Power 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 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 Analysis, as we extend an invitation for you to embrace the future.

  1. 3 DAYS AGO

    Wall Street Price Targets: IREN, HUT, MARA, BTDR, ABTC, HIVE, FUFU & SLNH!

    We break down fresh analyst targets for leading Bitcoin miners, the macro crosswinds hitting price and hash, and why AI‑driven compute demand is reshaping power markets. We share how we’re positioning, where revenue will actually come from, and what to watch as earnings land. • weekend Bitcoin softness and long‑term conviction • potential policy shift with a pro‑Bitcoin Fed chair • AI infrastructure spend and Azure–Perplexity deal • miner stock sell‑off, short interest, and liquidity • curtailment, grid support, and flexible load economics • Soluna, BitFuFu, Hive, ABTC analyst targets overview • Bitdeer scale, SEAL miners, and HPC roadmap • MARA’s Exion stake and communication gap • Core Scientific’s silence versus CoreWeave activity • Hut 8 pipeline, margins, and broad coverage • IREN’s buildout, consensus spread, and metrics • hash price compression and difficulty reduction • Miner Madness leaderboard highlights Let us know in the comment section below your price target for the companies mentioned 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

    42 min

  2. 4 DAYS AGO

    Bit Digital & WhiteFiber Deep Dive: From Mining to HPC!

    Two forces collide: a soft Bitcoin tape and a roaring AI buildout. We explain why Bit Digital exits BTC mining, doubles down on an Ethereum treasury, and leans on WhiteFiber’s HPC contracts to create durable revenue and upside. • Macro check on Bitcoin price, equities and metals • Hyperscaler CapEx growth and multi‑year GPU leases • Tesla’s BTC hold and market read‑through • Shareholder voting at Hive and why small votes count • Miner heat map and the value of HPC contracts • Bit Digital’s shift from BTC mining to ETH treasury • Staking yield mechanics and monthly transparency • DAT plus model with 71% ownership of WhiteFiber • NScale 40 MW, 10‑year, $865m contract economics • Brownfield conversions, cost per MW and speed • Portfolio, pipeline to 1.6 GW and partnerships • Financing flywheel and predictable lease revenue • Lockups, float dynamics and potential catalysts • Why execution and team experience now matter most Smash the like button, feel free to subscribe to McNallie Money, and let us know in the comments if you’re holding Bit Digital or WhiteFiber and your outlook for 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

    41 min

  3. 4 DAYS AGO

    Power Pipeline Or Pipe Dream... IREN, CIFR, WULF, BITF, HUT & RIOT!

    We map the AI HPC land grab as Bitcoin miners race to convert power pipelines into revenue. Deals, financing, and timelines separate real execution from wishful thinking while megawatts emerge as the true bottleneck. • Bitcoin price momentum and state-level adoption • Regulated dollar stablecoin impact and centralization tradeoffs • Hyperscaler CapEx, Anthropic’s funding and revenue growth • Pipeline vs pipe dream economics and depreciation math • Bitfarms’ Washington build and Quebec potential • BitDeer’s global sites with near-term energization • BitZero’s Norway conversions and US bunker site • Cipher’s Texas rollout and staged interconnects • CleanSpark’s ERCOT land, awaiting first AI deal • Core Scientific’s CoreWeave anchor and expansion sites • DMG’s Oregon entry near AWS clusters • Hive’s tiered data centers and 11,000 GPUs • Hut 8’s multi-gigawatt pipeline and disciplined phasing • IREN’s builds and earnings speculation • MARA’s owned capacity and M&A flexibility • Riot’s Corsicana and Rockdale re-rate setup • Soluna’s project finance model and cascading paybacks • Bit Digital’s N-Scale win and 2026 ramp • TeraWulf’s funded template and Google-backed partners • Power as the constraint, financing as the filter Let us know in the comments section below which company you expect to hear a deal from next 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

    58 min

  4. 6 DAYS AGO

    Miners, Megawatts, And What’s Happens Next: BITZ, ABTC, WYFI, IREN & CLSK Stock News!

