Power Analysis

S1E570 - Huge IREN Update, WULF Earnings & HIVE News!

Published: May 8, 2026

Duration: 42:18

We track how Bitcoin holding above $80K sets the baseline, then zoom out to the real story: public miners racing to turn power into contracted AI and HPC data center revenue. We break down the biggest earnings-week moves from TerraWulf and Iron, plus Hive’s infrastructure upgrades, to show why the market is re-rating “power and GPUs” faster than “hashrate and hodl.”

• Bitcoin range context and why it still anchors miner cash flows
• Earnings-week volatility, profit taking, and how to think about position sizing
• Heat map momentum across the AI infrastructure basket, including BitZero and Soluna
• Hiv...