Power Analysis

Anthony Power & Bryce McNallie
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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, researching AI infrastructure plays, or just getting started — Power Analysis gives you the edge with timely, accurate coverage across the companies that matter most. New episodes dropping regularly. Subscribe and never miss a move. 🐦 Follow Anthony on X: x.com/cazenove_uk  🐦 Follow Bryce on X: x.com/McnallieM  📊 Anthony's Patreon: patreon.com/cw/Cazenove_UK  📊 Bryce's Patreon: patreon.com/c/McNallieMoney  🌐 poweranalysis.io For information and entertainment purposes only. Not financial advice.

  1. -1 j

    Hedge Fund Q&A with Eric Jackson, EMJ Capital: IREN, HUT, CIFR & OPEN!

    We go from Drake and viral stock videos to a serious framework for investing in OpenDoor, AI data centers, and the miner-to-HPC transition. We also break down why executive compensation headlines can be a distraction and how systematic crypto regime models can help manage brutal volatility.  • Drake’s unexpected role in building an audience for stock research  • OpenDoor’s turnaround timeline under new leadership and why rates matter  • Why pullbacks do not automatically break the OpenDoor thesis  • The Iren RSU backlash and why insider activity can be misread  • Iren’s strategic path with NVIDIA and how vertical integration could lift GPU economics  • Token based AI usage and what rising demand means for power consumption  • Cipher’s co-location model versus CSP style full stack compute  • Why popularity increases volatility and how newcomers change price action  • Letting winners run while sizing risk with systematic regime signals  • EMJX and the case for a hedged multi-asset crypto treasury approach  • Prediction models beyond markets from Bitcoin to Supreme Court decisions  Let us know in the comments section below what you thought of today's discussion and your top picks in the sector currently! 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

    59 min

  2. -2 j

    IREN Fallout: News, Sentiment, Outlook & Valuation Analysis!

    We break down IREN’s biggest new headlines and why a single compensation filing can swing investor sentiment faster than any quarterly update. We zoom out from red days on the chart to the long game: power, talent, contracts, and the mechanics that could turn IREN into a full-stack AI infrastructure player.  • Bitcoin price action and what it signals for risk appetite  • Red tape across AI infrastructure stocks and potential rotation  • IREN’s run from $5 to $76 and why trimming matters  • New C-suite hires from Oracle and Google ecosystem roles  • What the $800M RSU grant actually is per Form 4 filings  • Vesting periods and holding restrictions that limit near-term selling  • Say-on-pay votes as the shareholder lever on compensation  • How social sentiment flips and what that reveals about conviction  • The NVIDIA relationship and the 30M share purchase right at $70  • Power pipeline math across megawatts and gigawatts  • A valuation framework tied to revenue per megawatt and EBITDA margins  Also make sure you pop over to the website poweranalysis.io. Newsletter comes out tomorrow, 100% free. Let us know in the comments section below if you're currently holding shares of Iron and how you're feeling about the company currently! 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

    43 min

  3. -3 j

    BTDR Valuation Analysis, Top ABTC & HIVE News Now!

    Bitcoin stays choppy under 60,000 while mining and AI infrastructure stocks swing even harder, so we slow down and focus on what the numbers actually say. We walk through Hive’s latest financing, ABTC’s Nasdaq compliance move, and an updated Bitdeer valuation tied to the Tydal Norway co-location narrative.  • Bitcoin price action and what it signals for sentiment  • Why miner volatility is normal and why we take profits  • Lessons from the 2021 cycle on leverage, debt and survival  • Heat map read on one month vs one year performance  • Hive’s zero coupon senior secured notes and AI HPC capex plans  • Why Scandinavia can improve data centre economics and PUE  • ABTC’s 15 to 1 reverse split to maintain Nasdaq listing compliance  • Bitdeer’s power scale, HPC revenue, SEAL miner efficiency and growth pace  • Tydal Norway assumptions and sensitivity analysis for implied share value  Let us know in the comment section below what you think of Bitdeer's numbers and if you're currently holding shares! 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

    30 min

  4. -4 j

    AI Earnings Season Expectations: Latest SLNH, BTBT, HUT, KEEL & WULF News!

    Bitcoin slides into the high $50Ks and we zoom out on cycle expectations, investor psychology, and why pullbacks can create opportunities. We then track how crypto miners are turning into AI infrastructure companies, where power, HPC contracts, and execution matter more than headlines.  • Bitcoin’s pullback and why we avoid calling a bottom too early  • How investor psychology flips between fear and FOMO  • Miner weakness versus year-to-date strength and the case for taking profits  • The halving business model problem and why the next one could force a washout  • Power strategy as the real differentiator for AI infrastructure and HPC  • Battery storage as a response to grid constraints and PJM backlog  • Russell 2000 and Russell 3000 inclusions as liquidity catalysts  • WhiteFiber’s positioning and why counterparty quality matters  • Bit Digital net asset value math and why a discount can persist  • Q2 earnings season expectations and what happens when milestones slip  Let us know your thoughts in the comment section below, specifically on TeraWulf and that Hawesville, Kentucky site! 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

    27 min

  5. -5 j

    IREN & NVDA News, BTDR Deal & Latest KEEL & BTBT News!

