that transition from growth-focused to sustainably profitable
• Spotlighted Iren and Cipher as Bitcoin miners potentially positioned for massive growth through power infrastructure
• Believes Bitcoin miners with gigawatt-scale power assets are misunderstood by Wall Street
• Values leadership teams that invest personally in their companies during downturns
• Admits his biggest weakness is selling winners too early or holding losers too long
• Sees a future where individuals and companies hold significant portions of wealth in cryptocurrency

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McNallie Money explores the latest Bitcoin mining sector developments, company updates, and upcoming Q2 earnings season strategies while analyzing how miners are positioning themselves in the evolving digital infrastructure landscape.

• Bitcoin price stabilizing in the $117,000-$119,000 range, creating a foundation for miners' strategies
• CoreWeave's declining share price reduces Core Scientific acquisition value from $9B to $6.6B
• CoreWeave insider lockup period ends August 15th, potentially triggering significant selling
• DMG Blockchain ranked 54th in Bitcoin treasury holdings, representing 80% of market capitalization
• Hive Digital passes 13 exahash milestone, targeting 25 exahash by Thanksgiving with $550M projected annual revenue
• MARA upsizes convertible note offering to $950M (potential $1.13B), maintaining Bitcoin treasury strategy
• Riot continues selling Bitfarms shares, reducing holdings to 46M shares (8.3% ownership)
• US government digital asset report expected July 30th, potentially impacting mining regulation
• Upcoming interviews with Salman Khan (MARA), Jason Les (RIOT), and hedge fund manager Eric Jackson

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We dive deep into the evolving landscape of Bitcoin mining and treasury companies, examining key metrics that investors should watch during this pivotal earnings season. The conversation reveals significant valuation gaps between Bitcoin miners and pure treasury companies despite impressive profit margins approaching 70-80% for efficient operators.

• Bitcoin price stabilizing around $118,000 with hash price at approximately $59, creating healthy margins for efficient miners
• MARA announces $850 million convertible note offering for Bitcoin purchases and debt refinancing
• Soluna Holdings secures $20 million funding for their 35-megawatt Texas mining project
• Emergence of Ethereum treasury companies following the success of Bitcoin treasury strategies
• Bitcoin miners receiving no premium valuation for their operational assets despite substantial infrastructure
• Iren, Cipher, and Riot leading with impressive gross margins of 70-77% due to low energy costs
• Core Scientific receiving a $9 billion buyout offer from CoreWeave, highlighting significant valuations in the sector
• High-performance computing and AI infrastructure presenting additional growth opportunities for mining companies

Join us for our upcoming podcasts featuring Mara's CFO Salman and Riot's Jason to discuss Q2 earnings and future growth strategies.

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Anthony Power and Bryce McNallie examine their selling strategies for Bitcoin mining stocks during this bull market cycle, revealing lessons learned from previous cycles and the importance of predetermined exit points.

• Bitcoin has broken its all-time high of $123,000 with miners surging 50-90% in the last month
• Bitfarms announced a 10% share buyback program (up to 49.9 million shares) to reduce their 557 million outstanding shares
• Mining stocks don't move in perfect correlation with Bitcoin's price - each miner peaks at different times
• This cycle differs from previous ones with ETF adoption, corporate treasury purchases, and pro-crypto regulations
• Setting predetermined sell targets based on price or percentage gains removes emotion from selling decisions
• The "second halving" effect of difficulty increases presents ongoing challenges for pure-play miners
• Most miners are diversifying into HPC/AI computing strategies with only Marathon and CleanSpark remaining pure-play
• Dollar-cost averaging out of positions is more effective than trying to time the absolute market top
• Journaling trades, joining a community, and having accountability partners helps maintain discipline
• "It never hurts to take a profit" - partial selling allows capturing gains while maintaining exposure

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McNallie Money examines the significant market movements among Bitcoin mining stocks with High-Performance Computing (HPC) aspirations, analyzing which companies are best positioned to secure lucrative hyperscaler deals.

