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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

32:28

Bitcoin Miners End A Max-Pain Week: IREN, CIFR, RIOT...

Power Analysis ·

2025/11/24

Bitcoin pulls back hard and miners feel the strain as hash price hits all-time lows. We unpack why the sector sold off, how HPC AI changes the playbook, and what to watch in balance sheets, power costs, and timelines. • price slide pressures miner margins and sentiment • AI co-location deals create revenue delays and interest costs • miners with low-cost power and solid financing stand out • HODL value versus market cap raises NAV questions • DATs whipsaw without operating engines • hash pri...

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49:36

Luxor Technology, Research Analyst Kaan Farahani Q&A...

Power Analysis ·

2025/11/21

We unpack October’s miner economics with Luxor’s Kaan Farahani, connect difficulty and hash price to real production, and show how forward markets protected margins while fees hit historic lows. We compare Bitcoin mining versus AI/HPC power allocations and share data on what the curves imply next. • October difficulty up, production per EH down • Bitdeer’s rapid hashrate growth and vertical model • Fees near decade lows on a BTC basis • Energy hash price as a cross‑compute benchmark • AI/HPC...

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34:32

Data Center Demand & Deal Analysis: CIFR, RIOT, IREN,...

Power Analysis ·

2025/11/20

We weigh the Nvidia beat against a falling Bitcoin price and show why data center power, not GPUs, is the true bottleneck for AI. Site visits, fresh contracts, and campus build-outs reveal how miners are pivoting into durable, contracted HPC revenue. • Bitcoin price slide and miner sentiment • Nvidia’s record results and AI infrastructure demand • Power constraints as the limiting factor for compute • Field reports from Corsicana and Childress mega-sites • Microsoft’s footprint and expansion...

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37:02

Bitdeer Technologies - VP of Capital Markets, Jeff...

Power Analysis ·

2025/11/20

We unpack Bitdeer’s Q3 results, why IFRS noise masked operating strength, and how vertical integration across chips, rigs, and sites creates flexibility in a tougher mining market. We then break down the HPC strategy, from cloud services to colocation, and the plan to monetize three gigawatts of secured power as demand for 2026–2027 capacity surges. • adjusted EBITDA growth despite IFRS derivative effects • SEAL A3 production timing and SEAL 04 chip efficiency • optionality between self-mini...

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35:32

Bitcoin Miners Under Pressure: FUFU, CAN, SLNH, WYFI,...

Power Analysis ·

2025/11/19

We revisit five Texas site visits, then unpack earnings across Bit Digital, WhiteFiber, Bitfufu, Soluna, Canaan, and Hive to map where mining margins compress and where HPC and cloud revenue expand. Bitcoin weakness, ETF flows, and hashprice slides frame the pivot from pure mining to diversified compute. • key takeaways from Texas tours and scale of operations • bitcoin volatility, ETF flows, and risk mindset • heat map and HODL percent of market cap shifts • Bit Digital and Whitefiber reven...

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38:47

BitFuFu - VP of IR Charley Brady Q&A - Q3 Earnings,...

Power Analysis ·

2025/11/19

We sit down with BitFuFu’s VP of IR, Charlie Brady, to unpack a standout Q3 and the mechanics of a cloud-first mining model that balances locked-in revenue with Bitcoin upside. The conversation traces how dynamic hash allocation, disciplined costs, and smart site ownership create resilience heading into the halving. • cloud mining as a service driving majority of revenue • dynamic allocation between self-mining and cloud to maximize margins • efficiency gains via leased rigs and owned sites ...

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52:50

IREN - COO Kent Draper Q&A - Q1 Earnings, Microsoft...

Power Analysis ·

2025/11/18

We break down IREN’s leap from top-tier bitcoin mining margins to a $10B Microsoft GPU-as-a-service contract, and how prepayments, Dell terms, and disciplined financing de-risk the build. The conversation spans GPU paybacks, ERCOT policy shifts, BC growth, and the balance between mining and AI. • Q1 operating highlights and mid‑60s gross margins • Details of the $10B Microsoft agreement and diligence • Prepayments, Dell payment terms, and lease financing • Two‑year GPU paybacks and mid‑30s e...

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51:50

Soluna Holdings - CEO John Belizaire Q&A - Q3...

Power Analysis ·

2025/11/18

We bring back Soluna CEO John Belizaire to unpack a transformative quarter, a Texas tour of the Dorothy facility, and a roadmap that blends Bitcoin hosting with AI-ready, renewable computing. The focus: convert curtailed wind into flexible, profitable load while scaling responsibly with strong partners. • 36% revenue growth and expanding gross margin • Adjusted EBITDA profitability after one-off financing items • Operational upgrades, maintenance discipline, rapid MW deployment • Credit faci...

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29:02

ABTC - President Matt Prusak - Q3 Earnings, Bitcoin...

Power Analysis ·

2025/11/17

We unpack ABTC’s first earnings as a public company and why Satoshis per share, not vanity exahash, guides every choice. Matt Prusak lays out a lean mining model, disciplined treasury playbook, and an ecosystem push aimed at durable, post-halving economics. • doubling revenue and setting Satoshis per share as the north star • 8–10 BTC per day with disciplined energy sourcing • gross margin strength from 13 J/TH fleet upgrade • lean SG&A enabled by an asset-light model and HUT 8 partnersh...

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22:05

Inside Bitdeer's Rockdale Facility: Scale, Cooling,...

Power Analysis ·

2025/11/17

A retired smelter in Rockdale now runs as Bitdeer’s flagship, blending direct-to-chip cooling, efficient SEALMiners, and tight software control into a quiet, fast-moving operation. We tour the repair center, walk the racks, test the thermals, and map the path from mining to AI-ready infrastructure. • origins as an aluminum smelter adapted for Bitcoin mining • large, long-tenured repair team and consistent QA • SEALMiner performance, A2 Pro efficiency, A3 roadmap • scale of installs, rapid tw...