    We size up Bitcoin’s slide under $60,000 and what “near the bottom” really means when you invest long term. Then we follow the money into preferred dividends, AI data center deals, and NVIDIA-grade infrastructure as miners pivot from hash rate to GPU hours.  • Bitcoin range talk and long-term holder mindset  • Saylor’s monetisation plan, dividend coverage fears, and buyback logic  • Preferred shares trading below par and what daily dividends change  • Why HPC AI looks more predictable than Bitcoin mining  • Bitdeer and the Tidal Norway AI infrastructure signal  • Bit Digital’s Ethereum treasury, staking yield, and WhiteFiber value  • Russell 3000 and Russell 1000 inclusions for Keel and Iren  • Iren’s NVIDIA Exemplar Cloud status and what it implies for enterprise demand  • TeraWulf momentum and Citi’s $36 target  Before we get into it, take a second, smash the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. So make sure you guys drop your questions! 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

    25 min

  6. 26 juin

    Latest BTDR News, HIVE Stock Analysis & How Low Will Bitcoin Go?

    We break down a brutal week in markets by zooming out on Bitcoin’s cycle and asking what “near the bottom” really looks like when miners are under real margin pressure. We also dig into why AI infrastructure and HPC conversion is becoming the survival plan, from financing moves to execution signals that hint at the next wave of deals.  • zooming out on Bitcoin’s five-year cycle and where $60K sits versus the last peak  • using hash price and the hash rate index to gauge miner profitability after the halving  • why true mining costs go beyond energy to include fleet, payroll, and overhead  • the shift from pure-play mining toward HPC and AI data center conversion across major miners  • leverage liquidation cascades hitting Bitcoin treasury preferreds and pushing them off par  • how dividend resets and cash coverage fears change the risk profile for preferred structures  • Russell reconstitution effects and why flows can flip AI infra names intraday  • why shareholder votes matter, with Core Scientific as the example  • Hive’s $115M 0% exchangeable notes, cap call structure, and what the funding targets  • a simple valuation framework for GPU colocation deals using $/MW, margins, capex, and multiples  • Bitdeer’s AI platform recognition and why vertical integration matters in mining and AI  Take a second, smash the like button, guys. Big help to myself and the channel. If you're not already subscribed, McNally Money, feel free to join. And let us know in the comment section below how you're feeling about your portfolio and your current top pick or position in the AI infrastructure space. Hit the like button, and we'll see you back here on Monday! 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

    34 min

  7. 25 juin

    Huge HIVE News, IREN Partnership, MU, CRWV & WYFI Price Targets!

    We break down why Bitcoin at roughly $59K makes mining margins brutal and why difficulty and hash rate shifts can change the picture fast. We also connect new AI infrastructure price targets and earnings signals to the deal-making reality behind megawatts, GPUs, and brand strategy.  • Bitcoin price pressure and why miners may switch off when margins collapse  • Why difficulty and hash rate matter as much as BTC price  • CoreWeave’s new analyst targets and what EV to revenue implies for valuation  • Micron’s blowout quarter as a read-through for AI data center demand and DRAM pricing power  • Sector heat map pullback and how sentiment can flip on a single announcement  • Keel retail momentum and the mid-to-late summer window for multiple deals  • Sphere 3D and Bitdeer co-mining as a clue for crypto to AI conversion planning  • Hive’s Sweden LOI for up to 10,000 NVIDIA GB300 GPUs and what 25MW of IT load can mean  • Hive’s $100M 0% senior note and why funding follows announcements  • IREN and the Golden State Warriors partnership plus the debate over timing and spend  • Why sports and conference sponsorships can be a talent and customer strategy in AI cloud  If you're not already subscribed, McNallie Money, feel free to join. pop over to poweranalysis.io, sign up for the free newsletter! 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

    46 min

  8. 24 juin

    New KEEL, CLSK, MARA Price Targets & Latest IREN Oklahoma News!

    We react to Bitcoin breaking below $59K, then zoom out to the bigger power story driving AI data centers and miner conversions. We also unpack fresh analyst price targets, a key delay at IREN’s Oklahoma site, and why execution speed is becoming the edge in HPC. • Bitcoin weakness and what it does to miner and AI infra stocks • Why nuclear timelines make existing miner power more valuable today • CoreWeave’s Europe expansion and the global race for AI compute • Heat map context, year-to-date gains, and why price alone is not a signal • IREN Oklahoma tax abatement delay and what community process can change • Real-world noise levels from ASIC mining versus GPU data centers • WhiteFiber’s retrofit strategy, contract economics, and revenue ramp • Citizens price targets, EV/EBITDA multiples, and what assumptions matter most Let us know in the comment section below what you think of today's price targets and your outlook for Iren moving forward! 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

    40 min
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À propos

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, researching AI infrastructure plays, or just getting started — Power Analysis gives you the edge with timely, accurate coverage across the companies that matter most. New episodes dropping regularly. Subscribe and never miss a move. 🐦 Follow Anthony on X: x.com/cazenove_uk  🐦 Follow Bryce on X: x.com/McnallieM  📊 Anthony's Patreon: patreon.com/cw/Cazenove_UK  📊 Bryce's Patreon: patreon.com/c/McNallieMoney  🌐 poweranalysis.io For information and entertainment purposes only. Not financial advice.

Informations

  • Création
    Anthony Power & Bryce McNallie
  • Années d’activité
    2024 - 2026
  • Épisodes
    623
  • Classification
    Tous publics
  • Copyright
    © 2026 Power Analysis
  • Site web de l’émission
    Power Analysis

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