Power Analysis

Anthony Power & Bryce McNallie
  • 4.8 (6)
  • Investing
  • Updated Daily

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. 1d ago

    Time To Execute: Top IREN, SLNH, BTDR, MARA & WYFI News!

    Bitcoin’s surge toward $81,000 puts real numbers behind the miner-to-HPC pivot and forces a fresh look at balance sheets going into Q3 close. We connect BTC treasury value, AI infrastructure stock momentum, and why “execution” is becoming the moat in data centers.  • Bitcoin move toward $81K and why it matters for miners  • HODL trends across top holders and what’s changed lately  • How higher BTC prices can support HPC capex and financing  • AI infrastructure heat map and the week’s big movers  • Anthropic and OpenAI chasing smaller 20 to 30MW sites for speed  • Inference growth and why location and latency start to matter more  • DMG and WhiteFiber as examples of smaller-site readiness  • BitDeer hashrate growth, mining revenue scale, and rising HPC run-rate  • Morgan Stanley’s Mara target change and why analysts want signed deals  • Soluna Kati sites, ERCOT batch approvals, and why execution drives upside  • Iren’s message on execution, delivery control, and rising $/MW deal rates  Let us know in the comment section below how you're feeling about the space currently and your top pick in the portfolio! 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. 1d ago

    GPU Rates Jump: Latest IREN, GLXY, NBIS, WULF, BTDR & KEEL Stock News!

    GPU rental rates are rising fast, and we walk through why that single change can reprice AI infrastructure stocks, revenue per megawatt, and the long-term economics of HPC data centers. We connect Bitdeer’s operating momentum, TeraWulf’s valuation case, and new Wall Street targets to the bigger story that compute scarcity may be getting worse, not better.  • Bitcoin’s current trading range and what weekends typically look like for volatility  • Heat map reversal across AI infrastructure names and what the “flip” suggests  • Bitdeer’s August production jump, energized hashrate growth, and why difficulty trends matter  • Bitdeer’s expanding AI HPC footprint, GPU deployment, utilization, and ARR progression  • Malaysia, Norway, and Bhutan updates as signals of active AI data center development  • TeraWulf initiation with a $30 target, NAV framing, and what AFFO per share implies  • Insider buying as a confidence signal and how we treat it in our process  • Keel’s community engagement playbook and why permitting strategy is part of the moat  • Moses Lake construction progress and what it could mean for first contract timing  • Galaxy named a founding validator on ARC and why that matters for on-chain finance infrastructure  • Nebius GPU rate hikes, demand signals, and the impact on Jensen’s 1 GW revenue claim  • GPU lifespan extending beyond depreciation schedules and why residual values stay elevated  • CoreWeave reiteration at $250 and the shift toward faster CapEx payback economics  • New York’s proposed per-megawatt fee and how policy can reshape project returns  Let us know in the comment section below what you thought of today's discussion and your current 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. 2d ago

    Rate Hike Meets AI Compute Economics: Top IREN, HIVE & HUT Stock News!

    We react to the Fed’s quarter-point rate hike and run the numbers on how higher SOFR changes the cost to build AI data centers and GPU compute at scale. We also dig into fresh AI infrastructure headlines from Hive and Hut 8, then sanity-check NVIDIA’s jaw-dropping claim about gigawatt AI factories and payback timelines.  • Bitcoin cool-off after the Clarity Act disappointment and what that signals for sentiment  • AI infrastructure heat map and why volatility keeps rising  • Hive BuzzHPC and Procogia partnership plus the push for Canadian sovereign compute  • Hut 8 Beacon Point build start and what megawatt economics really cost  • NVIDIA gigawatt AI factory math including Blackwell B200 GPU assumptions  • Revenue per megawatt reality check across hyperscalers, neoclouds, and shorter-term contracts  • Interest rates, SOFR-linked debt, and why financing risk hits before revenues arrive  Let us know in the comment section below what you thought about today's rate decision and how you think this is going to impact the sector 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

  4. 3d ago

    Clarity Act Shockwave: Latest DMGI, MARA, RIOT, HIVE & CORZ Stock News!

    We track the Clarity Act vote as it unfolds and explain why Bitcoin sells off when regulatory certainty looks shaky. We also connect the Fed, inflation, and energy prices to the financing reality behind AI data centers and HPC conversions.  • Bitcoin pullback ahead of the Clarity Act vote and what the market is signalling  • Why a failed vote delays a durable digital asset framework and tokenization roadmap  • Fed meeting expectations and how higher rates hit capex-heavy AI infrastructure  • Inflation context with oil and gas prices and geopolitical pressure  • AI infrastructure and Bitcoin miner heat map, volatility, and why fundamentals matter  • Core Scientific on data center site selection and scaling, plus contracted megawatts with CoreWeave and AMD  • What we learn from the HC Wainwright conference and how we gather CEO insights  • DMG Christina Lake LOI update, firm vs non-firm power, PUE assumptions, capex math, and a 2027 timeline  • Hive Buzz HPC board appointment and why capital markets depth helps scaling  • MARA baseload vs studied load definitions and what it means for HPC monetization  • Riot Rockdale culture, local hiring, and the real-world community impact of large power sites  • WhiteFiber hints at a September 23 announcement and what to watch next  Let us know in the comments section below what your thoughts were on today's discussion and your current 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

  5. 4d ago

    Crypto Clarity & AI Panic: Latest IREN, GLXY, BTDR & SLNH Stock News!

