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 day ago

    KEEL Site Update, IREN Price Target, GLXY, WULF & CIFR News!

    We zoom out on Bitcoin to read the longer cycle, then zoom in on what is actually moving crypto and miner stocks right now: policy clarity, signed AI compute contracts, and execution risk. We also run through major company headlines and the coming earnings calendar so you can track catalysts without getting whipsawed by day to day noise.  • Bitcoin’s multi year chart and why base building can take time  • Senate attention on crypto conflicts and what the Clarity Act could change  • Miner performance, green days, and why market caps have compressed  • How contracts, delivered capacity, and credibility drive valuation versus “power on paper”  • OpenAI’s massive capex ambition and why talent migration matters in AI infrastructure  • Earnings season watchlist for Cipher, TeraWulf, and Galaxy  • Galaxy’s 8-K and the plan to finance a Texas AI data centre campus  • Hut 8 analyst targets and what expanded coverage signals for HPC pivots  • IREN’s updated revenue outlook, price target upside, and the Horizon commissioning timeline  • Keel’s Scrubgrass ordinance, local scrutiny, and long dated 2028 to 2029 build path  • Jim Cramer’s Keel comments and why we still rely on our own research  Let us know in the comment section below what you think of today's headlines and your top pick in the space 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

  2. 2 days ago

    Power Drives The Next Bull Run: IREN, CRWV, NBIS & BTDR News!

    We watch Bitcoin climb toward 67,000 while we keep expectations grounded and focus on what actually changes the outlook for miners and compute names. We connect the AI compute arms race to power, pricing, and deal economics, then dig into updates from Nebius, CoreWeave, Iren, and a data-packed Bitdeer production report.  • Bitcoin price strength and why risk control still matters  • Google Gemini model releases and the shift toward token and usage credit pricing  • Hyperscalers versus neo clouds and how bargaining power changes contract terms  • Microsoft leasing capacity in Europe and why the region is a major AI market  • Miner stock heat map and how fast sentiment flips after a pullback  • Deal value per megawatt trends and why power remains the bottleneck  • Nebius with Nvidia involvement and what it signals for the sector  • CoreWeave downgrade context and what could change the narrative  • Iren Horizon One progress and what commissioning means before handover  • Bitdeer June production highlights, self-mining versus co-mining, and expanding AI ARR  • Bitdeer Malaysia lease plan and the timeline toward next-gen Nvidia GB systems  Let us know in the comment section below how you're feeling about the sector and your top pick currently 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

  3. 3 days ago

    Monster AI Data Center Deals: IREN, HUT, SLNH, RIOT & BTBT!

    AI demand is hitting real-world GPU limits, and the market is finally pricing AI data centers like contracted infrastructure instead of a speculative pivot from mining. We break down the monster Hut 8 and Iren updates, the new analyst targets, and the governance and risk details that can make or break returns. • Bitcoin and Ethereum rebound and why that mood shift matters for the sector • Bit Digital NAV discount and how treasury assets can drive value debates • MicroStrategy dividend runway and the role of USD reserves • Kimi K3 launch and what a GPU capacity pause signals about AI adoption • AI infrastructure stocks snap back after a sharp pullback and what to watch next • DMG strategic investments in applied AI plus options and RSU incentives • IREN RSU controversy and a shareholder letter pushing for stronger guardrails • Soluna momentum from the Cody 2 LOI and a new $4 coverage initiation • Hut 8 Beacon Point 1GW campus economics and what the lease implies for valuation • Iren’s $2.8B contract win, ARR raise, and the importance of customer prepayments • Why co-location risk differs from GPU performance risk in AI contracts Let us know in the comment section below what you thought about today's news from IREN & HUT! 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

  4. 6 days ago

    Soluna Holdings - CEO, John Belizaire Q&A - Kati 2 LOI & Hyperscale Hire!

    We sit down with Soluna Holdings CEO John Belazare to unpack the signed Kati 2 LOI, what exclusivity really means, and how fast the team is moving to convert early interest into a bankable AI data center lease. We also dig into execution hiring, why owning generation changes everything in ERCOT, and how Soluna thinks about the long game where power and compute converge.  • Kati 2 LOI details and what “exclusivity” unlocks  • Targeting a 100MW Phase 1 lease footprint and design alignment with tenant GPU roadmaps  • Running site development, permitting, grid studies, and high voltage design in parallel  • Battery energy storage system role for smoothing and ride through  • Keeping Kati 1 flexible with shorter contracts and exit rights  • Metroblocks as a true JV partner with aligned economics  • Ryan Carver hire and what world class execution adds to diligence  • Rising demand signals and how regional constraints shift buyer behaviour  • Power pricing as a competitive edge even with pass through structures  • Briscoe wind farm repairs, bring your own power expectations, and future acquisitions  • First earnings call plans and maturing IR infrastructure  Let us know in the comment section below if you're currently holding shares of Soluna Holdings! 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

  5. 16 Jul

    New York’s Data Center Moratorium Meets A Market Sell-Off!

