Power Mining Analysis

Anthony Power & Bryce McNallie
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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. 4시간 전

    October’s Bitcoin Surge, Miners on Fire: RIOT, MARA & CLSK Production Analysis!

    Bitcoin pushes toward an all‑time high as Riot, Mara, and CleanSpark report solid September results, with efficiency, power strategy, and treasury moves shaping margins. We break down HODL-to-market-cap shifts, utilization gains, and why HPC-ready sites may define the next leg. • Riot’s production, power credits, and rising market cap • CleanSpark’s near‑50 EH progress and strong treasury • Marathon’s utilization jump and rare Bitcoin sales • HODL value versus market capitalisation signals • Fleet efficiency improvements under difficulty pressure • Texas power dynamics and curtailment math • Bitdeer’s SEAL miner advantage and global sites • HPC/AI pivot timing, sites, and capital needs • Why clarity of strategy drives valuation premia “Smash the like button, and let us know which of these three heavy hitters is your favorite and why” Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

    38분

  2. 1일 전

    Bitcoin’s Surge, HODL vs MCAP Analysis & Miner Growth!

    Bitcoin strength lifts miners, but the real story is how HPC strategies, policy clarity, and infrastructure scale are rewriting miner valuations beyond simple HODL math. We compare HODL-to-market-cap shifts, rising volumes, and why builders are outpacing pure treasury plays. • Bitcoin momentum and miner rerating • Divergence between HODL size and stock performance • HPC and AI demand as new revenue engines • Cipher, Hive, Bitfarms, HUT 8 highlights • Canaan’s ASIC-to-mining hybrid strategy • HODL-to-market-cap compression explained • MARA, CAMT exemption, and FASB impacts • DMG’s Christina Lake and Core Plus stack • Expansion of top-100 Bitcoin treasuries • MNAV compression and the DAT dilemma • Why cost basis and energy control matter • Audience prompt on miners vs pure HODL Take a second, hit 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 which of the Bitcoin miners you're feeling most bullish on and why Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

    29분

  3. 2일 전

    Is Uptober the Miners Time to Shine?

    Bitcoin starts Uptober strong while public miners face tougher difficulty and tighter margins. We weigh a slower cycle against a surge in billion‑dollar financings, and map how miners pivot from self‑mining to HPC and AI with strategic partners and cheaper capital. • Q4 kick‑off, price action, and ETF demand • Cycle context, slower grind to potential all‑time highs • Miner Madness results and standout stocks • Heat maps, YTD moves, and stock dispersion • Core Scientific and CoreWeave alignment and vote timing • Bitdeer Malaysia expansion and supply chain strategy • Cipher’s upsized convertible and Barber Lake build • Soluna’s pipeline, hosting scale, and research coverage • Financing tools for HPC: converts, debt, BTC‑backed loans • Tier III data center capex versus mining site costs • Hashprice versus difficulty and ERCOT seasonality • Global hashrate outlook and Bitfarms sensitivity • Three‑year runway to HPC pivot for public miners Let us know in the comments how you feel going into Q4 and the month of October. Hit the like button. Feel free to subscribe. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

    28분

  4. 3일 전

    JP Morgan Says “Underweight”; The Market Says “Hold My GPU”: IREN, CIFR, SLNH & BTBT News!!

    We track how Bitcoin miner valuations are shifting from pure hash to hyperscale compute as Tether buys 8,000 BTC and major financing deals reshape the field. CoreWeave’s Meta agreement, Soluna’s new Canaan hosting, Bit Digital’s ETH convert, Cipher’s capped calls, and the IREN downgrade debate define the week. • Bitcoin price context and Tether’s 8,000 BTC buy • DMG volume surge and small-cap momentum • CoreWeave–Meta impact on CORE Scientific vote math • Soluna’s 20 MW Canaan hosting at Dorothy site • Hosting economics, low-cost power and optionality • Bit Digital’s $135m convert to expand ETH treasury • NAV discount, staking yields and WhiteFiber exposure • Cipher’s $1.1b convert and capped call protection • Capex per MW for AI data centers and funding needs • IREN downgrade pushback and corrected CapEx • Hybrid GPU/ASIC buildouts and retrofit realities • Community satellite tracking and transparency • Minor Madness standings and next competition tease 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 what you thought about this JP Morgan downgrade for Iren, and if you're holding any of the other miners mentioned in today's video. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

    31분

  5. 4일 전

    Underrated Miners, Big Moves: DMG, HIVE, MARA & CORZ Analysis!

