Power Analysis

Anthony Power & Bryce McNallie

Power Analysis is the premier destination for investors tracking the Bitcoin mining and AI infrastructure space.

Hosted by Anthony Power (@cazenove_uk) — one of the most respected voices in Bitcoin mining stock analysis — alongside Bryce McNallie (@McnallieM), Power Analysis delivers in-depth company interviews, earnings breakdowns, sector news, and market commentary — direct from the executives building the next generation of digital infrastructure.

Whether you're actively trading mining stocks, researching AI infrastructure plays, or just getting started — Power Analysis gives you the edge with timely, accurate coverage across the companies that matter most.

New episodes dropping regularly. Subscribe and never miss a move.

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S1 · E676
Yesterday · 36 min
Bitcoin Hits $86K: Latest IREN, BTBT, WYFI, KEEL, RIOT, HUT & BTDR Stock News!
Bitcoin rips above $86,000, triggering heavy short liquidations and lifting sentiment across miners, treasury holders, and AI infrastructure names. We connect the price action to balance sheets, financing structures behind data center buildouts, and the specific catalysts moving stocks like Bit Digital, Bitdeer, Hut 8, RIOT, IREN, and WYFI. • Bitcoin move above 86K, shorts liquidated, spillover to broader crypto • Strategy’s Monday update, Bitcoin added, preferred repurchases, USD assets used • Strive Asset Management accumulation pace, treasury ranking goals, cost basis context • Financial Times report on residual value guarantees, SPVs, cheaper debt and contingent liability risk • Heat map read on AI infrastructure and miner equities, portfolio recovery toward prior highs • Nscale IPO filing, energized megawatts versus contracted pipeline, valuation comparison to peers • Mega contract math using Anthropic and Iron examples, capex requirements and funding pressure • Bit Digital NAV discount narrowing, Ethereum balance sheet exposure and WYFIstake • Bitdeer weekly mining output, hash rate scale, vertical integration on ASICs, AI revenue ramp • Hut 8 Riverbend lease terms, NOI profile, commissioning timeline, expansion potential and build cost • Riot Platforms leadership hire as AI and HPC operations professionalise • All-In Summit takeaways, local hiring and training theme, Moses Lake site activity, AI on global leaders’ agenda Let us know in the comment section below how you're feeling about Bitcoin and the AI sector! 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 - powermininganalysis@gmail.com
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S1 · E675
Friday · 41 min
Time To Execute: Top IREN, SLNH, BTDR, MARA & WYFI News!
Bitcoin’s surge toward $81,000 puts real numbers behind the miner-to-HPC pivot and forces a fresh look at balance sheets going into Q3 close. We connect BTC treasury value, AI infrastructure stock momentum, and why “execution” is becoming the moat in data centers. • Bitcoin move toward $81K and why it matters for miners • HODL trends across top holders and what’s changed lately • How higher BTC prices can support HPC capex and financing • AI infrastructure heat map and the week’s big movers • Anthropic and OpenAI chasing smaller 20 to 30MW sites for speed • Inference growth and why location and latency start to matter more • DMG and WhiteFiber as examples of smaller-site readiness • BitDeer hashrate growth, mining revenue scale, and rising HPC run-rate • Morgan Stanley’s Mara target change and why analysts want signed deals • Soluna Kati sites, ERCOT batch approvals, and why execution drives upside • Iren’s message on execution, delivery control, and rising $/MW deal rates Let us know in the comment section below how you're feeling about the space currently and your top pick in the portfolio! 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 - powermininganalysis@gmail.com
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S1 · E674
Thursday · 50 min
GPU Rates Jump: Latest IREN, GLXY, NBIS, WULF, BTDR & KEEL Stock News!
