Power Analysis

Anthony Power & Bryce McNallie
  • 4.7 (3)
  • INVESTING
  • UPDATED DAILY

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. 2H AGO

    Soluna Holdings - CEO, John Belizaire Q&A - FY25' Earnings & Briscoe Acquisition!

    We sit down with Soluna CEO John Belizaire right after earnings and a major wind farm acquisition to unpack what changed in the business and what comes next. We press on cash flow durability, capital raises, and why Soluna thinks power-aligned infrastructure is the path from Bitcoin volatility to AI-scale growth. • FY2025 highlights, cash growth and how hash price pressure shows up in results  • Why low-cost power and scale help customers stay profitable in weak Bitcoin markets  • How Soluna thinks about ROI across Bitcoin mining, hosting and AI data centers  • Q1 2026 progress across Kati 1 ramp, partners and team additions  • Briscoe Wind Farm acquisition, vertical integration and the “convergence” strategy  • How owning generation creates flexibility, curtailment hedges and revenue diversification  • The three Bitcoin models: self-mining, fixed power margin and profit share  • Kati 2 and MetroBlocks, tenant demand, campus design and grid stability plans  • Project Grace as an R&D pilot and how it may fold into Dorothy 3  • Dilution concerns, the $1B shelf filing context and project-level financing expectations  • Near-term catalysts, AI pipeline maturation and a coming rebrand toward AI infrastructure  Let us know in the comments section below if you're currently holding shares of Soluna and what you thought about their most recent 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

    52 min

  2. 4H AGO

    Bit Digital & WhiteFiber - CEO, Sam Tabar - FY25' Earnings, ETH Outlook & AI Strategy!

    We break down Bit Digital and WhiteFiber’s 2025 results with CEO Sam Tabar and focus on what changes when a company sunsets Bitcoin mining to lean into Ethereum yield and AI data center infrastructure. We also get specific on retrofit execution, the NC1 timeline, and the financing and M&A levers that could define 2026. • repositioning from Bitcoin mining toward Ethereum and AI infrastructure  • scaling an Ethereum position with staking yield as a revenue foundation  • addressing CEO compensation rumors and why insider alignment matters  • why Bitcoin mining economics break down as hash price declines  • what “strategic asset company” means versus a pure crypto treasury  • Clarity Act expectations and the path to tokenized real world assets  • WhiteFiber growth drivers with cloud today and colocation long term  • why 40 to 50 MW for HPC is not comparable to mining  • NC1 North Carolina progress and why retrofits reduce execution risk  • on-time delivery, client trust, and how penalties shape the industry  • financing NC1 to recycle capital into new projects  • M&A screening and interest in agentic AI plus blockchain Let us know in the comments section below if you're currently holding either one of these companies and what you thought about today's discussion! 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 min

  3. 23H AGO

    Keel Infrastructure - CEO, Ben Gagnon Q&A - FY25' Earnings & AI Outlook!

    We sit down with Ben Gagnon right after fiscal year 2025 earnings to unpack BitFarms’ rebrand into Keel Infrastructure and the multi-year pivot from Bitcoin mining to AI data center infrastructure. We dig into what is already de-risked, what still depends on permits and power contracts, and how Keel wants to turn megawatts into predictable long-term cash flows.  • the three-year transformation plan and what “foundational year” really means  • redomiciling to the US and why corporate structure matters to capital access  • the 2.2 gigawatt pipeline and the difference between secured and expansion power  • ESAs, load studies, and the milestones that unlock lease execution  • Pennsylvania sites and practical questions on land readiness and build approach  • why onsite generation and grid flexibility could matter for data centers  • FY25 financial results including accelerated write-downs and GAAP Bitcoin marking  • how and when Keel winds down Bitcoin mining including the Quebec consolidation plan  • Moses Lake strategy shift from GPU as a service to colocation  • capex per megawatt realities and why industry comparisons vary  • supply chain changes as hyperscalers lock multi-year equipment capacity  • execution risk management through permitting, hiring, and community engagement  • Keel’s five-year vision as a developer and owner not an operator  Before we get into it, 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. And let us know in the comments section below what you thought of Bitfarms 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

    1 hr

  4. 1D AGO

    BTBT Earnings, KEEL Launch + OpenAI, NVDA & WULF News!

    We connect the latest Bitcoin price action to the bigger AI infrastructure story where power, data centers, and capital discipline decide who wins. We break down Keel Infrastructure’s rebrand and pipeline math, then dig into Bit Digital’s earnings and why co-location and cloud services are taking over the miner playbook.  • Bitcoin trend update and why short-term predictions matter less than long-term positioning  • Hyperscalers moving upstream into power generation and what that signals for AI demand  • OpenAI pivoting toward renting data center capacity due to CapEx pressure  • OpenAI’s valuation surge and what it says about the AI boom  • NVIDIA’s strategic stakes and why it can act like an AI index proxy  • Google TurboQuant and the fight against AI memory constraints  • Miner heat map performance and the market’s focus on signed deals and near-term revenue  • Keel Infrastructure rebrand, energized capacity vs pipeline claims, and the $/MW buildout reality  • Co-location vs CSP risk and the “sweet spot” question on contract timing  • Bit Digital earnings highlights, revenue mix shift, balance sheet strength, and discount to NAV  • TeraWulf build milestones and what real HPC construction complexity looks like  • Miner Madness results and what volatility teaches about the sector  Let us know in the comment section below if you're currently holding shares in either Bit Digital or Bitfarms/Keel and your thoughts on these recent updates! 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

    36 min

  5. 2D AGO

    Bitfarms Earnings, MARA Power Strategy + NBIS, IREN, DMGI & CRWV News!

