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. 16 hr ago

    Incoming Catalysts: Latest BTDR & SLNH Deal, IREN & DMGI Earnings Incoming!

    Bitcoin pushes back toward 80k and we zoom out to the four-year cycle, ETF inflows, and the policy tailwinds that could shape the next phase of adoption. We also track how AI infrastructure deals and GPU pricing are changing the playbook for miners, with IREN, DMG, Soluna, and Bitdeer front and centre.  • Bitcoin’s recent rally and why we prefer a steady climb  • Four-year cycle overlays, resistance turning into support, and long-range price targets  • Bitcoin ETF net inflows as a demand signal and what might be driving them  • Regulatory momentum and why the Clarity Act matters for broader adoption  • Conference takeaways from Hong Kong and the mining infrastructure meets AI theme  • AI infrastructure stock heat map, 52-week ranges, and how we approach profit taking  • NVIDIA earnings expectations and why data center revenue sets the tone  • IREN’s CSP strategy, commissioning timelines, and bridging the ARR gap  • GPU spot pricing, hyperscalers vs neo-clouds, and what that means for future contracts  • DMG earnings watchlist, LOI conversion timing, and Christina Lake upside scenarios  • Soluna and BitDeer’s Caty One co-mining deal and why revenue share structures matter  • Mining viability in 2026, ASIC efficiency, and why joules per terahash decides margins  Let us know in the comment section below how you’re feeling about the sector 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. 1 day ago

    Latest Site Updates at KEEL, SLNH & WULF!

    Bitcoin pushes toward 80K while we map what that means for miners, treasury holders, and the stocks that still trade like pure crypto beta. We also run through major site and financing updates from TeraWulf, Whitefiber, Soluna, and Keel, with a focus on power, permits, and capital.  • Bitcoin’s five day rally and why it may still be early to call a full cycle  • Strategy’s preferred share repurchases and the growing USD reserve for dividends  • Strive crossing par value and returning to active Bitcoin buying  • Why some miners rise with Bitcoin while HPC AI pivot names decouple  • TeraWulf’s 482MW Kentucky approval and why ratepayer protection matters  • Whitefiber’s upsized convert, old note paydown, and funding long lead items  • Soluna’s Dorothy 3 land acquisition and renewable powered AI campus optionality  • Keel’s Pennsylvania permitting confidence, water scrutiny context, and Moses Lake signals  • Insider buying as a sentiment and alignment marker  Let us know in the comment section below what you make of today's headlines and 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

  3. 5 days ago

    Bitcoin Breakout & Earnings Highlights: HUT, WULF, MARA, ABTC, BTBT, WYFI, KEEL, SLNH & HIVE!

    Bitcoin and Ethereum rip higher as falling long-term yields, ETF inflows, and a massive short squeeze collide. We connect the macro catalysts to the miner and AI infrastructure names we follow, then pull the best execution and strategy nuggets from eight recent CEO interviews.  • Bitcoin and Ethereum momentum and what it means for risk appetite  • Fed minutes context and why rate sensitivity still matters  • Treasury long-bond buybacks and the link to falling yields  • Short liquidations and how squeezes accelerate rallies  • White House crypto meeting and the September 15 procedural vote  • Miners and AI infrastructure stocks reacting to crypto strength  • Hut 8 contracted leases and triple net margin profile  • TeraWulf power demand realities and why PUE changes economics  • MARA dual-track strategy and using downtime intelligently  • ABTC cost to mine metrics and fleet efficiency as survival traits  • Bit Digital’s Ethereum treasury, NAV discount, and NC1 to NC3 catalysts  • Keel permitting readiness and why timeline confidence matters  • Soluna pipeline signals and what we watch for next  • Hive’s GPU scale math and the valuation gap question  Let us know in the comment section below if you're holding any of these stocks and if you've been taking advantage of this most recent dip! 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

    Pennsylvania Data Center EO, KEEL, BTDR, NBIS & WYFI News!

    We break down a sharp market recovery as Bitcoin rallies and crypto-linked equities whip around on fresh ETF flow data and shifting sentiment. We also dig into how financing and politics are reshaping the AI data center and HPC trade, from convertibles to Pennsylvania’s new permitting rules.  • Bitcoin price surge and why ETF inflows matter for momentum  • Miner stock moves versus HPC and AI infrastructure names  • Reading the heat map, 52-week ranges, and what volatility signals  • Bitdeer’s Malaysia AI cloud plan, contract structure, and analyst price target  • Nebius $4.5B convertible and how it funds GPUs and data center build-outs  • WhiteFiber $270M convertible, dilution pressure, and expansion strategy  • Pennsylvania Governor Shapiro executive order and the new local approval leverage  • Keel site-by-site implications in PJM and why analysts see limited impact  • Nebius Pennsylvania site timing risk under the new process  • Hive valuation comparison, US market access strategy, and big GPU revenue potential  Let us know in the comment section below what you thought of today's headlines and if you're taking advantage of this recent dip or adding to any positions! 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. 6 days ago

    HIVE Digital Technologies - CEO, Aydin Kilic & Chairman, Frank Holmes Q&A - Q1 Earnings, ARR & Deals!