GPU rental rates are rising fast, and we walk through why that single change can reprice AI infrastructure stocks, revenue per megawatt, and the long-term economics of HPC data centers. We connect Bitdeer’s operating momentum, TeraWulf’s valuation case, and new Wall Street targets to the bigger story that compute scarcity may be getting worse, not better. • Bitcoin’s current trading range and what weekends typically look like for volatility • Heat map reversal across AI infrastructure names and what the “flip” suggests • Bitdeer’s August production jump, energized hashrate growth, and why difficulty trends matter • Bitdeer’s expanding AI HPC footprint, GPU deployment, utilization, and ARR progression • Malaysia, Norway, and Bhutan updates as signals of active AI data center development • TeraWulf initiation with a $30 target, NAV framing, and what AFFO per share implies • Insider buying as a confidence signal and how we treat it in our process • Keel’s community engagement playbook and why permitting strategy is part of the moat • Moses Lake construction progress and what it could mean for first contract timing • Galaxy named a founding validator on ARC and why that matters for on-chain finance infrastructure • Nebius GPU rate hikes, demand signals, and the impact on Jensen’s 1 GW revenue claim • GPU lifespan extending beyond depreciation schedules and why residual values stay elevated • CoreWeave reiteration at $250 and the shift toward faster CapEx payback economics • New York’s proposed per-megawatt fee and how policy can reshape project returns Let us know in the comment section below what you thought of today's discussion and your current top pick in the space! 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 - powermininganalysis@gmail.com
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S1 · E673
Wednesday · 24 min
Rate Hike Meets AI Compute Economics: Top IREN, HIVE & HUT Stock News!
We react to the Fed’s quarter-point rate hike and run the numbers on how higher SOFR changes the cost to build AI data centers and GPU compute at scale. We also dig into fresh AI infrastructure headlines from Hive and Hut 8, then sanity-check NVIDIA’s jaw-dropping claim about gigawatt AI factories and payback timelines. • Bitcoin cool-off after the Clarity Act disappointment and what that signals for sentiment • AI infrastructure heat map and why volatility keeps rising • Hive BuzzHPC and Procogia partnership plus the push for Canadian sovereign compute • Hut 8 Beacon Point build start and what megawatt economics really cost • NVIDIA gigawatt AI factory math including Blackwell B200 GPU assumptions • Revenue per megawatt reality check across hyperscalers, neoclouds, and shorter-term contracts • Interest rates, SOFR-linked debt, and why financing risk hits before revenues arrive Let us know in the comment section below what you thought about today's rate decision and how you think this is going to impact the sector moving forward! 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 - powermininganalysis@gmail.com
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S1 · E672
September 15 · 36 min
Clarity Act Shockwave: Latest DMGI, MARA, RIOT, HIVE & CORZ Stock News!
We track the Clarity Act vote as it unfolds and explain why Bitcoin sells off when regulatory certainty looks shaky. We also connect the Fed, inflation, and energy prices to the financing reality behind AI data centers and HPC conversions. • Bitcoin pullback ahead of the Clarity Act vote and what the market is signalling • Why a failed vote delays a durable digital asset framework and tokenization roadmap • Fed meeting expectations and how higher rates hit capex-heavy AI infrastructure • Inflation context with oil and gas prices and geopolitical pressure • AI infrastructure and Bitcoin miner heat map, volatility, and why fundamentals matter • Core Scientific on data center site selection and scaling, plus contracted megawatts with CoreWeave and AMD • What we learn from the HC Wainwright conference and how we gather CEO insights • DMG Christina Lake LOI update, firm vs non-firm power, PUE assumptions, capex math, and a 2027 timeline • Hive Buzz HPC board appointment and why capital markets depth helps scaling • MARA baseload vs studied load definitions and what it means for HPC monetization • Riot Rockdale culture, local hiring, and the real-world community impact of large power sites • WhiteFiber hints at a September 23 announcement and what to watch next Let us know in the comments section below what your thoughts were on today's discussion and your current top pick in the space! 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 - powermininganalysis@gmail.com
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S1 · E671
September 14 · 50 min
Crypto Clarity & AI Panic: Latest IREN, GLXY, BTDR & SLNH Stock News!
