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. 2 DAYS AGO

    Huge IREN Update, WULF Earnings & HIVE News!

    We track how Bitcoin holding above $80K sets the baseline, then zoom out to the real story: public miners racing to turn power into contracted AI and HPC data center revenue. We break down the biggest earnings-week moves from TerraWulf and Iron, plus Hive’s infrastructure upgrades, to show why the market is re-rating “power and GPUs” faster than “hashrate and hodl.” • Bitcoin range context and why it still anchors miner cash flows • Earnings-week volatility, profit taking, and how to think about position sizing • Heat map momentum across the AI infrastructure basket, including BitZero and Soluna • Hive TSX uplisting impact on liquidity and investor access • Hive ATM usage, timing discipline, and what it signals about growth strategy • Fiber buildout and why latency matters for Tier 3 AI data centers • Why quarterly miner numbers can look weak, including balance sheet and fair value effects • TeraWulf Q1 delivery, guidance reaffirmation, and the mix shift toward HPC lease revenue • TeraWulf funding capacity, site pipeline expansion, and expectations for the next contract • IREN’s rapid sequence of updates: Sweetwater energization, Mirantis, NVIDIA alignment, GPU deployment • NVIDIA option structure and what strategic alignment can mean for valuation • IREN’s Spain expansion and the strategic value of a global power pipeline • Wall Street price targets, why some lag the tape, and how HPC multiples differ from mining • Updated HPC deal tracker on our website and why apples-to-apples comparisons matter take a second, smash a like button, guys.  If you want to see our personal trades, check out the PowerPlay! 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

    42 min

  2. 2 DAYS AGO

    ABTC - President, Matt Prusak - Q1 Earnings, Outlook & 2026 Strategy!

    We sit down with Matt Prusek to break down ABTC’s Q1 performance and the mechanics behind growing a Bitcoin treasury through volatility. We dig into fleet growth, cost per coin, and why the company stays committed to stacking sats while many miners pivot toward AI.  • Q1 production record and what 817 mined BTC signals  • Growing the strategic Bitcoin reserve past 7,000 BTC and why satoshis per share is the North Star  • How the Bitmain Bitcoin pledge structure works and why it behaves like an option  • Keeping SG&A lean through co-location with Hut 8 and managed services agreements  • Funding operations with an ATM while avoiding Bitcoin sales  • Fleet scale, efficiency targets, and preparing for difficulty shifts and the next halving  • Energy strategy, operational tweaks, and sustaining a lower cost per Bitcoin mined  • Industry landscape where competitors shut off fleets and mining share can rise  • Balancing aggressive accumulation against dilution with accretive decision-making  • Regulatory outlook around the Clarity Act and what institutional comfort could change  • Concentration risk with Hut 8 and why governance structure matters  • Asset-light focus versus owning power assets and staying “pure” to Bitcoin accumulation  • How new ASIC efficiency and secondary markets could shape the next 12 to 18 months  Let us know in the comments section below if you're currently holding shares of ABTC and what you thought about their most recent round of results. If you guys have any additional questions, drop them below! 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

    37 min

  3. 3 DAYS AGO

    Core Scientific & ABTC Earnings, SLNH, MARA & Bitzero Deal News!

    We track the biggest AI infrastructure and Bitcoin mining developments from a volatile week, from a potential crypto market structure catalyst to miners repositioning around power control and hosting. We also break down ABTC and Core Scientific earnings and explain what the numbers say about margins, uptime, and the reality of delivering HPC at scale.  • Bitcoin hovering above $80,000 and what volatility signals  • Clarity Act updates and why a July deadline matters  • Profit taking discipline after fast miner rallies  • BitZero megawatt economics and the Nasdaq uplisting impact  • MARA’s Long Ridge Energy financing and the shift to vertical integration  • Behind-the-meter power as a competitive moat for AI data centers  • Soluna’s hosting growth plus progress on two 300+ MW AI and HPC projects  • ABTC’s low cost to mine Bitcoin and rapid Bitcoin treasury build  • Core Scientific’s co-location revenue growth and multi-gigawatt expansion plans  • Why margins may compress versus headline targets and why uptime is everything  Check out the power play session we just put out 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

    37 min

  4. 4 DAYS AGO

    Hut 8 Giga Deal, CORZ & RIOT News, AMD Earnings & CLSK Production!

    We break down why Bitcoin mining stocks are ripping even while Bitcoin is relatively steady, and why the market is rewarding power assets and signed AI data center contracts. We compare AMD’s AI-driven data center performance to what miners are promising, then pressure-test the margin claims, delivery risks, and what really drives the re-rate.  • Bitcoin price context and why the sector still rallies  • AMD earnings as a read-through for AI data center demand  • power scarcity as the bottleneck for HPC and AI infrastructure  • why 75% to 100% margin claims need a reality check  • penalties, delays, and construction risk in data center delivery  • the HPC-driven re-rate across miner equities and 52-week highs  • CleanSpark production update, efficiency, and Bitcoin selling strategy  • Core Scientific scaling Muskogee and expanding leasable gigawatts  • HUT 8’s 15-year contract details and what it implies for valuation  • Riot’s nuclear MOU and what it could mean for future capacity  • how to think about earnings week when guidance matters more than trailing numbers  Let us know in the comment section below, you guys, what is your top pick in the space? What are you expecting tonight from Core Scientific tonight, from IREN on Thursday, from WULF on Friday, 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

    42 min

  5. 5 DAYS AGO

    Cipher Earnings & IREN M&A: BITZ, RIOT & MARA News!

