Power Analysis

Anthony Power & Bryce McNallie
  • 4.8 (4)
  • INVESTING
  • UPDATED DAILY

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. 18H AGO

    AI Power Plays Making Moves: HIVE, IREN, SLNH, MARA & ABTC!

    We track how Bitcoin miners are evolving into AI and HPC infrastructure companies as conferences, GPU markets, and corporate announcements all point to the same demand wave. We connect the dots across Strategy’s Bitcoin accumulation, shifting miner economics, and a growing pipeline of multi year data center contracts.  • takeaways from the AIM Summit in London and why AI dominates the room  • why miners keep exploring HPC for predictable long term revenue  • Strategy’s latest Bitcoin buying pace and the path toward one million BTC  • the claim that Bitcoin ownership in the US now outpaces gold  • GPU spot pricing jump and why older GPUs can price above newer ones  • how longer GPU lifespans change payback periods and data center economics  • mining stock performance, correlation to Bitcoin, and Core Scientific buildout updates  • ABTC’s Bitcoin treasury growth, fleet efficiency, and “mine cheaper than buy” approach  • the reality of cheap ASIC pricing versus rising public company overhead  • Hive and BuzzHPC’s 320MW sovereign AI infrastructure plan near Toronto  • MARA’s Long Ridge Energy financing milestone and what it adds to the platform  • Soluna’s timeline signals and why 2027 is becoming the target year  • IREN’s acquisition of Awaken and the importance of brand as the AI push scales  Let us know in the comments section below what did you think on today's headlines? Also, let us know if you want to see an IREN podcast! 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

    48 min

  2. 1D AGO

    Soluna Holdings - CEO, John Belizaire & CFO, Michael Picchi Q&A - Q1 Earnings & AI Strategy!

    We talk with Saluna Holdings CEO John Belizaire and new CFO Michael Picchi right after Q1 earnings about how the company plans to scale from Bitcoin hosting into AI and HPC data centers through 2026 and beyond. We break down what vertical integration really means when you own the wind farm, the grid connection, and the site roadmap to get from design to an energized AI campus.  • Q1 highlights including revenue growth, megawatts under management, and the shift toward hosting revenue  • Why Bitcoin hosting demand persists and how it funds AI pre-development work  • Briscoe Wind Farm acquisition and what vertical integration adds beyond a low power rate  • How Soluna “stacks” revenue across hosting, demand response, and power sales during curtailment  • KATI 2 phase-one plan including schematic design, detailed design, customer proposals, and lease negotiations  • Future-proofing AI data centers for heavier GPUs and changing chip generations  • Capital formation realities for billion-dollar builds including debt vs equity expectations  • Key bottlenecks ahead including MEP supply constraints, labor availability, and worker housing  • Community engagement playbook and addressing water concerns with closed-loop cooling design  • Dorothy 3 sequencing and applying KATI 2 learnings across the pipeline  Let us know in the comment section below what you thought of Soluna 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

    59 min

  3. 4D AGO

    Bitdeer - VP of Capital Markets, Haris Basit & Tesh Dahya Q&A - Q1 Earnings, AI & Mining!

    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 min

  4. 4D AGO

    Bit Digital Earnings & IREN News: Top AI Stocks to Watch Now!

    Bitcoin chops under $80K while miners sell off, but we stay focused on the bigger trend and the forces quietly tightening supply. We unpack the regulation tailwinds, the earnings details behind Bit Digital’s pivot, and why IREN’s new financing could reshape the HPC buildout race. • Bitcoin’s weekly range and why we keep buying through volatility • Clarity Act progress and why regulatory clarity matters for Bitcoin and Ethereum • Why “crypto crime” talking points ignore on-chain traceability and cash realities • Saylor’s 15,466 BTC week and what that means versus new supply • Miner stock drawdowns and how Friday options flows can amplify moves • Bit Digital’s strategic asset shift toward Ethereum staking and WhiteFiber HPC growth • Revenue run-rate expectations and the coming impact of new co-location capacity • IREN’s $3B convertible notes terms plus cap call dilution protection • What that capital could fund for GPUs, data centers, and a Sweetwater-scale buildout • Why some CEOs give firm deal timelines while others stay noncommittal Let us know in the comment section below how you're feeling going into next week and your top pick currently in the 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

    30 min

  5. 5D AGO

    WhiteFiber & Bitdeer Earnings, BitFufu News Update!

    Bitcoin rebounds above $80,000 as institutional access expands and Washington edges toward clearer crypto rules. We break down miner results from BitDeer and WhiteFiber, plus BitFuFu’s production headwinds, to see how the Bitcoin mining sector is turning into an AI HPC and data center story.  • Bitcoin’s move back into the $80K range, key catalysts behind the rally  • Charles Schwab rolling out spot crypto access, what large AUM platforms change for adoption  • Clarity Act progress, why regulation can unlock broader participation  • Strategy’s rapid Bitcoin accumulation, what it implies about supply versus demand  • Strive’s competing yield product, the push toward daily dividend structures  • Heat map check-in across miners, reflections on recent management interviews  • BitFuFu April operational report, outage impacts and contract decisions, continued HODL growth  • Bitdeer Q1 earnings, revenue surge, expanding AI cloud ARR, power portfolio optionality, SEAL miner efficiency gains  • WhiteFiber Q1 earnings, co-location growth, NC1 timeline, Hyperbolic agreement, supply chain constraints for data centers  • Why HPC revenue depends on delivery, margin expectations versus reality, questions we keep pressing in interviews  Let us know in the comments section below if you're currently holding shares of either Bitdeer or WhiteFiber and what you thought of their results. Sign up for the weekly newsletter at poweranalysis.io 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 min

  6. 6D AGO

    Keel Infrastructure - CEO, Ben Gagnon Q&A - Q1 Earnings & Deal Timing!