Bitcoin edges toward 79,000 as we break down fresh updates from major corporate Bitcoin treasury players and a pivotal US regulatory catalyst. Then we tackle the weekend’s AI slowdown uproar and ask whether safety concerns change anything about the massive demand for compute, power, and data center capacity. • Bitcoin price move and what it signals for risk assets • Strategy repurchasing preferred shares plus treasury position and Bitcoin holdings • Strive’s SATA performance and weekly Bitcoin accumulation strategy • What the Crypto Clarity Act procedural vote actually does and why 60 votes matter • Why regulatory clarity could boost confidence in crypto markets globally • Red day market check, miner and infra stock volatility, and catalyst week setup • Bitdeer’s Malaysia A202 facility details, megawatts secured, and AI cloud pipeline growth • Galaxy investor relations hire, Helios campus scale, and a $28 price target note • Saluna’s Dorothy site baseload status and the path toward HPC conversion • Anthropic’s call to pace frontier AI, plus support from OpenAI and Elon Musk • Skepticism on incentives, IPO timing, geopolitics, and the China angle • Iren’s response: demand already exceeds buildable compute, plus updated price targets Let us know in the comment section below which side of this debate you’re on and your top pick in the space currently! 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 - powermininganalysis@gmail.com
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S1 · E670
September 11 · 43 min
AI Power Plays: Latest IREN, KEEL, BTBT & WULF Stock News!
Bitcoin whipsaws toward 80,000 while CPI keeps rate hike risk on the table, yet AI infrastructure and miner names still close the week with a strong green rebound. We break down what’s really driving demand for megawatts, why execution beats narratives, and where the next catalysts may land across Texas power, hyperscaler buildouts, and crypto treasuries. • bitcoin price spike and why volatility cuts both ways • CPI print, core inflation pressure and what it implies for rates • AI infrastructure stock heat map and why the group rallies anyway • Ethereum breaking 2,600 and what it means for Bit Digital’s strategy • NAV discount versus premium and how it changes the treasury flywheel • Microsoft’s 38GW compute target, CapEx trajectory and 25 year leases • ERCOT batch zero classifications across major Texas sites and pipelines • Keel’s non ERCOT advantage, permits progress and expected deal timing • IREN’s Goldman conference takeaways focused on commissioning and cash flow • rising AI compute pricing per megawatt and what shorter contracts signal • TeraWulf on CNBC: demand strength, longer deal duration and NIMBY myths Let us know in the comment section below your current top pick in the space and why! 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 - powermininganalysis@gmail.com
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S1 · E669
September 10 · 36 min
IREN Australia Update & Latest SLNH, HIVE, BTDR & CORZ Stock News!
We track how Bitcoin’s recent wobble collides with improving fundamentals across mining and AI infrastructure names we follow. We dig into approvals, power pipelines, contracts, and valuation gaps to figure out where real progress is happening even on red days. • Bitcoin six month view and why the base matters more than daily moves • Miner heat map volatility and how fast weekly gains can vanish • Bitdeer’s Malaysia expansion, ASIC efficiency, and growing AI footprint • Core Scientific ERCOT batch zero approvals and the advanced large load pathway • CoreWeave and AMD contracting scale and what it implies for future capacity • Bit Digital’s price target, NAV discount, WhiteFiber exposure, and Ethereum holdings • DMG’s 50MW LOI economics, capex reality, and phased build strategy • Hive’s $1M per day run rate, GPU cloud growth, and SVP of revenue hire • Iren’s inclusion in NVIDIA’s Australia partner list and the Bundy timeline questions • Soluna’s ex Microsoft AI construction hire and why tier three builds change everything Tomorrow being Friday, newsletter wanted to remind you to pop over to the website, poweranalysis.io. We’re currently working through an update, revitalizing all of our HPC AI data on the website. So let us know if you have any input. Sign up for the newsletter! 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 - powermininganalysis@gmail.com
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S1 · E668
September 9 · 33 min
AI Infrastructure Market Pulse: GLXY Batch Zero, KEEL, SLNH, BTBT, HIVE, HUT & BTDR Stock News!
