Power Mining Analysis

Anthony Power & Bryce McNallie
  • 4.5(2개의 평가)
  • 투자
  • 매일 업데이트

Whether you are a seasoned investor, a dedicated enthusiast in bitcoin mining, or a newcomer seeking deeper insights, Power Mining 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 Mining Analysis, as we extend an invitation for you to embrace the future.

  1. 2일 전

    We Came For Hashrate, Stayed For GPUs: BITF, HIVE, FUFU, RIOT & IREN!

    We mark the new year with a rebrand to power analysis and a clear thesis: miners with cheap power, ready sites, and strong partners will lead the HPC shift while Bitcoin stabilizes near $90k. We cover portfolio moves, capital plans, and long-term contracts that change the game. • Bitcoin price action, whale buys, and tax dynamics • Miners’ rally and positioning into 2026 • Bitfarms’ Latin America exit and North America focus • Hive’s Paraguay growth and low-cost hydro power • BitFuFu’s cloud hashrate and hosting margins • Riot’s $500m ATM and HPC buildout runway • IREN’s early HPC strategy and Microsoft deal • Compensation alignment and scale ambitions • TeraWulf’s zoning approval and pipeline strength • Our Miner Madness picks and sector conviction 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 how you're feeling about both Bitcoin and the HPC AI sector as we enter 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

    32분

  2. 3일 전

    From Hashrate Giant To AI Contender: MARA’s 2026 Playbook

    We break down how MARA uses scale, site control, and a deep Bitcoin treasury to pivot from pure mining toward high margin compute. The story centers on power: owning it, pricing it, and routing it to wherever returns are highest, from blocks to inference. • Bitcoin price holding near 87k and supply dynamics • 2025 miner returns and why MARA underperformed • 60+ EH capacity, 18 sites, 19 J/TH efficiency • Granbury flagship, modular designs, onsite repair • HODL growth and treasury value vs market cap • Capital levers: BTC-backed loans and zero-coupon converts • HPC AI strategy with inference focus and grid limits • Ownership vs hosting, path to 100% site control • XAEON stake to enter European Tier III/IV markets • West Texas energy-to-compute plan with MPLX • Texas wind farm economics and zero-marginal energy • Four reasons to watch MARA in 2026 Enter Miner Madness 5.0 before December 31: pick your top three miners and a March 31 Bitcoin price tiebreaker. Visit the Power Mining Analysis website, check the MARA news page, and sign up for our newsletter to get the registration form sent to your inbox! 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

    36분

  3. 5일 전

    Riot’s Big Bet On 2026: Deep Dive Company Analysis!

    We break down why Riot Platforms is our top pick for 2026, focusing on operational turnaround, Texas-scale power, strong capital levers, and a measured pivot into AI and HPC data centers. The result is a strategy that values optionality, speed to market, and durable margins. • operational delivery improvements and top-tier efficiency • demand response credits and lower all-in power costs • engineering division as revenue and uptime advantage • Corsicana and Rockdale gigawatt-scale power access • Kentucky site expansion potential • realistic halving math and mining margin pressure • capital reserves, HODL strategy, and financing options • disciplined HPC roadmap, shell-and-core build, hiring • tenant quality, deal structure, and speed to market Get your Miner Madness 5.0 picks in: head over to powermininganalysis.com, under the News drop down, sign up to the newsletter to receive the registration form! 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

    35분

  4. 6일 전

    From SealMiner To AI: How Bitdeer Plans To Win 2026

    We break down Bitdeer’s 2026 plan across custom SEAL miners, soaring self-mining growth, a global power pipeline nearing 3 GW, and a focused AI compute strategy that blends CSP and co-location. Field notes from Rockdale and deep dives on Bhutan, Washington, Knoxville, and Clarington round out a data-rich review. • Bitcoin market context and miner performance • SEAL Miner roadmap from A1 to A4 and efficiency gains • Self-mining hashrate growth and hosting stability • On-site operations at Rockdale and repair capacity • Global footprint across Bhutan, Norway, Texas, Ethiopia • Power in operation and development approaching 3 GW • AI strategy spanning Singapore, Malaysia, Washington, Knoxville • Clarington Ohio co-location scale and contract structure • CSP vs co-location economics and risk • Leadership pedigree and 2026 catalysts Before we let you go make sure you head over to the Power Mining Analysis website under the news drop down you can sign up for the newsletter you'll get a registration form to Minor Madness just two days left to enter your top three picks for Q1 and Bitcoin price on March 31st! 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

    43분

  5. 6일 전

    DMG Blockchain - CEO Sheldon Bennet & COO Steven Eliscu Q&A - Q4 & FY25 Earnings!

