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PODCAST

Power Mining Analysis

Anthony Power & Bryce McNallie

Whether you are a seasoned investor, a dedicated enthusiast in bitcoin mining, or a newcomer seeking deeper insights, Power Mining 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 Mining Analysis, as we extend an invitation for you to embrace the future.

business investing

All Episodes

28:01

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

Power Mining 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 Mining 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 Mining 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 Mining 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 Mining 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 Mining 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 Mining 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 Mining 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 Mining 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 Mining 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 Mining 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 Mining 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 Mining 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 Mining 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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38:24

Why AI Is Not A Bubble And What It Means For Bitcoin...

Power Mining Analysis ·

2025/12/18

We track a choppy Bitcoin tape against surging AI compute demand and explain why miners with power, contracts, and build capability stand to benefit. DMG’s earnings, Terawulf’s JV financing, and fresh signals from chipmakers and analysts point to durable tailwinds, not a bubble. • Bitcoin price resilience alongside short-term pullbacks • Miners’ drawdown contrasted with expanding AI HPC demand • DMG earnings under IFRS versus GAAP context • DMG balance sheet strength and SOC 2 credibility • ...

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35:10

Hut 8’s $7B HPC Deal, Analysis & Outlook!

Power Mining Analysis ·

2025/12/17

We break down Hut 8’s Google‑backed HPC lease with Anthropic and FluidStack, why the Riverbend campus is set up to scale, and how contract terms like ROFO, escalators, and NOI per megawatt change how miners are valued. Market volatility meets long‑dated cash flows as power becomes the moat. • Bitcoin price action and miner correlation • Shift from pure mining to AI HPC co‑location • Hut 8’s three‑tranche roadmap and ROFO • Riverbend phase one economics and NOI • Google backstop, bank underwr...

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40:56

Luxor Technology, Research Analyst Kaan Farahani Q&A...

Power Mining Analysis ·

2025/12/17

We break down November’s mining pain: hash price near new lows, difficulty still high, and fees stuck at the floor. We show how hedging outperformed spot, why efficiency and power costs decide survival, and where miners pivot toward AI HPC as capital gets cheaper. • November hash price decline and fee drought • Rising difficulty with intermittent negative adjustments • Fleet efficiency tiers and breakeven stress at five-cent power • Real costs beyond energy including opex and depreciation • ...

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37:39

Top 3 Picks for 2026!

Power Mining Analysis ·

2025/12/16

We unpack why power access and delivery speed will decide the winners of AI HPC in 2026, then rank our top picks: Riot, IREN, Cipher, Bitfarms, and Core Scientific. Bitcoin’s pullback frames entry points, but the core story is megawatts, contracts, and teams that can build at scale. • Bitcoin price weakness and miner share compression • Heat map review and 2025 standouts • Cipher’s executed contracts, multi‑site pipeline, trusted build team • Bitfarms’ pivot to HPC with Panther Creek, Scrubg...

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47:31

AI HPC Hype Meets Bitcoin’s Pullback: What's Next For...

Power Mining Analysis ·

2025/12/15

Markets open deep red as Bitcoin snaps support and miner stocks slide. We dig into AI HPC doubts, delivery risk, regulation tailwinds, Bitdeer’s operational surge, and why treasury strategy now decides who survives the next 24 months. • Bitcoin breaks support and volumes stay thin • Miner heat map turns red despite no new contract news • AI HPC timelines, utilization risk, and build-to-spec challenges • Core Scientific delivery cadence and implications for peers • US crypto market structure ...

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35:28

If You Put $1,000 Into Each Miner, Here’s How Many...

Power Mining Analysis ·

2025/12/11

We compare Satoshis per $1,000 across major Bitcoin miners, stack it against MNAV, and weigh how HPC contracts are reshaping valuations. ETF demand, thin volumes, and Hive’s new Colombia listing set the backdrop as we map where equity delivers more sats than buying BTC. • Bitcoin price steady near 90k with ETF inflows • Miner volumes lower and heat map mostly red • DATs premiums fading and discounts emerging • MNAV for miners versus asset bases and debt • Sats per $1,000 methodology and top ...

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