    We break down why difficulty and hash price are pressuring miners while DMG, Hive, and MARA's push into AI and HPC to stabilize revenue and margins. We also unpack the Core Scientific–CoreWeave vote math and what it signals for miner valuations and strategy. • Bitcoin price strength versus falling hash price and rising difficulty • Why public miners slow hashrate growth while private and sovereign players add capacity • DMG’s Malahat partnership, SCIF-rated modules, and Canadian data sovereignty angle • Indigenous tax advantages and defense sales funnel implications • Hive’s rapid climb to 20–25 EH and efficiency improvements • BuzzHPC strategy, NVIDIA Cloud Partner status, H100 to H200 transition • Toronto Tier 3 data center and AI talent access • Marathon’s scale, owned power, global JVs, and load management tools • Power sink and grid services as margin enhancers • Investor perception of MARA’s strategy and clearer segment KPIs • Core Scientific’s vote dynamics, floating consideration, and contract value • Miner Madness standings and sector sentiment into Q4 Hit the like button. Feel free to subscribe. Let us know in the comments if you’re holding DMG, Hive, or MARA and how you feel about the Core Scientific vote. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

    42분

  6. 9월 25일

    The Bitcoin Mining Pivot: Cipher Inks $3B Fluidstack Deal & CIFR vs WULF Analysis!

    McNallie Money delivers breaking news about Cipher Mining's massive $3 billion contract with Fluidstack, backed by Google, for a 10-year high-performance computing deal that could extend to $7 billion. We analyze the strategic implications of this 168-megawatt contract and compare it with Terawulf's similar arrangement, exploring what this means for the future of Bitcoin mining companies. • Cipher Mining signs 10-year, $3 billion contract with Fluidstack (backed by Google) for 168 megawatts of compute power • Google provides $1.4 billion backstop support in exchange for 5.4% equity stake in Cipher • Contract implementation requires approximately $1.5 billion in infrastructure investment • Cipher announces $800 million 0% convertible senior notes offering to fund development • Side-by-side comparison shows Cipher and Terawulf deals are similar on per-megawatt basis • CleanSpark secures $100 million Bitcoin-backed credit facility with 2 Prime • Hash rate projections dropping to $42/TH by early 2025 underscore miners' need to diversify • Miner Madness competition update shows Soluna's 200% weekly gain propelling participants up the leaderboard Hit the like button and subscribe to McNallie Money for more power mining analysis. Let us know in the comments which company you think got the better deal—Cipher or Terawulf—and why? Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

    27분

  7. 9월 24일

    Bitcoin Miners Strike Gold in Texas: IREN, CIFR, RIOT & SLNH Stock Analysis!

    The Bitcoin mining sector is experiencing remarkable growth with many companies pivoting toward high-performance computing (HPC) to capitalize on the expanding AI market, despite Bitcoin trading below its all-time highs. • Hive Digital Technologies has reached 20 exahash and aims for 25 exahash by US Thanksgiving • Nine Bitcoin mined daily with 55% mining margin and impressive 233% year-to-date growth • OpenAI, Oracle, and SoftBank expanded the Stargate initiative with five new data centers • $500 billion investment committed for 10 gigawatts of data center capacity by end of 2025 • Miners with Texas operations seeing significant stock appreciation as hyperscaler partnerships grow • Riot Platforms positioned strongly with massive facilities in Corsicana and Rockdale • Soluna Holdings experiencing dramatic share price recovery with Texas-focused expansion • Cipher Mining's energized 300MW capacity at Black Pearl and Barbara Lake offers flexibility • Iren developing the massive Sweetwater hub with potential for 600,000 next-generation GPUs • Every megawatt taken off the market increases the value of remaining available power capacity Let us know in the comments which of these stocks you think will be next to land a hyperscaler co-location contract. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

    37분

  8. 9월 23일

    Bitdeer Technologies - Head of Capital Markets, Jeff LaBerge Q&A - SEALMINER A3 Special!

    Jeff LaBerge from Bitdeer Technologies Group joins us to discuss their groundbreaking A3 Seal Miner, which at 12.5 joules per terahash has become the most efficient Bitcoin mining rig on the market today. Their vertical integration strategy and manufacturing innovations are positioning Bitdeer as a major player in the ASIC market while rapidly expanding their self-mining operations. • A3 SealMiner comes in both air-cooled and hydro-cooled versions, setting new standards for mining efficiency • Bitdeer expects to exceed their 4 exahash self-mining target by year-end with deployments across Norway, Bhutan and Texas • Vertical integration provides flexibility to self-mine (8-10 month payback) or sell ASICs to third parties • Bitdeer plans US manufacturing facilities by early 2024 to avoid tariffs and better serve North American clients • Their innovation roadmap includes the A4 Seal Miner targeting 6-6.5 joules per terahash by 2026 • Hydro-cooling technology is expected to become the future standard as mining facilities evolve toward data center designs • Current global addressable market for ASICs is $4-6 billion annually, with Bitdeer positioned to capture significant share Please like and subscribe to McNallie Money to stay updated on the latest mining technology developments and company insights. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

    22분
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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 - 2025년
  • 에피소드
    406
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    © 2025 Power Mining Analysis
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    Power Mining Analysis

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