    We track a brutal pullback across Bitcoin miners and AI infrastructure stocks while Bitcoin holds steadier, then ask why share prices look disconnected from a stream of bullish contracts and analyst targets. We also break down New York’s hyperscale data center moratorium, what it changes for permitting and grid costs, and why the buildout likely shifts to other states and regions.   • Bitcoin range check and what it signals for risk appetite  • Lyn Alden raising $40M for a Bitcoin treasury company and why it matters  • Miner and HPC stock sell-off, portfolio drawdowns and “deep value” zones  • New York statewide moratorium on new hyperscale data centers, environmental review and grid implications  • TeraWulf response on permitted sites, repeatable deal process and Cantor $37 target  • CleanSpark’s first major AI lease, price per megawatt context and tenant quality trade-offs  • Keel’s Sherbrooke plan to consolidate power and convert mining capacity to HPC  • SHAZ AI price target context, plus key executive hires at IREN and Soluna  Let us know in the comment section below how you're feeling about the sector overall 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

  6. 14 Jul

    CLSK Lands AI Deal, SLNH, KEEL & GLXY News!

    We break down why Bitcoin mining stocks and HPC transition names have sold off hard, and how that volatility can create opportunity if you stay disciplined on valuation and execution risk. We also dig into the biggest catalyst of the day: CleanSpark signing a long-term triple net AI data center lease and what it could mean for future cash flow and market re-rating.  • sector-wide pullback since late June and what it does to portfolios  • investor psychology around buying highs and ignoring dips  • Bitcoin price bounce and a long-term accumulation mindset  • why daily ranges in miner stocks stay violent even on good news  • Galaxy appointing a new independent director to help scale the Helios AI data center campus  • Keel’s Sherbrooke municipal approval as an early permitting step, not final clearance  • Soluna’s monthly operating metrics and the Cati 2 LOI with a single tenant  • CleanSpark’s Sandersville 20-year triple net lease, escalators, capex per megawatt, PUE, and 100% NOI logic  • Cantor’s price target context and what may already be priced in  We’d be curious to hear your thoughts on CleanSpark, Keel, and of course Saluna in the comments today! 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

  7. 13 Jul

    Bitcoin, Big Tech, And The AI Data Center Selloff: META, IREN & HUT!

    Red markets set the tone as we map the current Bitcoin cycle, the growing influence of hyperscalers, and why AI infrastructure stocks are dropping even while demand explodes. We dig into treasury-company mechanics, data center valuation per megawatt, and the execution milestones that could re-rate names like IREN and Hut 8.  • Bitcoin cycle context, drawdowns, and why patience matters  • Strategy and Michael Saylor updates, cash reserves, preferred shares, dividends, and mNAV  • Strive adding bitcoin and what corporate treasury rankings signal about adoption  • SpaceX IPO pullback dynamics and the six-month lockup effect  • Meg 7 positioning, Apple as a sleeper compute story, and Microsoft’s relevance to infra deals  • Sector-wide selloff in miners and AI infrastructure, plus volatility versus BTC  • Meta’s Hyperion supercluster expansion in Louisiana and why hyperscalers chase massive campuses  • Nebius facing local opposition and how community impact shapes AI data center builds  • Per megawatt valuation gap between traditional data center REIT deals and miner conversions  • IREN’s Childress Microsoft timeline, why revenues and performance will be the real proof  • Hut 8 earnings date, contracted megawatts, and the long runway in its power pipeline  Let us know in the comment section below your current thoughts on both Iren and Hut and if you're holding shares in either one of these stocks! 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

  8. 10 Jul

    AI Earnings Season Analysis, Latest ABTC & WYFI News!

    We break down why Q2 earnings season could be rough for miners even with Bitcoin showing strength, and what to watch as the industry shifts from mining revenue toward HPC and AI infrastructure. We also unpack ABTC’s first earnings date, new valuation metrics like satoshis per dollar, BitFuFu’s production decline, and WhiteFiber’s big networking breakthrough for cross data center AI. • Bitcoin price context and why it matters for miner margins heading into earnings • Miner stock volatility, heat map observations, and what’s changed since recent highs • ABTC Q2 earnings date, reverse split impact, and the long-term strategy message • How quarterly reporting timing can hide or reveal HPC progress • FASB fair value swings and why Bitcoin treasuries can move reported earnings • Satoshis per $1 invested as a quick way to compare equity BTC exposure • BitFuFu monthly production report, power curtailment signals, and hash rate reallocation • Why selling Bitcoin can fund hosting deals and contracted hash rate • HODL as a percent of market cap and what it implies for valuation • WhiteFiber dark fiber innovation, bandwidth and latency numbers, and why it matters for GPUs • WhiteFiber site selection, retrofits, metro proximity, and CSP versus co-location approach Let us know in the comment section below your top pick in the space currently and how you're feeling about earnings. Make sure you sign up. 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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About

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.

Information

  • Creator
    Anthony Power & Bryce McNallie
  • Years Active
    2024 - 2026
  • Episodes
    635
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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