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. 17h ago

    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

  2. 1d ago

    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

  3. 2d ago

    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

  4. 3d ago

    Batch Zero Breakthrough: Latest IREN, SLNH, RIOT, HIVE & KEEL News!

    Markets rip higher as ERCOT Batch Zero fears fade and AI infrastructure names rebound hard. We connect Bitcoin treasury strategies, surging data center capex, and the permitting details that can unlock multi-year HPC revenue.  • Bitcoin holds range and we stay long-term holders  • Michael Saylor’s preferred-share approach and why USD assets matter for coverage  • Strive’s daily dividend structure and continued weekly Bitcoin buying  • AI infrastructure stocks bouncing after a suppressed period tied to ERCOT uncertainty  • Heat map check and why broad green days change sentiment fast  • All-In Summit visibility and catalysts for key names  • Data center spending projections through 2030 and why deals are accelerating  • AGI explained in plain terms and what it implies for compute demand  • Rising rental rates for older H100 GPUs and the effect on margins  • Hive’s scale gains, dual mining plus AI strategy, and community-first messaging  • Canada’s data center principles and how they mirror US concerns  • Batch Zero updates for IREN Sweetwater and Soluna Cati projects  • Riot’s existing sites exempt from Batch Zero and what Corsicana could become  • Water usage myths put in context with simple comparisons  Let us know in the comment section below how you're feeling about the portfolio and your current top pick or position! 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

    Riot Platforms - CEO, Jason Les Q&A - Q2 Earnings, Frontier AI Lab Deal & Corsicana LOI!

    We sit down with Riot Platforms CEO Jason Les to get a detailed read on Q2 execution and the company’s shift from pure Bitcoin mining toward AI data center development and long-term leasing. We dig into Rockdale expansion potential, the Corsicana LOI, ERCOT power dynamics, and how Riot plans to fund massive buildouts while managing dilution.  • Q2 operational progress focused on data center development milestones  • AMD capacity delivered on time and on budget as execution proof  • Rockdale roadmap including existing tenants and expansion optionality  • Corsicana LOI context, why timelines are uncertain, and why the site is scarce  • Power buildout sequencing at Corsicana and why early interconnection de-risks delivery  • ERCOT batch zero clarification and how it changes competitive dynamics in Texas  • How market rents, redundancy requirements, and CapEx per megawatt are rising together  • Why Riot views Bitcoin mining as a bridge to higher-value AI colocation cash flows  • ESS Metron switchgear manufacturing as a supply chain advantage  • Capital strategy using liquidity, interim facilities, and takeout debt to limit dilution  • Workforce access near major metros and the biggest execution bottlenecks ahead  Let us know in the comments section below what you thought of tonight's discussion and if you're currently holding chairs of Riot Platforms! 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. 4d ago

    ERCOT Batch Zero Explained: IREN, MARA, BTDR, RIOT, BTBT & CORZ Updates!

    We break down why ERCOT’s new batch zero screening could reshape Texas power access for AI data centers, HPC, and the crypto miners pivoting into enterprise compute. We also hit the crypto backdrop, a major reported AI contract, and the company-specific projects that look best positioned as the interconnection queue tightens.  • bitcoin and ethereum momentum and why ETH outperformance matters right now  • Bitdeer weekly production update, falling network difficulty and mining efficiency advantages  • bit digital’s ethereum-heavy balance sheet and the shrinking discount to NAV  • Crusoe’s roots in mining and the reported $13B Jane Street AI compute deal  • what ERCOT batch zero is, why results are private and what can still disqualify projects  • how the process affects Riot, Hut 8, Galaxy, IREN, Core Scientific and MARA site economics  • Hut 8’s conditional baseload classification for Beacon Point and the next verification steps  • PUCT’s 765 kV West Texas transmission plans and why they matter for Permian and compute  • IREN’s senior operations hire and what it signals about Tier III and Tier IV build demands  • the growing trend of sports sponsorships as these firms go mainstream  Let us know in the comments section below what you think of today's discussion and how this could potentially impact your 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

  7. Sep 3

    Huge Day: Latest IREN, KEEL, HUT, CIFR, BTDR, GLXY & Nscale News!

    Bitcoin’s jump above $81K sparks a broad green day across the miners and the AI data center names we track, but we keep the focus on fundamentals rather than hype. We also connect the local politics of data centers, the IPO wave in neo-cloud compute, and the revenue math that is pulling mining companies toward HPC.  • Bitcoin price strength and what support and resistance means for sentiment  • Why data center “NIMBY” pushback is shifting as communities see jobs and funding  • Pennsylvania project offering $10,000 resident payments tied to occupancy  • Portfolio heat map moves and why many names are still red on the month  • NScale and Anthropic IPO expectations and what big contract backlogs imply  • Bitdeer Rockdale land expansion and the path from mining to co-location  • Cipher’s lateral natural gas pipeline plan and the open questions on cost and intent  • HUT 8 comments on longer GPU lifespans and the need for new capital mechanisms  • Keel institutional ownership via Bank of New York Mellon and the HPC pivot  • Galaxy’s expanding bank partnerships as mainstream crypto adoption accelerates  • Iren analyst price targets and the ramp toward multi-billion annualized revenue  Let us know in the comments section below how you're feeling about the portfolio 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

  8. Sep 1

    DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Q3 Earnings, LOI & Outlook!

    We sit down with DMG Blockchain Solutions CEO Sheldon Bennett and COO Steve Ellisquew right after Q3 earnings to unpack what the quarter really says about mining economics, power costs, and cash discipline. We also dig into the Christina Lake AI co-location LOI, the realities of timelines and buildouts, and how DMG plans to stay in Bitcoin mining while scaling high-performance compute. • Q3 revenue, mining margin, and how wholesale power supports results • Why we believe Bitcoin mining remains a long-term business for DMG • Network difficulty, hash rate shifts, and opportunity as peers pivot to HPC • Secondary market ASICs, why older generations fade, and what we actually want to buy • Why “mullet mining” alongside AI is likely limited in practice • Christina Lake LOI status, why timelines are hard, and what makes the contract complex • Permitting and zoning, what is already approved at Christina Lake • Canada site pipeline and why we keep seeing inbound offers • Boardman due diligence findings and why we are waiting to close • Phased approach to 50–60MW, 2027 readiness, and supply chain constraints • Fiber connectivity, contractor capacity, and SLA-style delivery penalties • Prefabricated modular data center units and what demand looks like • How we think about valuation versus NAV, uplisting, and investor expectations • Financing options, debt structure, and when equity could make sense Take a second, smash the like button, guys. Let us know in the comments section below what you thought of DMG's results and if you're currently holding shares! 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
    676
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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