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 天前

    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

  2. 3 天前

    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

  3. 5 天前

    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

  4. 6 天前

    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

  5. 7月10日

    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

  6. 7月9日

    Huge MARA & BDTR Site News, META Expanding Compute & IREN Shareholder Letter!

    We zoom out on Bitcoin’s five year chart to make sense of the cycle, the pullbacks, and why returns may keep shrinking while the upside can still be huge. Then we walk through the week’s biggest AI and mining stock headlines and what they signal about power, compute demand, and long term execution.  • Bitcoin cycle phases and the case for zooming out  • Diminishing returns across cycles and realistic bull market targets  • Dollar cost averaging habits and why patience matters  • Miner stock moves and what can drive rallies beyond BTC price  • Meta’s Alberta data center and why it pushes back on compute FUD  • Why Alberta is becoming a data center and AI magnet  • Bitdeer’s SEAL miner US manufacturing plan and tariff risk  • Fox Creek vertical integration with on site power plus grid flexibility  • MARA’s 2GW Texas land deal and the Starwood partnership angle  • IREN’s RSU letter highlights and what lockups mean for shareholders  Let us know in the comments section below what you make 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

  7. 7月8日

    RAISE Summit Kickoff, GLXY, CLSK, MARA & RIOT News!

    We connect the dots between Bitcoin stability and the rough tape in AI infrastructure stocks, then zoom out to the real constraint behind both markets: power. We also unpack how capital, compute, and policy shape who wins the race to build GPU-heavy AI data centers across the US and beyond. • Bitcoin range action versus miner uncertainty and AI stock weakness  • Rise AI conference scale and why mining companies are showing up  • IREN’s sponsorship, branding strategy, and CSP-style buildout plan  • TeraWulf interview highlights and why ERCOT demand numbers shock  • Interconnection backlogs, batching reforms, and what policy changes unlock  • “Bring your own generation” as a moat for AI data center development  • Demand response and curtailment credits as real business model drivers  • Community impact from data centers, jobs, taxes, and local investment  • Bitcoin network transaction volume hitting record highs for adoption  • Galaxy Helios phase one completion and the mining-to-HPC pathway  • CleanSpark’s June production, hashrate efficiency, and power under contract  • NScale’s revolving credit move and what it signals for AI infrastructure capital Let us know in the comment section below if you're currently holding shares in either Clean Spark or Galaxy and your top pick in the sector 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

  8. 7月7日

    TeraWulf - CFO Patrick Fleury Q&A - Anthropic Deal Announcement!

    We sit down with TeraWulf CFO Patrick Fleury right after the Anthropic announcement to break down the deal terms, the financing structure, and what it means for long term shareholder value. We also unpack why TeraWulf is selling the Abernathy JV stake, how site selection drives terminal value, and where power markets like Texas can mislead investors.  • overview of the two announcements and how they fit TeraWulf’s priorities  • rationale for selling Abernathy and recycling capital into wholly owned sites  • Hawesville lease structure with Anthropic including 20-year term and escalators  • investment grade credit support framework and why it matters for project finance  • yield on cost versus WACC and why leverage discipline drives equity value creation  • valuation walk-through using NOI, cap rates, and per share impact  • PUE strategy and designing capacity around peak versus average conditions  • negotiation complexity and why leases and SLAs keep getting longer  • terminal value thinking based on latency, population radius, and grid power economics  • ERCOT realities, interconnection queues, and the risk of power assumptions  • who owns technology refresh costs and why maintenance capex assumptions get mis-modeled  • labour constraints for electricians, regional execution, and EPC partner selection  • pipeline outlook for Morgantown, Eastern Kentucky, and potential Europe expansion  Let us know in the comment section below if you're currently holding shares of WULF and what you thought about yesterday's news! 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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簡介

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.

資訊

  • 創作者
    Anthony Power & Bryce McNallie
  • 活躍年代
    2024年 - 2026年
  • 集數
    632
  • 年齡分級
    兒少適宜
  • 版權
    © 2026 Power Analysis
  • 節目網站
    Power Analysis

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