Power Analysis

Anthony Power & Bryce McNallie
  • 4,8 (4)
  • INVESTISSEMENT
  • TOUS LES JOURS

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. -19 H

    Riot Platforms - CEO, Jason Les Q&A - Q1 Earnings & AMD Deal Expansion!

    We break down Riot Platforms’ Q1 results by focusing on what matters most: execution on the AMD data center lease, the roadmap for Corsicana, and how we think the company shifts from Bitcoin mining to AI and HPC infrastructure. Jason Les explains why delivery speed, supply chain control, and disciplined financing are the real catalysts behind any valuation re rating. • AMD lease progress and what the expansion option signals  • How data center revenue ramps from tenant fit out to recurring lease income  • Why SLAs and non performance penalties make operations a moat  • Mining performance update and how cooling choices affect maintenance trade offs  • Riot’s strategy to use Bitcoin mining to secure and monetize power until conversion  • ESS Metron and why switchgear lead times change the game  • Corsicana design flexibility, PUE assumptions, and what 756 MW really means  • Substation expansion status and securing transformer capacity  • Site advantage near Dallas and Austin plus fiber and workforce access  • Team buildout, land control milestones, and hiring hyperscaler experienced leaders  • Funding the buildout with balance sheet strength, project finance, and methodical BTC sales  Take a second, smash a like button, guys. Big help to myself and the channel. If you're not already subscribed, McNally Money, feel free to join. And let us know in the comment section below what you thought of the results and your outlook for Riot as we move into Q2! 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

  2. -1 J

    Huge MARA News, Mike Alfred Buying SLNH & KEEL Gets Approval in PA!

    We break down the biggest Vegas headlines, from Tether’s proposed Bitcoin mega merger to hyperscaler CapEx that is reshaping the race for land, power, and permits. We also dig into why Keel’s zoning approval and Mara’s Long Ridge power plant acquisition could change the economics of mining and the transition into HPC AI.  • Tether backed consolidation idea and what an integrated Bitcoin platform could look like  • Elektron’s scale as a private miner and why all in cost matters more than buzzwords  • Hyperscaler CapEx surge and the practical bottlenecks for new data center supply  • Bitcoin’s strong month and why we keep telling people to zoom out  • Keel’s Pennsylvania expansion approval plus the real permitting steps and constraints  • Vera Rubin GPU plans and how location and latency can change pricing power  • Mara’s $1.5B Long Ridge deal and the significance of 505 MW with 600 MW compute potential  • Analyst price targets versus long dated optionality if a major AI client signs  • Soluna’s rally, Mike Alfred’s buy, and how social reach can accelerate attention  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

    26 min

  3. -3 J

    Bitcoin Conference Highlights & Latest AI News (BITZ, HUT, GLXY & SLNH)

    We recap day two from Bitcoin Conference Las Vegas and the biggest conversations we have on the floor, from networking with familiar names to spotting how fast the space is changing. We also connect the dots between Bitcoin volatility and the AI infrastructure buildout, including major data center updates from BitZero, Soluna, Galaxy and Hut 8.  • Highlights from the BitGo area and the Satoshi Action Party  • What we notice on the conference floor including media interviews and key personalities  • Bitcoin pulling back during conference week and why long-term framing still matters  • AI and HPC stocks selling off despite CEOs flagging GPU capacity constraints  • BitZero’s Finland and Norway engineering and energisation roadmap  • Why community support can make or break data center projects  • Soluna’s hosted mining growth plus behind-the-meter wind farm optionality  • Galaxy Digital moving capacity from Helios and broader data center execution signals  • Hut 8’s Riverbend campus project financing details and what it implies for digital infrastructure  Take a second, smash the like button, guys. Big help to myself and the channel. If you're not already subscribed, McNallie Money, feel free to join.! 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

    17 min

  4. -4 J

    Bitcoin Conference Day 1, Top News & Price Targets (CORZ, IREN, CIFR, RIOT & KEEL)

    We’re on the ground in Las Vegas for the Bitcoin conference and we open with a real-time read on Bitcoin’s pullback from the high 70,000s and what that volatility means for positioning. Then we zoom out to the bigger shift in crypto equities as miners lean harder into power, hosting, and HPC AI deals ahead of a packed earnings calendar.  • Bitcoin’s dip during conference week and why the market still looks constructive  • Strategy’s latest Bitcoin buy and what weekly supply math implies  • What we see on the conference floor and why face-to-face miner access matters  • Hive’s operational strength and the push to scale HPC AI revenue  • Miner heat map takeaways plus why TerraWulf stands out  • Core Scientific’s Texas expansion and what 1.5GW development really costs  • Why contract execution risk and penalties may show up in earnings  • Cipher’s site pipeline including Black Pearl and the Stingray chatter  • Iren’s Microsoft-driven buildout plus how cheap capital changes the game  • Riot’s AMD deal at Rockdale and what we want to hear on the earnings call  Smash the like button, subscribe to McNallie Money, and let us know in the comments how you’re feeling about the market 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

    27 min

  5. 23 AVR.

    AI Infrastructure Stocks On A Tear: Latest IREN, KEEL, CORZ, CIFR & APLD News!

