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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

25:55

Soluna Holdings - CEO John Belizaire Q&A - AI/HPC...

Power Analysis ·

2026/01/17

We explore how Soluna and Siemens plan to solve AI’s grid risk while scaling behind-the-meter data centers powered by wind. We also break down the MetroBlocks partnership, the CODI 2 expansion path to 300 MW, evolving reliability standards, and why time to power now leads. • Context on “Soluna 2.0” and 2025 milestones • The hidden grid problem from AI power swings • Why traditional UPS is not enough at scale • Project GRACE pilot design with Siemens • Behind-the-meter AI as a first-of-kind a...

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24:23

Riot Platforms - CEO Jason Les Q&A - AMD Deal...

Power Analysis ·

2026/01/16

We sit down with Riot Platforms CEO Jason Les to unpack the AMD lease, the Rockdale land purchase, and how we convert a mining-first footprint into a high-return data center platform. The conversation covers financing, speed to market, and why Texas power plus control changes the game. • Buying Rockdale land to unlock leasing and remove $130m in future ground rent • AMD’s 25 MW lease with options to 200 MW and ROFR • Retrofit economics at ~$3.5m per MW versus tier three builds • Using Bitcoi...

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39:50

Top 10 Power Moments Of 2025!

Power Analysis ·

2026/01/15

We count down our top CEO moments of 2025 and trace how Bitcoin miners pivot into AI infrastructure while policy and markets reshape the risk. Deals, power math, and patience emerge as the levers that will define 2026. • Bitcoin price context and miner sentiment • Soluna’s Project Caddy and HPC power planning • How large AI contracts get negotiated and priced • Political tailwinds, ETFs, and institutional adoption • CSP versus colocation strategies for miners • Microsoft Childress deal struc...

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36:59

Bitcoin At 98k & The AI Power Pivot: BITF, BTDR,...

Power Analysis ·

2026/01/14

Bitcoin pushes toward 98k as miners rotate into AI and HPC, reframing the constraint from chips to power and infrastructure. We unpack leadership shifts, GPU roadmaps, land grabs, retrofits, and why owning megawatts beats chasing headlines. • BTC rally and altcoin lift across majors • Miner heat map movement versus BTC strength • Bitfarms’ U.S. pivot and new chair • Vera Rubin-first facility design strategy • Power and infrastructure as true bottleneck • Bitdeer’s GB200 deployments and scale...

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47:05

How Bitdeer Surged To 55 Exahash And Rewrote The...

Power Analysis ·

2026/01/13

Bitcoin pushes back into the 90s as we break down why miner strength now comes from power scale, hardware efficiency, and real customers. Bitdeer surges to 55 EH, Hive seeds AI in Paraguay, and Soluna proves the hosting thesis with wind-cheap power. • BTC price recovery and miner correlation • Heat map shift from red to green across one month • What we learn from Needham and investor Q&A • Hive’s Paraguay JV and tier III AI strategy • How renewables and policy stability de-risk HPC growt...

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45:34

Rumor Mill To Real Deals: How Energy Access Shapes...

Power Analysis ·

2026/01/12

We track how Bitcoin miners became AI and HPC power brokers, why energy access is the new moat, and where the rumor mill meets real contracts and margins. We compare co-lo vs CSP models, decode PUE and per‑MW revenue, and flag the next likely dealmakers. • volatility in Bitcoin and miner price action • satoshis per share vs per dollar invested • pivot from mining to AI and HPC • power as the bottleneck and location edge • Goldman forecasts on data center grid demand • Hut 8 pipeline and Illi...

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28:01

How Power, Capital, And Partnerships Are Rewiring...

Power Analysis ·

2026/01/09

Bitcoin holds near 90K as miners rally and hyperscalers chase megawatts. We dig into Meta’s nuclear plans, real power pipelines from miners, capital strategies, and why partnerships and execution decide who wins the HPC shift. • Meta’s nuclear sourcing plan and its 2035 timing • Bitdeer’s gigawatt-scale Ohio footprint • Bitfarms’ North America pivot and pipeline • Conference takeaways and rising investor interest • BitFufu’s profitability and cloud hosting traction • Quantum FUD versus Bitco...

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48:06

AI & HPC Stock Valuation Metrics: EV, NAV & MCAP...

Power Analysis ·

2026/01/08

We track Bitcoin’s bounce, then dive into the numbers that actually decide who survives: liquidity, leverage, and the gap between net assets and market value. Site visits, insider buys, and a wind-powered HPC pilot show where the real edge is forming. • Bitcoin price momentum and miner beta • Why current ratios signal real liquidity • Debt ratios as a map of funding strategy • NAV vs market cap to spot mispricing • NAV vs enterprise value for debt-adjusted value • Soluna’s Siemens pilot for ...

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29:45

AI Power Plays In 2026: Latest MARA, FUFU, HIVE &...

Power Analysis ·

2026/01/07

We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We share updates onMARA, BitFuFu, Hive, and Bit Digital, and why power access sets the winners apart in 2026. • AI and HPC framed as the next growth engine for miners • MSCI’s DAT stance and passive buying implications • MARA’s operating model vs treasury classification • Energy supply as the core AI-era bottleneck • BitFuFu’s December output, curta...

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31:42

When Power Meets Compute: DMG, RIOT, CLSK, CIFR &...

Power Analysis ·

2026/01/06

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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49:18

CEO Stock Comp Analysis: RIOT, WULF, MARA, CIFR & IREN!

