⛏️ Block Formation Dashboard

Live Market & Miner Profitability Dashboard

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Summary Statistics

Monthly Spread Performance

Cumulative Return

Yearly Summary

Trade Structure

Leg 1

LONG BTC

Hold Bitcoin

+

Leg 2

SHORT HASHPRICE

Sell $HUP futures

=

Result

LONG SPREAD

BTC Δ% − Difficulty Δ%

Key Formula

Monthly Spread = (BTC Price % Change) − (Network Difficulty % Change)
Example: If BTC +10% and Difficulty +5%, spread = +5%

Spread Scenarios

Spread Range Label Interpretation
< -10% Bankrupt Severe loss, difficulty outpacing BTC significantly
-5% to -0.5% Break-even Small negative spread, marginal profitability
-0.5% to +0.3% Healthy Moderate positive spread, normal conditions
+0.3% to +0.7% Sweet Spot Strong positive spread, optimal mining conditions
> +0.7% Jackpot Exceptional spread, BTC surging vs difficulty

Construction Options

Option Description Capital Efficiency Complexity
A Physical BTC + Short $HUP futures Low (100% capital) Low
B BTC futures + Short $HUP futures High (10-20% margin) Medium
C BTC call options + Short $HUP Very High (premium only) High
D Synthetic position via derivatives Very High Very High

Yield Calculator

Hedged vs Unhedged Comparison

Analysis coming soon...

Risk Comparison Matrix

Risk Factor Physical Mining Synthetic Spread DF Lending
Capital Requirements CRITICAL $500k-$5M+ MEDIUM $50k-$500k LOW $10k-$100k
Operational Complexity CRITICAL Facility, hardware, power LOW Trade execution only MEDIUM Hedging required
Liquidity Risk CRITICAL Hardware illiquid LOW Daily settlement MEDIUM Contract duration lock
Difficulty Exposure CRITICAL Full negative exposure ZERO Hedged via short $HUP HIGH Depends on hedge
BTC Price Risk HIGH Revenue in BTC MEDIUM Long BTC exposure LOW Fixed USD returns
Counterparty Risk MEDIUM Power provider MEDIUM Exchange/clearinghouse HIGH Borrower default risk
Regulatory Risk MEDIUM Energy regulations LOW Regulated derivatives HIGH Lending regulations
Downside Scenarios CRITICAL Can go to zero HIGH Can lose 90%+ MEDIUM Limited to principal

Key Insights

Physical Mining

Highest capital and operational complexity. Full exposure to difficulty increases. Best for long-term operators with cheap power.

Synthetic Spread

Eliminates difficulty risk via $HUP hedge. Capital efficient with derivatives. Historical backtest shows high volatility and negative 10yr return.

DF Lending

Lowest capital requirement. Yields earned from lending to miners. Counterparty risk and hedging complexity. More stable returns.

🔴 Live Market Data Loading...

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⛏️ Difficulty Adjustment

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Hashprice Over Time

Revenue/kWh by Miner Efficiency

Shows historical revenue per kWh across miner efficiency levels: 10, 15, 22, 30, and 35 J/TH.

Miner Uptime Sensitivity Analysis

Sensitivity matrix showing the estimated breakeven Bitcoin price by miner efficiency, electricity cost, and uptime scenario.

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Miner Device Selection

Instantly determine profitability: if Revenue/kWh > Electricity cost/kWh, you're profitable.

Customer Inputs — Miner Site Economics

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Gross Margin % Over Time

📊 Revenue per kWh - All Miners Comparison

Bar chart showing Revenue per kWh for all miners at current hashprice. Miners above the electricity cost line are profitable.

⚡ Bitcoin ASIC Miner Fleet Comparison

Comprehensive profitability analysis for all major Bitcoin mining hardware at current hashprice. Click "Rev/kWh" header to sort.

