u/victorious_sun

$HUT is still one of the most asymmetric AI infrastructure plays in the market. My bet on them early on has already retired me at 32, but I think it can retire my great grand children.

The thesis is simple: Hut 8 is no longer just a Bitcoin miner. It has become a leading AI data center infrastructure company with exposure to two of the scarcest assets in the market: power and Bitcoin.

Anthropic is their partner for their River Bend campus through Fluidstack, with a 15-year AI lease reportedly worth over $7B. They also just commercialized the first 352 MW phase of Beacon Point under a 15-year lease valued at $9.8B, with another hyperscaler.

Hut 8 controls 9+ GW of energy capacity, holds 16,331 BTC, and recently secured a $200M credit facility with FalconX at a fixed 7.0% rate, giving them non-dilutive capital to keep scaling.

Even Leopold Aschenbrenner’s Situational Awareness fund has been quietly building a position. As of Q4 2025, the fund held 860k shares and increased its stake by 43.6% that quarter.

$HUT is one of the cleanest ways to own the physical infrastructure powering the AI revolution.