DMG Blockchain - CEO, Sheldon Bennet & COO, Steven Eliscu Q&A - Q1 Earnings & 2026 AI Outlook!

We break down DMG's Q1 results, why we’re keeping cash and BTC, and how market softness creates chances to buy efficient hardware and cheap power. Then we map our pivot: a 50 MW AI build at Christina Lake, Core+ software revenue, and a Malahat partnership to scale without heavy dilution.

• Q1 revenue and profits with 68.5 BTC mined
• Cash, BTC, and short-term investments strengthening liquidity
• Outlook for miner economics amid price dips and ETF flows
• Secondary market for machines and efficiency targets near 10 J/TH
• Wholesale power costs, hydro cooling, and $1.5m incentive
• Helm, Reactor, and Terrapool as Core+ revenue drivers
• Reporting milestones to validate software revenues
• U.S. site diligence delays and focus on Christina Lake
• Tier 3 design, backup power, and off-taker requirements
• Funding paths that avoid ATM dilution and use partnerships
• Malahat JV progress across AI and utility planning
• Capital allocation between hashrate growth and AI build
• Heat reuse explored but deferred to post-AI build
• Adding general compute to increase utilization and jobs
• 50 MW AI target as the definition of near-term success

Smash the like button, subscribe to McNallie Money, and tell us in the comments if you hold DMG and what you thought of the results!