    Bitcoin edges toward 79,000 as we break down fresh updates from major corporate Bitcoin treasury players and a pivotal US regulatory catalyst. Then we tackle the weekend’s AI slowdown uproar and ask whether safety concerns change anything about the massive demand for compute, power, and data center capacity.  • Bitcoin price move and what it signals for risk assets  • Strategy repurchasing preferred shares plus treasury position and Bitcoin holdings  • Strive’s SATA performance and weekly Bitcoin accumulation strategy  • What the Crypto Clarity Act procedural vote actually does and why 60 votes matter  • Why regulatory clarity could boost confidence in crypto markets globally  • Red day market check, miner and infra stock volatility, and catalyst week setup  • Bitdeer’s Malaysia A202 facility details, megawatts secured, and AI cloud pipeline growth  • Galaxy investor relations hire, Helios campus scale, and a $28 price target note  • Saluna’s Dorothy site baseload status and the path toward HPC conversion  • Anthropic’s call to pace frontier AI, plus support from OpenAI and Elon Musk  • Skepticism on incentives, IPO timing, geopolitics, and the China angle  • Iren’s response: demand already exceeds buildable compute, plus updated price targets  Let us know in the comment section below which side of this debate you’re on 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

  6. Sep 11

    AI Power Plays: Latest IREN, KEEL, BTBT & WULF Stock News!

    Bitcoin whipsaws toward 80,000 while CPI keeps rate hike risk on the table, yet AI infrastructure and miner names still close the week with a strong green rebound. We break down what’s really driving demand for megawatts, why execution beats narratives, and where the next catalysts may land across Texas power, hyperscaler buildouts, and crypto treasuries.  • bitcoin price spike and why volatility cuts both ways  • CPI print, core inflation pressure and what it implies for rates  • AI infrastructure stock heat map and why the group rallies anyway  • Ethereum breaking 2,600 and what it means for Bit Digital’s strategy  • NAV discount versus premium and how it changes the treasury flywheel  • Microsoft’s 38GW compute target, CapEx trajectory and 25 year leases  • ERCOT batch zero classifications across major Texas sites and pipelines  • Keel’s non ERCOT advantage, permits progress and expected deal timing  • IREN’s Goldman conference takeaways focused on commissioning and cash flow  • rising AI compute pricing per megawatt and what shorter contracts signal  • TeraWulf on CNBC: demand strength, longer deal duration and NIMBY myths  Let us know in the comment section below your current top pick in the space 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

  7. Sep 10

    IREN Australia Update & Latest SLNH, HIVE, BTDR & CORZ Stock News!

    We track how Bitcoin’s recent wobble collides with improving fundamentals across mining and AI infrastructure names we follow. We dig into approvals, power pipelines, contracts, and valuation gaps to figure out where real progress is happening even on red days.  • Bitcoin six month view and why the base matters more than daily moves  • Miner heat map volatility and how fast weekly gains can vanish  • Bitdeer’s Malaysia expansion, ASIC efficiency, and growing AI footprint  • Core Scientific ERCOT batch zero approvals and the advanced large load pathway  • CoreWeave and AMD contracting scale and what it implies for future capacity  • Bit Digital’s price target, NAV discount, WhiteFiber exposure, and Ethereum holdings  • DMG’s 50MW LOI economics, capex reality, and phased build strategy  • Hive’s $1M per day run rate, GPU cloud growth, and SVP of revenue hire  • Iren’s inclusion in NVIDIA’s Australia partner list and the Bundy timeline questions  • Soluna’s ex Microsoft AI construction hire and why tier three builds change everything  Tomorrow being Friday, newsletter wanted to remind you to pop over to the website, poweranalysis.io. We’re currently working through an update, revitalizing all of our HPC AI data on the website. So let us know if you have any input. Sign up for the 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

  8. Sep 9

    AI Infrastructure Market Pulse: GLXY Batch Zero, KEEL, SLNH, BTBT, HIVE, HUT & BTDR Stock News!

    We walk through what is actually moving AI infrastructure stocks right now, from Bitcoin’s choppy year-to-date tape to the real drivers hiding underneath the volatility. We connect the dots between cheaper power, better cooling, ERCOT batch zero status, and the on-the-ground execution that turns megawatts into revenue.  • Bitcoin’s current range and what recent stability may signal  • Why daily red and green swings matter less than interconnection progress  • Google’s Finland data center push and why Scandinavia attracts hyperscalers  • Energy pricing, PPAs, and why Europe’s power costs can make or break projects  • PUE explained with Nordic versus Texas cooling economics  • Hive’s shift from mining to HPC and the Bowdoin buildout timeline  • Galaxy’s batch zero results across Helios and the studied load sites  • What ERCOT’s three-bucket system means for timelines and certainty  • Keel’s Moses Lake partnership with Power Secure plus peak shaving economics  • Why conferences can be catalysts for digital infrastructure names  • Local job creation, tax benefits, and HUT 8’s teacher stipend program  Let us know in the comment section below what you thought of today's discussion and your current 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

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Ratings & Reviews

4.8
out of 5
6 Ratings

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
    681
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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