Power Analysis ·

2026/01/05

We track Bitcoin’s push above 93k, a broad miner rally, and a bigger story: how stock-based compensation is being redesigned to drive the pivot from pure Bitcoin mining to HPC and AI infrastructure. We compare filings from Riot, Terawulf, Cipher, MARA, and IREN to show where incentives align with real performance and where shareholder patience is thinning. • Two-year performance context for major miners • Rising stock comp versus revenue benchmarks • Shareholder voting trends and dilution ri...

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31:47

We Came For Hashrate, Stayed For GPUs: BITF, HIVE,...

Power Analysis ·

2026/01/02

We mark the new year with a rebrand to power analysis and a clear thesis: miners with cheap power, ready sites, and strong partners will lead the HPC shift while Bitcoin stabilizes near $90k. We cover portfolio moves, capital plans, and long-term contracts that change the game. • Bitcoin price action, whale buys, and tax dynamics • Miners’ rally and positioning into 2026 • Bitfarms’ Latin America exit and North America focus • Hive’s Paraguay growth and low-cost hydro power • BitFuFu’s cloud...

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36:27

From Hashrate Giant To AI Contender: MARA’s 2026...

Power Analysis ·

2025/12/31

We break down how MARA uses scale, site control, and a deep Bitcoin treasury to pivot from pure mining toward high margin compute. The story centers on power: owning it, pricing it, and routing it to wherever returns are highest, from blocks to inference. • Bitcoin price holding near 87k and supply dynamics • 2025 miner returns and why MARA underperformed • 60+ EH capacity, 18 sites, 19 J/TH efficiency • Granbury flagship, modular designs, onsite repair • HODL growth and treasury value vs ma...

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34:44

Riot’s Big Bet On 2026: Deep Dive Company Analysis!

Power Analysis ·

2025/12/30

We break down why Riot Platforms is our top pick for 2026, focusing on operational turnaround, Texas-scale power, strong capital levers, and a measured pivot into AI and HPC data centers. The result is a strategy that values optionality, speed to market, and durable margins. • operational delivery improvements and top-tier efficiency • demand response credits and lower all-in power costs • engineering division as revenue and uptime advantage • Corsicana and Rockdale gigawatt-scale power acce...

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43:08

From SealMiner To AI: How Bitdeer Plans To Win 2026

Power Analysis ·

2025/12/29

We break down Bitdeer’s 2026 plan across custom SEAL miners, soaring self-mining growth, a global power pipeline nearing 3 GW, and a focused AI compute strategy that blends CSP and co-location. Field notes from Rockdale and deep dives on Bhutan, Washington, Knoxville, and Clarington round out a data-rich review. • Bitcoin market context and miner performance • SEAL Miner roadmap from A1 to A4 and efficiency gains • Self-mining hashrate growth and hosting stability • On-site operations at Roc...

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48:13

DMG Blockchain - CEO Sheldon Bennet & COO Steven...

Power Analysis ·

2025/12/28

We share Q4 and full-year results, then lay out how hydro cooling, energy grants, and site design set up Christina Lake to become a staged AI campus. We walk through our trust, pool, and software stack, and explain why AI co-location now offers the best near-term upside while Bitcoin remains core. • revenue up year over year and cash from operations doubled • balance sheet strength under IFRS vs US GAAP context • hydro conversion results and efficiency grant impact • shift to liquid cooling ...

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31:16

WhiteFiber - CEO Sam Tabar - NC-1 & Nscale Deal Q&A!

Power Analysis ·

2025/12/23

We break down WhiteFiber’s 10-year, $865 million co-location and services deal with Nscale and why speed to revenue is the company’s edge. Sam Tabar details the retrofit-first playbook, financing approach, and why co-location outshines commoditized GPU cloud. • $2 million per MW ARR contract economics at NC1 • Co-location plus services model with durable margins • 40 MW online rapidly with 20 MW by April and 20 MW in May • Retrofit-first site strategy to compress timelines and costs • Power ...

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15:49

Bitdeer’s U.S. Manufacturing Bet And Cipher’s 200 MW...

Power Analysis ·

2025/12/23

We track a steady Bitcoin price and light holiday volumes while spotlighting the bigger shift: how AI and HPC demand, new tariff rules, and efficiency gains are reshaping mining strategy. Bitdeer moves manufacturing to Nevada and Cipher secures 200 MW in PJM as policy momentum builds. • Bitcoin price hovering high‑80k with muted tape • Miner board mixed while HPC‑linked names hold interest • Bitdeer leases Reno facility to assemble SEAL miners • SEAL A4 efficiency targets, iteration, and mar...

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53:53

Is The 4 Year Cycle Broken?

Power Analysis ·

2025/12/22

We map where Bitcoin sits after repeated 90k rejections and why ETFs, corporate treasuries, banks, and policy shifts could extend or break the four‑year cycle. Then we dig into miners decoupling from BTC as they pivot power toward HPC and sign AI compute deals that reshape valuations. • ETF demand and corporate HODL tightening free float • Policy momentum and banks enabling Bitcoin‑backed credit • Rangebound price dynamics around options expiry • Miners’ pivot from hash to high‑performance c...

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35:03

Inside The Week’s Biggest HPC Contracts &...

Power Analysis ·

2025/12/19

Two landmark AI co-location deals reset expectations for Bitcoin miners, while construction updates show how speed, siting, and contract structure drive value. We compare NOI headlines with the real cost stack and call out where timelines and capex per MW separate leaders from laggards. • bitcoin stalls near 90,000 as options expiry looms • miners rally on concrete deals and build progress • whitefiber–nscale 40mw, 10-year, 3% escalator structure • hut 8’s 245mw triple-net ...

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493 results

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