Power Analysis

Anthony Power & Bryce McNallie

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.

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S1 · E694
Today · 52 min
How Low Can AI Infrastructure Stocks Go: Latest KEEL, BTBT, CRWV, GLXY, RIOT & CORZ News!
We watch another deep red market day hit AI infrastructure stocks and ask how low the sector can go when fundamentals look stronger than price action. We break down the biggest pressure points, from financing and bond yields to valuation metrics like 52-week lows and net asset value, then land on what we think investors should do next. • Bitcoin’s recent range, long-term buying mindset, and why one day does not matter • Strive’s rapid Bitcoin accumulation, preferred shares mechanics, and the race up the public company holdings list • AI infrastructure names selling off across the board, market caps compressing, and correlation breaking versus Bitcoin • Heat map and 52-week low analysis, why contracts take 12 to 36 months to energise, and why execution timing matters • Dollar cost averaging in practice, why timing the bottom is unrealistic, and how fast these stocks can rebound • Cost of capital as the key headwind, CoreWeave bond yields, and what credit markets signal about risk • Anthropic’s reported revenue growth and IPO plans, OpenAI comparisons, and what that means for risk appetite • Keel and the Allentown data centre story, what is and is not binding, and why permitting and site control matter • Net asset value as a downside reference, Bit Digital’s Ethereum holdings, and what a NAV discount can imply • Analyst price targets for Galaxy, Riot, and Core Scientific, plus the upside case tied to contract expansion • Land, power & shell strategy, potential M&A scenarios, and why we think patience beats panic Let us know in the comment section below if you’re making any purchases today and if you still have conviction in the AI infrastructure space! 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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S1 · E693
Yesterday · 1 hr 4 min
AI Selloff Explained: Top IREN, HUT, WULF, DMGI, GLXY, CORZ, WYFI, HIVE & SLNH News!
We map the AI infrastructure sell-off from late June through today and explain why prices can fall hard even when contracts, pipelines, and long-term demand for megawatts look strong. We also share what we’re buying, what catalysts we need next, and which headlines suggest AI colocation revenue is finally hitting an inflection point. • Bitcoin price range, scarcity dynamics, and dollar cost averaging discipline • Heat map breakdown, 52-week ranges, and why the group looks oversold • June 22 as the sentiment peak and why we keep benchmarking it • Six drivers of the drawdown: Treasury yields above 5%, rate hike fears, geopolitical tension, China-US tariffs, US midterms, and risk-off flows into small caps • Deal delivery reality: LOIs, long-lead equipment, phased buildouts, and the need for signed contracts as catalysts • Short interest levels across the sector and why volatility cuts both ways • Portfolio drawdowns across retail and institutional holders, plus how we think about conviction and position management • HUT 8 Riverbend expansion potential and why transparent financing matters • TeraWulf messaging on funding and dilution sensitivity • Renewables curtailment data and why AI can monetize stranded power • WhiteFiber on AI reliability, SLAs, cooling headroom, and workload-level performance • Core Scientific billing progress, AI revenue ramp, and analyst price targets • Galaxy upgrades and the scale of the Helios opportunity • Iren updates: Australia expansion, AGM proposals, and field intel on site activity Let us know in the comment section below if you've been taking advantage of this recent pullback and your current top pick in the space! 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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S1 · E692
Tuesday · 32 min
When AI Infrastructure Stocks Sell Off: Top BTBT, WULF, BTDR, DRK, HUT, ABTC, GLXY, APLD & IREN Stock News!
We walk through a rough day for AI infrastructure and Bitcoin-adjacent stocks, even as deal flow, price targets, and data center buildouts keep improving. We focus on what actually moves these names next: earnings proof, contract performance, and whether the market finally prices in HPC revenue and margins. • Bitcoin pulls back and banding levels matter for sentiment • Strategy and Strive treasury buys plus preferred share dynamics • Heat map check-in with broad red tape action and standout movers • Why the sector sells off despite permits, contracts, and revenue per megawatt • Earnings season as the next catalyst with miners still bridging to HPC AI revenue • SLAs, payment mechanisms, and the risk of non-performance clawbacks • Bit Digital’s shift from Bitcoin to Ethereum plus staking and balance sheet angles • Dark Horse TVA site updates including water use, zoning, and community process • Bitdeer production strength and Malaysia campus expansion toward 350 MW capacity • Hut 8 Louisiana community impact with tax revenue and local infrastructure claims • Iren developments including Anthropic client chatter and the Mirantis software layer • Analyst price targets for Applied, Galaxy Digital, ABTC, and TeraWulf Let us know in the comments section below if you're adding to any of your positions and your current top pick in the space! 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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S1 · E691
Saturday · 46 min
New Price Targets: Latest OpenAI, TSMC, HOST, DRK, GLXY, MARA, HIVE, IREN, WULF & RIOT News!
