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PODCAST

Power Analysis

Anthony Power & Bryce McNallie

Power Analysis is the premier destination for investors tracking the Bitcoin mining and AI infrastructure space.Hosted by Anthony Power (@cazenove_uk) — one of the most respected voices in Bitcoin mining stock analysis — alongside Bryce McNallie (@McnallieM), Power Analysis delivers in-depth company interviews, earnings breakdowns, sector news, and market commentary — direct from the executives building the next generation of digital infrastructure.Whether you"re actively trading mining stocks,

business investing

All Episodes

30:19

TeraWulf Muskogee Site: Latest CORZ, HIVE, BTDR,...

Power Analysis ·

2026/10/06

We walk through the week’s biggest AI infrastructure and crypto market signals, then zoom in on why megawatts, utility relationships, and permitting are becoming the true competitive edge. We also unpack TeraWulf’s Muskogee power expansion and what it suggests about the next wave of hyperscale AI data center leasing. • Bitcoin price check and what quarter close means for reported digital asset gains • Preferred share mechanics and how they shape Bitcoin buying capacity • Mar...

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33:35

Execution Is The Edge: Top HUT, CORZ, DMG, RIOT,...

Power Analysis ·

2026/10/02

Markets wobble into the weekend while Bitcoin rallies then pulls back, and we dig into why ETF flows matter more than daily noise. We track which miners and AI infrastructure names are actually executing on power, builds, and contracts as Wall Street resets expectations with fresh targets and catalysts. • Bitcoin price action into option expiration day • Year-to-date Bitcoin ETF inflows versus the June and July outflow streak • Miner and AI infrastructure stock heat map and ...

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46:08

Earnings, Targets & GPU Pricing: Top HUT, GLXY, WULF,...

Power Analysis ·

2026/10/01

We track why markets struggle even as AI fundamentals keep getting stronger, from Bitcoin’s move to a surge in Treasury yields that changes the financing math for data center builders. We also connect the dots between power shortages, rising GPU pricing, and blowout Micron results that validate just how fast the AI infrastructure cycle is scaling. • Bitcoin strength and what it signals for proxies • 10-year Treasury yield spike and how it hits consumer spending • Higher yiel...

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38:06

Corvex - Co-Founder & Co-CEO, Seth Demsey Q&A - Token...

Power Analysis ·

2026/09/30

We sit down with Corvex co-CEO and founder Seth Demsey to unpack the company’s rapid AI data center expansion and the launch of Token Factory, an API-driven way to consume open-weight models without running clusters. We dig into what “secure AI” actually means at the infrastructure layer, why confidential compute matters, and how Corvex thinks about token economics, enterprise adoption, and financing growth. • Seth’s background in HPC, large-scale ML systems, and enterprise platforms&nb...

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26:36

White House AI Summit Meets OpenAI Dev Day: Top MOVE,...

Power Analysis ·

2026/09/30

We track Bitcoin’s latest push upward, then zoom out to show why AI infrastructure stocks can still slide hard even when BTC looks strong. We connect market moves to real catalysts: White House AI policy signals, OpenAI Dev Day pricing, and new approaches to tokenized GPU usage that could reshape how inference gets billed and secured. • Bitcoin’s one month setup and what higher highs imply • AI infrastructure stock pullbacks and day range volatility • Heat map takeaways and ...

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51:36

AI Takes The Hot Seat: IREN, KEEL, BTDR, MOVE, CORZ,...

Power Analysis ·

2026/09/29

We zoom out on Bitcoin and crypto price action, then follow the money and the headlines into AI infrastructure where power, cooling, and execution matter more than hype. We also unpack the sudden industry-wide focus on AI safety, plus the IPO chatter and project updates shaping the next wave of data center buildouts. • Bitcoin’s long-term chart and the challenge of holding through cycles • Token2049 in Singapore and Ethereum’s relative strength • Mining and AI-adjacent stocks fad...

