Lower fees and trading dynamics narrowed implied margin by about 102 basis points, while Block disclosed no Bitcoin-specific activity lift.
The Nasdaq-listed Bitcoin holder grew from about 2.86 million to 147.3 million shares while its latest reported treasury remained approximately 5,833 BTC.
All 133 MW is live, but the revenue figure is Q3 guidance and does not yet offset the Q2 loss.
The company is targeting up to $350 million in sales, but lending, digital assets and portfolio companies are expected to carry the forecast.
The 16-year agreement could transform its business, provided a $500 million build stays on schedule.
Former Mirantis investors and employees can now sell nearly 12 million shares received in the acquisition.
Most of Hut 8's balance is dedicated to project construction and debt service, while quarterly interest expense reached $51.2 million.
Cipher sold 1,619 BTC at a $47.7 million realized loss in the first half, while its new rent ramp remains undisclosed.
Canaan authorization allows asset sales but reports no transaction, leaving current buyback capacity and available liquidity unresolved.
The company parked $76 billion in money funds and government securities while AI spending exploded but its 18,712 BTC balance stayed flat.
New tracker logs 109 records of crypto project shutdowns, wind-downs, and inactivity as banks build controlled blockchain rails.
HPC leasing generated $31.9 million in the quarter as the company spent heavily to expand its data-center capacity.