    We walk through another green day for AI infrastructure stocks and the Bitcoin miner names making the clearest shift into HPC data centers. We break down a major Applied Digital hyperscaler lease, debate real-world megawatt pricing, and track how financing and permits can re-rate these stocks fast.  • Bitcoin holding above $78K and what the heat map shows  • IREN pullback as a potential buy zone and what to watch in results  • How an ATM raise can fund data center expansion at Sweetwater  • Applied Digital 15-year AI colocation lease and $/MW math  • Core Scientific secured senior notes at 7.75% and why the rate matters  • Keel Infrastructure permitting momentum at Panther Creek and Cantor upgrade  • Cipher earnings date and what we want to hear on the next tenant  • Power Analysis website features for tracking miners and AI data center contracts  Take a second, smash a like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comment section below how you're feeling about the portfolio and your current top pick in the space. Make sure you guys let us know if you're gonna be in town. We'd love to meet 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

    21 min

  6. 22 AVR.

    Bulls In Full Control: IREN, ABTC, HIVE & KEEL News!!!

    Bitcoin pushes back toward the high-$70Ks and the mining stocks snap higher with it, setting up a fresh look at what efficiency and power cost really mean after the halving. We break down ABTC’s fleet upgrade math, then zoom out to why Hive and Keel are treating AI and HPC data centers as the long-game.  • Bitcoin’s daily move and why miners react faster than BTC  • How 24/7 trading and macro headlines shape risk appetite  • Why power becomes the real product as miners add HPC  • ABTC’s hash rate jump and elite joules-per-terahash efficiency  • Simple profitability math using hash rate, power draw, and energy cost  • Hive’s 0% coupon note and why it matters for AI buildout  • Hive’s GPU roots and the push toward larger annualised HPC revenue  • Keel’s Paraguay sale repriced by mining economics and difficulty  • US focus, permitting steps, and why Panther Creek keeps coming up  • How funding follows signed clients in data center deals  Take a second, smash a like button, guys. If you're not already subscribed, McNallie Money, feel free to join. And let us know in the comment section below how the portfolio is looking today 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

    27 min

  7. 21 AVR.

    The Miner Re-Rating Process: IREN, CIFR, SLNH, CORZ, RIOT Valuation Metrics!

    We break down why Bitcoin miners pivoting to AI and HPC are getting re-rated so quickly and why signed contracts matter more than narratives. We compare Soluna’s rapid momentum with Core Scientific’s scaled buildout, then walk through the valuation and balance sheet metrics we use to keep ourselves honest. • Bitcoin holding around the $75k range and why miner stocks still swing hard  • Two clear groups forming: miners with executed AI/HPC deals versus miners still waiting  • Soluna as a “no contract yet” example driven by hosting growth and visible project timelines  • Core Scientific’s $3.3B secured note and what it signals about future co-location capacity  • How analysts build price targets using EV/EBITDA, price-to-sales, DCF, and sum-of-the-parts  • Why Bitcoin mining can command 2–3x multiples while AI data center revenue can command 15–25x+  • Execution risk as the key caveat behind forward revenue models  • Debt-to-capital ratio and why higher leverage can mean higher buildout ambition  • Book value and NAV per dollar invested as useful inputs that can still mislead  • Cash and cash equivalents versus enterprise value and why “cash rich” is not the whole story  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

  8. 20 AVR.

    Strategy Takes The Bitcoin Crown, SLNH, BTBT, ABTC & HUT News!

    We break down Strategy’s massive Bitcoin buy that vaults it past BlackRock’s iBit and dig into what relentless corporate demand does to real-world supply. We also map the Clarity Act timeline and pivot to AI infrastructure plays, miner economics, and the valuation metrics that can make or break Q1 earnings reactions.  • Strategy adds 34,164 Bitcoin in a week and pushes total holdings past 815,000  • Strategy surpasses BlackRock iBit and reshapes the corporate holder leaderboard  • Miners trend toward selling production and sometimes treasury holdings  • Supply math versus demand, with Strategy buying multiples of daily issuance  • Strategy MNAV premium and why premiums compress or expand  • Clarity Act next steps, Senate timing, and why the next 4 to 6 weeks matter  • Bitcoin’s post-crisis performance compared with gold and equities  • Wall Street price targets from major firms and prominent Bitcoin voices  • Soluna’s momentum, acquisitions, and hosting-led business model  • HPC and AI pivots across miners and who can raise capital fast  • Bit Digital’s Ethereum treasury exposure and net asset value discount  • Q1 earnings catalysts, contract updates, and FASB-driven balance-sheet swings  • Bitdeer’s SEAL miner efficiency gains and the case for mining plus HPC  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
Tout afficher (570)

Notes et avis

4,8
sur 5
4 notes

À propos

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.

Informations

  • Création
    Anthony Power & Bryce McNallie
  • Années d’activité
    2024 - 2026
  • Épisodes
    570
  • Classification
    Tous publics
  • Copyright
    © 2026 Power Analysis
  • Site web de l’émission
    Power Analysis

Vous aimeriez peut‑être aussi