We close out a rough week for Bitcoin and AI infrastructure stocks by zooming in on what actually drives outcomes: revenue quality, power delivery, and execution speed. We run the valuation math on Frontier labs and connect it to the on-the-ground reality of data center build timelines, supply chain lead times, and contract economics. • Bitcoin check-in from Token2049 and why sentiment does not always move price • OpenAI and Anthropic revenue run-rates, IPO timing and what valuation multiples imply for public comps • IREN megawatt ramp, Microsoft Horizon delivery cadence and why execution photos matter • TSMC earnings and what AI chip demand signals for the broader AI supply chain • Weekly heat map, sector pullback context and how we approach buying during weakness • Dark Horse partnerships in the Tennessee Valley Authority region and what “right-sized” sites look like • Hive supply chain infographic and the real lead times for switchgear, transformers and gas turbines • Host Digital overview, reverse merger details and the economics of a long-term take-or-pay lease • Why markets misprice data centers when permitting, power access and build approach differ • TeraWulf financing approach, cost per megawatt inflation and aligning incentives with insiders • Riot Platforms on local economic impact, schools and the case for data center education • Morgan Stanley price targets, implied upside and what needs to happen next for laggards Let us know in the comment section below if you're making any purchases at these levels and your current 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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S1 · E690
Friday · 40 min
Analyze This: ABTC, HUT, DMG, WYFI, BTDR, SLNH, HIVE, MARA & IREN Stock News!
Markets bleed across AI infrastructure stocks and crypto, and we break down why the sell-off ties back to rates, funding costs, and the sheer CapEx required to build modern GPU data centers. We also run through the biggest company headlines and explain why execution and contract structure matter more than narratives when volatility hits. • treasury yields pushing higher and lifting discount rates on long-duration growth stocks • the CapEx reality of AI data centers from per-megawatt build costs to GPU procurement timing • how interest expense and refinancing risk show up in real dollar terms across recent deals • the day’s tape read across key AI infrastructure names, volumes, and what we’re watching next • upcoming earnings dates and notable recognition for smaller operators scaling into HPC • Bitdeer’s accelerating Malaysia buildout and what it signals about Southeast Asia AI demand • closed-loop cooling fluids, water consumption concerns, and why containment is the real risk • Hive’s Paraguay roadmap from bitcoin mining cash flow toward an AI factory model • Mara’s pipeline and why site selection, permitting, and long-term partnerships slow deal timing • Iren’s response to third-party criticism and what Nvidia validation implies for performance claims • WhiteFiber’s Continuum concept and why latency solutions can change smaller site economics Let us know in the comment section below why do you think the AI infrastructure stocks are pulling back! 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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S1 · E689
October 8 · 46 min
AI Stocks Selling Off: APLD, IREN, KEEL, BTBT, CRWV, DRK, MOVE, HUT & SLNH News!
We track a brutal red day across AI and infrastructure names while the underlying buildout story keeps getting stronger. We bring field notes from Token2049, run through major earnings and analyst targets, and keep coming back to the same constraint: getting power and data centers online fast enough to monetize GPUs. • Token2049 takeaways, Bitcoin volatility, and crypto bull cycle claims • Why institutional access, ETFs, and banks matter for the next crypto leg • Nvidia connected Lambda funding and IPO timeline chatter • Market close recap and why share prices feel disconnected from fundamentals • Applied Digital Q1 earnings, revenue growth, and the path to operating leverage • CoreWeave expansion news, India entry, and analyst price target updates • Micron’s massive upside case framed through free cash flow and demand • HUT 8 Riverbend groundbreaking details and what energization timing implies • Dark Horse site expansion visuals and why small caps can surprise • Keel’s “timeline to power” advantage and why idle GPUs force aggressive leasing • Corvex focus on productive megawatts and infrastructure coordination • Soluna behind-the-meter renewables, Maestro OS, and faster interconnection paths • Iren job postings, Alberta breadcrumbs, and the semi-analysis back-and-forth Let us know in the comment section below how you're feeling about the portfolio and if you're making any ads or buys at these levels! 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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S1 · E688
October 6 · 1 hr 1 min
Top 5 Co-Lo Deals: Latest WYFI, BTDR, WULF, GLXY, HUT, DRK & RIOT News!
