Power Analysis
byAnthony Power & Bryce McNallie
BusinessInvesting
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.🐦 F...
Episodes(40 episodes)
Season 1 - Episode 553
We have Lift-Off: Bitcoin Breaks 75K & AI Stocks Rally!
Bitcoin breaks above $75,000 and the miners finally catch a bid, turning a red tape week into deep green days. We lay out the catalysts we are watching and the data that shapes our top picks across Bitcoin, ETFs, and mining stocks. • Five-day Bitcoin move and the push through $75K • Why steady growth matters more than daily spikes • Strategy’s stretch buying and the math behind a million BTC • HODL 15 leaderboard and SpaceX joining the list • IBIT versus Strategy and how ETF flows change the story • Dividend liability questions and where payouts could come from <br...
Published: Apr 14, 2026Duration: 27m 51s
Season 1 - Episode 551
Why Bitcoin Miners And AI Data Centers Are Surging!
Bitcoin rallies toward $73K as miners close the week strong and the market starts to feel like it is shifting from bear to bull. We break down the supply math behind Stretch’s buying spree, then connect the dots between AI data center contracts and how mining stocks get valued. • Bitcoin holding above $70K and what to watch into the weekend • Stretch accumulating 7,641 BTC and why that equals 17 days of issuance • Supply and demand pressure as miners choose whether to sell • CoreWeave momentum with Meta and Anthropic and spillover to Core Scientific • Why power assets...
Published: Apr 10, 2026Duration: 28m 48s
Season 1 - Episode 550
Bitcoin & Markets Rebound: AMZN, META, CRWV, WULF & CLSK News!
We track a market rebound driven by shifting Iran headlines, then pressure test why Bitcoin stays resilient above $70K even as oil and inflation worries flare. We also map the AI infrastructure land grab, from hyperscaler CapEx to miners pivoting into high performance compute as the new battlefield for power and capacity. • Iran conflict headlines, oil volatility, and real-world fuel price impact • Bitcoin bounce and what the market may be pricing in • Strategy’s sustained accumulation and the path toward 1M BTC • Public company Bitcoin rankings, miners selling stacks, and treasury trade-offs • Concentration acr...
Published: Apr 9, 2026Duration: 34m 6s
Season 1 - Episode 549
Bitdeer Launches SEALMINER A4 Series, CleanSpark, Bit Digital & DMG March Results!
Geopolitical risk pushes oil and fuel higher, but Bitcoin holds up better than many would expect, forcing a rethink of how macro shocks translate into crypto pricing. We walk through miner performance, new hardware, and why AI and HPC infrastructure is reshaping what “winning” looks like for public mining companies. • Middle East deadline risk and what it does to oil, inflation pressure, and risk appetite • Why Bitcoin holding above $68K matters for miners and market psychology • Bitcoin conference updates and why hosted mining keeps showing up in the thesis • Miner stock heat map takeaways and th...
Published: Apr 7, 2026Duration: 30m 42s
Season 1 - Episode 548
KEEL Now Trading, RIOT Q1 Analysis & MARA’s AI Strategy Explained!
Strategy’s latest Bitcoin buy sets the tone for a strong start to the week as miners trade green despite global tension. We break down Keel’s rebrand mechanics, Riot’s Q1 production and power sales surge, and MARA’s push toward AI HPC with deeper partners and clearer messaging. • Strategy buying 4,871 Bitcoin and the supply narrative • Bitcoin trading strength through holidays and geopolitical risk • Miner stock volatility and why predictability matters • How HPC deals trigger a violent re-rate • Bitfarms rebrand to Keel Infrastructure and 1-for-1 share conversion • Keel day-one price spike and what it says about alg...
Published: Apr 6, 2026Duration: 31m 24s
Season 1 - Episode 547
Soluna Holdings - CEO, John Belizaire Q&A - FY25' Earnings & Briscoe Acquisition!
We sit down with Soluna CEO John Belizaire right after earnings and a major wind farm acquisition to unpack what changed in the business and what comes next. We press on cash flow durability, capital raises, and why Soluna thinks power-aligned infrastructure is the path from Bitcoin volatility to AI-scale growth.• FY2025 highlights, cash growth and how hash price pressure shows up in results • Why low-cost power and scale help customers stay profitable in weak Bitcoin markets • How Soluna thinks about ROI across Bitcoin mining, hosting and AI data centers • Q1 2026 progress across Kati 1 ramp...
Published: Apr 2, 2026Duration: 51m 59s
Season 1 - Episode 546
Bit Digital & WhiteFiber - CEO, Sam Tabar - FY25' Earnings, ETH Outlook & AI Strategy!
We break down Bit Digital and WhiteFiber’s 2025 results with CEO Sam Tabar and focus on what changes when a company sunsets Bitcoin mining to lean into Ethereum yield and AI data center infrastructure. We also get specific on retrofit execution, the NC1 timeline, and the financing and M&A levers that could define 2026.• repositioning from Bitcoin mining toward Ethereum and AI infrastructure • scaling an Ethereum position with staking yield as a revenue foundation • addressing CEO compensation rumors and why insider alignment matters • why Bitcoin mining economics break down as hash price declines • what “strategic...