    We track a market rebound across Bitcoin, the MAG 7, and miner-linked AI names, then dig into why contracts and power strategy are driving a widening valuation gap. We also break down BitFarms’ shift toward co-location, new AI data center builds in Scandinavia, and Mara’s expanded gas-to-power plan for cheaper mining. • bitcoin move toward 68,000 and the macro backdrop behind the bounce  • mega cap tech green day and why it lifts miners and HPC AI plays  • valuation gap between miners with signed AI deals and those without  • enterprise value per megawatt as a simple re-rating framework  • 401k access and Clarity Act timeline as potential crypto catalysts  • CoreWeave GPU-backed financing and what it signals for AI infrastructure funding  • Scandinavia as a data center cluster with lower PUE and renewable power  • GPU hourly rental rates and the risk of relying on spot pricing  • Bitfarms earnings highlights, cash and bitcoin on the balance sheet, and the Keel rebrand  • Moses Lake strategy shift from GPU-as-a-service toward co-location  • pipeline, permitting, and staged buildout logic across future sites  • DMG’s defense-oriented angle with secure prefabricated data centers  • Mara doubling behind-the-meter gas-to-power and the flared gas opportunity  Let us know in the comment section below what you thought of Bitfarm's results and the strategic move by MARA! 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 min

  6. 3D AGO

    Childress Revenue Estimates, Soluna Earnings & AI News!

    We map today’s selloff across AI data center stocks and Bitcoin miners, then trace how geopolitics and energy prices bleed into inflation pressure and risk appetite. We also quantify the AI buildout with hyperscaler CapEx, GPU hour economics, and the brutal capital needs behind the HPC pivot.  • oil and geopolitics driving real world cost pressure  • hyperscaler AI CapEx rising toward historic levels  • Nvidia profit growth as a demand signal  • big tech pullback despite strong forward expectations  • Bitcoin range action and why miners stay volatile  • ABTC growing its Bitcoin treasury as Strategy pauses  • Bitdeer’s 180MW Norway AI data center plan  • supply chain bottlenecks like transformers and switchgear  • Riot’s vertical integration advantage via ESS Metron  • Iren Sweetwater capacity framing in GPUs and GPU hours  • revenue sensitivity to utilization and contracted rates  • Soluna’s earnings focus on capital formation and build costs  • behind the meter wind power lowering blended electricity rates  • Miner Madness standings and how fast markets flip  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. Let us know in the comment section below how you're feeling about the market right now and if you're making any trades in 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

    44 min

  7. 6D AGO

    Market Selloff & The Power Bottleneck: META, HIVE, WULF, SLNH, DMGI, IREN & ABTC!

    The market sells off again, and we zoom out to explain why macro pressure and geopolitics can hit everything from the Mag 7 to bitcoin miners. We translate the AI buildout into real power numbers, then dig into why access to electricity and generation is becoming the deciding edge for hyperscalers and miners alike.  • data center and AI infrastructure stocks getting hit alongside broad indices  • Mag 7 year to date drawdowns and why zooming out matters  • oil, diesel, and natural gas rising and the knock on effects  • why higher power costs can squeeze bitcoin mining margins  • AI data center capex reaching historic levels and what it means in gigawatts  • AI adoption growth driving demand for compute beyond text into video and images  • hyperscalers buying sites and locking up capacity with examples from Meta, Google, and Microsoft  • why miners with ready power still have leverage in a power constrained market  • bitcoin price pullback versus adoption progress and cycle thinking  • miner stock performance and the urgency to add HPC revenue  • “go ahead” contracts as the trigger for re rating HPC colocation stories  • bring your own generation as a shortcut around interconnection queues  • GPU depreciation versus real world lifespan and why older GPUs can stay profitable  • Miner Madness standings update and what could change the leaderboard  Before we get into it, take a second, smash a like button, guys. If you're not already subscribed, McNally Money, feel free to join. And let us know in the comment section below if you think we're going lower from here or if you think we've hit bottom. Let us know your thoughts below, you guys, on the situation with the hyperscalers, the Mag 7, Bitcoin price, where you think bottom is, and how the miners are positioned as we head into April! 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 min

  8. MAR 26

    MARA Selling HODL, WYFI Earnings & HIVE News!

    We track a rough day for Bitcoin and miner stocks while the long-term adoption narrative keeps getting stronger through crypto-backed mortgages, bank integration, and retirement-account access. We also break down WhiteFiber’s earnings and Mara’s decision to sell Bitcoin to retire $1B of convertible debt, weighing balance-sheet logic against treasury strategy.  • crypto-backed mortgages through custodial structures like Coinbase Prime  • why over collateralisation helps borrowers avoid selling and tax events  • TradFi and DeFi convergence as banks add native Bitcoin access  • short-term Bitcoin headwinds tied to geopolitical uncertainty  • miner heat map read-through and why zooming out matters  • Hive’s BuzzHPC expansion with Bell Canada and sovereign AI framing  • WhiteFiber Q4 results across revenue, adjusted EBITDA and margins  • stock-based compensation as a key quality signal versus peers  • net asset value comparisons and why balance sheet strength matters  • Mara selling 15,000+ BTC to repurchase $1B in convertible notes  • the debate on timing, dilution, debt reduction and an AI HPC pivot  Take a second, smash the like button, guys. If you're not already subscribed, McNally Money, feel free to join. And let us know in the comments section below what you thought about today's headlines and how you're feeling about the sector as a whole as we enter April! 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

    32 min
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Ratings & Reviews

4.7
out of 5
3 Ratings

About

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.

Information

  • Creator
    Anthony Power & Bryce McNallie
  • Years Active
    2024 - 2026
  • Episodes
    553
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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