    We track a wild day across Bitcoin and AI infrastructure stocks as earnings, new leases, and M&A reset what “Bitcoin mining” even means. We break down why the market is re-rating companies with HPC contracts and how power, build execution, and financing levers are becoming the real edge.  • bitcoin price move and why it matters for miners  • heat map read-through and why “deals” drive green days  • Bitzero’s 110MW Norway GPU lease and what the numbers imply  • Applied Digital spinning out Chronoscale to separate business models  • Cipher earnings highlights across Barber Lake, Black Pearl, and Stingray  • how PUE changes gross power into net compute economics  • Odessa mining timeline as a bridge to full HPC focus  • the $200M revolving credit facility and why it changes funding options  • Riot’s re-rate thesis, Corsicana design changes, and single-tenant strategy  • AMD deal expansion economics, escalators, capex per MW, and margin targets  • Mara’s Long Ridge acquisition and why vertical power ownership matters  • IREN buying Morantis to move toward a full stack AI cloud operator  Take a second, smash a 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 comment section below which of these companies you're currently holding 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

    49 min

  6. 6 DAYS AGO

    IREN vs Nebius: Two AI Data Center Builders Facing Off Before Earnings!

    Bitcoin ripping higher sets the tone, then we pivot into the real question our community keeps debating: Iron or Nebius as the cleaner AI infrastructure and HPC bet. We compare market caps, revenue ramps, hyperscaler contracts, power portfolios, and the make-or-break factor of execution as earnings approach for both companies.  • Bitcoin strength and why miners still care  • Clarity Act updates and what still has to clear  • Treasury buyers and how “HODL” plays into miner valuations  • Earnings calendar expectations across the mining and HPC names we track  • Applied Digital bridge facility and what it signals for AI data center financing  • HUT 8 refinancing and why lower rates matter  • Iren’s Sweetwater One energization as a key milestone  • Iren team build-out and capital markets hires  • Iren vs Nebius fundamentals through market cap and revenue trends  • Nebius business model and why vertical integration changes unit economics  • Microsoft and Meta contracts and what contract size implies  • Why delivery risk and uptime requirements can make or break returns  Let us know in the comment section below which of these two companies, IREN vs. NBIS, you prefer 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

    48 min

  7. 1 MAY

    Riot Platforms - CEO, Jason Les Q&A - Q1 Earnings & AMD Deal Expansion!

    We break down Riot Platforms’ Q1 results by focusing on what matters most: execution on the AMD data center lease, the roadmap for Corsicana, and how we think the company shifts from Bitcoin mining to AI and HPC infrastructure. Jason Les explains why delivery speed, supply chain control, and disciplined financing are the real catalysts behind any valuation re rating. • AMD lease progress and what the expansion option signals  • How data center revenue ramps from tenant fit out to recurring lease income  • Why SLAs and non performance penalties make operations a moat  • Mining performance update and how cooling choices affect maintenance trade offs  • Riot’s strategy to use Bitcoin mining to secure and monetize power until conversion  • ESS Metron and why switchgear lead times change the game  • Corsicana design flexibility, PUE assumptions, and what 756 MW really means  • Substation expansion status and securing transformer capacity  • Site advantage near Dallas and Austin plus fiber and workforce access  • Team buildout, land control milestones, and hiring hyperscaler experienced leaders  • Funding the buildout with balance sheet strength, project finance, and methodical BTC sales  Take a second, smash a 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 what you thought of the results and your outlook for Riot as we move into Q2! 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. 30 APR

    Huge MARA News, Mike Alfred Buying SLNH & KEEL Gets Approval in PA!

    We break down the biggest Vegas headlines, from Tether’s proposed Bitcoin mega merger to hyperscaler CapEx that is reshaping the race for land, power, and permits. We also dig into why Keel’s zoning approval and Mara’s Long Ridge power plant acquisition could change the economics of mining and the transition into HPC AI.  • Tether backed consolidation idea and what an integrated Bitcoin platform could look like  • Elektron’s scale as a private miner and why all in cost matters more than buzzwords  • Hyperscaler CapEx surge and the practical bottlenecks for new data center supply  • Bitcoin’s strong month and why we keep telling people to zoom out  • Keel’s Pennsylvania expansion approval plus the real permitting steps and constraints  • Vera Rubin GPU plans and how location and latency can change pricing power  • Mara’s $1.5B Long Ridge deal and the significance of 505 MW with 600 MW compute potential  • Analyst price targets versus long dated optionality if a major AI client signs  • Soluna’s rally, Mike Alfred’s buy, and how social reach can accelerate attention  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

    26 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
    576
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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