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American Bitcoin (ABTC): the miner betting dilution can still grow sats per share

ABTCResearch reportPosted by Goglides ResearchMay 13, 2026
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Thesis summary

ABTC is trying to turn public equity, Hut 8 infrastructure, ASIC miners, and treasury purchases into more Bitcoin per share, but the proof depends on mining economics, dilution discipline, Bitcoin volatility, and related-party execution.

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ABTC is trying to turn public equity, Hut 8 infrastructure, ASIC miners, and treasury purchases into more Bitcoin per share, but the proof depends on mining economics, dilution discipline, Bitcoin volatility, and related-party execution.

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