PresentationKevin DedeMD of Equity Research & Senior Technology Analyst Welcome, welcome, welcome. Thank you so much for coming to the HCW conference this year. This is the most highly anticipated event of all of our crypto stuff, the Bitcoin Mining Panel. Of course, we're going to talk about HPC and how business models evolve. And it's my honor to introduce Russell Cann, who will be moderating the panel. I used to do it a long time ago, but it's way above my pay grade now. And you've got a better man here. ...

MARA Holdings (NasdaqCM:MARA) FY Conference September 09, 2025 02:30 PM ET Company ParticipantsRussell Cann - Chief Development OfficerMatt Schultz - Co-Founder, Executive Chairman & CEOSalman Khan - CFOTyler Page - Founder, CEO & DirectorBrian Wright - Co-Head - MiningAsher Genoot - CEO & DirectorSam Tabar - CEOConference Call ParticipantsKevin Dede - MD & Senior Technology AnalystKevin DedeHi. Welcome. Welcome. Welcome. Thank you very much for coming to the HCW conference this year.This is the most highly ...

I am bullish on MARA Holdings, Inc. (NASDAQ: MARA ), driven by Bitcoin’s price estimate of $200,000 by 2030. Before I arrived at this angle, I first went to look at the company’sFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.W ...

核心观点 - 公司8月比特币产量保持稳定 生产208个区块 持有比特币数量增至52,477 BTC [1][3][7] - 公司通过战略收购扩大欧洲低碳能源布局 签署协议收购法国电力子公司Exaion 64%股权 [5] - 得州风电场数据中心建设进展顺利 预计第四季度全面投入运营 [4] 运营数据 - 8月生产705 BTC 日均产量22.7枚 与7月基本持平 [6] - energized hashrate提升1%至59.4 EH/s 全球算力月增6%达949 EH/s [3][6] - 矿工奖励份额保持4.9% 交易费用占比从1.1%降至0.8% [6] - 当月未出售任何比特币 持有量较7月增加 [3][7] 战略布局 - 收购Exaion股权可增至75% 交易预计2025年第四季度完成 [5] - 在巴黎设立欧洲总部 加速国际业务扩张 [5] - 通过技术整合开发AI解决方案 降低处理成本并加强边缘基础设施 [5] - 数字能源技术将过剩能源转化为数字资本 平衡电网并推动关键基础设施建设 [10]

智通财经APP获悉，周二，部分比特币概念股逆市上涨，截至发稿，CleanSpark(CLSK.US)涨2.6%， strategy(MSTR.US)涨超1.6%，Mara Holdings(MARA.US)涨超1.9%，Bit Digital(BTBT.US)涨超1.7%， coinbase(COIN.US)微涨。比特币短线拉升，过去24小时内涨近2%。 ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Marathon Digital Holdings, Inc. (MARA) .Marathon Digital currently has an average brokerage rec ...

加密货币概念股表现 - 加密货币概念股盘初走弱 [1] - MARA Holdings下跌近7% [1] - SharpLink Gaming和Circle下跌近6% [1] - Strategy下跌近4% [1] - Coinbase下跌超3% [1] 加密货币市场动态 - 以太坊下跌近3%至4637美元 [1] - 比特币下跌超2%至11153美元 [1]

公司战略扩张 - 任命Gérard Mestrallet为高级顾问并任命François Garcin为欧洲总经理以加强欧洲业务布局 [1][2] - 在法国巴黎设立欧洲区域总部作为国际增长战略重要里程碑 [2] - 通过合资和全球合作伙伴关系推动全球边缘推理能力建设 [3] 高管团队背景 - Gérard Mestrallet拥有数十年全球能源基础设施经验 曾担任ENGIE董事长兼CEO超20年 [3] - Mestrallet现任法国总统特别 envoy 负责印度-中东-欧洲经济走廊 曾担任西门子/沙特电力公司/AXA等董事会成员 [3] - François Garcin具备20年以上金融科技经验 曾通过旗下Argenthal Holdings与摩根大通资产管理等机构完成数百万美元级交易 [4] 业务发展计划 - Garcin将主导与欧洲领先能源企业建立新合资企业 重点布局AI/HPC/网络安全/区块链领域 [4] - 公司致力于将计算技术与欧洲能源巨头资源对接 覆盖美国/欧洲/中东/亚洲的发电领域 [4] - 通过数字能源技术将过剩能源转化为数字资本 平衡电网并加速关键基础设施部署 [5] 市场机遇 - AI与能源融合在欧洲市场呈现重大发展机遇 [5] - 公司专注于降低高性能计算应用能耗 涵盖AI到边缘计算领域 [5] - 近期与Exaion达成投资协议 强化欧洲能源生态系统布局 [4]

格隆汇8月25日｜比特币连续第三天下跌，数字货币概念股盘前走弱。Proshares比特币策略ETF跌 4.3%，Riot Platforms(RIOT.US)跌3.6%，Marathon Digital(MARA.US)跌3.7%。 ...

加密货币概念股市场表现 - 加密货币概念股盘前整体走低 [1] - RIOT PLATFORMS股价下跌3.6% [1] - HUT 8 Mining股价下跌3.9% [1] - Marathon Digital股价下跌3.7% [1]