We rank the top five AI co-location deals by revenue per megawatt and explain why the headline rate is only the start of the story. We also track how Bitcoin miners are evolving into HPC data centre operators, with efficiency, financing, and contract structure deciding who wins. • Bitcoin price update and what a higher baseline means for mining names • Quick scan of sector stock performance and volatility • Applied Digital securing up to 1GW in Finland and why Scandinavia matters • Dark Horse doubling contracted power in the TVA region and the permitting reality • Co-location versus CSP trade-offs including risk, complexity, and payback period • Colo market growth forecasts and why rising GPU prices lift lease rates • Why revenue per megawatt can mislead without capex, PUE, and cost of capital • Top five deal breakdowns: WhiteFiber, Galaxy, Riot, TeraWulf, Bitdeer • Hut 8 Louisiana groundbreaking and how pass-through structures change margins Let us know in the comment section below what you thought of today's discussion and your top pick among the five! 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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S1 · E687
October 6 · 30 min
TeraWulf Muskogee Site: Latest CORZ, HIVE, BTDR, WULF, GLXY & BTBT Stock News!
We walk through the week’s biggest AI infrastructure and crypto market signals, then zoom in on why megawatts, utility relationships, and permitting are becoming the true competitive edge. We also unpack TeraWulf’s Muskogee power expansion and what it suggests about the next wave of hyperscale AI data center leasing. • Bitcoin price check and what quarter close means for reported digital asset gains • Preferred share mechanics and how they shape Bitcoin buying capacity • Market heat map read-through and why volatility can mask execution • Amazon’s data center community spend and the political risk of moratoriums • Token2049 preview and Bit Digital’s Ethereum-focused treasury strategy • White House AI Tsar announcement and what a superintelligence task force signals • Core Scientific’s local site visit and the on-the-ground reality of modern facilities • Bitdeer production trends and using mining cashflows to fund AI plans • Hive Buzz HPC scaling and the economics of large GPU deployments • TeraWulf Muskogee update with 1 GW contracted power and potential path to 2 GW Let us know in the comments section below if you're currently holding shares of TerraWolf and what you thought about today's update! 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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S1 · E686
October 2 · 33 min
Execution Is The Edge: Top HUT, CORZ, DMG, RIOT, WULF, IREN, CRWV, MARA, BTDR, GLXY, BTBT & APLD Stock News!
Markets wobble into the weekend while Bitcoin rallies then pulls back, and we dig into why ETF flows matter more than daily noise. We track which miners and AI infrastructure names are actually executing on power, builds, and contracts as Wall Street resets expectations with fresh targets and catalysts. • Bitcoin price action into option expiration day • Year-to-date Bitcoin ETF inflows versus the June and July outflow streak • Miner and AI infrastructure stock heat map and what a green day really fixes • Applied Digital scaling leased AI capacity at Polaris Forge • Galaxy Helios and the case for near-zero GPU vacancy rates • Core Scientific’s shift from mining toward HPC revenue • IREN construction progress plus liquid cooling groundwork • DMG’s conference meetings to convert an LOI into a signed deal • Terawulf’s execution focus and financing discipline from investor Q&A themes • Insider collar strategies at TeraWulf and HUT 8 to fund taxes without selling • Price targets and key catalysts for CoreWeave, Bitdeer, and MARA Let us know in the comment section below how the portfolio is looking today and your current top pick in the space! 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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S1 · E685
October 1 · 46 min
Earnings, Targets & GPU Pricing: Top HUT, GLXY, WULF, MU, AWS & Google News!
