Power Analysis

Anthony Power & Bryce McNallie
  • ٤٫٧ (٣)
  • استثمار
  • يتم التحديث يوميًا

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. قبل يوم واحد

    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

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  2. قبل ٣ أيام

    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

    ٥٣ من الدقائق

  3. قبل ٤ أيام

    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

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  4. ٦ فبراير

    Have We Hit Bottom? IREN, CLSK, BITF, WULF & BTBT News!

    A violent Bitcoin selloff to 60K reversed to a sharp rally while miners whipsawed, setting the stage for a hard look at market structure, derivatives, and the sector’s pivot to AI and HPC. We unpack earnings from CleanSpark and Iris Energy, ERCOT’s batching shift, and why cheap capital follows power and customers. • Bitcoin volatility drivers, derivative overhang, ETF mechanics • Why retail supply looks sticky and liquidations drive moves • Mega cap AI CapEx and implications for compute demand • Miner rebounds, drawdown math, heat map standouts • Bitfarms rebrand to Keel, financing reset, U.S. alignment • Bit Digital’s ETH pivot, staking yields, balance sheet use • CleanSpark’s strategy shift to AI data centers and margins • Compensation scrutiny versus recurring HPC revenues • IREN’s Oklahoma expansion, 4.5 GW secured power • The three Cs: capacity, customers, capital flywheel • ERCOT batch studies, interconnect timing, execution risk • GPU ramp in British Columbia and Sweetwater timelines Hit the like button. Feel free to subscribe. Let us know what you thought of earnings last night, and have a great weekend! 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

    ٥٧ من الدقائق

  5. ٥ فبراير

    IREN & CLSK Earnings Night: Deal Or No Deal???

    We confront earnings night with clear eyes: AI capex is booming while hash price hits new lows and miners bleed red. We weigh the odds of Iron and CleanSpark landing contracts, unpack GPU lifespan signals from AWS, and track who survives the squeeze with efficiency, power, and better financing. • IREN deal speculation, timeline, and market expectations • sweetwater energization, power pricing, and client need • google revenue strength and hyperscaler capex surge • aws a100 longevity and csp model implications • bitcoin price slide, hash price low, difficulty outlook • fear and greed at 11 and miner margin stress • HIVE growth, pledge strategy, and fleet efficiency • BitFuFu hosting resilience and efficiency gains • debt financing trends and secured notes appetite • hpc ai focus and how miners shift from exahash to power Let us know in the comment section below how you're feeling about this widespread pullback and what you expect in terms of a deal tonight from Iron or Clean Spark! 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

    ٣٨ من الدقائق

  6. ٤ فبراير

    Markets In Freefall, Miners On Edge: AMD, NVDA, MSFT, IREN, RIOT, CIFR, BITF & WULF!

    Markets sell off hard as Bitcoin breaks support, AI leaders stumble despite strong numbers, and miners wear double-digit declines. We weigh fear against fundamentals, from Nvidia’s software stance to miner financing, and set the stage for earnings and potential AI power deals. • Bitcoin slide and cycle vs super-cycle debate • Retail capitulation vs institutional accumulation • AI circular revenue fears and software resilience • AMD strength vs share price drop • Nvidia CEO view that software remains essential • Mag 7 softness and smart money questions • Miner heat map and valuation vs HODL metrics • Cipher secured notes and financing benchmarks • CleanSpark curtailment, production, and HODL moves • Earnings watch for CleanSpark and Iron • Power pipeline and HPC allocation 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 comment section below what you think is leading to this major sell-off we're seeing in the market! 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

    ٢٩ من الدقائق

  7. ٤ فبراير

    Soluna Holdings - CEO John Belizaire Q&A - Cormint Announcement!

    We walk through our new 12 MW Soluna & Cormint agreement, how modular containers accelerate CADI 1, and why this blueprint lets us scale Bitcoin hosting now and pivot into AI with speed. We explain grid flexibility, IPP value, and why OEM demand for hosting is surging. • Cormint partnership and 12 MW container supply at KATI 1 • Plug-and-play design with integrated power, cooling, and monitoring • Faster energization, lower on-site labor, reduced commissioning risk • Maestro OS integration for control and efficiency • ERCOT strategies and TSP-level pathways for speed • Modular deployment as bridge from Bitcoin hosting to AI • Hosting demand from OEMs and structured profitability • Self-mining upgrades at D1B and focus on hosting scale • Co-locating Bitcoin and AI to preserve grid flexibility • Stronger IPP value via curtailment relief and higher-yield AI • Team upgrades and Soluna 2.0 scaling plan toward 2026 Take a second, smash the like button, guys. 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

    ٢٧ من الدقائق

  8. ٤ فبراير

    British HODL Q&A - Bitcoin Volatility, Institutional Signals, And The Push To One Coin!

    We welcome British HODL to unpack why volatility is a feature, how institutional absorption is changing the signal, and why liquidity cycles matter more than headlines. We frame price through halvings, weigh ETFs against self-custody, and share a simple portfolio structure for staying solvent and aggressive. • origin story from real estate and gold to Bitcoin • reading cycles with ISM, metals, and liquidity • volatility as opportunity, not flaw • one Bitcoin goal and shrinking accessibility • institutional absorption vs retail hype • store of value focus, taxes, and lending • regulation clarity as the next catalyst • ETFs, treasury companies, and premiums • three-bucket portfolio framework and hurdle rates • halving-to-halving price range and timing • nation-state mining and strategic reserves • hashrate geography and security perspective • personal responsibility and multi‑generation stacking Hit the like button. Feel free to subscribe. Let us know in the comments how you're feeling about Bitcoin currently and your price target for the end of 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

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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.

المعلومات

  • صناع العمل
    Anthony Power & Bryce McNallie
  • سنوات النشاط
    ٢٠٢٤ - ٢٠٢٦
  • الحلقات
    ٥١٣
  • التقييم
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  • حقوق النشر
    © 2026 Power Analysis
  • موقع البرنامج على الويب
    Power Analysis

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