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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

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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38:59

The Perfect Storm Continues... Soluna & Bitdeer...

Power Analysis ·

2025/10/15

We break down why miners are rising while Bitcoin chops, and how power, contracts, and HPC pivots are reshaping valuations. From the Core Scientific vote to Bitdeer’s ASIC roadmap, we map the capital, capacity, and catalysts driving the re‑rate across the sector. • ETF accumulation vs muted Bitcoin price action • Miner decoupling from BTC and why power matters • Core Scientific–CoreWeave parity math and vote stakes • Analyst multiples for HPC vs Bitcoin mining • CapEx plans, ATMs, convertibl...

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32:27

Miner Melt-Up: Latest Miner Price Targets BITF, WULF,...

Power Analysis ·

2025/10/14

Bitcoin dips, miners rip, and the market rewards real power and execution. We track the HPC pivot across TeraWulf, Bitfarms, IREN, Cipher, Core Scientific, and DMG, and explain why megawatts, land, and cooling now drive valuations more than exahash alone. • CME gap fill and BTC volatility context • Miners’ rebound and HPC pivot as a re-rate driver • Bitfarms CFO change aligning with energy and infrastructure finance • TeraWulf’s proposed $3.2B financing and contract execution • Site strategy...

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22:57

Historic Market Crash & Reaction: Can the Bitcoin...

Power Analysis ·

2025/10/13

Panic hits after a tariff threat wipes billions, then miners rip back as cooler heads step in and whales buy the dip. We break down the liquidation mechanics, miner rerates into HPC, and why patience, dry powder, and zero leverage still win. • tariff shock tied to rare earths and misread policy signal • speed-driven liquidations and exchange execution issues • Bitcoin intraday crash then swift recovery attempts • miner equity snapbacks on heavy volume • rerating thesis from mining to HPC ser...

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29:52

Bitcoin Miners Pivot to HPC: CIFR, IREN, CORZ, BITF &...

Power Analysis ·

2025/10/10

A fast, volatile week ends with tariffs rattling risk assets while miners showcase real HPC momentum, fresh financing, and stronger balance sheet plays. We break down Bitfarms’ Panther Creek funding, Cipher’s Google‑backed catalyst, Core Scientific’s vote setup, and why power is now the product. • weekly market recap and tariff shock • Bitcoin slide against miner strength • heat map of winners and monthly moves • MARA’s path toward HPC and power strategy • Core Scientific’s CoreWeave‑linked ...

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40:33

Luxor Technology, CEO, Nick Hansen Q&A - Luxor Energy...

Power Analysis ·

2025/10/10

We sit down with Luxor CEO Nick Hansen to trace the journey from early GPU rigs to a full mining stack and unveil Luxor Energy, a REP platform in ERCOT with Bitcoin collateral, auto‑pay, dispatch signals, and intelligent throttling for real profitability gains. The conversation ties firmware, derivatives, and power into a single system designed to help miners buy smarter, run tighter, and hedge better. • origin story from GPU basements to ASICs and pools • why Luxor focused on Bitcoin and tr...

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34:27

Latest IREN & Soluna Holdings News & Stock Analysis!

Power Analysis ·

2025/10/09

Bitcoin cools while ETF inflows heat up, and we break down why miners are racing toward HPC and hosting to protect margins. We unpack Iron’s convertible, Saluna’s new client, hash price pressure, and the U.S. power gap that could redefine who wins compute. • BlackRock’s iBit tops 4% of total Bitcoin and ETF flows keep buying dips and highs • Miner heat map shows divergent winners across 12 months with Iron, Cipher, TeraWulf leading • Dilution math on Riot and Marathon and what it would take ...

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45:33

Latest IREN, CIFR, BTBT & DMG News: AI & HPC...

Power Analysis ·

2025/10/08

We break down why miners are surging, where AI HPC demand is pulling capital, and how four operators—Bit Digital, Cipher, DMG, and IREN—are repositioning from pure Bitcoin exposure to power-first, co-location led models with steadier margins and larger moats. The thread through it all is power scarcity, pipeline depth, and the financial levers that unlock multiyear growth. • Bitcoin holds above 120k and drives a broad miner rally • Heat map shows multi-period strength across sector • CoreWea...

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36:28

What's Next for IREN: Huge IREN News Out Now + SLNH &...

Power Analysis ·

2025/10/07

We track a red morning that follows all-time highs, then dig into why energy-first miners are morphing into AI infrastructure operators. Contracts, payback math, and PUE assumptions reveal how power access and execution speed define winners in this cycle. • Bitcoin pullback and miner beta shaping intraday moves • Soluna’s NASDAQ compliance, NIDIG settlements, and capacity updates • Dorothy and Project Kati energization timelines and hosting scale • HUT 8’s Vega build and 1.5 GW expansion roa...

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40:21

The Perfect Storm for Bitcoin Miners: Riding Bitcoin...

Power Analysis ·

2025/10/06

We track Bitcoin’s surge to new highs, the ETF flywheel that’s soaking up supply, and why miners are pivoting into AI HPC to lock in better margins and smoother cash flow. We share wins, risks, and why late-mover strategies may command higher prices as megawatts grow scarce. • Bitcoin momentum, supply squeeze, and price action • Miner performance, efficiency gains, and valuation shifts • ETF flows from BlackRock and peers driving adoption • Corporate HODLers, treasury strategies, and market ...

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37:33

October’s Bitcoin Surge, Miners on Fire: RIOT, MARA &...