We track why markets struggle even as AI fundamentals keep getting stronger, from Bitcoin’s move to a surge in Treasury yields that changes the financing math for data center builders. We also connect the dots between power shortages, rising GPU pricing, and blowout Micron results that validate just how fast the AI infrastructure cycle is scaling. • Bitcoin strength and what it signals for proxies • 10-year Treasury yield spike and how it hits consumer spending • Higher yields raising the cost of debt for AI infrastructure companies • Why contracted backlog and blue-chip counterparties matter most • FTC probe, AI safety pledges, and the speed of model releases • The scale of AI capex compared with prior infrastructure revolutions • Corvex as an emerging compute and security-focused data center story • Power demand shortfalls and the long-lease path toward REIT-like trading • GPU price inflation and why CSP and co-location economics improve • Micron earnings, HBM expansion, and what it implies for NVIDIA demand • Street price targets for MU, CoreWeave, and NVIDIA Smash a like button, guys. If you're not already subscribed, McNally Money, feel free to join. Let us know in the comment section below how you're feeling about the portfolio and if you're making any purchases at these levels! 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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S1 · E684
September 30 · 38 min
Corvex - Co-Founder & Co-CEO, Seth Demsey Q&A - Token Factory Launch!
We sit down with Corvex co-CEO and founder Seth Demsey to unpack the company’s rapid AI data center expansion and the launch of Token Factory, an API-driven way to consume open-weight models without running clusters. We dig into what “secure AI” actually means at the infrastructure layer, why confidential compute matters, and how Corvex thinks about token economics, enterprise adoption, and financing growth. • Seth’s background in HPC, large-scale ML systems, and enterprise platforms • Corvex’s AI factory roadmap from current capacity to multi-site megawatt expansion • Why Corvex targets long-term take-or-pay offtake instead of by-the-minute GPU rentals • How AI factory, Token Factory, and assured AI security capabilities fit together • The difference between protecting customer IP and broader model safety concerns • Confidential compute and securing model weights, training data, and inference traffic • Upcycling existing data centers to reduce community friction and accelerate deployment • Capex realities for AI data centers and planning for changing power standards • Token Factory launch details, open-weight models, and zero data retention posture • How Corvex plans to finance growth through people, prepayments, debt, and recent funding Let us know in the comment section below if you’ve heard of Corvex before and what you thought about today’s press release! 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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S1 · E683
September 30 · 26 min
White House AI Summit Meets OpenAI Dev Day: Top MOVE, BTDR & CORZ News!
We track Bitcoin’s latest push upward, then zoom out to show why AI infrastructure stocks can still slide hard even when BTC looks strong. We connect market moves to real catalysts: White House AI policy signals, OpenAI Dev Day pricing, and new approaches to tokenized GPU usage that could reshape how inference gets billed and secured. • Bitcoin’s one month setup and what higher highs imply • AI infrastructure stock pullbacks and day range volatility • Heat map takeaways and why correlation with Bitcoin is weakening • White House “superintelligence” framing and the voluntary AI agreement • OpenAI Dev Day highlights including Dots and the paused Astra launch • The new $500 per month Pro tier and what token speed changes • Tokenization as a likely shift from subscriptions to pay per use • Corvex Token Factory and zero data retention secure inference • Core Scientific’s local community impact around Marble Canyon • Bitdeer Malaysia expansion with takeoff commitments and backlog growth Let us know in the comment section below what you thought of today's discussion and your current top pick or favorite 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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S1 · E682
September 29 · 51 min
AI Takes The Hot Seat: IREN, KEEL, BTDR, MOVE, CORZ, RIOT, Crusoe & Anthropic News!
We zoom out on Bitcoin and crypto price action, then follow the money and the headlines into AI infrastructure where power, cooling, and execution matter more than hype. We also unpack the sudden industry-wide focus on AI safety, plus the IPO chatter and project updates shaping the next wave of data center buildouts. • Bitcoin’s long-term chart and the challenge of holding through cycles • Token2049 in Singapore and Ethereum’s relative strength • Mining and AI-adjacent stocks fading from early green and what low volume signals • White House AI meeting and the push for regulation and safety • OpenAI launch timing, safety checks, and what Dev Day signals • Nvidia open agent safety platform and why “kill switch” thinking is spreading • Anthropic IPO rumours, growth math, and why power becomes the constraint • Crusoe’s Texas expansion, megawatt scale, workforce needs, and non-evaporative cooling • Core Scientific’s transition from bankruptcy history to HPC delivery timelines • Corvex PIPE resale registration mechanics and data center expansion targets • Keel Scrubgrass community process, permitting, phased build reality, and land needs • Riot price target update plus key industry conferences and ecosystem momentum Let us know in the comment section below how the portfolio is faring today and what you thought of the 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
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S1 · E681
September 28 · 38 min
The AI Infrastructure Money Trail: DMG, ABTC, HUT, IREN, BTDR, SLNH, RIOT & MARA News!
