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PODCAST

Power Analysis

Anthony Power & Bryce McNallie

Whether you are a seasoned investor, a dedicated enthusiast in bitcoin mining, or a newcomer seeking deeper insights, Power Analysis serves as the paramount resource for staying informed in the dynamic realm of Bitcoin Mining. Initiate your journey towards innovation and excellence with Power Analysis, as we extend an invitation for you to embrace the future.

business investing

All Episodes

37:54

March Performance Analysis: Bitcoin Miner Valuations...

Power Analysis ·

2025/04/18

The McNallie Money team breaks down the March performance data for Bitcoin miners, revealing improved production metrics across the board while examining the significant disconnect between current market valuations and underlying assets. • Marathon, Riot, and CleanSpark lead Bitcoin production with HUT 8 showing a remarkable 72% increase month-over-month • March showed less curtailment from miners, improving efficiency across all major operations • Bitcoin mining stocks down 49% year-to-date...

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21:05

Bitcoin Miners: Undervalued Megawatt Giants?

Power Analysis ·

2025/04/16

Bitcoin mining stocks are trading at steep discounts compared to their infrastructure value, with most miners showing significant upside potential based on their megawatt capacity at current market valuations. • Mining stocks down approximately 25% in the past month despite Bitcoin price remaining relatively stable • Iren achieves 40 exahash milestone, confirming they're on track for their 50 exahash target by mid-2025 • Morgan Stanley analysis suggests Bitcoin mining infrastructure valued a...

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45:28

Luxor Technology, Head of Derivatives, Matt Williams...

Power Analysis ·

2025/04/16

Matt Williams, Head of Derivatives at Luxor Technology, breaks down the revolutionary financial tools being developed for Bitcoin miners to hedge their risk exposure and secure more predictable revenue streams. • Bitcoin miners face three main risk exposures: power costs, Bitcoin treasury volatility, and hash rate revenue uncertainty • Forward hash derivatives allow miners to lock in their expected hash rate revenue in either USD or BTC terms • Luxor's hash price index calculates the expecte...

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31:08

Navigating the Volatility: CleanSpark's Strategic...

Power Analysis ·

2025/04/15

The Bitcoin mining sector witnessed significant volatility with major miners dropping 6-9% despite Bitcoin only declining by about 1-1.5%, revealing a puzzling disconnect between the cryptocurrency and mining stock performance. • CleanSpark announces a strategic shift with a $200 million Bitcoin-backed credit facility from Coinbase while changing their approach from 100% hodling to selling Bitcoin to fund operations • This represents a move away from equity dilution through ATM offerings, wh...

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37:55

Bitcoin Miners Undervalued? Market Cap vs HODL...

Power Analysis ·

2025/04/14

Bitcoin mining stocks show an optimistic start to the week while major market participants like Michael Saylor continue aggressive Bitcoin acquisition with rumors that GameStop may add Bitcoin to its balance sheet. • DMG Blockchain trades at a market cap valuing its Bitcoin holdings at 110% of the company's total value • Most miners are currently operating at thin margins with Bitcoin price needing to reach $120k-$130k for reasonable profitability • Iron leads all public miners with 72.3% gr...

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19:13

Bitcoin Miners Take a Breather: BTDR, BTBT, WULF &...

Power Analysis ·

2025/04/10

Bitcoin pulls back to $81,500 while mining stocks experience extreme volatility following Trump's tariff announcement that created a 20% rally followed by significant pullbacks today. • Miners showing 5-6x volatility compared to Bitcoin price movements • Trump's 90-day tariff implementation timeline announcement singlehandedly moved markets dramatically • Soluna Holdings released positive March production stats with a 20% increase in Bitcoin mined • Soluna secured their second US patent for ...

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24:58

The Art of The Deal: Trump Pauses Tariffs for 90 Days!

Power Analysis ·

2025/04/09

Bitcoin surges past $82,000 as markets respond positively to Trump's 90-day pause on tariffs, with the S&P 500 gaining over 7% and adding $3.5 trillion to the US stock market in a single day. We examine how Bitcoin's limited supply creates a potential bottleneck as institutional and possibly nation-state buyers enter the market. • Only 16 million Bitcoin potentially available with 3.7 million believed lost forever • Approximately 70% of Bitcoin hasn't moved in the last couple of years, i...

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70:10

Bitfarms CEO Ben Gagnon Q&A - FY & Q4 Earnings + 2025...

Power Analysis ·

2025/04/09

Bitfarms CEO Ben Gagnon joins us to discuss the company's strategic transformation, including their shift toward US operations, the Macquarie Group financing partnership, and their expansion into HPC and AI infrastructure. • Transitioning from international operations to focus on North American assets that offer diversification opportunities beyond Bitcoin mining • Securing a $300 million financing facility with Macquarie Group for HPC/AI infrastructure development at the Panther Creek site ...

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31:53

Trade War Intensifies: How Trade Tensions Impact...

Power Analysis ·

2025/04/08

Market volatility reaches extreme levels as the US imposes 104% tariffs on China, causing a 6% intraday swing in the S&P 500 while Bitcoin demonstrates relative resilience amid economic uncertainty. This heavy-handed negotiation approach by the Trump administration has created significant turmoil across global markets, with miners' stocks down an average of 50% since the beginning of the year despite operational improvements. • US-China trade war intensifies with new 104% tariffs impleme...

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50:07

Lawrence Lepard: Fix the Money, Fix the World!

