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 hr ago

    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

  2. 1 day ago

    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

  3. 2 days ago

    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

  4. 3 days ago

    AI Data Center Timelines: KEEL, CIFR, IREN, BTDR, HUT, AIBZ, WULF & SLNH!

    We break down why AI data center buildouts are now a race against permitting, power access, and delivery timelines rather than hype. We also connect market volatility and Bitcoin miner fundamentals to what matters most for HPC colocation deals: megawatts, PUE, location, and execution.  • Bitcoin weakness and why miner-linked AI names stay volatile  • One-year heat map performance and why Keel earns a premium  • TeraWulf Kentucky campus timelines plus phase expansion potential  • Benefits of expanding existing sites, from learning curves to staffing  • Bitdeer scale, machine efficiency, and why it supports an HPC pivot  • Community involvement, permits, and water cooling concerns  • Soluna behind-the-meter strategy and why interconnection queues matter  • BitZero Nordic land reservation and Europe’s hyperscale demand  • Keel PUE advantage, de-risking to NTP, and inference-driven economics  • Analyst price targets for Cipher, IREN, and Hut 8  Let us know in the comment section below what you think of today's discussion on Keel and TeraWulf! 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

    47 min

  5. 4 days ago

    AI Infrastructure Stocks On Fire: KEEL, HUT, GLXY, FUFU & HIVE!

    We break down why AI infrastructure stocks and Bitcoin miners swing so violently at the start of the week, then map the catalysts that could actually justify today’s valuations. We walk through Bitcoin near $65K, treasury accumulation, and how miners like Keel, Hive, Hut 8, and Galaxy are trying to turn power into contracted HPC revenue.  • Bitcoin price momentum and why $65K matters for accumulation  • Strategy and Strive treasury moves, reserves, and balance sheet signalling  • SATA volatility explained through leverage and unwind mechanics  • Miner heat map read-through and what the market rewards right now  • Keel’s HPC pivot, transparency on permitting, and the risk of priced-in deals  • Russell 3000 and Russell 2000 reconstitution effects on passive flows  • BitFuFu share repurchase programme as an anti-dilution signal  • Hive’s HPC revenue run-rate targets, GPU buildout, and training versus inference location limits  • Hut 8 valuation assumptions tied to a potential 400MW project and power pipeline  • Galaxy Helios origin story, phased capacity, PUE, and multi-gigawatt upside  Let us know in the comment section below if you're holding shares in either Hive or Kiel and your current top pick in the sector. Let us know in the comments, you guys, if you want to hear more about Galaxy, if you're holding shares, so on and so forth.  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

  6. 18 Jun

    Huge HIVE Deal News, IREN Price Target & BTDR Stock Analysis!

    Markets end the week green for AI infrastructure stocks even as Bitcoin retreats, strengthening the case that miners are being valued on power and future HPC revenue. We break down Hive’s double announcement, compare GPU contract economics, and run through fresh updates from Bitdeer, IRIN, and BitZero.  • Bitcoin pullback versus AI stock strength and what decoupling implies  • Fed chair comments on AI as a major economic transformation  • Heat map check on sector leaders and laggards near 52 week highs  • Hive Swedish site purchase and tier three upgrade plan  • Hive Bell Canada and Cohere sovereign AI partnership details  • Per GPU hour math and why CSP pricing appears to be rising  • Analyst price target reactions and how Wall Street values power pipelines  • Bit Digital AGM housekeeping and what to watch  • Bitdeer May production surge plus expanding HPC footprint and utilization  • IREN deal patience, pipeline scale, and expectations for next contracts  • BitZero refreshed deck and Norway LOI economics  Let us know in the comment section below your top pick in the sector and if you're currently taking any profits! 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

  7. 17 Jun

    DMG Signs Co-Lo Deal plus KEEL & RIOT Valuation Analysis!

    We track the latest “when deal” signals across Bitcoin miners turning into AI infrastructure plays, using fresh company updates and a tighter valuation framework. We also break down why small proof points like DMG’s first prefab co-location tenant can matter as much as headline megawatts.  • Bitcoin price context and why macro still leaks into crypto markets  • Miner and AI infra stock heat map moves and what’s driving green days  • BitZero’s momentum plus liquidity impact from a Nasdaq listing  • DMG’s first prefabricated data center co-location contract at Christina Lake  • SCIF-ready capacity and the “sovereign AI” angle for secure compute demand  • Updated DMG valuation sensitivity using revenue per megawatt, EBITDA margin, and multiples  • DMG monthly mining ops update including production, efficiency, Bitcoin sold, and HODL value  • How HODL-to-market-cap shifts as AI narratives lift equity valuations  • VanEck’s enterprise value per power approach and why leased capacity changes the comps  • Keel deal timing expectations and how much of the upside looks priced in  • Riot’s modular nuclear strategy with Terrestrial Energy and what it could unlock  • Corsicana valuation math and what a hyperscaler-scale lease could mean for Riot shares  Let us know in the comment section below your top pick in the space and how you're feeling from a macro position! 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

    44 min

  8. 16 Jun

    Top CIFR News Out Now, Latest AIBZ Stock Updates & CORZ Delivering More Sites!

    We break down a volatile market day where Bitcoin pulls back but AI infrastructure stocks keep moving, signalling a real shift in how investors value the sector. We also unpack key takeaways from our interview with VanEck’s Matt Sigel, focusing on power-first strategies, portfolio risk, and which operators look built to execute.  • Bitcoin price action and why we stay long-term focused  • SpaceX IPO headlines and what they imply for AI compute demand  • Matt Sigel’s Wall Street view on diversification and volatility control  • Node ETF holdings as a lens on institutional positioning  • Heat map winners and why mining stocks can decouple from Bitcoin  • BitZero’s Nasdaq week, Norway and Finland buildout, and power-first thesis  • Cipher Digital’s ERCOT hire, grid strategy, and $810M financing for HPC  • Core Scientific site delivery updates and what the CoreWeave vote signalled  Let us know in the comment section below what you thought of today's discussion, if you're currently holding any of these companies! 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
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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
    618
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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