Power Mining Analysis

Anthony Power & Bryce McNallie
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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.

  1. 2 DAYS AGO

    WhiteFiber - CEO Sam Tabar - NC-1 & Nscale Deal Q&A!

    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 roadmap with Duke and expansion potential toward 200 MW • Comparison to peer deals and negotiation dynamics • Execution track record including rapid Tier III conversions • Capital plan using non-dilutive project debt aligned to contracts • 2026 targets for active capacity, revenue growth, and R&D productization • Rationale for favoring co-location over GPU price competition • Market sentiment vs real demand and pipeline confidence 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 if you're currently holding shares of WhiteFiber and what you thought about this historic deal! 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

  2. 2 DAYS AGO

    Bitdeer’s U.S. Manufacturing Bet And Cipher’s 200 MW Ohio Push!

    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 margin math • Power costs versus fleet efficiency and payback windows • Cipher expands beyond Texas with 200 MW in Ohio • PJM policy shifts and FERC tariff directives • ERCOT bottlenecks, diversification across grids, timelines • Predictions for 2026 and strategy around energized MW Sign up for the newsletter under the News dropdown at powermininganalysis.com to auto-register for Miner Madness 5.0! 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

    16 min

  3. 3 DAYS AGO

    Is The 4 Year Cycle Broken?

    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 compute • Deal flow at Core Scientific, TeraWulf, Cipher, HUT and IREN • Why site power, fiber and water outrank raw hash rate • Dilution math, share count realities and 2026 expectations • Hashprice compression and efficiency race to sub‑10 J/TH • Names to watch for the next HPC contracts and execution risks Let us know in the comment section below how you're feeling about the space or sector and your top pick in your portfolio moving into 2026! 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

    54 min

  4. 6 DAYS AGO

    Inside The Week’s Biggest HPC Contracts & Construction Push: WYFI, IREN, CIFR, HUT & WULF!

    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 contract and noi nuance  • cost per mw, financing rates, and delivery premiums  • iren childress acceleration and horizon build stages  • cipher updates and gross versus net power clarity  • terawulf jv funding and fluidstack expansion appetite  • analyst downgrades contrasted with strengthening hpc demand Let us know in the comment section below how you're feeling about your stocks right now and your top pick heading into 26'! “Miner Madness 5.0 goes live January 1st… cash prizes on the table, 100% free to enter.” 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

    35 min

  5. 18 DEC

    Why AI Is Not A Bubble And What It Means For Bitcoin Miners + DMGI & WULF News!

    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 • Pivot from hash rate growth to high-margin HPC • Terawulf–FluidStack JV financing and 25-year commitment • Core Scientific upgrades and deal profitability debate • Chipmakers’ results signaling record AI demand • Power as the bottleneck and miners’ advantage • Wind curtailment, flexible load, and grid partnerships Sign up for our newsletter at powermininganalysis.com and enter Miner Madness! 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

    38 min

  6. 17 DEC

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

    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 underwriting, and cheaper debt • Power market advantages in MISO, land scale, 345 kV lines • Vendor stack: Entergy, Vertiv, Jacobs, delivery timeline • Pipeline across ERCOT, MISO, PJM and growth buckets • Analyst comparisons and improving deal quality • Why AI demand supports long leases and renewals Sign up to the newsletter at powermininganalysis.com under the News dropdown to enter Minor Madness 5.0. Hit the like button, subscribe, and tell us what you think about the Hut 8 deal in the comments 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

    35 min

  7. 17 DEC

    Luxor Technology, Research Analyst Kaan Farahani Q&A - November Network Analysis!

    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 • Forward market results favoring disciplined hedging • Zero-sum dynamics between sellers and buyers of hash rate • Liquidity growth and treasury BTC entering forwards • Deliverable vs non-deliverable forwards for financing • Slower difficulty growth implied into early 2026 • Miners exploring HPC and GPU compute to diversify Hit the like button. Feel free to subscribe. Let us know in the comments how you’re feeling about Bitcoin mining and your outlook into 2026. Find us at Luxor.tech or email derivatives@luxor.tech. 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

    41 min

  8. 16 DEC

    Top 3 Picks for 2026!

    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, Scrubgrass, and financing stack • IREN CSP model with Microsoft, GPU scale, and mining efficiency • Core Scientific’s CoreWeave colocation deal economics and margin profile • Riot’s Corsicana scale, operational turnaround, and capital access • Power scarcity as the decisive edge for 2026–2027 deals • Outlook for HPC demand growth and miner optionality Make your way over to powermininganalysis.com. Under the news drop down, you'll see a newsletter sign up. That's where all of the registration forms will originate and be sent directly to your email! 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

    38 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 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.

Information

  • Creator
    Anthony Power & Bryce McNallie
  • Years Active
    2024 - 2025
  • Episodes
    477
  • Rating
    Clean
  • Copyright
    © 2025 Power Mining Analysis
  • Show Website
    Power Mining Analysis

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