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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

35:36

Bitcoin Catalysts, Miner Moves & Market Signals:...

Power Analysis ·

2026/03/06

Policy clarity, bank strategy, and tokenization converge as Bitcoin chops under 70k while miners pivot toward AI and greener power. We track institutional signals, sovereign interest, and how operators like DMG and Bitfufu manage volatility with smarter power and hosting models. • price whipsaws and miner underperformance on a red day • regulatory momentum around the market structure bill and passage odds • banks weighing crypto services against shrinking deposit spreads • RWA tokenization o...

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57:05

Huge IREN GPU & ATM Update + BTBT, FUFU, CLSK & CORZ...

Power Analysis ·

2026/03/05

We break down IREN’s 50,000-GPU order, the new $6 billion ATM, and the Dell Canada supply deal, then test the revenue math, payback, and build timelines against today’s volatile mining backdrop. We also scan updates from Bit Digital, BitFuFu, CleanSpark, and Core Scientific to frame the capital landscape. • bitcoin and miner price moves shaping sentiment • bit digital’s ethereum treasury and staking yield • bitfufu’s production mix and cloud margin resilience • cleanspark efficiency, curtail...

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58:01

Soluna Holdings - CEO, John Belizaire Q&A - Ask Me...

Power Analysis ·

2026/03/05

We sit down with Soluna’s CEO to map the fastest path from renewable energy to reliable AI compute. We cover behind-the-meter design, clustering larger campuses, batteries as precision tools, and a pragmatic plan to finance and de-risk growth in ERCOT. • behind-the-meter interconnects shorten time to power • clustering nearby wind and solar to build 300 MW+ campuses • batteries for smoothing, ride-through, and grid services where valuable • engineered uptime via grid firming, on-site resourc...

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25:37

Bitcoin Breaks $73K: Is it Bitcoin's Time to Shine?

Power Analysis ·

2026/03/04

Bitcoin breaks $73K as banks inch toward crypto rails, policy momentum builds, and miners accelerate into higher-margin HPC AI. We map the catalysts, the risks, and the operators best placed to win if liquidity and compute demand surge. • price breakout context and near-term drivers • Kraken’s Fed master account and bank convergence • Clarity Act timing and market structure signals • institutional adoption risks and opportunities • miners’ pivot from hash to HPC AI economics • Riot’s AMD pat...

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52:06

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

Power Analysis ·

2026/03/04

We break down DMG's Q1 results, why we’re keeping cash and BTC, and how market softness creates chances to buy efficient hardware and cheap power. Then we map our pivot: a 50 MW AI build at Christina Lake, Core+ software revenue, and a Malahat partnership to scale without heavy dilution. • Q1 revenue and profits with 68.5 BTC mined • Cash, BTC, and short-term investments strengthening liquidity • Outlook for miner economics amid price dips and ETF flows • Secondary market for machines and ef...

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45:49

Riot Platforms - CEO, Jason Les Q&A - Q4 & FY25'...

Power Analysis ·

2026/03/03

We share how Riot moves from Bitcoin mining to a scaled digital infrastructure platform by leasing data centers, highlighted by a fast-tracked AMD deal and a 1.7 GW power base in Texas. We explain the power optionality model, funding strategy, and why co-location beats buying GPUs for risk-adjusted returns. • transformation from miner to data center landlord • AMD lease delivery, scale mechanisms, and timeline • low-cost mining margins and power credits • ERCOT approvals as competitive moat ...

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26:51

Riot And Core Scientific: Earnings, Hash Rate, And...

Power Analysis ·

2026/03/03

Markets wobble while demand signals strengthen. We unpack why miners sell reserves, how ETF inflows reshape supply, and where Core Scientific and Riot are placing big bets on power, co-location, and HPC in 2026 and beyond. • red day for miners against macro tension • ETF inflows hit five-month high • MARA signals increased BTC sales • ABTC adds next-gen ASICs and boosts efficiency • Core Scientific expands co-location and energizes 350 MW • CoreWeave contract fu...