We track the biggest AI infrastructure headlines of the week, from Bitcoin treasury maneuvering to Nvidia’s record buyback and what it signals about long-term GPU demand. We also map the power, site, and financing catalysts shaping miners as they pivot toward high performance computing and AI data centers. • Bitcoin price action and shifting Bitcoin dominance • Strategy’s latest Bitcoin purchase and STRC preferred buybacks • Strive’s preferred-share-driven accumulation strategy and rapid growth • Nvidia’s 150B buyback and why it matters for EPS and AI confidence • Broad red tape on miner equities despite relatively steady Bitcoin • DMG Christina Lake site breakdown including firm vs non-firm power and fiber • Soluna and Bitdeer expanding the Kati 1 co-mining deployment • ABTC’s site portfolio including Vega and Salt Creek under Hut 8 hosting • Hut 8’s revolving credit facility terms and a new 130 price target • MARA’s 100M deposit tied to a contemplated 2GW Texas buildout • Riot repaying Coinbase and unlocking previously pledged Bitcoin holdings Let us know in the comments section below what you think of today's discussion and your current top pick in the space! 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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S1 · E680
September 25 · 33 min
AI Infrastructure Market Pulse: CORZ, CRWV, HUT, IREN, SLNH & KEEL News!
We break down a red finish for AI infrastructure stocks while tracking the biggest execution signals across Bitcoin, miners, and high performance computing data centers. We also dig into community pushback, mega financing moves, and why rankings can miss the nuance of what operators are actually delivering. • Bitcoin weekly move and what the weekend could bring • Broad sell-off across miners and AI infrastructure names and what changed versus midweek strength • Saluna hiring community engagement leadership to address NIMBY concerns and improve two-way education • Core Scientific appointing a Chief Commercial Officer as the sector scales enterprise sales and delivery • CoreWeave’s $4.2B convertible note details and what it implies for expansion and dilution management • Hut 8’s Poolin bankruptcy asset purchase and the potential price per megawatt implications • SemiAnalysis ClusterMAX controversy around IREN and Kent Draper’s explanation of managed services testing • Keel’s Scrubgrass community Q&A, permitting realities, and local economic impact projections Let us know in the comments section below what you thought of yesterday's interview, today's discussion, and your top pick in the sector currently! 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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S1 · E679
September 25 · 56 min
IREN - CCO, Kent Draper Q&A - FY26' Earnings, Strategy & Outlook!
We sit down with IREN's Chief Commercial Officer Kent Draper to unpack the numbers, the contracts, and the on-the-ground constraints shaping the AI data center race. We dig into pricing, financing, and execution proof points that could determine who earns hyperscaler-style economics as demand keeps outpacing supply. • full year highlights, new multi-year customer contracts and renewals • contracted ARR path toward $4B tied to 2026 capacity and what that implies for 2027 • market pricing trends for three-year terms versus short-term capacity close to deployment • $2.8B non-investment grade GPU financing, customer prepayments, and what it means for dilution • $25B to $30B capex programme breakdown, GPU versus data center spend and funding options • Mirantis acquisition, managed services, orchestration and the path to on-demand and inference revenue • Microsoft Horizon delivery learnings, repeatable templates and future-proofing for new GPU types • Texas grid context, secured power at Sweetwater and why interconnection timelines matter • Europe and Australia expansion timing, sovereign AI demand drivers and regional customer pull • permitting, community scrutiny, renewable energy posture and low-water cooling design choices • execution bottlenecks beyond power, supply chain constraints, labour and vertical integration • ClusterMax commentary, Prince George retrofit context and resiliency improvements Let us know in the comment section below what you thought of today's discussion and if you're currently holding shares of IREN! 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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S1 · E678
September 23 · 44 min
Power & Compute: IREN, KEEL, GLXY, HUT, ABTC, HIVE, SLNH & WYFI News!
We track the biggest AI infrastructure headlines of the day, from Bitcoin’s latest move to how power, megawatts, and contracts are driving the next leg of data center growth. We connect the dots across miners turning into HPC operators, major site buildouts, and a new networking breakthrough that could link separate campuses into one AI supercluster. • Bitcoin price action and what the one month trend suggests • Mining stock heat map and why daily volatility changes behaviour • Why we focus on fundamentals over day trading swings • Hive’s mining margin sensitivity at different Bitcoin prices • Paraguay hydro power strategy and the pivot toward higher margin HPC • Hut 8 Riverbend construction progress and local community benefits • Galaxy Helios transition from mining to AI campus scale • Helios phased capacity handover economics and revenue math • IREN Sweetwater expansion, Oklahoma development, and GPU deployment • Keel’s index inclusion and what it can mean for capital raising • Soluna and MetroBlocks JV structure, LOI dynamics, and Texas compliance • TeraWulf prepaid variable forward sale explained in plain terms • WhiteFiber Continuum commercial launch and supercluster implications Let us know in the comment section below what your top pick is in the space currently! 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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S1 · E677
September 22 · 43 min
Texas Data Centers Hit The Brakes: MARA, RIOT, KEEL, BTBT & MOVE Stock News!