    We sit down with Ben Gagnon, CEO of Keel Infrastructure, to unpack Q1 execution, the rebrand, and what it takes to turn power-rich sites into real HPC and AI data center leases. We break down the specific milestones we’re watching, why location and inference could reshape demand, and how financing and SLAs determine who actually gets projects built.  • Keel’s execution track record across rebrand, restructuring, and major M&A integration  • Why the infrastructure gap between Bitcoin mining and HPC AI data centers is bigger than most investors assume  • The key metrics we track through the year: permits, lease execution, and secured megawatts  • Why location becomes a moat again as inference demand grows  • What could derail three leases by year end and how zoning, development, and environmental permits differ  • How materiality and disclosure rules work once a binding agreement is signed  • Why Pennsylvania is attracting large-scale AI data center announcements and what that signals for the market  • Community engagement as a competitive advantage amid project cancellations and delays  • How pricing could shift toward paying more for faster delivery and higher certainty  • Enterprise AI demand and why “token value” differs for hyperscalers vs enterprises  • SLAs, grace periods, and what drives margins down in real-world contracts  • Financing confidence, credit market appetite, and why Keel says it doesn’t need to issue equity now  Let us know in the comments section below what you thought of the earnings call from Kiel 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

    56 min

  7. 6D AGO

    Why Bitcoin Miners Are Racing Into AI: Detailed Earnings Analysis & Nebius News!

    We step through the latest earnings from major Bitcoin miners and AI infrastructure names, then use the actual financial statements to explain why so many teams are pivoting toward high performance computing. We connect contracts, megawatts, margins, stock based pay, and balance sheet strength to the share price rerates the market is handing out.  • Bitcoin price volatility and the sector’s mixed daily tape  • Why many earnings calls gloss over the “earnings” lines  • How to read the income statement for miners and HPC builders  • What adjusted EBITDA excludes and why it can mislead  • ABTC’s Bitcoin accumulation strategy and Satoshis per share focus  • CleanSpark’s development pipeline and late stage AI pivot  • Total revenue comparisons and why low revenue can still re-rate  • Cipher’s contracted revenue inflection and the appeal of predictability  • Core Scientific’s CoreWeave deal and gigawatt expansion optionality  • Net losses driven by depreciation and fair value Bitcoin write downs  • Hut 8’s long duration contract economics and pipeline upside  • IREN’s contracted ARR curve and vertical build approach  • Keel’s execution roadmap and market anticipation before deals  • MARA’s “digital infrastructure triad” and power asset strategy  • Stock based compensation as a percentage of revenue and alignment  • Riot’s Corsicana campus design and co-location potential  • TeraWulf’s repeatable finance-and-build playbook  • Retained earnings as the blunt proof of mining’s difficulty  • Balance sheet checks: current ratio, net assets, leverage  • Nebius Q1 surge, capex pace, margin improvement, and new PJM land  Let us know in the comments section below how you're feeling about the sector in general and your top pick in the space if you're listening on any of the audio podcast platforms, make sure you guys give us a follow and a five-star rating! 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

    1h 2m

  8. MAY 12

    MARA & CLSK Earnings, More IREN News & BTDR Production Update!

    We sort through a brutal red day and explain how to survive Bitcoin miner volatility by zooming out, doing the work, and setting sell targets you can actually follow. Then we break down the latest updates from Bitdeer, Mara, CleanSpark, and IREN, showing how AI HPC deals and power capacity are starting to drive valuations more than pure mining growth.  • How we think about daily volatility in Bitcoin and miner equities  • Why disciplined price targets beat reactive trading  • Strategy’s rapid Bitcoin accumulation and what it signals  • The market re-rate effect when miners sign AI data center deals  • BitDeer’s April update: hash rate growth, fleet efficiency and a $69M AI ARR run rate  • Mara earnings highlights: power assets, Starwood JV structure, mining as load balancing, HODL changes  • CleanSpark earnings highlights: Texas power expansion, balance sheet notes and “lead prospective tenant” language  • IREN’s upsized convertible note, capped call protection and why the NVIDIA partnership matters  • Why we built poweranalysis.io to track public AI deals and metrics  • Riot CEO planned share sale and how we interpret insider selling  Let us know in the comment section below what you thought of earnings from Mara and CleanSpark and if you're currently holding shares of any of the companies 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

    56 min
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Ratings & Reviews

4.8
out of 5
4 Ratings

About

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.

Information

  • Creator
    Anthony Power & Bryce McNallie
  • Years Active
    2024 - 2026
  • Episodes
    585
  • Rating
    Clean
  • Copyright
    © 2026 Power Analysis
  • Show Website
    Power Analysis

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