    We weigh the next chapter for Bitcoin miners as price volatility meets a surge in AI and HPC demand. Power, financing, and execution define who wins 2026 while earnings, HODL strategies, and compensation transparency shape investor trust. • Bitcoin price swings and policy delays shaping sentiment • Miners’ pivot from pure mining to HPC data centers • BitZero’s Scandinavian growth and Blackwell GPU rollout • Hydra partnership and bare-metal AI supply chain signals • ABTC’s HODL climb and sats-per-share as a metric • Valuation checks using HODL vs market cap • WhiteFiber convertible, zero-strike call, and project finance • Rumored hyperscaler demand and Iron’s earnings timing • Data center capex realities and construction surge • CleanSpark compensation debate and alignment with returns • Q1 competition momentum and watchlist for earnings catalysts Hit the like button, feel free to subscribe, and let us know in the comments how you’re feeling about the sector 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

    40 min

  5. 26 JAN

    Is the 4 Year Cycle Over... Bitcoin’s Four-Year Rhythm Meets The AI Shift!

    We ask whether Bitcoin’s four‑year cycle still holds in a world of ETFs, corporate treasuries, and AI compute demand. We weigh miner margins, weather shocks, and the shift to HPC as Nvidia, CoreWeave, and Bitfarms reshape the field. • Bitcoin price context and long‑term trend • Miner margins under post‑halving pressure • Institutional buying and treasury adoption • Gold at highs and the digital gold case • Cycle debate with fresh predictions to 2030 • Policy momentum and strategic reserve talk • Nvidia’s $2B CoreWeave stake and capacity gap • Weather‑driven hashrate drop and curtailments • CleanSpark scrutiny and reporting nuance • Bitfarms’ Washington HPC build and timeline • Miners’ pivot to data center economics Let us know in the comments section below your response to the question. Is the cycle over? 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

    43 min

  6. 23 JAN

    Earnings Season Expectations: IREN, CIFR, BITF, RIOT, MARA & BTDR!

    We map out the earnings season playbook for Bitcoin miners, from production gaps and HODL hits under FASB to the first meaningful AI and HPC revenues. IREN’s early date sparks a wider look at transparency, capital discipline, and where 2026 growth will really come from. • production trends and volatility across miners • the drop in monthly updates and why it matters • HODL revaluations under new FASB rules • revenue pressure from lower Bitcoin price • AI and HPC contracts starting to generate revenue • capex, timelines, and margin math on hosting • executive compensation versus shareholder returns • Q1 and 2026 outlooks, pipelines, and site buildouts • network difficulty, hash price, and fee dynamics • risks of shifting power away from mining Smash the like button, subscribe to McNallie Money, and tell us in the comments how you’re feeling about Q4 earnings and IREN on February 5 after market close! 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

    36 min

  7. 22 JAN

    Bitfarms Deep Dive: From Bitcoin Miner to Top HPC Contender!

    We trace Bitfarms’ shift from a legacy Bitcoin miner to a U.S.-focused AI and HPC builder under CEO Ben Gagnon. From selling South American sites to financing Washington and scaling Pennsylvania, we break down the assets, costs, policy context, and execution plan. • market backdrop and miner volatility • policy signals from Davos and U.S. governance • Bitfarms’ debt reset and leadership change • Riot’s approach and the defense of independence • Stronghold acquisition and PJM advantages • divesting Paraguay to lower blended power costs • Washington 18 MW design and unit economics • PUE, cooling, and northern site selection • Panther Creek phasing and financing approach • Sharon and Scrubgrass long-term pipeline • Quebec capacity and staged timelines • U.S. redomicile, board refresh, and T5 partnership • outlook for AI contracts and execution risks Take a second, smash the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comment section below if you're currently holding shares of Bitfarms and how you're feeling about this company as we enter 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

    46 min

  8. 21 JAN

    Hive Deep Dive: Strategy, Scale and Outlook!

    We track a volatile week for Bitcoin and miners, then break down why Hive Digital’s growth from 6 to 25 exahash, low debt, and dual engine model position it for 2026. We unpack Paraguay hydropower, Buzz HPC’s ARR path, and the balance sheet discipline behind consistent output. • Bitcoin price slide and miner volatility • Correlation between Hive’s share price and Bitcoin • Hashrate growth from 6 to 25 exahash • Monthly production efficiency and uptime focus • Buzz HPC roadmap and ARR targets • Paraguay flagship, hydropower economics, and deal structure • Net asset, current, and debt ratios vs peers • G&A discipline and stock-based compensation control • Community investment in Sweden and Paraguay • Hashprice, difficulty adjustments, and near-term outlook Let us know in the comments section below if you're currently holding shares of Hive and your outlook for 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

    39 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 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 Analysis, as we extend an invitation for you to embrace the future.

Information

  • Creator
    Anthony Power & Bryce McNallie
  • Years Active
    2024 - 2026
  • Episodes
    503
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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