    We share Q4 and full-year results, then lay out how hydro cooling, energy grants, and site design set up Christina Lake to become a staged AI campus. We walk through our trust, pool, and software stack, and explain why AI co-location now offers the best near-term upside while Bitcoin remains core. • revenue up year over year and cash from operations doubled • balance sheet strength under IFRS vs US GAAP context • hydro conversion results and efficiency grant impact • shift to liquid cooling to match AI density needs • Christina Lake positioned as an AI factory with staged scale • carbon neutral Bitcoin via TerraPool with modest premiums • Systemic Trust custody and SOC 2 readiness for institutions • Reactor hash rate contracts and Helm mine management rollout • co-location demand trends and right-sized site strategy • Canada vs US power, policy, and latency considerations • sequencing across Christina Lake, Malahat, and Oregon • 2026 focus on AI, digital asset financial services, and selective M&A Take a second, smash the like button, guys. If you have any additional questions for Sheldon or Steve, leave them in the comment section below. You guys hit the like button, feel free to subscribe, and happy holidays. 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

    48분

  6. 2025. 12. 23.

    WhiteFiber - CEO Sam Tabar - NC-1 & Nscale Deal Q&A!

    We break down WhiteFiber’s 10-year, $865 million co-location and services deal with Nscale and why speed to revenue is the company’s edge. Sam Tabar details the retrofit-first playbook, financing approach, and why co-location outshines commoditized GPU cloud. • $2 million per MW ARR contract economics at NC1 • Co-location plus services model with durable margins • 40 MW online rapidly with 20 MW by April and 20 MW in May • Retrofit-first site strategy to compress timelines and costs • Power roadmap with Duke and expansion potential toward 200 MW • Comparison to peer deals and negotiation dynamics • Execution track record including rapid Tier III conversions • Capital plan using non-dilutive project debt aligned to contracts • 2026 targets for active capacity, revenue growth, and R&D productization • Rationale for favoring co-location over GPU price competition • Market sentiment vs real demand and pipeline confidence Take a second, smash the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. And let us know in the comment section below if you're currently holding shares of WhiteFiber and what you thought about this historic deal! 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

    31분

  7. 2025. 12. 23.

    Bitdeer’s U.S. Manufacturing Bet And Cipher’s 200 MW Ohio Push!

    We track a steady Bitcoin price and light holiday volumes while spotlighting the bigger shift: how AI and HPC demand, new tariff rules, and efficiency gains are reshaping mining strategy. Bitdeer moves manufacturing to Nevada and Cipher secures 200 MW in PJM as policy momentum builds. • Bitcoin price hovering high‑80k with muted tape • Miner board mixed while HPC‑linked names hold interest • Bitdeer leases Reno facility to assemble SEAL miners • SEAL A4 efficiency targets, iteration, and margin math • Power costs versus fleet efficiency and payback windows • Cipher expands beyond Texas with 200 MW in Ohio • PJM policy shifts and FERC tariff directives • ERCOT bottlenecks, diversification across grids, timelines • Predictions for 2026 and strategy around energized MW Sign up for the newsletter under the News dropdown at powermininganalysis.com to auto-register for Miner Madness 5.0! 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

    16분

  8. 2025. 12. 22.

    Is The 4 Year Cycle Broken?

    We map where Bitcoin sits after repeated 90k rejections and why ETFs, corporate treasuries, banks, and policy shifts could extend or break the four‑year cycle. Then we dig into miners decoupling from BTC as they pivot power toward HPC and sign AI compute deals that reshape valuations. • ETF demand and corporate HODL tightening free float • Policy momentum and banks enabling Bitcoin‑backed credit • Rangebound price dynamics around options expiry • Miners’ pivot from hash to high‑performance compute • Deal flow at Core Scientific, TeraWulf, Cipher, HUT and IREN • Why site power, fiber and water outrank raw hash rate • Dilution math, share count realities and 2026 expectations • Hashprice compression and efficiency race to sub‑10 J/TH • Names to watch for the next HPC contracts and execution risks Let us know in the comment section below how you're feeling about the space or sector and your top pick in your portfolio moving 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

    54분
모두 보기(482개)

평가 및 리뷰

4.5
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2개의 평가

소개

Whether you are a seasoned investor, a dedicated enthusiast in bitcoin mining, or a newcomer seeking deeper insights, Power Mining 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 Mining Analysis, as we extend an invitation for you to embrace the future.

정보

  • 제작진
    Anthony Power & Bryce McNallie
  • 방송 연도
    2024년 - 2026년
  • 에피소드
    482
  • 등급
    전체 연령 사용가
  • 저작권
    © 2026 Power Mining Analysis
  • 웹사이트 보기
    Power Mining Analysis

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