Power Analysis ·

2025/10/03

Bitcoin pushes toward an all‑time high as Riot, Mara, and CleanSpark report solid September results, with efficiency, power strategy, and treasury moves shaping margins. We break down HODL-to-market-cap shifts, utilization gains, and why HPC-ready sites may define the next leg. • Riot’s production, power credits, and rising market cap • CleanSpark’s near‑50 EH progress and strong treasury • Marathon’s utilization jump and rare Bitcoin sales • HODL value versus market capitalisation signals •...

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29:14

Bitcoin’s Surge, HODL vs MCAP Analysis & Miner Growth!

Power Analysis ·

2025/10/02

Bitcoin strength lifts miners, but the real story is how HPC strategies, policy clarity, and infrastructure scale are rewriting miner valuations beyond simple HODL math. We compare HODL-to-market-cap shifts, rising volumes, and why builders are outpacing pure treasury plays. • Bitcoin momentum and miner rerating • Divergence between HODL size and stock performance • HPC and AI demand as new revenue engines • Cipher, Hive, Bitfarms, HUT 8 highlights • Canaan’s ASIC-to-mining hybrid strategy •...

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28:26

Is Uptober the Miners Time to Shine?

Power Analysis ·

2025/10/01

Bitcoin starts Uptober strong while public miners face tougher difficulty and tighter margins. We weigh a slower cycle against a surge in billion‑dollar financings, and map how miners pivot from self‑mining to HPC and AI with strategic partners and cheaper capital. • Q4 kick‑off, price action, and ETF demand • Cycle context, slower grind to potential all‑time highs • Miner Madness results and standout stocks • Heat maps, YTD moves, and stock dispersion • Core Scientific and CoreWeave alignme...

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30:39

JP Morgan Says “Underweight”; The Market Says “Hold...

Power Analysis ·

2025/09/30

We track how Bitcoin miner valuations are shifting from pure hash to hyperscale compute as Tether buys 8,000 BTC and major financing deals reshape the field. CoreWeave’s Meta agreement, Soluna’s new Canaan hosting, Bit Digital’s ETH convert, Cipher’s capped calls, and the IREN downgrade debate define the week. • Bitcoin price context and Tether’s 8,000 BTC buy • DMG volume surge and small-cap momentum • CoreWeave–Meta impact on CORE Scientific vote math • Soluna’s 20 MW Canaan hosting at Dor...

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41:49

Underrated Miners, Big Moves: DMG, HIVE, MARA & CORZ...

Power Analysis ·

2025/09/29

We break down why difficulty and hash price are pressuring miners while DMG, Hive, and MARA's push into AI and HPC to stabilize revenue and margins. We also unpack the Core Scientific–CoreWeave vote math and what it signals for miner valuations and strategy. • Bitcoin price strength versus falling hash price and rising difficulty • Why public miners slow hashrate growth while private and sovereign players add capacity • DMG’s Malahat partnership, SCIF-rated modules, and Canadian data soverei...

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27:21

The Bitcoin Mining Pivot: Cipher Inks $3B Fluidstack...

Power Analysis ·

2025/09/25

McNallie Money delivers breaking news about Cipher Mining's massive $3 billion contract with Fluidstack, backed by Google, for a 10-year high-performance computing deal that could extend to $7 billion. We analyze the strategic implications of this 168-megawatt contract and compare it with Terawulf's similar arrangement, exploring what this means for the future of Bitcoin mining companies. • Cipher Mining signs 10-year, $3 billion contract with Fluidstack (backed by Google) for 168 megawatts ...

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36:39

Bitcoin Miners Strike Gold in Texas: IREN, CIFR, RIOT...

Power Analysis ·

2025/09/24

The Bitcoin mining sector is experiencing remarkable growth with many companies pivoting toward high-performance computing (HPC) to capitalize on the expanding AI market, despite Bitcoin trading below its all-time highs. • Hive Digital Technologies has reached 20 exahash and aims for 25 exahash by US Thanksgiving • Nine Bitcoin mined daily with 55% mining margin and impressive 233% year-to-date growth • OpenAI, Oracle, and SoftBank expanded the Stargate initiative with five new data centers ...

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22:19

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

Power Analysis ·

2025/09/23

Jeff LaBerge from Bitdeer Technologies Group joins us to discuss their groundbreaking A3 Seal Miner, which at 12.5 joules per terahash has become the most efficient Bitcoin mining rig on the market today. Their vertical integration strategy and manufacturing innovations are positioning Bitdeer as a major player in the ASIC market while rapidly expanding their self-mining operations. • A3 SealMiner comes in both air-cooled and hydro-cooled versions, setting new standards for mining efficiency...

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25:33

Latest Bitcoin & Miner News: CleanSpark, Soluna...

Power Analysis ·

2025/09/23

Bitcoin miners are navigating market turbulence as they expand into high-performance computing while macro factors like Fed policy and political developments shape the industry. Dennis Porter's endorsement of Ian Calderon for California governor could significantly impact cryptocurrency policy in one of the world's largest economies. • Bitcoin price holding around $113,000, down from recent highs but creating buying opportunities • Pro-Bitcoin candidate Ian Calderon running for California go...

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35:32

The Green Queen: How IREN's Bold GPU Expansion...

Power Analysis ·

2025/09/23

IREN makes a massive move in the cryptocurrency mining world with another substantial GPU purchase, positioning themselves to become a hyperscaler in their own right while Soluna Holdings experiences significant price action despite Bitcoin's sideways movement. • IREN announces purchase of 12,400 additional GPUs for $674 million, doubling their AI cloud capacity • Projected annual AI cloud revenue of $500 million by Q1 2026 • Saluna Holdings surges 51% with shares reaching $2.08 before settl...

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