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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

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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36:26

Analyst Upgrades, DMG’s U.S. Move, Bitfufu’s Model...

Power Analysis ·

2025/11/05

We break down why hyperscaler demand is pulling Bitcoin miners into HPC, how analysts are splitting on Iron’s value, and what DMG, Bitfufu, and Canaan signal about the next phase of mining. A quick macro twist from Kazakhstan adds fuel to the adoption story. • Bitcoin rebound and miner strength • Riot and Iren positioned for HPC near Texas hubs • Bottomless AI demand and facility proximity advantages • Analyst divergence on Iron price targets • CSP versus colocation risk, margin, and logisti...

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65:25

TeraWulf - CFO Patrick Fleury Q&A - Fluidstack &...

Power Analysis ·

2025/11/04

TeraWulf’s CFO Patrick Fleury walks through a new Google-backed FluidStack JV, why SPP beats ERCOT for timelines, and how a rated, callable debt structure unlocks scale. We compare co-location to GPUaaS, unpack NOI math, and outline a repeatable playbook for AI-ready, water-cooled data centers. • Google-supported FluidStack JV structure and equity split • Rationale for SPP over ERCOT and interconnect realities • Standardized high-density, water-cooled design and PUE nuance • Co-location econ...

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35:32

Latest News, Earnings & Production Reports: MARA,...

Power Analysis ·

2025/11/04

We track a rough Bitcoin slide, then focus on how miners are hedging the cycle by building power, signing HPC contracts, and turning HODL into working capital. Earnings and production updates from MARA, CleanSpark, Riot, and HUT 8 show the pivot from pure hash to diversified compute. • Bitcoin price context, business cycle links, and miner decoupling • Cipher financing for Barber Lake and Black Pearl HPC pivot • Analyst split on IRON economics and model assumptions • MARA’s Delaware Basin en...

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30:18

Miners Turn Data Center Titans: Latest HIVE, CIFR &...

Power Analysis ·

2025/11/03

We track a turning point as leading Bitcoin miners pivot into high-performance compute, landing hyperscaler deals and redefining how power, GPUs, and data centers drive value. Hive, Iren, and Cipher set the pace while we compare risk, contracts, and value per megawatt. • Bitcoin price softness contrasted with strong miner equity performance • Hive scaling to 25 exahash while expanding Tier III HPC sites • Cold climate efficiencies and sovereign compute advantages • Iren’s five-year Microsoft...

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18:14

Cipher’s $5.5B AWS Deal: CIFR Deal Analysis!

Power Analysis ·

2025/11/03

We break down Cipher Mining’s 15-year, 300 MW lease with AWS, why miners are being repriced as data center operators, and how Texas power and a deep site pipeline drive the shift from hash rate to hyperscale demand. We also touch on earnings, revenue ramps, and where AWS could land in the portfolio. • AWS lease: 300 MW gross, $5.5bn value, August 2026 start • Shift from Bitcoin mining to HPC colocation economics • Market reaction and miner decoupling from Bitcoin price • Black Pearl and Barb...

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14:04

IREN’s $9.7B Leap With Microsoft: IREN & MSFT Deal...

Power Analysis ·

2025/11/03

Microsoft signs a five-year, $9.7 billion contract with IREN as the miner pivots to building and operating AI data centers at 200 MW scale. We unpack EBITDA claims, GPU CapEx realities, Childress buildout progress, and why miners are becoming HPC providers. • Contract headline terms and 20% prepayment • Why this is not a co-location model • GPU CapEx, depreciation, and EBITDA limits • Childress site progress and horizon phases • Expansion capacity at Sweetwater and timeline • Partner lineup ...

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60:44

Riot Platforms CEO Jason Les Q&A - Q3 Earnings & Data...

Power Analysis ·

2025/10/31

We break down Riot’s record Q3 and the strategy shift that turns low-cost power into high-value data centers. Jason Les explains how Corsicana scales to one gigawatt, why Rockdale stays productive, and how mining funds and balances the move into AI-grade colocation. • record revenue and margin drivers across mining and engineering • rising network difficulty versus low all-in power cost • the case for data centers as the highest return use of power • Rockdale’s bridge role and planned hash r...

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32:13

Earnings Season For Bitcoin Miners: Core, Riot & The...

Power Analysis ·

2025/10/31

We break down how Bitcoin miners are shifting from pure hashrate to hyperscale data centers, with Core Scientific’s vote outcome and Riot’s Corsicana build shaping the week. Analysts raise targets as co-location, power credits, and GW-scale pipelines become the real edge. • bitcoin holding above 100k while difficulty grinds higher • mixed miner price action amid low volume and sentiment swings • core scientific’s failed merger and new growth deck • analyst upgrades and valuation multiples fo...

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31:26

Core Scientific Votes Down CoreWeave Deal & Valuation...

Power Analysis ·

2025/10/30

We break down how retail investors just repriced Core Scientific’s megawatts, why TerraWulf and BitDeer are racing into AI hosting, and how value per megawatt is replacing exahash as the metric that matters. Bitcoin dips while capital and contracts accelerate toward HPC. • Bitcoin weakness set against rate cuts and hyperscaler CapEx • Heat map of miners with daily, five-day, and monthly context • Earnings calendar and upcoming guest conversations • BitDeer’s vertical integration and SEAL Min...

