Power Analysis

Anthony Power & Bryce McNallie
  • 5.0 (1)
  • INVESTING
  • UPDATED DAILY

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.

  1. 3 HRS AGO

    Why Bitcoin Miners And AI Data Centers Are Surging!

    Bitcoin rallies toward $73K as miners close the week strong and the market starts to feel like it is shifting from bear to bull. We break down the supply math behind Stretch’s buying spree, then connect the dots between AI data center contracts and how mining stocks get valued.  • Bitcoin holding above $70K and what to watch into the weekend  • Stretch accumulating 7,641 BTC and why that equals 17 days of issuance  • Supply and demand pressure as miners choose whether to sell  • CoreWeave momentum with Meta and Anthropic and spillover to Core Scientific  • Why power assets matter as miners transition to HPC and AI infrastructure  • Portfolio tactics like limit buys and why timing the bottom is hard  • Miner heat map moves and the impact of ATM share sales  • WhiteFiber NC1 build progress and execution speed as a catalyst  • Bit Digital valuation discount via ETH treasury and WhiteFiber stake  • BitFufu March production, cloud mining model, and treasury management  • When the HPC multiple re-rate starts and why contracts lead the way  Take a second, smash the like button, guys. If you’re not already subscribed, McNalie Money, feel free to join. And let us know in the comment section below how the portfolio is looking this week and your top pick 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

    29 min

  2. 1D AGO

    Bitcoin & Markets Rebound: AMZN, META, CRWV, WULF & CLSK News!

    We track a market rebound driven by shifting Iran headlines, then pressure test why Bitcoin stays resilient above $70K even as oil and inflation worries flare. We also map the AI infrastructure land grab, from hyperscaler CapEx to miners pivoting into high performance compute as the new battlefield for power and capacity.  • Iran conflict headlines, oil volatility, and real-world fuel price impact  • Bitcoin bounce and what the market may be pricing in  • Strategy’s sustained accumulation and the path toward 1M BTC  • Public company Bitcoin rankings, miners selling stacks, and treasury trade-offs  • Concentration across exchanges, ETFs, and government wallets  • Morgan Stanley’s Bitcoin ETF debut and supply tightening  • Mag 7 performance check and why AI sentiment is turning  • Amazon’s $25B Mississippi data center plan and megawatt math  • Meta’s $21B CoreWeave commitment and why leasing GPU capacity wins  • Miners’ HPC pivot, funding constraints, and “winners vs strugglers” split  • CleanSpark Tennessee shutdown and the noise issue in Bitcoin mining  • Small-site vs large-campus strategy for AI co-location deals  • TeraWulf campus buildout and why scale matters for hyperscalers  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. And let us know in the comment section below your current top pick in the sector and why!  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

  3. 3D AGO

    Bitdeer Launches SEALMINER A4 Series, CleanSpark, Bit Digital & DMG March Results!

    Geopolitical risk pushes oil and fuel higher, but Bitcoin holds up better than many would expect, forcing a rethink of how macro shocks translate into crypto pricing. We walk through miner performance, new hardware, and why AI and HPC infrastructure is reshaping what “winning” looks like for public mining companies.  • Middle East deadline risk and what it does to oil, inflation pressure, and risk appetite  • Why Bitcoin holding above $68K matters for miners and market psychology  • Bitcoin conference updates and why hosted mining keeps showing up in the thesis  • Miner stock heat map takeaways and the AI driven re-rating story  • Bit Digital’s Ethereum treasury, staking yield, and discount to NAV discussion  • Bitdeer SEALMINER A4 launch, efficiency claims, and payback math  • CleanSpark March production, buybacks, BTC treasury growth, and HPC cost reality  • DMG’s steady mining output, prefab data center units, and AI capacity plans  • Hut 8 leadership visibility and why policy access matters for infrastructure plays  Let us know in the comment section below how you're feeling about markets currently and your top pick in the space! 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

    31 min

  4. 4D AGO

    KEEL Now Trading, RIOT Q1 Analysis & MARA’s AI Strategy Explained!

    Strategy’s latest Bitcoin buy sets the tone for a strong start to the week as miners trade green despite global tension. We break down Keel’s rebrand mechanics, Riot’s Q1 production and power sales surge, and MARA’s push toward AI HPC with deeper partners and clearer messaging.  • Strategy buying 4,871 Bitcoin and the supply narrative  • Bitcoin trading strength through holidays and geopolitical risk  • Miner stock volatility and why predictability matters  • How HPC deals trigger a violent re-rate  • Bitfarms rebrand to Keel Infrastructure and 1-for-1 share conversion  • Keel day-one price spike and what it says about algos  • Riot Q1 production drivers including hash rate and difficulty  • Riot power sales growth and site megawatt capacity  • Why miners may sell BTC to fund AI and HPC capex  • MARA’s evolution from asset-light hosting to owned power control  • MARA’s three-prong strategy: mining, AI, grid sales  • Starwood and Xeon adding hyperscale and sovereign cloud capability  • Key Exaion metrics: data centers, GPUs, storage, CPU cores  Make sure you guys check out some of that HPC data on the website. Obviously, while you're there, you can sign up for the newsletter as well! 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

    31 min

  5. APR 2

    Soluna Holdings - CEO, John Belizaire Q&A - FY25' Earnings & Briscoe Acquisition!

