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
• Hive TSX uplisting impact on liquidity and investor access
• Hive ATM usage, timing discipline, and what it signals about growth strategy
• Fiber buildout and why latency matters for Tier 3 AI data centers
• Why quarterly miner numbers can look weak, including balance sheet and fair value effects
• TeraWulf Q1 delivery, guidance reaffirmation, and the mix shift toward HPC lease revenue
• TeraWulf funding capacity, site pipeline expansion, and expectations for the next contract
• IREN’s rapid sequence of updates: Sweetwater energization, Mirantis, NVIDIA alignment, GPU deployment
• NVIDIA option structure and what strategic alignment can mean for valuation
• IREN’s Spain expansion and the strategic value of a global power pipeline
• Wall Street price targets, why some lag the tape, and how HPC multiples differ from mining
• Updated HPC deal tracker on our website and why apples-to-apples comparisons matter
take a second, smash a like button, guys. 

If you want to see our personal trades, check out the PowerPlay!

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]