• Iren reaching a 52-week high of $21.54 with massive trading volume
• Miners with HPC plans (Iren, Cipher, Bitfarms, Hive, Riot) outperforming pure-play Bitcoin miners
• Iren pursuing both vertical integration and co-location strategies for HPC
• Cipher Mining potentially close to announcing a hyperscaler deal with BlackRock backing
• Bitfarms strategically positioned in Pennsylvania where major tech companies are investing billions
• Hive targeting $100 million in annual HPC revenue by 2026 through organic growth
• Riot pivoting its Corsicana facility from Bitcoin mining to HPC with significant capital investment
• Co-location deals offering more predictable returns than GPU ownership for mining companies
• Trump administration expected to release a Bitcoin report with potentially favorable regulations
• Michael Saylor's MicroStrategy continuing aggressive Bitcoin purchases with $740 million acquisition

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Monumental shifts are occurring in the crypto world as the United States passes three critical bills headed to the President's desk, with major financial institutions like Charles Schwab enabling Bitcoin trading in retirement accounts.

• Three crypto bills – the Clarity Act, the Genius Act, and the Anti-CBDC Act approved and awaiting the President's signature
• Trump administration delivering on promises for crypto adoption and legislation
• 401(k) plans and pension funds now opening to Bitcoin, unlocking up to $9 trillion potential investment
• Charles Schwab (10 trillion dollar banking company) enabling Bitcoin buy/sell capabilities
• HODL15 tracking shows explosive growth in corporate Bitcoin treasuries; minimum 25 BTC needed to make top 100 list
• ETF inflows consistently hitting hundreds of millions to over a billion dollars daily
• BlackRock's iBit ETF purchased over 30,000 Bitcoin since July, far exceeding the 7,000 produced by miners
• Ethereum treasury companies gaining momentum - BitDigital now holds 120,000 ETH
• SharpLink Gaming upscales ATM from $1B to $6B for Ethereum purchases
• Hive Digital celebrates 4 years on NASDAQ, doubling hash rate to 12 exahash
• Core Scientific/CoreWeave deal developments and potential implications for shareholders
• Cipher Mining purchases 6,840 Avalon A15 Pro miners from Canaan for Black Pearl facility

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Canaan is a pioneering Bitcoin ASIC manufacturer that has evolved into a global mining operation with significant holdings and competitive advantages. We examine their journey from hardware innovation to strategic mining operations across multiple continents.

• Founded in 2013 as an ASIC manufacturer with their Avalon series miners
• Currently holds 15-20% market share in the global ASIC manufacturing space
• Latest Avalon A15 Pro achieves 16.8 joules per terahash efficiency
• Innovative product lineup includes home miners that double as heating solutions
• Operating mining facilities across USA, Ethiopia, Canada, and Middle East
• Currently running 8.16 EH/s with 6.57 EH/s operational, expanding to 8.94 EH/s
• Extremely competitive 4.6¢/kWh average power cost across global operations
• Holding 1,484 BTC worth $159 million as of June 2023
• Management recently purchased 817,000 shares on open market
• Board authorized $30 million share repurchase program
• Share price doubled from $0.50 to over $1.00 with record trading volume
• Analyst Kevin Dede issued $3.00 price target

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The cryptocurrency market is experiencing a major week with Bitcoin reaching $119,000 and crucial legislation being considered in Washington that could transform America's approach to digital assets.

• Three key bills being voted on in the US this week could redefine the crypto landscape
• Bitcoin miners showing strong performance with many up in high single or low double-digit percentages
• Bit Digital filed an S1 for WhiteFiber spinoff with ticker WYFI, with 80% going to existing shareholders
• Blockstream and Cantor Fitzgerald raising a massive $4 billion for Bitcoin treasury investments
• Soluna Holdings struggled with dilution, selling 9 million shares at 55 cents, significantly below recent prices
• The Clarity Act aims to clarify which digital assets are securities vs commodities
• Anti-CBDC Surveillance State Act would ban central bank digital currencies in the US
• The Genius Act would regulate stablecoins with a framework for consumer protection
• State-level Bitcoin adoption progressing with Arizona, Texas, and Utah leading with approved Bitcoin reserves
• Approximately 50% of US states now have cryptocurrency initiatives in some stage of development

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