We break down Texas tightening the screws on data centers as Governor Abbott pauses environmental permits on top of the ERCOT grid approval freeze, and we translate the acronyms into plain English so you can see what actually stops projects. We also connect the policy shock to real investing implications across Bitcoin miners pivoting to HPC, the power bottleneck, and why certain sites may get re-priced upward. • Bitcoin strength and why we stay long-term holders • AI infrastructure stock heat map and what the 52-week ranges signal • Abbott’s permitting pause, the TCEQ role, and the political pressure behind it • ERCOT Batch Zero explained: surveys, verification, deadlines, and penalties • Why behind the meter data centers are no longer a workaround • How supply delays can raise the value of existing energized power sites • Mara’s geographic diversification and the Long Ridge Ohio power acquisition • Corvex’s AI factory expansion plan plus token and security product lines • Keel’s Moses Lake progress signals through hiring and site buildout • Bit Digital’s strategic asset framing and the Ethereum plus AI intersection Let us know in the comment section below what you think of Governor Abbott's move and how you think this could impact 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
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S1 · E676
September 21 · 36 min
Bitcoin Hits $86K: Latest IREN, BTBT, WYFI, KEEL, RIOT, HUT & BTDR Stock News!
Bitcoin rips above $86,000, triggering heavy short liquidations and lifting sentiment across miners, treasury holders, and AI infrastructure names. We connect the price action to balance sheets, financing structures behind data center buildouts, and the specific catalysts moving stocks like Bit Digital, Bitdeer, Hut 8, RIOT, IREN, and WYFI. • Bitcoin move above 86K, shorts liquidated, spillover to broader crypto • Strategy’s Monday update, Bitcoin added, preferred repurchases, USD assets used • Strive Asset Management accumulation pace, treasury ranking goals, cost basis context • Financial Times report on residual value guarantees, SPVs, cheaper debt and contingent liability risk • Heat map read on AI infrastructure and miner equities, portfolio recovery toward prior highs • Nscale IPO filing, energized megawatts versus contracted pipeline, valuation comparison to peers • Mega contract math using Anthropic and Iron examples, capex requirements and funding pressure • Bit Digital NAV discount narrowing, Ethereum balance sheet exposure and WYFIstake • Bitdeer weekly mining output, hash rate scale, vertical integration on ASICs, AI revenue ramp • Hut 8 Riverbend lease terms, NOI profile, commissioning timeline, expansion potential and build cost • Riot Platforms leadership hire as AI and HPC operations professionalise • All-In Summit takeaways, local hiring and training theme, Moses Lake site activity, AI on global leaders’ agenda Let us know in the comment section below how you're feeling about Bitcoin and the AI 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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S1 · E675
September 18 · 41 min
Time To Execute: Top IREN, SLNH, BTDR, MARA & WYFI News!
Bitcoin’s surge toward $81,000 puts real numbers behind the miner-to-HPC pivot and forces a fresh look at balance sheets going into Q3 close. We connect BTC treasury value, AI infrastructure stock momentum, and why “execution” is becoming the moat in data centers. • Bitcoin move toward $81K and why it matters for miners • HODL trends across top holders and what’s changed lately • How higher BTC prices can support HPC capex and financing • AI infrastructure heat map and the week’s big movers • Anthropic and OpenAI chasing smaller 20 to 30MW sites for speed • Inference growth and why location and latency start to matter more • DMG and WhiteFiber as examples of smaller-site readiness • BitDeer hashrate growth, mining revenue scale, and rising HPC run-rate • Morgan Stanley’s Mara target change and why analysts want signed deals • Soluna Kati sites, ERCOT batch approvals, and why execution drives upside • Iren’s message on execution, delivery control, and rising $/MW deal rates Let us know in the comment section below how you're feeling about the space currently and your top pick 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
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