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36:22

Bitcoin Surges as Tensions Rise: Latest Bitcoin,...

Power Analysis ·

2026/03/02

We track a volatile start to the week as Bitcoin jumps toward 70k, miners bounce, and safe-haven assets rally. We preview Riot and Core Scientific earnings, unpack hash price pressure, and dig into the AI power race reshaping mining. • Bitcoin’s flight to safety and price action • Hash price recovery and miner margin thresholds • Nation-state mining and supply constraints • Michael Saylor’s weekly buys and issuance math • Miners pivoting to HPC and hosting models • Riot and Core earnings exp...

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44:27

Bitcoin Miners Bet Big On AI: MARA & WULF Earnings &...

Power Analysis ·

2026/02/27

We unpack a tough Bitcoin quarter and the miners who refuse to stand still. MARAand TeraWulf step hard into AI HPC, while CoreWeave’s scale reframes what “growth” looks like for power-rich operators. • Bitcoin softness and miner volatility • CoreWeave’s data center scale, power and backlog • Delays resolved and deployment back on track • Core Scientific and Riot earnings on deck • Mara’s JV with Starwood and 2.5 GW pathway • Liquidity, FASB impacts and depreciation • Europe entry via Exaion ...

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46:09

ABTC - President, Matt Prusak - Q4 Earnings, Strategy...

Power Analysis ·

2026/02/27

We dig into ABTC’s Q4 results, why Satoshis per share beats EPS for a Bitcoin accumulator, and how a lean cost structure plus the HUT 8 partnership drives 53% gross margins. We also explore market structure, policy tailwinds, and what success looks like through 2026. • Q4 revenue strength and 53% gross margin • Mining at a structural discount to spot • Single-digit SG&A and lean operations • HUT 8 partnership and power economics • Accounting noise versus operating reality • Bitcoin per s...

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38:06

NVDA, DMG & ABTC Earnings + Jane Street Drama!

Power Analysis ·

2026/02/26

We break down why Bitcoin’s price lags demand despite ETF buying, dig into the Jane Street allegations and lawsuit, and map how policy clarity could reset the playing field. Then we unpack NVIDIA’s monster quarter, miner pivots into AI data centers, and the real costs and returns of building 50MW of HPC. • ETF demand and miner production not reflected in spot price • Alleged synthetic pressure and timing patterns in Bitcoin markets • Policy tailwinds from the Clarity Act and state actions • ...

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30:16

Hut 8 Earnings Analysis & Top AI Stock News!

Power Analysis ·

2026/02/25

Bitcoin pops while we break down Hut 8’s earnings, a 9.5 GW power pipeline, and why miners are pivoting from blocks to compute. We weigh NVIDIA’s signal for AI infrastructure, Bitfarms’ Panther Creek progress, and a headline FluidStack deal that changes the margin math. • hash price near 30 dollars and miner margin pressure • NVIDIA earnings as bellwether for AI infrastructure • CoreWeave funding and Core Scientific updates • mixed miner performance and Saluna above 1 dollar • Bitfarms permi...

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33:27

Bitdeer Technologies - Chief Strategy Officer, Haris...

Power Analysis ·

2026/02/25

We dig into Bitdeer’s surge to 63 exahash, the rapid evolution of SEAL miners, and why efficiency and low-cost power drive profitability even in a weaker hashprice. We also map the pivot to AI co-location in Norway, Rockdale, and Clarington, plus funding moves and the HODL sale. • key Q4 highlights and self-mining growth • SEAL miner roadmap, wafer timing, and sales strategy • margin pressure versus efficiency gains and power costs • 2026 hashrate direction and limited hosting expansion • No...

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44:20

Cypher Digital’s Rebrand & Rally, IREN, RIOT & AMD News!