Power Analysis ·

2025/04/08

Lawrence Lepard, author of The Big Print, explains how the broken monetary system leads to political dysfunction and economic inequality, while Bitcoin offers a path toward restoring a fair financial system for all. • Sound money advocate with background as investment manager since early 2000s • Started with gold/silver in 2008 before discovering Bitcoin in 2013 • Wrote The Big Print to make monetary concepts accessible to average people • Views Trump's tariffs as potentially disruptive but ...

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38:28

The Decoupling Has Begun: Bitcoin Emerges as Safe...

Power Analysis ·

2025/04/07

The global financial landscape is experiencing extraordinary volatility with record-setting declines in indices worldwide, while Bitcoin miners demonstrate surprising resilience in the face of market turmoil triggered by Trump's tariff announcements. • Bitcoin and mining stocks holding up well despite global market fears • Trump's tariff strategy bringing countries to the negotiating table • EU willing to discuss tariffs with US, possibly seeking compromise • JP Morgan forecasting US recessi...

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22:16

Mining Giants March Forward: CleanSpark, Iren & Riot...

Power Analysis ·

2025/04/04

Bitcoin miners demonstrate resilience amidst significant market volatility, with Bitcoin holding steady around $83,000 while mining stocks experience substantial sell-offs. • CleanSpark mines 700 Bitcoin in March, increases hash rate by 4%, and grows Bitcoin holdings to 11,869 BTC worth nearly $1 billion • Riot produces 533 Bitcoin, their highest monthly total since the halving, with significant operational improvements across their facilities • Iren matches Riot's production with industry-l...

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44:26

Trump Tariffs and Bitcoin: Market Pullback Explained!

Power Analysis ·

2025/04/03

The markets are in free fall as Trump announces tariff implementations, with Bitcoin dropping to $81,700 and mining stocks seeing double-digit declines. • Trump's tariff measures aim to create a level playing field globally, potentially benefiting American companies in the long term • Bitcoin hash price continues to decline, now at around $48 per petahash per day compared to pre-halving levels of $110 • Global hash rate has spiked to nearly 1,000 exahash, creating increased competition for m...

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55:02

Soluna Holdings CEO John Belizaire Q&A - Q4 Earnings...

Power Analysis ·

2025/04/02

Soluna's CEO John Belisere walks us through their impressive 80% revenue growth in 2024 and explains their strategic pivot from GPU rentals to focusing exclusively on Bitcoin mining and AI infrastructure development. • Core business performed exceptionally well with revenue reaching $38 million, up from $21 million in 2023 • Project Dorothy in Texas drove growth through full-year operations and demand response services adding $2 million in revenue • Gross profit grew to $15.1 million in 2024...

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32:01

Trump Family Enters Bitcoin Mining: IREN, MARA & HUT...

Power Analysis ·

2025/03/31

The Bitcoin mining sector sees major developments with the Trump family officially entering the space through a partnership between HUT 8 Corp and Eric Trump to launch American Bitcoin Corporation while Marathon announces plans to raise $2 billion for additional Bitcoin purchases. • HUT 8 Corp partners with Eric Trump to launch American Bitcoin Corporation targeting 50 exahash efficiency below 15 joules/terahash • Eric Trump joins as Chief Strategy Officer with Mike Ho as Chairman and Max Pr...

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37:34

IPO 101 for Bitcoin Miners: What Analysts Look for in...

Power Analysis ·

2025/03/29

The Wall Street versus Main Street dynamic in Bitcoin mining reveals what analysts truly value when assessing companies for investment and IPOs. Leading experts from Stifel, HC Wainwright, VanEck, and Power Mining Analysis break down the essential metrics and strategies that matter most. • Energy costs represent miners' largest expense, with successful operations targeting below 5 cents per kilowatt-hour • Management flexibility is critical in this rapidly evolving industry, with CEOs needin...

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11:40

Good Day for Bitcoin, not for Bitcoin Miners....

Power Analysis ·

2025/03/25

The Mining Disrupt Conference in Fort Lauderdale provides a backdrop for analysis of Bitcoin mining stocks pulling back 50% despite Bitcoin holding steady around $88,000, with Soluna Holdings bucking the trend on positive Project Dorothy 2 news. • Soluna Holdings begins powering up Project Dorothy 2, adding 48 megawatts of capacity • Project expected to generate $19-25 million in annual revenue when fully ramped up • Soluna focusing on hosting strategy with 123 megawatts currently operating ...

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23:33

Bitcoin Mining Stocks Soar as Bitcoin Breaks $88K...

Power Analysis ·

2025/03/24

Bitcoin breaks through multiple price resistance levels, surpassing $88,000 and driving mining stocks to double-digit daily returns. The volatility that defines this sector shows why patience and conviction are essential qualities for successful mining investors. • CleanSpark up 19%, Marathon Digital nearly 18%, and Bitdeer over 16% in a single trading day • Michael Saylor's Strategy resumes Bitcoin buying with 6,911 BTC purchase at $84,529 average price • IMF recognizing Bitcoin as "de fact...

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40:28

Digital Asset Treasury Operations & Management with...

Power Analysis ·

2025/03/24

Fortress helps businesses integrate Bitcoin and digital assets into their operations through treasury management, transaction processing, and flexible custody solutions. • Processing over $13 billion in Bitcoin transactions with zero losses over eight years • Managing approximately 4-4.5% of all global Bitcoin transactions at their peak • Providing UTXO management to optimize transaction fees like "Uber for Bitcoin transactions" • Offering multi-signature security with segregated duties to p...

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43:03

Bit Digital CEO Sam Tabar - FY Earnings & HPC Growth!

Power Analysis ·

2025/03/20

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