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38:29

The AI Infrastructure Money Trail: DMG, ABTC, HUT,...

Power Analysis ·

2026/09/28

We track the biggest AI infrastructure headlines of the week, from Bitcoin treasury maneuvering to Nvidia’s record buyback and what it signals about long-term GPU demand. We also map the power, site, and financing catalysts shaping miners as they pivot toward high performance computing and AI data centers. • Bitcoin price action and shifting Bitcoin dominance • Strategy’s latest Bitcoin purchase and STRC preferred buybacks • Strive’s preferred-share-driven accumulation strat...

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33:22

AI Infrastructure Market Pulse: CORZ, CRWV, HUT,...

Power Analysis ·

2026/09/25

We break down a red finish for AI infrastructure stocks while tracking the biggest execution signals across Bitcoin, miners, and high performance computing data centers. We also dig into community pushback, mega financing moves, and why rankings can miss the nuance of what operators are actually delivering. • Bitcoin weekly move and what the weekend could bring • Broad sell-off across miners and AI infrastructure names and what changed versus midweek strength • Saluna hiring...

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56:19

IREN - CCO, Kent Draper Q&A - FY26' Earnings,...

Power Analysis ·

2026/09/25

We sit down with IREN's Chief Commercial Officer Kent Draper to unpack the numbers, the contracts, and the on-the-ground constraints shaping the AI data center race. We dig into pricing, financing, and execution proof points that could determine who earns hyperscaler-style economics as demand keeps outpacing supply. • full year highlights, new multi-year customer contracts and renewals • contracted ARR path toward $4B tied to 2026 capacity and what that implies for 2027 • ma...

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44:11

Power & Compute: IREN, KEEL, GLXY, HUT, ABTC, HIVE,...

Power Analysis ·

2026/09/23

We track the biggest AI infrastructure headlines of the day, from Bitcoin’s latest move to how power, megawatts, and contracts are driving the next leg of data center growth. We connect the dots across miners turning into HPC operators, major site buildouts, and a new networking breakthrough that could link separate campuses into one AI supercluster. • Bitcoin price action and what the one month trend suggests • Mining stock heat map and why daily volatility changes behaviour ...

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43:07

Texas Data Centers Hit The Brakes: MARA, RIOT, KEEL,...

Power Analysis ·

2026/09/22

We break down Texas tightening the screws on data centers as Governor Abbott pauses environmental permits on top of the ERCOT grid approval freeze, and we translate the acronyms into plain English so you can see what actually stops projects. We also connect the policy shock to real investing implications across Bitcoin miners pivoting to HPC, the power bottleneck, and why certain sites may get re-priced upward. • Bitcoin strength and why we stay long-term holders • AI infrastructu...

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36:15

Bitcoin Hits $86K: Latest IREN, BTBT, WYFI, KEEL,...

Power Analysis ·

2026/09/21

Bitcoin rips above $86,000, triggering heavy short liquidations and lifting sentiment across miners, treasury holders, and AI infrastructure names. We connect the price action to balance sheets, financing structures behind data center buildouts, and the specific catalysts moving stocks like Bit Digital, Bitdeer, Hut 8, RIOT, IREN, and WYFI. • Bitcoin move above 86K, shorts liquidated, spillover to broader crypto • Strategy’s Monday update, Bitcoin added, preferred repurchases, USD...

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41:30

Time To Execute: Top IREN, SLNH, BTDR, MARA & WYFI News!

Power Analysis ·

2026/09/18

Bitcoin’s surge toward $81,000 puts real numbers behind the miner-to-HPC pivot and forces a fresh look at balance sheets going into Q3 close. We connect BTC treasury value, AI infrastructure stock momentum, and why “execution” is becoming the moat in data centers. • Bitcoin move toward $81K and why it matters for miners • HODL trends across top holders and what’s changed lately • How higher BTC prices can support HPC capex and financing • AI infrastructure heat map an...