    We break down Hive Digital’s blowout quarter and the execution behind its surge in revenue and scale. Then we dig into the $350M enterprise AI deal, why GPU compute changes the unit economics per megawatt, and how geography and regulation shape the roadmap from Paraguay to Canada and Sweden.  • Q1 performance highlights including revenue scale and operating cash flow focus  • Why management believes relative valuation hinges on forward revenue and EBITDA  • How the Paraguay buildout delivers economies of scale in Bitcoin mining  • The $350M investment grade enterprise contract and what made it possible  • The Bell Canada relationship and why ready capacity matters more than hype  • GPU procurement realities across major OEMs and the role of competitive availability  • Progress toward the $200M ARR target plus the longer-term HPC colocation pipeline  • The case for Paraguay as future HPC and AI capacity alongside mining  • Political and regulatory risk in emerging markets versus tax uncertainty in Sweden  • GPU versus ASIC profit density and why residual value changes the equation  • Proof of concept for exporting compute over thousands of miles and why it matters  Let us know in the comment section below if you're currently holding shares of Hive and what you thought about these most recent developments! 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. 18 Aug

    Best AI Infra Picks in 2026: IREN, KEEL, HIVE, BTBT, MOVE & DUOT News!

    We track a whiplash day where Bitcoin pushes higher while miner and AI infrastructure names slide, then zoom out to the real drivers: contracts, megawatts, balance sheets, and valuation gaps. We also add new tickers to the watchlist, pressure-test bullish price targets, and end by sanity-checking how a potential Anthropic mega-IPO could reshape M&A and perceived counterparty risk across the space.  • Bitcoin price action versus red miner tape and what it signals for sentiment  • Why volatility, shorting, and positioning can suppress share prices despite improving fundamentals  • Bit Digital’s NAV discount, Ethereum holdings, staking yield, and WhiteFiber stake dynamics  • Megawatt deal economics and why $2M per MW becomes a key benchmark  • Hive price targets, contracted revenue ramp, and the longer-term Paraguay HPC option  • Corvex (MOVE) earnings, confidential computing angle, and reserve capacity contract structure  • Duos Technologies (DUOT) earnings highlights, liquidity, and the $500M 55MW hosting agreement  • Cantor price target framing and what needs to happen for upside to show up in the stock  • Insider open-market buying at Keel and why deal timing matters less than 15-year duration  • Anthropic IPO scale, what it could validate for large leases, and why M&A math gets weird fast  • IREN’s Mirantis acquisition consideration breakdown and what to watch in upcoming results  Let us know in the comment section below if you’re currently holding any of the stocks discussed 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

  7. 17 Aug

    Earnings, Deals & Targets: HIVE, WYFI, MARA, IREN, RIOT, BTDR & KEEL!

    We map out a packed week for AI infrastructure stocks, from Bitcoin’s steadier tone to the deals and financing that separate real builders from hopefuls. We dig into Hive’s earnings and a massive AI cloud win, then connect the dots across insider buying, hedge fund filings, and the race to secure power and capital.  • Bitcoin price action and why slower climbs help adoption  • Strategy reserve build and what it signals for balance sheet resilience  • Sector heat map read on miners versus HPC pivot names  • Insider buying at Bitdeer plus Keel leadership buying patterns  • Hive Digital earnings split between Bitcoin mining and HPC revenue  • Sweden VAT provision and how to think about one-off charges  • Hive’s $350M AI cloud contract using NVIDIA Blackwell Ultra GPUs  • Simple NVL72 rack explanation and implied $ per GPU hour math  • Cantor Fitzgerald price target logic and the path to higher ARR  • Paul Tudor Jones buying Mara and Druckenmiller adding Iren, Bitdeer, Riot & Hut 8  • Riot’s Morgan Stanley term loan details and why cost of capital matters  • WhiteFiber’s North Carolina expansion and the retrofit-first data center playbook  Let us know in the comments section below if you’re holding any of these stocks and your current top pick in the sector! 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. 14 Aug

    Megawatts, Deals & Price Targets: IREN, CORZ, KEEL, WYFI, WULF & SLNH!

    We close out the week by mapping the biggest AI infrastructure headlines across Iren, Soluna, Core Scientific, and Riot, plus what Bitcoin’s range-bound tape means for miners right now. We also dig into how megawatts, contracts, and financing discipline are driving fresh Wall Street price targets and investor positioning. • Bitcoin holding the $60K range and what “base building” could signal  • Green close across AI infrastructure names and why volatility attracts shorts and day traders  • Hive earnings timing and upcoming management check-ins  • WhiteFiber’s capital formation playbook, dilution control, and the refinance flywheel  • Keel’s deal confidence, permitting transparency, and why 15-year terms matter more than exact dates  • Soluna’s revenue mix shift, cash position, EBITDA trend, and 6.3GW pipeline context  • Core Scientific’s Polaris acquisition economics and why $/MW matters  • Iren’s Horizon 1 delivery to Microsoft and what Nvidia Exemplar status validates  • Price target updates for WiFi, Hut, TeraWulf, and Riot and the assumptions behind them  Let us know in the comment section below what you thought of this week's interviews 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

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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
    663
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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