    We sit down with Soluna CEO John Belizaire right after earnings and a major wind farm acquisition to unpack what changed in the business and what comes next. We press on cash flow durability, capital raises, and why Soluna thinks power-aligned infrastructure is the path from Bitcoin volatility to AI-scale growth. • FY2025 highlights, cash growth and how hash price pressure shows up in results  • Why low-cost power and scale help customers stay profitable in weak Bitcoin markets  • How Soluna thinks about ROI across Bitcoin mining, hosting and AI data centers  • Q1 2026 progress across Kati 1 ramp, partners and team additions  • Briscoe Wind Farm acquisition, vertical integration and the “convergence” strategy  • How owning generation creates flexibility, curtailment hedges and revenue diversification  • The three Bitcoin models: self-mining, fixed power margin and profit share  • Kati 2 and MetroBlocks, tenant demand, campus design and grid stability plans  • Project Grace as an R&D pilot and how it may fold into Dorothy 3  • Dilution concerns, the $1B shelf filing context and project-level financing expectations  • Near-term catalysts, AI pipeline maturation and a coming rebrand toward AI infrastructure  Let us know in the comments section below if you're currently holding shares of Soluna and what you thought about their most recent results! 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

    52 min

  6. APR 2

    Bit Digital & WhiteFiber - CEO, Sam Tabar - FY25' Earnings, ETH Outlook & AI Strategy!

    We break down Bit Digital and WhiteFiber’s 2025 results with CEO Sam Tabar and focus on what changes when a company sunsets Bitcoin mining to lean into Ethereum yield and AI data center infrastructure. We also get specific on retrofit execution, the NC1 timeline, and the financing and M&A levers that could define 2026. • repositioning from Bitcoin mining toward Ethereum and AI infrastructure  • scaling an Ethereum position with staking yield as a revenue foundation  • addressing CEO compensation rumors and why insider alignment matters  • why Bitcoin mining economics break down as hash price declines  • what “strategic asset company” means versus a pure crypto treasury  • Clarity Act expectations and the path to tokenized real world assets  • WhiteFiber growth drivers with cloud today and colocation long term  • why 40 to 50 MW for HPC is not comparable to mining  • NC1 North Carolina progress and why retrofits reduce execution risk  • on-time delivery, client trust, and how penalties shape the industry  • financing NC1 to recycle capital into new projects  • M&A screening and interest in agentic AI plus blockchain Let us know in the comments section below if you're currently holding either one of these companies and what you thought about today's discussion! 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

    39 min

  7. APR 2

    Keel Infrastructure - CEO, Ben Gagnon Q&A - FY25' Earnings & AI Outlook!

    We sit down with Ben Gagnon right after fiscal year 2025 earnings to unpack BitFarms’ rebrand into Keel Infrastructure and the multi-year pivot from Bitcoin mining to AI data center infrastructure. We dig into what is already de-risked, what still depends on permits and power contracts, and how Keel wants to turn megawatts into predictable long-term cash flows.  • the three-year transformation plan and what “foundational year” really means  • redomiciling to the US and why corporate structure matters to capital access  • the 2.2 gigawatt pipeline and the difference between secured and expansion power  • ESAs, load studies, and the milestones that unlock lease execution  • Pennsylvania sites and practical questions on land readiness and build approach  • why onsite generation and grid flexibility could matter for data centers  • FY25 financial results including accelerated write-downs and GAAP Bitcoin marking  • how and when Keel winds down Bitcoin mining including the Quebec consolidation plan  • Moses Lake strategy shift from GPU as a service to colocation  • capex per megawatt realities and why industry comparisons vary  • supply chain changes as hyperscalers lock multi-year equipment capacity  • execution risk management through permitting, hiring, and community engagement  • Keel’s five-year vision as a developer and owner not an operator  Before we get into it, take a second, smash the like button, guys. Big help to myself and the channel. If you're not already subscribed, McNallie Money, feel free to join. And let us know in the comments section below what you thought of Bitfarms results 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

    1 hr

  8. APR 1

    BTBT Earnings, KEEL Launch + OpenAI, NVDA & WULF News!

    We connect the latest Bitcoin price action to the bigger AI infrastructure story where power, data centers, and capital discipline decide who wins. We break down Keel Infrastructure’s rebrand and pipeline math, then dig into Bit Digital’s earnings and why co-location and cloud services are taking over the miner playbook.  • Bitcoin trend update and why short-term predictions matter less than long-term positioning  • Hyperscalers moving upstream into power generation and what that signals for AI demand  • OpenAI pivoting toward renting data center capacity due to CapEx pressure  • OpenAI’s valuation surge and what it says about the AI boom  • NVIDIA’s strategic stakes and why it can act like an AI index proxy  • Google TurboQuant and the fight against AI memory constraints  • Miner heat map performance and the market’s focus on signed deals and near-term revenue  • Keel Infrastructure rebrand, energized capacity vs pipeline claims, and the $/MW buildout reality  • Co-location vs CSP risk and the “sweet spot” question on contract timing  • Bit Digital earnings highlights, revenue mix shift, balance sheet strength, and discount to NAV  • TeraWulf build milestones and what real HPC construction complexity looks like  • Miner Madness results and what volatility teaches about the sector  Let us know in the comment section below if you're currently holding shares in either Bit Digital or Bitfarms/Keel and your thoughts on these recent updates! 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

    36 min
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About

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.

Information

  • Creator
    Anthony Power & Bryce McNallie
  • Years Active
    2024 - 2026
  • Episodes
    557
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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