We walk through what is actually moving AI infrastructure stocks right now, from Bitcoin’s choppy year-to-date tape to the real drivers hiding underneath the volatility. We connect the dots between cheaper power, better cooling, ERCOT batch zero status, and the on-the-ground execution that turns megawatts into revenue. • Bitcoin’s current range and what recent stability may signal • Why daily red and green swings matter less than interconnection progress • Google’s Finland data center push and why Scandinavia attracts hyperscalers • Energy pricing, PPAs, and why Europe’s power costs can make or break projects • PUE explained with Nordic versus Texas cooling economics • Hive’s shift from mining to HPC and the Bowdoin buildout timeline • Galaxy’s batch zero results across Helios and the studied load sites • What ERCOT’s three-bucket system means for timelines and certainty • Keel’s Moses Lake partnership with Power Secure plus peak shaving economics • Why conferences can be catalysts for digital infrastructure names • Local job creation, tax benefits, and HUT 8’s teacher stipend program Let us know in the comment section below what you thought of today's discussion and your current top pick in the space! 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 - powermininganalysis@gmail.com
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S1 · E667
September 8 · 39 min
Batch Zero Breakthrough: Latest IREN, SLNH, RIOT, HIVE & KEEL News!
Markets rip higher as ERCOT Batch Zero fears fade and AI infrastructure names rebound hard. We connect Bitcoin treasury strategies, surging data center capex, and the permitting details that can unlock multi-year HPC revenue. • Bitcoin holds range and we stay long-term holders • Michael Saylor’s preferred-share approach and why USD assets matter for coverage • Strive’s daily dividend structure and continued weekly Bitcoin buying • AI infrastructure stocks bouncing after a suppressed period tied to ERCOT uncertainty • Heat map check and why broad green days change sentiment fast • All-In Summit visibility and catalysts for key names • Data center spending projections through 2030 and why deals are accelerating • AGI explained in plain terms and what it implies for compute demand • Rising rental rates for older H100 GPUs and the effect on margins • Hive’s scale gains, dual mining plus AI strategy, and community-first messaging • Canada’s data center principles and how they mirror US concerns • Batch Zero updates for IREN Sweetwater and Soluna Cati projects • Riot’s existing sites exempt from Batch Zero and what Corsicana could become • Water usage myths put in context with simple comparisons Let us know in the comment section below how you're feeling about the portfolio and your current top pick or position! 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 - powermininganalysis@gmail.com
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S1 · E666
September 7 · 44 min
Riot Platforms - CEO, Jason Les Q&A - Q2 Earnings, Frontier AI Lab Deal & Corsicana LOI!
We sit down with Riot Platforms CEO Jason Les to get a detailed read on Q2 execution and the company’s shift from pure Bitcoin mining toward AI data center development and long-term leasing. We dig into Rockdale expansion potential, the Corsicana LOI, ERCOT power dynamics, and how Riot plans to fund massive buildouts while managing dilution. • Q2 operational progress focused on data center development milestones • AMD capacity delivered on time and on budget as execution proof • Rockdale roadmap including existing tenants and expansion optionality • Corsicana LOI context, why timelines are uncertain, and why the site is scarce • Power buildout sequencing at Corsicana and why early interconnection de-risks delivery • ERCOT batch zero clarification and how it changes competitive dynamics in Texas • How market rents, redundancy requirements, and CapEx per megawatt are rising together • Why Riot views Bitcoin mining as a bridge to higher-value AI colocation cash flows • ESS Metron switchgear manufacturing as a supply chain advantage • Capital strategy using liquidity, interim facilities, and takeout debt to limit dilution • Workforce access near major metros and the biggest execution bottlenecks ahead Let us know in the comments section below what you thought of tonight's discussion and if you're currently holding chairs of Riot Platforms! 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 - powermininganalysis@gmail.com
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S1 · E665
September 7 · 23 min
ERCOT Batch Zero Explained: IREN, MARA, BTDR, RIOT, BTBT & CORZ Updates!
