Power Analysis

Anthony Power & Bryce McNallie
  • 4,7 (3)
  • ИНВЕСТИЦИИ
  • ЕЖЕДНЕВНО

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. -15 Ч

    HIVE Digital Technologies - CFO Darcy Daubaras & Chairman Frank Holmes - Q3 Earnings Q&A!

    We break down Q3 results with Frank Holmes and CFO Darcy Daubaras, showing how Paraguay’s low-cost energy and smarter hardware expanded margins while HPC demand accelerated. We share our path to tier three data centers, conservative financing, and the catalysts we see into 2026. • Paraguay’s 300 MW online driving lower energy costs and higher efficiency • Margin expansion through S21 hydros, fleet optimization, and daily cash control • Accelerated depreciation choices on ASICs to reflect real-world lifecycles • Sweden footprint consolidation to prepare for tier three HPC • $30m Bell deal in Winnipeg and 4 MW Toronto retrofit progress • Optionality between tier one mining and tier three compute at new sites • Paraguay land, power, and dark fiber as the long-term HPC foundation • GPU lifecycle strategy, H100/B200 financing, and pricing power • Policy risk contrast across Canada, Sweden, and pro-business Paraguay • Funding mix: ATM, asset sales, vendor financing, and disciplined capex • 2026 goals: more exahash in Paraguay and scaled recurring HPC revenue Hit the like button. If you’re not already subscribed, feel free to join. Let us know in the comments if you’re holding HIVE and what you thought about the results! 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

    45 мин.

  2. -15 Ч

    Earnings Week & MARA's AI Power Move!

    We set the table for a stacked earnings week while Bitcoin slumps, then dig into why miners shifting to HPC and hosting can outlast the hash price crunch. MARA’s Exeon deal in Europe, Bitdeer’s financing and HODL sale, and IREN’s gigawatt roadmap show how execution beats hype. • bitcoin price slide, macro jitters, cycle context • michael saylor’s steady buys and HODL math • openai stargate delays versus miner-led execution • hyperscaler earnings that move sector sentiment • miner earnings calendar and likely catalysts • hash price below $30 and record difficulty • hosting-first models that buffer btc volatility • bitdeer converts, equity raise, and HODL to zero • hive proxy vote timing and fleet expansion • iren sweetwater and oklahoma multi‑GW plan • mara–exaion approval, europe entry, nuclear angle • soluna’s ai energy wall and power gap • white fiber targets, clients, and r&d push Available on poweranalysis.com. Check the earnings dates and interview schedule there for your viewing pleasure! 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

    45 мин.

  3. -4 ДН.

    Bitcoin Miners, AI Power, And The Next Catalyst!

    We track a tough five-day Bitcoin slide against a flood of miner and AI infrastructure news, from policy odds and bank adoption to funding, governance, and enterprise-grade data centers. The throughline: power, capital, and customers decide who leads the next leg. • policy momentum toward a crypto market structure bill • banks shifting from resistance to integration • miners repriced by power access and HPC pivots • ABTC’s growing treasury and strategy • Bitdeer’s convertible reset and capital needs • BitFuFu’s cloud mining margins and steady profits • Core Scientific’s board changes with 2C’s Capital • Hive/Buzz HPC’s enterprise-grade build and NVIDIA ties • IREN’s Microsoft build-out and institutional buys • Soluna’s 350 MW tier 3 AI campus plans • HODL 100 growth versus sell-to-build strategies Let us know in the comments section below what you thought about today's headlines and if you're currently holding any of these companies! 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

    35 мин.

  4. -5 ДН.

    It’s All About Timing: IREN, RIOT & HUT!

    We dig into why timing rules the pivot from Bitcoin mining to HPC AI and how power, clients, and chip cycles shape who wins by 2026. We compare Riot, Iron, and Hut 8 on revenue certainty, ERCOT dynamics, and the trade-off between speed and future-proof builds. • bitcoin price stuck while miner equities lift • market rewards contracted HPC revenue over hash price • hyperscaler capex surge as demand for power accelerates • gpu lifecycles and depreciation drive margin durability • riot’s staged ai deals and roi math • IREN’s multi-gigawatt roadmap and hashrate shift • hut 8’s ercot exposure and queue reform impact • cost per megawatt, density planning, and speed to revenue • institutional flows into bitcoin etfs and miner equities • key milestones expected through 2026 Hit the like button, feel free to subscribe! 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

    35 мин.

  5. -6 ДН.

