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. 20 giờ trước

    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

    41 phút

  2. 1 ngày trước

    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

    53 phút

  3. 2 ngày trước

    Huge WULF & Anthropic Deal, NBIS Enters Spain, META Enters Compute, KEEL, ABTC & IREN News!

    Bitcoin steadies above $62K as AI infrastructure names rebound, but the bigger story is how hyperscalers and neo-clouds are redefining the market for compute and power. We unpack Meta selling excess compute, track new international deal flow, and run the numbers on TerraWolf’s massive long-term Anthropic contract.  • Bitcoin weekend strength and what it means for miner revenue  • Michael Saylor’s Bitcoin sale to fund dividend obligations and what it signals  • Meta selling spare AI compute and the competitive impact on AI cloud providers  • Why AI infrastructure stocks sold off and why volatility cuts both ways  • ABTC’s 1-for-15 reverse split plus growing Bitcoin treasury and satoshis per share metric  • Keel’s new president hire and what it suggests about near-term deal execution  • SATO’s Bhutan renewable AI data center LOI aimed at Indian AI compute demand  • Nebius entering Spain and accelerating its European expansion with efficiency focus  • Anthropic Australia capacity rumors plus investor holdings that raise eyebrows  • TeraWulf’s 20-year 401MW Anthropic deal, implied revenue per megawatt, and PUE implications  • TeraWulf’s Texas JV stake sale and what geographic focus might look like next  • Valuation sensitivity framework and Cantor’s updated TeraWulf target  Let us know in the comment section below what you thought of today's headlines and if you're holding any of the shares discussed! 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

    40 phút

  4. 5 ngày trước

    Hedge Fund Q&A with Eric Jackson, EMJ Capital: IREN, HUT, CIFR & OPEN!

    We go from Drake and viral stock videos to a serious framework for investing in OpenDoor, AI data centers, and the miner-to-HPC transition. We also break down why executive compensation headlines can be a distraction and how systematic crypto regime models can help manage brutal volatility.  • Drake’s unexpected role in building an audience for stock research  • OpenDoor’s turnaround timeline under new leadership and why rates matter  • Why pullbacks do not automatically break the OpenDoor thesis  • The Iren RSU backlash and why insider activity can be misread  • Iren’s strategic path with NVIDIA and how vertical integration could lift GPU economics  • Token based AI usage and what rising demand means for power consumption  • Cipher’s co-location model versus CSP style full stack compute  • Why popularity increases volatility and how newcomers change price action  • Letting winners run while sizing risk with systematic regime signals  • EMJX and the case for a hedged multi-asset crypto treasury approach  • Prediction models beyond markets from Bitcoin to Supreme Court decisions  Let us know in the comments section below what you thought of today's discussion and your top picks 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

    59 phút

  5. 6 ngày trước

    IREN Fallout: News, Sentiment, Outlook & Valuation Analysis!

    We break down IREN’s biggest new headlines and why a single compensation filing can swing investor sentiment faster than any quarterly update. We zoom out from red days on the chart to the long game: power, talent, contracts, and the mechanics that could turn IREN into a full-stack AI infrastructure player.  • Bitcoin price action and what it signals for risk appetite  • Red tape across AI infrastructure stocks and potential rotation  • IREN’s run from $5 to $76 and why trimming matters  • New C-suite hires from Oracle and Google ecosystem roles  • What the $800M RSU grant actually is per Form 4 filings  • Vesting periods and holding restrictions that limit near-term selling  • Say-on-pay votes as the shareholder lever on compensation  • How social sentiment flips and what that reveals about conviction  • The NVIDIA relationship and the 30M share purchase right at $70  • Power pipeline math across megawatts and gigawatts  • A valuation framework tied to revenue per megawatt and EBITDA margins  Also make sure you pop over to the website poweranalysis.io. Newsletter comes out tomorrow, 100% free. Let us know in the comments section below if you're currently holding shares of Iron and how you're feeling about the company 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

    43 phút

  6. 1 thg 7

    BTDR Valuation Analysis, Top ABTC & HIVE News Now!

    Bitcoin stays choppy under 60,000 while mining and AI infrastructure stocks swing even harder, so we slow down and focus on what the numbers actually say. We walk through Hive’s latest financing, ABTC’s Nasdaq compliance move, and an updated Bitdeer valuation tied to the Tydal Norway co-location narrative.  • Bitcoin price action and what it signals for sentiment  • Why miner volatility is normal and why we take profits  • Lessons from the 2021 cycle on leverage, debt and survival  • Heat map read on one month vs one year performance  • Hive’s zero coupon senior secured notes and AI HPC capex plans  • Why Scandinavia can improve data centre economics and PUE  • ABTC’s 15 to 1 reverse split to maintain Nasdaq listing compliance  • Bitdeer’s power scale, HPC revenue, SEAL miner efficiency and growth pace  • Tydal Norway assumptions and sensitivity analysis for implied share value  Let us know in the comment section below what you think of Bitdeer's numbers 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

    30 phút

  7. 30 thg 6

    AI Earnings Season Expectations: Latest SLNH, BTBT, HUT, KEEL & WULF News!

    Bitcoin slides into the high $50Ks and we zoom out on cycle expectations, investor psychology, and why pullbacks can create opportunities. We then track how crypto miners are turning into AI infrastructure companies, where power, HPC contracts, and execution matter more than headlines.  • Bitcoin’s pullback and why we avoid calling a bottom too early  • How investor psychology flips between fear and FOMO  • Miner weakness versus year-to-date strength and the case for taking profits  • The halving business model problem and why the next one could force a washout  • Power strategy as the real differentiator for AI infrastructure and HPC  • Battery storage as a response to grid constraints and PJM backlog  • Russell 2000 and Russell 3000 inclusions as liquidity catalysts  • WhiteFiber’s positioning and why counterparty quality matters  • Bit Digital net asset value math and why a discount can persist  • Q2 earnings season expectations and what happens when milestones slip  Let us know your thoughts in the comment section below, specifically on TeraWulf and that Hawesville, Kentucky site! 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 phút

  8. 29 thg 6

    IREN & NVDA News, BTDR Deal & Latest KEEL & BTBT News!

    We size up Bitcoin’s slide under $60,000 and what “near the bottom” really means when you invest long term. Then we follow the money into preferred dividends, AI data center deals, and NVIDIA-grade infrastructure as miners pivot from hash rate to GPU hours.  • Bitcoin range talk and long-term holder mindset  • Saylor’s monetisation plan, dividend coverage fears, and buyback logic  • Preferred shares trading below par and what daily dividends change  • Why HPC AI looks more predictable than Bitcoin mining  • Bitdeer and the Tidal Norway AI infrastructure signal  • Bit Digital’s Ethereum treasury, staking yield, and WhiteFiber value  • Russell 3000 and Russell 1000 inclusions for Keel and Iren  • Iren’s NVIDIA Exemplar Cloud status and what it implies for enterprise demand  • TeraWulf momentum and Citi’s $36 target  Before we get into it, take a second, smash the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. So make sure you guys drop your questions! 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

    25 phút
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Giới Thiệu

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.

Thông Tin

  • Nhà sáng tạo
    Anthony Power & Bryce McNallie
  • Năm hoạt động
    2024 - 2026
  • Tập
    626
  • Xếp hạng
    Sạch
  • Bản quyền
    © 2026 Power Analysis
  • Trang web chương trình
    Power Analysis

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