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38:04

Miner Deep Dive: MARA, DMGI, WULF, CLSK & CORZ!

Power Analysis ·

2025/10/29

We break down how top Bitcoin miners are shifting into AI and HPC to squeeze more value from every megawatt, with deep dives on MARA, DMG, Core Scientific, TeraWulf, and CleanSpark. The theme is control: of power, sites, financing, and partnerships that turn volatile energy into durable cash flow. • BTC price cool-down and mixed miner performance • Decoupling of miner equities from Bitcoin moves • Marathon’s shift from asset-light to asset-heavy • MARA’s 50k+ BTC, activation strategy and par...

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29:24

AI Power & Land Grab: Latest Miner News & Price...

Power Analysis ·

2025/10/28

We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed JV signals for valuation. Analyst upgrades, Core Scientific’s vote dynamics, and our Texas site tour round out a fast-moving day. • bitcoin price holding near highs and hash economics improving • power scarcity as the core bottleneck for AI and mining • global data center energy demand set to double by 2030 • nuclear timelines versus near-term ...

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37:50

Latest Macro & Miner News from ABTC, HIVE & CORZ!

Power Analysis ·

2025/10/27

Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABTC’s treasury buy, Hive’s exahash surge and AI buildout, and Core Scientific’s HPC pivot, deal math, and the upcoming vote. • tariff truce lifts indices and crypto • Mag 7 capex as a signal for AI and GPUs • Bitcoin recovery vs miner volatility at open • sector shift toward HPC and co-location • ABTC buys 1,414 BTC and launches sats per share • H...

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29:09

Markets Rally, Miners Surge: Jane Street Invests Big...

Power Analysis ·

2025/10/24

A wild week ends with miners ripping higher while Bitcoin stays flat, as we track a decisive shift toward HPC and AI infrastructure. We unpack Oracle’s $38B data center push, Jane Street’s 13G filings, PJM fast-tracks, and why power-rich miners may be re-rated. • Miner rally and volume strength across leaders • Decoupling from Bitcoin price as HPC demand rises • Oracle’s $38B Stargate build and ecosystem effects • Jane Street’s 13G stakes in Cypher, Bitfarms, Hut 8 • Terawulf’s $3.2B notes t...

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30:52

What To Expect From IREN, RIOT & MARA Earnings!

Power Analysis ·

2025/10/23

Markets snap back as miners rally, and we line up the catalysts shaping upcoming earnings from IREN, RIOT, and MARA. We dig into Core Scientific’s vote math, FASB effects on HODLers, and whether HPC deals now outrun pure Bitcoin mining. • green day for miners after macro optimism • core scientific and coreweave vote expectations • IREN setup and HPC runway • GPU ownership versus co-location risk • RIOT’s cleaner results and dual HPC paths • texas tour updates with riot, bitdeer, soluna • mar...

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27:29

Red Day, Strong Fundamentals: Miner Co-Location...

Power Analysis ·

2025/10/22

We walk through a red day for miners and a green runway for fundamentals, showing how analyst upgrades, AI partnerships, and long-term co-location contracts can outweigh short-term price pain. The CoreWeave bid for Core Scientific anchors a broader look at capex, margins, and strategic pivots into HPC. • market selloff context against flat Bitcoin • month-to-date gains compressing after profit taking • bullish catalysts: analyst upgrades, new partnerships, stronger boards • MARA’s strategy s...

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30:20

Bitcoin Miners Face A Reality Check: Latest IREN,...

Power Analysis ·

2025/10/21

Bitcoin rips higher while most miners end red, revealing a sharp decoupling and raising hard questions about margins, difficulty, and strategy. We unpack Hive’s Paraguay expansion and Bell partnership, Cipher’s earnings breadcrumbs, and IRIN’s vertically integrated push into AI compute amid policy chatter. • Bitcoin spikes as gold retreats and miners lag • Decoupling dynamics between BTC price and miner equities • Heat map trends and longer-term performance context • Track record across 15 m...

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30:11

Miners to Megawatts: How Bitcoin Miners Are Pivoting...

Power Analysis ·

2025/10/20

We track a sharp rally in Bitcoin mining stocks while Bitcoin trades sideways and explain why the AWS outage turned the spotlight to power, proximity, and decentralized data center capacity. The core theme: miners are pivoting from hash rate to high-value compute as grid constraints and demand surge. • AWS outage exposing centralized cloud risk • power scarcity and aging grid as bottlenecks • miners’ advantage in contracted megawatts and sites • Northeast proximity, fiber routes, latency ben...

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39:03

Massive Miner Sell Off: What to Expect Next?

Power Analysis ·

2025/10/17

We break down a brutal two-day sell-off in Bitcoin miners, weigh gold’s run against Bitcoin’s long-term outperformance, and map the financing levers that decide who scales and who stalls. From Terawulf’s debt to Bitfarms’ capped call to IREN’s war chest, strategy beats fear. • drivers of the miner sell-off and Bitcoin price breaks • gold surge versus Bitcoin cycles and positioning • ETF flows, liquidations and short-term volatility • debt trade-offs and Terawulf interest coverage • convertib...

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495 results

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