Miner Mfr Cooling Year Hashrate
(TH/s)
Power
(kW)
Efficiency
(J/TH)
Daily
kWh
⚡ Rev/kWh
($/kWh)
Profit/kWh
($/kWh)
Monthly
Elec Cost
Daily
Revenue
Daily
Profit
Monthly
Profit
Gross
Margin %
Break-even
$/kWh
Status

💰 Cumulative Miner Profit Over Time

Compare cumulative outcomes for the selected miner under two strategies: HODLing mined BTC after selling only enough for power, versus selling all mined BTC monthly.

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Only affects this Bitcoin HODL comparison tile.

₿ Bitcoin HODL Strategy

Mine BTC, sell only enough BTC to cover power, and hold the remaining BTC. USD value uses the current Bitcoin price.

💵 Sell All Monthly Strategy

Sell all mined BTC each month and track cumulative USD profit after power cost.

ASIC Deal Analyzer

Paste a real marketplace/forum ASIC deal post. The analyzer extracts deal terms, compares pricing against historical ASIC comps, runs miner economics, and produces a buy / negotiate / pass memo.

Premium-ready feature
Lead capture / paywall hooks included

Deal Assumptions

Vendor Analysis

Premium vendor intelligence for infrastructure providers, miner purchase channels, miner repair companies, and mining operations providers.

Coming soon — Block Formation Pro

This tab will be included in the annual premium plan at $1,000/year. No monthly subscription plan.

  • Infrastructure vendor comparisons
  • Miner purchase source analysis
  • Repair provider diligence
  • Mining operations provider scorecards

🏭 Site Profitability Optimizer

Solve the maximum price per miner you can pay while still achieving your target annualized return over a fixed 5-year hold, using the same shared assumptions from Miner Profitability plus site-level CAPEX/OPEX.

Clicking this syncs the current Hashprice, Electricity Cost, Uptime, and active miner filters from the Miner Profitability tab.

🔗 Synced Miner Profitability Controls

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📊 Site Optimization Summary

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🧮 Per-Miner Price Solver

For each miner type, the table solves the maximum purchase price per miner that still produces your selected annualized return hurdle after land, infrastructure, electricity, monthly OPEX, uptime, and the April 2028 halving.

Miner Mfr Cooling Units Fit Used MW Utilization Site Hashrate
(PH/s)
5Y Revenue 5Y Power Cost 5Y Other OPEX Max Total
Miner CAPEX
Max Price / Miner USD / TH Status

📐 Model Formulas & Assumptions

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📘 Financial Model Workbook Generator

Build and download a financial model from the core Block Formation Excel template using the current website data: Assumptions, Miner Detail, Financial Model - Annual, Financial Model - Monthly, and Returns Summary. This export is structured as a future premium/paywalled workflow.

$0.02$0.04$0.06$0.10
Workbook not generated yet.

🔗 Synced Miner Profitability Controls

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📊 Workbook Preview Snapshot

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📋 Workbook Structure

Template Source: Block-Formation_Financial-Model-Template.xlsx in the application data folder. Website inputs now populate this template rather than creating an ad-hoc workbook from scratch.

Worksheet 1 — Assumptions: deal information, selected miner specs, synced market data, site parameters, capex, OPEX, growth assumptions, and derived per-unit economics.

Worksheet 2 — Miner Detail: linked selected miner specifications, current per-miner performance, and site-level performance.

Worksheet 3 — Financial Model - Annual: 5-year unlevered cash-flow model with formulas for source-variable ($USD/PH/day) derivation, revenue, electricity cost, OPEX, EBITDA, straight-line depreciation, NOL carryforwards, Year 5 exit value, depreciation recapture, free cash flow, and cumulative cash flow.

Worksheet 4 — Financial Model - Monthly: 60-month detail for the 5-year model with monthly ($USD/PH/day) derivation and a highlighted halving month column.

Worksheet 5 — Returns Summary: template-driven return metrics including total capex, 5Y revenue, EBITDA, margin, NPV, IRR, MOIC, payback, break-even ($USD/PH/day), and quick reference values.

Worksheet 6 — Sensitivity: NPV and IRR sensitivity tables across BTC price and electricity cost cases.

Worksheet 7 — Checks: annual-to-monthly reconciliation checks for revenue, electricity cost, OPEX, gross profit, and EBITDA.