    HIVE Earnings Analysis & Top SLNH & IREN News!

    We unpack how institutions, ETFs, and AI spending are reshaping Bitcoin and mining, then dive into concrete moves from SOluna, IREN, and Hive. We compare power economics, hosting margins, and GPU buildouts, and share what the four-year cycle might mean now that compute is the new moat. • conference takeaways on institutional adoption and ETF momentum • Saylor’s latest buy and what steady corporate demand signals • the four-year cycle debate and drawdown context • hyperscaler spend driving power and data center deals • Saluna’s hosting scale and tier 3 AI campus plans • wind-powered economics, behind-the-meter advantages • IREN’s MSCI inclusion and engineering leadership focus • Hive’s $30m AI contract, earnings, and Paraguay shift • miner volatility, equipment pricing, and timing upgrades Let us know in the comment section below what you thought of today's press releases and if you're holding any 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

    39 мин.

  6. 12 ФЕВР.

    Bitcoin Investor Week - Day 1 Recap + BTDR, CIFR & HIVE News!

    We unpack Bitcoin Investor Week with a focus on price stasis, policy overhang, and why public miners are eyeing HPC. AI took center stage, from autonomous trading and personal CFO agents to support teams where 12 bots outperformed 200 people. • policy uncertainty delaying institutional flows • technical floor talk in high 50s to low 60s • Pomp’s interview format and standout speakers • AI-managed portfolios and risk parameters • AI agents replacing support and boosting CSAT • personal AI CFO for bills, trades, guardrails • miners pausing rig buys and pivoting to HPC • cyclical view despite ETFs and recent drawdown • Bitdeer earnings, hash growth, HPC pipeline • Cipher board addition and REIT potential • Hive results preview and targets for 2025–2026 If you’re in the New York area, we’d love to see you tonight at PubKey! 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

    20 мин.

  7. 10 ФЕВР.

    Top AI Stocks to Watch in 2026: SLNH, BTDR, CIFR & IREN!

    We track Bitcoin’s bounce and zoom into how miners are turning megawatts into durable returns through hosting, HPC, and faster time-to-power. Soluna energizes Kati, Bitdeer rockets to 63 EH and primes AI conversions, while Cipher and IREN line up repeatable, capital-smart deals. • Bitcoin range stabilising after sharp drop • Miner heat map trends and HPC winners • Soluna’s Kati Phase 1 energisation and wind-first model • Modular design, behind-the-meter strategy, speed to power • Hosting economics as hedge against hashprice swings • Bitdeer’s self-mining surge and SEAL miner roadmap • GPU deployments and AI site conversions across regions • Capex choices: tiered facilities versus hybrid retrofits • Cipher’s rinse-and-repeat playbook for AI co-location • IREN’s Sweetwater build, multi-gigawatt optionality, stronger terms • Hyperscaler capex wave, software FUD rebuttal, demand outlook 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 comments section below if you're holding any of these four companies and your outlook as we move into 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

    53 мин.

  8. 9 ФЕВР.

    Wall Street Price Targets Part 2: DMGI, BITZ, BTBT, WYFI, BITF, CLSK, RIOT & CIFR!

    We break down Wall Street’s new price targets for Bitcoin miners and why HPC AI contracts, site quality, and financing structure are redefining valuations. From Google’s long-dated AI debt to meetings with Cipher and IREN, we trace how power becomes the moat and deals de-risk the story. • Bitcoin near 70k and Saylor’s buys • Magnificent 7 moves and Google’s AI bond • Shift from convertibles to secured notes • Early signs of miner decoupling from Bitcoin • DMG upside and Oregon diligence • BitZero’s low-cost power and HPC pivot • Bit Digital’s NAV discount and WiFi stake • WiFi notes, NScale anchor, scarce float • Bitfarms debt clean-up and Washington Tier 3 • Earnings as the driver of analyst re-rates • CleanSpark awaiting anchor tenant disclosure • TeraWulf deal math and pipeline scale • Riot’s Corsicana readiness and tier strategy • Cypher’s rinse-and-repeat data center builds • Bitcoin Investor Week forecasts and ETF adoption Take a second, smash the like button, you guys. If you're not already subscribed, feel free to join. Let us know in the comment section below if you agree with these price targets and your top pick in the sector! 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

    37 мин.
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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.

Информация

  • Автор
    Anthony Power & Bryce McNallie
  • Годы выхода
    2024 - 2026
  • Выпуски
    518
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2026 Power Analysis
  • Сайт подкаста
    Power Analysis

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