Power Analysis

We set the table for a stacked earnings week while Bitcoin slumps, then dig into why miners shifting to HPC and hosting can outlast the hash price crunch. MARA’s Exeon deal in Europe, Bitdeer’s financing and HODL sale, and IREN’s gigawatt roadmap show how execution beats hype.

• bitcoin price slide, macro jitters, cycle context
• michael saylor’s steady buys and HODL math
• openai stargate delays versus miner-led execution
• hyperscaler earnings that move sector sentiment
• miner earnings calendar and likely catalysts
• hash price below $30 and record difficulty
• hosting-first models that buffer btc volatility
• bitdeer converts, equity raise, and HODL to zero
• hive proxy vote timing and fleet expansion
• iren sweetwater and oklahoma multi‑GW plan
• mara–exaion approval, europe entry, nuclear angle
• soluna’s ai energy wall and power gap
• white fiber targets, clients, and r&d push

Available on poweranalysis.com. Check the earnings dates and interview schedule there for your viewing pleasure!

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We track a tough five-day Bitcoin slide against a flood of miner and AI infrastructure news, from policy odds and bank adoption to funding, governance, and enterprise-grade data centers. The throughline: power, capital, and customers decide who leads the next leg.

• policy momentum toward a crypto market structure bill
• banks shifting from resistance to integration
• miners repriced by power access and HPC pivots
• ABTC’s growing treasury and strategy
• Bitdeer’s convertible reset and capital needs
• BitFuFu’s cloud mining margins and steady profits
• Core Scientific’s board changes with 2C’s Capital
• Hive/Buzz HPC’s enterprise-grade build and NVIDIA ties
• IREN’s Microsoft build-out and institutional buys
• Soluna’s 350 MW tier 3 AI campus plans
• HODL 100 growth versus sell-to-build strategies

Let us know in the comments section below what you thought about today's headlines and if you're currently holding any of these companies!

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We dig into why timing rules the pivot from Bitcoin mining to HPC AI and how power, clients, and chip cycles shape who wins by 2026. We compare Riot, Iron, and Hut 8 on revenue certainty, ERCOT dynamics, and the trade-off between speed and future-proof builds.

• bitcoin price stuck while miner equities lift
• market rewards contracted HPC revenue over hash price
• hyperscaler capex surge as demand for power accelerates
• gpu lifecycles and depreciation drive margin durability
• riot’s staged ai deals and roi math
• IREN’s multi-gigawatt roadmap and hashrate shift
• hut 8’s ercot exposure and queue reform impact
• cost per megawatt, density planning, and speed to revenue
• institutional flows into bitcoin etfs and miner equities
• key milestones expected through 2026

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We unpack how institutions, ETFs, and AI spending are reshaping Bitcoin and mining, then dive into concrete moves from SOluna, IREN, and Hive. We compare power economics, hosting margins, and GPU buildouts, and share what the four-year cycle might mean now that compute is the new moat.

• conference takeaways on institutional adoption and ETF momentum
• Saylor’s latest buy and what steady corporate demand signals
• the four-year cycle debate and drawdown context
• hyperscaler spend driving power and data center deals
• Saluna’s hosting scale and tier 3 AI campus plans
• wind-powered economics, behind-the-meter advantages
• IREN’s MSCI inclusion and engineering leadership focus
• Hive’s $30m AI contract, earnings, and Paraguay shift
• miner volatility, equipment pricing, and timing upgrades

Let us know in the comment section below what you thought of today's press releases and if you're holding any of these stocks!

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We unpack Bitcoin Investor Week with a focus on price stasis, policy overhang, and why public miners are eyeing HPC. AI took center stage, from autonomous trading and personal CFO agents to support teams where 12 bots outperformed 200 people.

• policy uncertainty delaying institutional flows
• technical floor talk in high 50s to low 60s
• Pomp’s interview format and standout speakers
• AI-managed portfolios and risk parameters
• AI agents replacing support and boosting CSAT
• personal AI CFO for bills, trades, guardrails
• miners pausing rig buys and pivoting to HPC
• cyclical view despite ETFs and recent drawdown
• Bitdeer earnings, hash growth, HPC pipeline
• Cipher board addition and REIT potential
• Hive results preview and targets for 2025–2026

If you’re in the New York area, we’d love to see you tonight at PubKey!

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We track Bitcoin’s bounce and zoom into how miners are turning megawatts into durable returns through hosting, HPC, and faster time-to-power. Soluna energizes Kati, Bitdeer rockets to 63 EH and primes AI conversions, while Cipher and IREN line up repeatable, capital-smart deals.