Power Analysis ·

2026/02/24

We unpack why Bitcoin’s slide hasn’t stopped capital from pouring into AI, then break down Cipher’s rebrand to Cipher Digital, its exit from mining, and the shift to contracted HPC revenue with AWS and Fluidstack. We compare buildouts across Riot and IREN, detail ERCOT timelines, and map out how miners decouple from hash price. • bitcoin sentiment at cycle lows and long‑term view • hyperscaler capex and AI demand drivers • texas power, interconnects, and siting advantages • cipher’s JV sale,...

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44:54

HIVE Digital Technologies - CFO Darcy Daubaras &...

Power Analysis ·

2026/02/23

We break down Q3 results with Frank Holmes and CFO Darcy Daubaras, showing how Paraguay’s low-cost energy and smarter hardware expanded margins while HPC demand accelerated. We share our path to tier three data centers, conservative financing, and the catalysts we see into 2026. • Paraguay’s 300 MW online driving lower energy costs and higher efficiency • Margin expansion through S21 hydros, fleet optimization, and daily cash control • Accelerated depreciation choices on ASICs to reflect rea...

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44:36

Earnings Week & MARA's AI Power Move!

Power Analysis ·

2026/02/23

We set the table for a stacked earnings week while Bitcoin slumps, then dig into why miners shifting to HPC and hosting can outlast the hash price crunch. MARA’s Exeon deal in Europe, Bitdeer’s financing and HODL sale, and IREN’s gigawatt roadmap show how execution beats hype. • bitcoin price slide, macro jitters, cycle context • michael saylor’s steady buys and HODL math • openai stargate delays versus miner-led execution • hyperscaler earnings that move sector sentiment • miner earnings ca...

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34:34

Bitcoin Miners, AI Power, And The Next Catalyst!

Power Analysis ·

2026/02/19

We track a tough five-day Bitcoin slide against a flood of miner and AI infrastructure news, from policy odds and bank adoption to funding, governance, and enterprise-grade data centers. The throughline: power, capital, and customers decide who leads the next leg. • policy momentum toward a crypto market structure bill • banks shifting from resistance to integration • miners repriced by power access and HPC pivots • ABTC’s growing treasury and strategy • Bitdeer’s convertible reset and capit...

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35:07

It’s All About Timing: IREN, RIOT & HUT!

Power Analysis ·

2026/02/18

We dig into why timing rules the pivot from Bitcoin mining to HPC AI and how power, clients, and chip cycles shape who wins by 2026. We compare Riot, Iron, and Hut 8 on revenue certainty, ERCOT dynamics, and the trade-off between speed and future-proof builds. • bitcoin price stuck while miner equities lift • market rewards contracted HPC revenue over hash price • hyperscaler capex surge as demand for power accelerates • gpu lifecycles and depreciation drive margin durability • riot’s staged...

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39:29

HIVE Earnings Analysis & Top SLNH & IREN News!

Power Analysis ·

2026/02/17

We unpack how institutions, ETFs, and AI spending are reshaping Bitcoin and mining, then dive into concrete moves from SOluna, IREN, and Hive. We compare power economics, hosting margins, and GPU buildouts, and share what the four-year cycle might mean now that compute is the new moat. • conference takeaways on institutional adoption and ETF momentum • Saylor’s latest buy and what steady corporate demand signals • the four-year cycle debate and drawdown context • hyperscaler spend driving po...

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20:21

Bitcoin Investor Week - Day 1 Recap + BTDR, CIFR &...

Power Analysis ·

2026/02/12

We unpack Bitcoin Investor Week with a focus on price stasis, policy overhang, and why public miners are eyeing HPC. AI took center stage, from autonomous trading and personal CFO agents to support teams where 12 bots outperformed 200 people. • policy uncertainty delaying institutional flows • technical floor talk in high 50s to low 60s • Pomp’s interview format and standout speakers • AI-managed portfolios and risk parameters • AI agents replacing support and boosting CSAT • personal AI CFO...

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532 results

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