We break down why ERCOT’s new batch zero screening could reshape Texas power access for AI data centers, HPC, and the crypto miners pivoting into enterprise compute. We also hit the crypto backdrop, a major reported AI contract, and the company-specific projects that look best positioned as the interconnection queue tightens. • bitcoin and ethereum momentum and why ETH outperformance matters right now • Bitdeer weekly production update, falling network difficulty and mining efficiency advantages • bit digital’s ethereum-heavy balance sheet and the shrinking discount to NAV • Crusoe’s roots in mining and the reported $13B Jane Street AI compute deal • what ERCOT batch zero is, why results are private and what can still disqualify projects • how the process affects Riot, Hut 8, Galaxy, IREN, Core Scientific and MARA site economics • Hut 8’s conditional baseload classification for Beacon Point and the next verification steps • PUCT’s 765 kV West Texas transmission plans and why they matter for Permian and compute • IREN’s senior operations hire and what it signals about Tier III and Tier IV build demands • the growing trend of sports sponsorships as these firms go mainstream Let us know in the comments section below what you think of today's discussion and how this could potentially impact your portfolio! 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 - powermininganalysis@gmail.com
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S1 · E664
September 3 · 33 min
Huge Day: Latest IREN, KEEL, HUT, CIFR, BTDR, GLXY & Nscale News!
Bitcoin’s jump above $81K sparks a broad green day across the miners and the AI data center names we track, but we keep the focus on fundamentals rather than hype. We also connect the local politics of data centers, the IPO wave in neo-cloud compute, and the revenue math that is pulling mining companies toward HPC. • Bitcoin price strength and what support and resistance means for sentiment • Why data center “NIMBY” pushback is shifting as communities see jobs and funding • Pennsylvania project offering $10,000 resident payments tied to occupancy • Portfolio heat map moves and why many names are still red on the month • NScale and Anthropic IPO expectations and what big contract backlogs imply • Bitdeer Rockdale land expansion and the path from mining to co-location • Cipher’s lateral natural gas pipeline plan and the open questions on cost and intent • HUT 8 comments on longer GPU lifespans and the need for new capital mechanisms • Keel institutional ownership via Bank of New York Mellon and the HPC pivot • Galaxy’s expanding bank partnerships as mainstream crypto adoption accelerates • Iren analyst price targets and the ramp toward multi-billion annualized revenue Let us know in the comments section below how you're feeling about the portfolio and your current top pick in the space! 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 - powermininganalysis@gmail.com
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S1 · E663
September 1 · 53 min
DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Q3 Earnings, LOI & Outlook!
We sit down with DMG Blockchain Solutions CEO Sheldon Bennett and COO Steve Ellisquew right after Q3 earnings to unpack what the quarter really says about mining economics, power costs, and cash discipline. We also dig into the Christina Lake AI co-location LOI, the realities of timelines and buildouts, and how DMG plans to stay in Bitcoin mining while scaling high-performance compute. • Q3 revenue, mining margin, and how wholesale power supports results • Why we believe Bitcoin mining remains a long-term business for DMG • Network difficulty, hash rate shifts, and opportunity as peers pivot to HPC • Secondary market ASICs, why older generations fade, and what we actually want to buy • Why “mullet mining” alongside AI is likely limited in practice • Christina Lake LOI status, why timelines are hard, and what makes the contract complex • Permitting and zoning, what is already approved at Christina Lake • Canada site pipeline and why we keep seeing inbound offers • Boardman due diligence findings and why we are waiting to close • Phased approach to 50–60MW, 2027 readiness, and supply chain constraints • Fiber connectivity, contractor capacity, and SLA-style delivery penalties • Prefabricated modular data center units and what demand looks like • How we think about valuation versus NAV, uplisting, and investor expectations • Financing options, debt structure, and when equity could make sense Take a second, smash the like button, guys. Let us know in the comments section below what you thought of DMG's results and if you're currently holding shares! 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 - powermininganalysis@gmail.com
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S1 · E662
September 1 · 40 min
The New Compute Gold Rush: Top Anthropic, IREN, WULF, CORZ, BTDR & HUT News!