Published: Apr 2, 2026Duration: 39m 19s
Season 1 - Episode 545
Keel Infrastructure - CEO, Ben Gagnon Q&A - FY25' Earnings & AI Outlook!
We sit down with Ben Gagnon right after fiscal year 2025 earnings to unpack BitFarms’ rebrand into Keel Infrastructure and the multi-year pivot from Bitcoin mining to AI data center infrastructure. We dig into what is already de-risked, what still depends on permits and power contracts, and how Keel wants to turn megawatts into predictable long-term cash flows. • the three-year transformation plan and what “foundational year” really means • redomiciling to the US and why corporate structure matters to capital access • the 2.2 gigawatt pipeline and the difference between secured and expansion power • ESAs, load studies, and the milestones tha...
Published: Apr 2, 2026Duration: 59m 59s
Season 1 - Episode 544
BTBT Earnings, KEEL Launch + OpenAI, NVDA & WULF News!
We connect the latest Bitcoin price action to the bigger AI infrastructure story where power, data centers, and capital discipline decide who wins. We break down Keel Infrastructure’s rebrand and pipeline math, then dig into Bit Digital’s earnings and why co-location and cloud services are taking over the miner playbook. • Bitcoin trend update and why short-term predictions matter less than long-term positioning • Hyperscalers moving upstream into power generation and what that signals for AI demand • OpenAI pivoting toward renting data center capacity due to CapEx pressure • OpenAI’s valuation surge and what it says about...
Published: Apr 1, 2026Duration: 35m 45s
Season 1 - Episode 543
Bitfarms Earnings, MARA Power Strategy + NBIS, IREN, DMGI & CRWV News!
We track a market rebound across Bitcoin, the MAG 7, and miner-linked AI names, then dig into why contracts and power strategy are driving a widening valuation gap. We also break down BitFarms’ shift toward co-location, new AI data center builds in Scandinavia, and Mara’s expanded gas-to-power plan for cheaper mining.• bitcoin move toward 68,000 and the macro backdrop behind the bounce • mega cap tech green day and why it lifts miners and HPC AI plays • valuation gap between miners with signed AI deals and those without • enterprise value per megawatt as a simple re-rating frame...
Published: Mar 31, 2026Duration: 39m 23s
Season 1 - Episode 542
Childress Revenue Estimates, Soluna Earnings & AI News!
We map today’s selloff across AI data center stocks and Bitcoin miners, then trace how geopolitics and energy prices bleed into inflation pressure and risk appetite. We also quantify the AI buildout with hyperscaler CapEx, GPU hour economics, and the brutal capital needs behind the HPC pivot. • oil and geopolitics driving real world cost pressure • hyperscaler AI CapEx rising toward historic levels • Nvidia profit growth as a demand signal • big tech pullback despite strong forward expectations • Bitcoin range action and why miners stay volatile • ABTC growing its Bitcoin treasury as Strategy pauses • Bitdee...
Published: Mar 30, 2026Duration: 44m 24s
Season 1 - Episode 541
Market Selloff & The Power Bottleneck: META, HIVE, WULF, SLNH, DMGI, IREN & ABTC!
The market sells off again, and we zoom out to explain why macro pressure and geopolitics can hit everything from the Mag 7 to bitcoin miners. We translate the AI buildout into real power numbers, then dig into why access to electricity and generation is becoming the deciding edge for hyperscalers and miners alike. • data center and AI infrastructure stocks getting hit alongside broad indices • Mag 7 year to date drawdowns and why zooming out matters • oil, diesel, and natural gas rising and the knock on effects • why higher power costs can squeeze bitcoin mining margins <br...
Published: Mar 27, 2026Duration: 43m 23s
Season 1 - Episode 540
MARA Selling HODL, WYFI Earnings & HIVE News!
We track a rough day for Bitcoin and miner stocks while the long-term adoption narrative keeps getting stronger through crypto-backed mortgages, bank integration, and retirement-account access. We also break down WhiteFiber’s earnings and Mara’s decision to sell Bitcoin to retire $1B of convertible debt, weighing balance-sheet logic against treasury strategy. • crypto-backed mortgages through custodial structures like Coinbase Prime • why over collateralisation helps borrowers avoid selling and tax events • TradFi and DeFi convergence as banks add native Bitcoin access • short-term Bitcoin headwinds tied to geopolitical uncertainty • miner heat map read-through and why zooming out matters...
Published: Mar 26, 2026Duration: 31m 38s
Season 1 - Episode 539
Cipher Signs 15-Year Hyperscaler Lease: CIFR, IREN, CLSK & HUT Stock News!