• Bitcoin range stabilising after sharp drop
• Miner heat map trends and HPC winners
• Soluna’s Kati Phase 1 energisation and wind-first model
• Modular design, behind-the-meter strategy, speed to power
• Hosting economics as hedge against hashprice swings
• Bitdeer’s self-mining surge and SEAL miner roadmap
• GPU deployments and AI site conversions across regions
• Capex choices: tiered facilities versus hybrid retrofits
• Cipher’s rinse-and-repeat playbook for AI co-location
• IREN’s Sweetwater build, multi-gigawatt optionality, stronger terms
• Hyperscaler capex wave, software FUD rebuttal, demand outlook

Take a second, smash a like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comments section below if you're holding any of these four companies and your outlook as we move into 2026!

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We break down Wall Street’s new price targets for Bitcoin miners and why HPC AI contracts, site quality, and financing structure are redefining valuations. From Google’s long-dated AI debt to meetings with Cipher and IREN, we trace how power becomes the moat and deals de-risk the story.

• Bitcoin near 70k and Saylor’s buys
• Magnificent 7 moves and Google’s AI bond
• Shift from convertibles to secured notes
• Early signs of miner decoupling from Bitcoin
• DMG upside and Oregon diligence
• BitZero’s low-cost power and HPC pivot
• Bit Digital’s NAV discount and WiFi stake
• WiFi notes, NScale anchor, scarce float
• Bitfarms debt clean-up and Washington Tier 3
• Earnings as the driver of analyst re-rates
• CleanSpark awaiting anchor tenant disclosure
• TeraWulf deal math and pipeline scale
• Riot’s Corsicana readiness and tier strategy
• Cypher’s rinse-and-repeat data center builds
• Bitcoin Investor Week forecasts and ETF adoption

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A violent Bitcoin selloff to 60K reversed to a sharp rally while miners whipsawed, setting the stage for a hard look at market structure, derivatives, and the sector’s pivot to AI and HPC. We unpack earnings from CleanSpark and Iris Energy, ERCOT’s batching shift, and why cheap capital follows power and customers.

• Bitcoin volatility drivers, derivative overhang, ETF mechanics
• Why retail supply looks sticky and liquidations drive moves
• Mega cap AI CapEx and implications for compute demand
• Miner rebounds, drawdown math, heat map standouts
• Bitfarms rebrand to Keel, financing reset, U.S. alignment
• Bit Digital’s ETH pivot, staking yields, balance sheet use
• CleanSpark’s strategy shift to AI data centers and margins
• Compensation scrutiny versus recurring HPC revenues
• IREN’s Oklahoma expansion, 4.5 GW secured power
• The three Cs: capacity, customers, capital flywheel
• ERCOT batch studies, interconnect timing, execution risk
• GPU ramp in British Columbia and Sweetwater timelines

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We confront earnings night with clear eyes: AI capex is booming while hash price hits new lows and miners bleed red. We weigh the odds of Iron and CleanSpark landing contracts, unpack GPU lifespan signals from AWS, and track who survives the squeeze with efficiency, power, and better financing.

• IREN deal speculation, timeline, and market expectations
• sweetwater energization, power pricing, and client need
• google revenue strength and hyperscaler capex surge
• aws a100 longevity and csp model implications
• bitcoin price slide, hash price low, difficulty outlook
• fear and greed at 11 and miner margin stress
• HIVE growth, pledge strategy, and fleet efficiency
• BitFuFu hosting resilience and efficiency gains
• debt financing trends and secured notes appetite
• hpc ai focus and how miners shift from exahash to power

Let us know in the comment section below how you're feeling about this widespread pullback and what you expect in terms of a deal tonight from Iron or Clean Spark!

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Markets sell off hard as Bitcoin breaks support, AI leaders stumble despite strong numbers, and miners wear double-digit declines. We weigh fear against fundamentals, from Nvidia’s software stance to miner financing, and set the stage for earnings and potential AI power deals.

• Bitcoin slide and cycle vs super-cycle debate
• Retail capitulation vs institutional accumulation
• AI circular revenue fears and software resilience
• AMD strength vs share price drop
• Nvidia CEO view that software remains essential
• Mag 7 softness and smart money questions
• Miner heat map and valuation vs HODL metrics
• Cipher secured notes and financing benchmarks
• CleanSpark curtailment, production, and HODL moves
• Earnings watch for CleanSpark and Iron
• Power pipeline and HPC allocation outlook

Take a second, smash a like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comment section below what you think is leading to this major sell-off we're seeing in the market!

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