We connect the dots between Bitcoin mining, AI data centers, and the deal terms that are reshaping how “power” companies get built and financed. We weigh hype against execution by digging into real contracts, real construction progress, and the narratives driving sentiment across the sector. • Bitcoin’s longer-term range and why we avoid day-to-day noise • What makes Bitcoin mining viable now, including load balancing and utility partnerships • Market heat map pressure across HPC AI names and what insider buying can signal • Anthropic’s compute land-grab and how it ties to Hut 8’s Beacon Point economics • Bitdeer’s Malaysia capacity sold out and what contracted revenue reveals about demand • NIMBYism and data center FUD, plus why responsible development changes the story • TeraWulf’s CEO sale explained through a 10b5-1 plan and position sizing context • Core Scientific’s Texas buildout as a case study in execution • IREN’s funding, GPU financing evolution, and the three-question execution checklist Let us know in the comments section below what you thought of today's discussion and if you're currently holding any of these stocks! 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 - powermininganalysis@gmail.com
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S1 · E661
August 31 · 44 min
Latest AI Stock News: IREN, DMG & MOVE!
We walk through a choppy market tape and explain why the biggest edge in this sector is understanding power, contracts, and capital flows rather than reacting to daily price moves. We compare Bitcoin treasury strategies with the accelerating pivot from mining into AI data centers, then break down what recent headlines imply for the next two years. • Bitcoin mining viability as public miners shift toward AI and HPC margins • Bitcoin price context on a six-month view and why range stability matters • Strategy and Strive accumulation updates and what adoption still lacks • Sector heat map read-through and why volatility is structural here • DMG preview with Christina Lake power, permitting, and expansion path • Corvex (MOVE) overview including leadership hires and capacity roadmap • PIPE financing mechanics and why dilution can fund speed-to-market • IREN earnings misconceptions including depreciation and CSP deal economics Let us know in the comment section below how you're feeling about the sector as a whole and your current top pick in the space! 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 - powermininganalysis@gmail.com
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S1 · E660
August 28 · 54 min
IREN FY26' Earnings Deep Dive, Outlook & Price Targets + WULF & SLNH News!
We break down IREN’s full-year earnings and map the pivot from Bitcoin mining to contracted AI cloud revenue built on power, data centers, GPUs, and software. We also talk through the macro backdrop, the sector selloff, and why contract pricing and financing terms may matter more than the day-to-day tape. • Bitcoin weekly close and what to watch next • Fed remarks from Jackson Hole and why rates hit this sector • Heat map volatility and the psychology of holding drawdowns • Insider buying at Saluna and what it signals • Terawulf analyst target context and management conviction • IREN headline numbers including $1B annualized run rate and $4B contracted run rate • Mining revenue downshift versus cloud services revenue ramp • Impairments and depreciation from decommissioned ASICs • Balance sheet growth, cash position, borrowing and ATM dilution watch • The “physical world can’t keep pace” thesis behind AI demand • Full stack integration and why IREN avoids pure colocation • Customer mix diversification across hyperscalers, labs and enterprise • Contract economics including term length, megawatt pricing and prepayments • 2026 to 2028 buildout plan across multiple geographies • Financing structure from investment-grade GPU loans to higher-rate facilities • 2027 capital requirements and the repeatable funding playbook • Wall Street price targets and the valuation gap between mining and HPC multiples Let us know in the comment section below what you thought about Iron's Call, the results, and if you're currently holding shares! 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 - powermininganalysis@gmail.com
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S1 · E659
August 27 · 36 min
DMG Earnings Analysis, Top CORZ & IREN News!