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68:36

Bitfarms - CEO Ben Gagnon Q&A - Q3 Earnings & HPC...

Power Analysis ·

2025/11/15

Ben Gagnon CEO of Bitfarms joins us to unpack Q3 results, explain IFRS versus operational reality, and walk through the strategy to pivot from Bitcoin mining to high‑margin HPC and AI infrastructure. We cover Washington’s build, the power pipeline, lease timing, and why patience can create more value than quick wins. • Clarifying Bitfarms Q3 revenue treatment under IFRS and Paraguay asset classification • Bitfarms options strategy reducing effective cost of Bitcoin and de‑risking cash flows ...

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33:36

Markets On Edge, Miners On Mission: BitFuFu, Canaan,...

Power Analysis ·

2025/11/14

A tough week for bitcoin and miners reveals which operators hold real power advantages, hardware roadmaps, and diversified revenue. We share on-site takeaways from Texas, break down October production across major names, and explain why HPC and hosting are becoming core to mining economics. • Bitcoin price pressure and macro drag • Miner sell-off dynamics and portfolio tactics • BitFufu production trends and fleet efficiency • Canaan operational gains and ultra-low power costs • Hive’s rapid...

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27:37

Inside RIOT’s Corsicana Build: From Bitcoin Mining To...

Power Analysis ·

2025/11/14

We tour Riot’s Corsicana campus to see how a leading Bitcoin miner is building toward a gigawatt-ready HPC future. From massive substations and a literal lake to modular immersion halls and an adjacent core‑shell campus, the plan is bold and patient. • in‑house development model and faster delivery • expanded substation capacity and ESS Metron edge • water strategy with lake, well and civil tie‑in • modular immersion cooling and spotless operations • flexible roadmap from mining to HPC tenan...

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20:53

Inside MARA's Flagship Granbury Site!

Power Analysis ·

2025/11/13

We tour MARA’s Granbury flagship to show how a 260 MW Bitcoin mine runs quietly beside a natural gas plant and why 67% of rigs now sit in immersion. We break down modular build speed, behind‑the‑meter power, vertical integration, and load balancing with HPC. • 260 MW flagship site with 12.2 EH contribution • Immersion cooling adoption at 67% of active machines • Modular container strategy for rapid energization • Acoustic wall and gravel plan for noise and dust control • On‑site repair workf...

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27:22

Inside Soluna Holdings Dorothy Site: Wind-Powered...

Power Analysis ·

2025/11/12

We tour Soluna’s Dorothy facility in Silverton to see how behind-the-meter wind power becomes low-cost compute for Bitcoin hosting and future HPC. We dig into the diamond layout, airflow engineering, and how a hybrid wind+grid strategy underpins margins and growth. • behind-the-meter wind model and grid interconnect • diamond site layout and thermal simulations • filtration design and PDU cooling upgrades • Maestro software and fast power orchestration • hosting-first strategy and client cus...

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22:41

IREN - Childress Facility Tour & Analysis!

Power Analysis ·

2025/11/11

We tour IREN’s Childress campus to see how power, cooling, and repeatable design create a mega-scale platform for Bitcoin mining today and HPC AI tomorrow. From grid ties and substation planning to closed-loop water and 20-year infrastructure, we map the strategy behind the Microsoft deal. • community impact in Childress and local hiring • 750 MW campus scale with 500 MW operating • grid-connected power and 345 kV lines • substation readiness and long-lead equipment • air-cooled Bitcoin hall...

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63:02

Hut 8 - CEO Asher Genoot - Q3 Earnings, Strategy &...

Power Analysis ·

2025/11/09

We challenge the old mining playbook and explain why we separated Bitcoin exposure into ABTC while building Hut 8 into a power-first infrastructure platform that can serve AI demand. Q3 results, the development flywheel, and contract structure take center stage, with clear views on compensation, treasury, and national hashrate. • Q3 beat on revenue, margins and net income • ABTC focus on Bitcoin per share growth • Energy infrastructure as the core moat • Development flywheel from origination...

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30:27

IREN Earnings, Market Whipsaws & Miners Rebound +...

Power Analysis ·

2025/11/07

A wild market selloff flips to a late-session rebound as we unpack miner volatility, policy catalysts, and a megadeal that could reshape crypto infrastructure. We compare treasury strategies, grid choices, and how AI contracts change the revenue math for miners. • macro jitters and Bitcoin’s sharp intraday swings • Kazakhstan’s $1bn crypto reserve and Dubai’s Bitcoin payments • ABTC growing HODL and focusing on Satoshis per share • HUT 8 diversifying grids and posting solid earnings • Canaan...

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27:16

Red Day For Miners, Eyes On IREN Earnings: Cipher,...

Power Analysis ·

2025/11/06

Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues. • Bitcoin softness and miner correlation on a red tape day • Year‑to‑date strength for HPC‑oriented miners despite volatility • Iron earnings expectations and WhiteFiber timing • MARA’s strategy on GPUs and CSP versus colocation risks • Power mar...

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52:36

MARA - CFO Salman Khan Q&A - Q3 Earnings & Strategy!

Power Analysis ·

2025/11/06

We unpack MARA Q3 records, liquidity moves, and a power-first strategy that treats electricity as the core asset and compute as an allocation decision. We also dig into AI inference, grid balancing, policy, and how to scale internationally without losing discipline. • record revenue, 60.4 EH/s, growing Bitcoin treasury • $1.025b 0% convert, liquidity and optionality • electrons as moat and low-cost power strategy • FASB swings versus real free cash flow • capex discipline, depreciation, and ...

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