Power Analysis

Bitfarms & Core Scientific Earnings + MARA & Soluna Holdings News!


Listen Later

Mining giants Core Scientific, Bitfarms, Soluna Holdings, and MARA are strategically pivoting toward high-performance computing while navigating post-halving challenges amid Bitcoin trading near $120,000 and Ethereum surging 50% monthly.

• Core Scientific reported $78.6M quarterly revenue with positive adjusted EBITDA of $21.5M despite posting a $936M net loss (primarily from non-cash warrant valuation)
• Pending CoreWeave transaction valued at approximately $7.72B based on current share price of $141.65, down from initial $9B valuation
• Bitfarms secured $300M debt financing for HPC/AI initiatives while exiting South America operations to focus on North American opportunities
• Soluna announced expanded partnership with Galaxy Digital for 48MW Bitcoin mining deployment at Project Cati 1
• MARA acquiring 64% stake in EDF subsidiary Exxon (HPC/cloud provider) for $168M, marking definitive entry into AI infrastructure
• Bitcoin miners increasingly diversifying beyond mining to leverage expertise in power infrastructure management for AI applications
• Ethereum's dramatic price increase driven by institutional treasury adoption and ATM issuances

Take a second to smash the like button, guys. If you're not already subscribed to McNallie Money, feel free to join and let us know in the comment section below if you're currently holding any of these four stocks and which is your favorite in the Bitcoin mining sector.

Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

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 - [email protected]

...more
View all episodesView all episodes
Download on the App Store

Power AnalysisBy Anthony Power & Bryce McNallie

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

2 ratings


More shows like Power Analysis

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,378 Listeners

TFTC: A Bitcoin Podcast by Marty Bent

TFTC: A Bitcoin Podcast

769 Listeners

CoinDesk Podcast Network by CoinDesk

CoinDesk Podcast Network

647 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,844 Listeners

What Bitcoin Did by Danny Knowles

What Bitcoin Did

277 Listeners

The Wolf Of All Streets by Scott Melker

The Wolf Of All Streets

242 Listeners

Empire by Blockworks

Empire

167 Listeners

The Bitcoin Matrix by Cedric Youngelman

The Bitcoin Matrix

80 Listeners

Coin Stories with Natalie Brunell by Natalie Brunell

Coin Stories with Natalie Brunell

452 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

374 Listeners

Raoul Pal: The Journey Man by Real Vision Podcast Network

Raoul Pal: The Journey Man

134 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

The Milk Road Show by The Milk Road Show

The Milk Road Show

48 Listeners

Moonshots with Peter Diamandis by PHD Ventures

Moonshots with Peter Diamandis

595 Listeners

Simply Bitcoin by Simply Bitcoin

Simply Bitcoin

101 Listeners