Bitcoin climbs above $71K as miners trade greener and the conversation shifts from pure hash rate to power as the real scarce asset. We break down new data center policy, GPU pricing math, and the latest hyperscaler moves that are reshaping crypto mining stocks into AI infrastructure plays.• Bitcoin holding up amid macro and geopolitical pressure• Pennsylvania data center regulation focused on grid costs and clean energy sourcing\n• GPU spot rate spikes and what they imply for payback periods• Iren’s long-term GPU contract economics and the gap to spot pricing• Tokeni...
Published: Mar 25, 2026Duration: 44m 27s
Season 1 - Episode 538
Oil Shock Meets Bitcoin: BTBT, WYFI, BTDR, ABTC, WULF, MARA & IREN News!
Markets get hit by rising energy stress while oil disruptions ripple from refineries to household bills and supply chains. We connect that macro squeeze to Bitcoin, big tech drawdowns, and the real bottleneck behind AI growth: power that can be delivered right now.• Valero Port Arthur refinery fire and why timing matters for oil supply• Fuel price spikes and the knock-on effects on heating, transport, and consumer prices• Mag 7 weakness as supply chains and energy costs bite• AI compute demand outpacing grid investment and the long nuclear timeline• Why miners sit in the “energ...
Published: Mar 24, 2026Duration: 40m 26s
Season 1 - Episode 537
BitFuFu - VP of IR, Charley Brady Q&A - FY 25' Earnings, Outlook & Strategy!
Charley Brady joins us to unpack BitFuFu’s fiscal 2025 results and why cloud mining contracts now anchor the business. We press on self-mining economics, Bitcoin treasury decisions, and the real trade-offs behind the industry rush toward AI and HPC.• FY2025 revenue drivers and segment mix shifts toward cloud mining• Dynamic allocation of hashrate between self-mining and cloud contracts• Why retention and demand dynamics support cloud mining growth• How contracted revenue reduces earnings volatility tied to Bitcoin price• Geographic footprint of cloud mining users and why the US is excluded for now• Compliance lim...
Published: Mar 23, 2026Duration: 37m 23s
Season 1 - Episode 536
Bitcoin Rebounds Amid Global Tension: BITF & CORZ Stock News!
Bitcoin and equities snap back as geopolitics cools and oil drops, setting up a stronger start to the trading week. We connect the macro headlines to Bitcoin’s sudden rally, miner performance, and fresh company news from Cipher Digital, Bitfarms, and Core Scientific. • Geopolitical tension easing and why it lifts indices, commodities, and risk assets • Oil, gasoline, and logistics costs as a fast transmission channel into the economy • Hyperscalers and AI capital expenditure expectations into 2026 • Bitcoin’s rapid move toward 71K and the pullback dynamic • Strategy’s continued Bitcoin accumulation and new funding optionality • Ka...
Published: Mar 23, 2026Duration: 31m 33s
Season 1 - Episode 535
FUFU Earnings, Data Center Demand & Time to Compute!
Bitcoin drifts lower while miner equities fade into the week’s close, so we zoom out and focus on what actually drives durable value in this sector. We break down BitFuFu’s full year earnings, then connect the dots to the AI data center boom where power access and construction timing are becoming the real choke points.• Bitcoin price action and why miners trade weak on red days • How share price levels and capital raises can feed Bitcoin treasury strategies • BitFuFu’s cloud mining focus and what scale looks like at 675,000 users • Revenue mix and hash rate cap...
Published: Mar 20, 2026Duration: 47m 33s
Season 1 - Episode 534
Bitcoin Miners Under Pressure: FUFU, BITF, MARA, BTBT & WYFI News!
Bitcoin slips under $70K and we zoom out to separate short-term noise from the bigger cycle picture. We then dig into how miners are changing, why HPC AI keeps showing up in valuations, and what upcoming earnings could reveal.• Bitcoin’s one-month trend versus daily volatility and cycle comparisons • Miner stock moves and why volatility looks different lately • How HPC AI optionality may cushion miner drawdowns • Argo’s Helios sale and why data centre assets can be mispriced • BitFuFu’s cloud mining model, customer scale and fleet efficiency • Marathon’s shift away from ATM dilution an...
Published: Mar 19, 2026Duration: 40m 58s
Season 1 - Episode 533
NVIDIA GTC, IREN, HIVE, ABTC, CORZ & BTDR Updates!
We track the market’s mixed mood as Bitcoin cools off, miners trade red, and macro pressure pushes crypto to move more like tech stocks. Then we zoom in on the real story: NVIDIA GTC and a wave of miner moves that reposition cheap power and data centers as the foundation layer of the AI economy. • Bitcoin price pullback tied to broader risk-off markets and oil pressure • Strategy’s aggressive Bitcoin accumulation and the supply implications • MasterCard’s crypto acquisition as a sign TradFi rails are merging with digital assets • SEC taxonomy shift toward “digital co...
Published: Mar 18, 2026Duration: 28m 53s