Skip to content
TrackPodcasts
businessMay 28, 202642:53pending

DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Q2 Earnings & AI Strategy!

Power Analysis

About this episode

We sit down with DMG Blockchain Solutions CEO Sheldon Bennett and COO Stephen Eliscu right after Q2 earnings to unpack how they keep mining costs competitive while Bitcoin prices stay uncomfortable. We also dig into their 2026 push to convert Christina Lake into an AI and HPC data center platform, plus what the Malahat partnership could unlock for sovereign AI in Canada. 

• Q2 operational takeaways in a tough mining market 
• Lower cost to mine Bitcoin driven by power pricing and efficiency 
• Fleet strategy including tweaks to legacy miners and steady J/TH guidance 
• Malahat partnership status, site options, and why Indigenous land rules differ 
• Hybrid compute approach including AI plus storage and disaster recovery 
• Why low-cost Canadian power could attract neo-clouds and hyperscalers 
• Christina Lake buildout math from substation expansion to synthetic firm power 
• On-site gas generation as redundancy for AI uptime requirements 
• First-build options from existing buildings to modular and purpose-built designs 
• Boardman Oregon due diligence issues and why the US footprint matters 
• Thoughts on a TSX uplist and a future Nasdaq path 
• Sovereign AI demand drivers in Canada and what governments may require 
• Hiring plans for electrical, fiber, and data center development talent 

Let us know in the comments section below if you're currently holding shares of DMG and what you thought about this most recent round of earnings!


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 - [email protected]

Get every episode summarized

Each time Power Analysis publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Q2 Earnings & AI Strategy!

Power Analysis

0:00
42:53

More episodes

More from Power Analysis

View all episodes →