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50:31

GPU Rates Jump: Latest IREN, GLXY, NBIS, WULF, BTDR &...

Power Analysis ·

2026/09/17

GPU rental rates are rising fast, and we walk through why that single change can reprice AI infrastructure stocks, revenue per megawatt, and the long-term economics of HPC data centers. We connect Bitdeer’s operating momentum, TeraWulf’s valuation case, and new Wall Street targets to the bigger story that compute scarcity may be getting worse, not better. • Bitcoin’s current trading range and what weekends typically look like for volatility • Heat map reversal across AI infrastruc...

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24:48

Rate Hike Meets AI Compute Economics: Top IREN, HIVE...

Power Analysis ·

2026/09/16

We react to the Fed’s quarter-point rate hike and run the numbers on how higher SOFR changes the cost to build AI data centers and GPU compute at scale. We also dig into fresh AI infrastructure headlines from Hive and Hut 8, then sanity-check NVIDIA’s jaw-dropping claim about gigawatt AI factories and payback timelines. • Bitcoin cool-off after the Clarity Act disappointment and what that signals for sentiment • AI infrastructure heat map and why volatility keeps rising • Hi...

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36:41

Clarity Act Shockwave: Latest DMGI, MARA, RIOT, HIVE...

Power Analysis ·

2026/09/15

We track the Clarity Act vote as it unfolds and explain why Bitcoin sells off when regulatory certainty looks shaky. We also connect the Fed, inflation, and energy prices to the financing reality behind AI data centers and HPC conversions. • Bitcoin pullback ahead of the Clarity Act vote and what the market is signalling • Why a failed vote delays a durable digital asset framework and tokenization roadmap • Fed meeting expectations and how higher rates hit capex-heavy AI inf...

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50:53

Crypto Clarity & AI Panic: Latest IREN, GLXY, BTDR &...

Power Analysis ·

2026/09/14

Bitcoin edges toward 79,000 as we break down fresh updates from major corporate Bitcoin treasury players and a pivotal US regulatory catalyst. Then we tackle the weekend’s AI slowdown uproar and ask whether safety concerns change anything about the massive demand for compute, power, and data center capacity. • Bitcoin price move and what it signals for risk assets • Strategy repurchasing preferred shares plus treasury position and Bitcoin holdings • Strive’s SATA performance...

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43:31

AI Power Plays: Latest IREN, KEEL, BTBT & WULF Stock...

Power Analysis ·

2026/09/11

Bitcoin whipsaws toward 80,000 while CPI keeps rate hike risk on the table, yet AI infrastructure and miner names still close the week with a strong green rebound. We break down what’s really driving demand for megawatts, why execution beats narratives, and where the next catalysts may land across Texas power, hyperscaler buildouts, and crypto treasuries. • bitcoin price spike and why volatility cuts both ways • CPI print, core inflation pressure and what it implies for rates ...

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36:31

IREN Australia Update & Latest SLNH, HIVE, BTDR &...

Power Analysis ·

2026/09/10

We track how Bitcoin’s recent wobble collides with improving fundamentals across mining and AI infrastructure names we follow. We dig into approvals, power pipelines, contracts, and valuation gaps to figure out where real progress is happening even on red days. • Bitcoin six month view and why the base matters more than daily moves • Miner heat map volatility and how fast weekly gains can vanish • Bitdeer’s Malaysia expansion, ASIC efficiency, and growing AI footprint ...

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33:37

AI Infrastructure Market Pulse: GLXY Batch Zero,...

Power Analysis ·

2026/09/09

We walk through what is actually moving AI infrastructure stocks right now, from Bitcoin’s choppy year-to-date tape to the real drivers hiding underneath the volatility. We connect the dots between cheaper power, better cooling, ERCOT batch zero status, and the on-the-ground execution that turns megawatts into revenue. • Bitcoin’s current range and what recent stability may signal • Why daily red and green swings matter less than interconnection progress • Google’s Finland d...

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