Bitcoin pushes above 80K while miners and AI infrastructure names turn the heat map green, and we connect the move to real catalysts in data center contracting and financing. We share conference notes from Hong Kong, run the numbers on a massive AI compute deal, break down Core Scientific’s credit facility, and dig into DMG’s earnings and what still needs to happen next. • Bitcoin’s trend and why short-term volatility matters less than long-term positioning • What we see and hear at Bitcoin Asia in Hong Kong and why Asian infrastructure demand is growing • Preferred shares returning to par value and what consistent buying signals to investors • Daily movers and what the heat map says about sentiment across miners and HPC names • Quincy, Washington as a counterpoint to NIMBY narratives around data centers • Anthropic and NScale’s $45B contract and what rising $ per megawatt implies for GPU hosting rates • Core Scientific’s $600M senior secured facility and why SOFR + 1.75% stands out • DMG Blockchain’s quarterly results, cost controls, balance sheet context, and the LOI still not converted • IREN’s upcoming earnings, the debate around a director’s paid subscription, and a skeptical JP Morgan price target Make sure you pop over to the website, you guys, poweranalysis.io 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 - powermininganalysis@gmail.com
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S1 · E658
August 27 · 32 min
Nvidia Earnings Shockwave, BTDR AI Updates, WYFI & SLNH News!
Nvidia’s blowout quarter becomes our roadmap for where AI infrastructure demand is heading and why “companies with power” matter more than ever. We connect the dots between GPU spending, data center buildouts, Bitdeer’s mixed mining and HPC strategy, and what we’re watching into Iron earnings. • Bitcoin range check and why we zoom out on volatility • Market heat map read across miners and AI infrastructure names • DMG moving ahead of earnings and what LOI timelines reveal • Soluna insider buying and what it signals on long-term build plans • Whitefiber NC1 commissioning progress and the path to contracted revenue • Bitdeer July production surge, hashrate growth, and fleet efficiency angles • AI cloud utilization and how fast GPU capacity is getting contracted • Norway colocation economics, PUE advantage, and renewable power positioning • Nvidia revenue, data center growth, margins, buybacks, and what it implies for the mining to HPC shift • After-hours moves, sector shorting dynamics, and what we’re tracking next week Let us know in the comments section below what you thought about NVIDIA results and what you're expecting from IREN tomorrow! 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 - powermininganalysis@gmail.com
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S1 · E657
August 25 · 40 min
Incoming Catalysts: Latest BTDR & SLNH Deal, IREN & DMGI Earnings Incoming!
Bitcoin pushes back toward 80k and we zoom out to the four-year cycle, ETF inflows, and the policy tailwinds that could shape the next phase of adoption. We also track how AI infrastructure deals and GPU pricing are changing the playbook for miners, with IREN, DMG, Soluna, and Bitdeer front and centre. • Bitcoin’s recent rally and why we prefer a steady climb • Four-year cycle overlays, resistance turning into support, and long-range price targets • Bitcoin ETF net inflows as a demand signal and what might be driving them • Regulatory momentum and why the Clarity Act matters for broader adoption • Conference takeaways from Hong Kong and the mining infrastructure meets AI theme • AI infrastructure stock heat map, 52-week ranges, and how we approach profit taking • NVIDIA earnings expectations and why data center revenue sets the tone • IREN’s CSP strategy, commissioning timelines, and bridging the ARR gap • GPU spot pricing, hyperscalers vs neo-clouds, and what that means for future contracts • DMG earnings watchlist, LOI conversion timing, and Christina Lake upside scenarios • Soluna and BitDeer’s Caty One co-mining deal and why revenue share structures matter • Mining viability in 2026, ASIC efficiency, and why joules per terahash decides margins Let us know in the comment section below how you’re feeling about the sector and your top pick in the space currently! 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 - powermininganalysis@gmail.com
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