Power Analysis

We walk through our new 12 MW Soluna & Cormint agreement, how modular containers accelerate CADI 1, and why this blueprint lets us scale Bitcoin hosting now and pivot into AI with speed. We explain grid flexibility, IPP value, and why OEM demand for hosting is surging.

• Cormint partnership and 12 MW container supply at KATI 1
• Plug-and-play design with integrated power, cooling, and monitoring
• Faster energization, lower on-site labor, reduced commissioning risk
• Maestro OS integration for control and efficiency
• ERCOT strategies and TSP-level pathways for speed
• Modular deployment as bridge from Bitcoin hosting to AI
• Hosting demand from OEMs and structured profitability
• Self-mining upgrades at D1B and focus on hosting scale
• Co-locating Bitcoin and AI to preserve grid flexibility
• Stronger IPP value via curtailment relief and higher-yield AI
• Team upgrades and Soluna 2.0 scaling plan toward 2026

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We welcome British HODL to unpack why volatility is a feature, how institutional absorption is changing the signal, and why liquidity cycles matter more than headlines. We frame price through halvings, weigh ETFs against self-custody, and share a simple portfolio structure for staying solvent and aggressive.

• origin story from real estate and gold to Bitcoin
• reading cycles with ISM, metals, and liquidity
• volatility as opportunity, not flaw
• one Bitcoin goal and shrinking accessibility
• institutional absorption vs retail hype
• store of value focus, taxes, and lending
• regulation clarity as the next catalyst
• ETFs, treasury companies, and premiums
• three-bucket portfolio framework and hurdle rates
• halving-to-halving price range and timing
• nation-state mining and strategic reserves
• hashrate geography and security perspective
• personal responsibility and multi‑generation stacking

Hit the like button. Feel free to subscribe. Let us know in the comments how you're feeling about Bitcoin currently and your price target for the end of 2026!

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We welcome TeraWulf CFO Patrick Fleury to break down two site acquisitions that more than double company scale. We explore fast-track capacity in Kentucky and a long-horizon, self-generation plan in Maryland that aligns with grid realities and policy momentum.

• 480 MW energized Kentucky site near major metros
• Morgantown Maryland vision for 1,500 MW new generation
• 200 MW existing generation producing free cash flow
• Brownfield protections and community engagement
• Bring-your-own-power strategy for data centers
• Lease economics, PUE targets, and EBITDA margins
• Financing tools beyond converts and project debt
• Disciplined growth pace of 250–500 MW per year
• Geographic diversity across NYISO, MISO, SPP, PJM
• Avoiding grid parasitism and building firm capacity

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Bitcoin slides under 75k as risk assets wobble, yet AI and HPC demand accelerate with fresh power openings, site approvals, and hyperscaler CapEx commitments. We unpack why miners may decouple by shifting revenue from hash to compute and what to watch in upcoming earnings.

• BTC drawdown context and long-term scarcity case
• Cross-asset selloff and sentiment shifts
• Saylor’s accumulation and supply dynamics
• Super cycle narratives and ETF inflows
• Insider selling optics among miners
• Big Tech CapEx and the AI buildout
• Power access: BC Hydro, Texas off-grid gas
• Site pipelines: Oklahoma signals, Google interest
• MARA’s Nebraska expansion and EDF-linked deal
• Bitfarms’ Moses Lake GPU conversion
• 123GW projected US HPC shortfall by 2035
• Earnings watch: IREN and CleanSpark timing
• Portfolio leaderboard and near-term recovery hints

Hit the like button. Feel free to subscribe. Let us know in the comments: do you think the bottom is in for Bitcoin and the miners!

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We break down fresh analyst targets for leading Bitcoin miners, the macro crosswinds hitting price and hash, and why AI‑driven compute demand is reshaping power markets. We share how we’re positioning, where revenue will actually come from, and what to watch as earnings land.

• weekend Bitcoin softness and long‑term conviction
• potential policy shift with a pro‑Bitcoin Fed chair
• AI infrastructure spend and Azure–Perplexity deal
• miner stock sell‑off, short interest, and liquidity
• curtailment, grid support, and flexible load economics
• Soluna, BitFuFu, Hive, ABTC analyst targets overview
• Bitdeer scale, SEAL miners, and HPC roadmap
• MARA’s Exion stake and communication gap
• Core Scientific’s silence versus CoreWeave activity
• Hut 8 pipeline, margins, and broad coverage
• IREN’s buildout, consensus spread, and metrics
• hash price compression and difficulty reduction
• Miner Madness leaderboard highlights

Let us know in the comment section below your price target for the companies mentioned and your top pick in the space!

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Two forces collide: a soft Bitcoin tape and a roaring AI buildout. We explain why Bit Digital exits BTC mining, doubles down on an Ethereum treasury, and leans on WhiteFiber’s HPC contracts to create durable revenue and upside.

• Macro check on Bitcoin price, equities and metals
• Hyperscaler CapEx growth and multi‑year GPU leases
• Tesla’s BTC hold and market read‑through
• Shareholder voting at Hive and why small votes count
• Miner heat map and the value of HPC contracts
• Bit Digital’s shift from BTC mining to ETH treasury
• Staking yield mechanics and monthly transparency
• DAT plus model with 71% ownership of WhiteFiber
• NScale 40 MW, 10‑year, $865m contract economics
• Brownfield conversions, cost per MW and speed
• Portfolio, pipeline to 1.6 GW and partnerships
• Financing flywheel and predictable lease revenue
• Lockups, float dynamics and potential catalysts
• Why execution and team experience now matter most

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We map the AI HPC land grab as Bitcoin miners race to convert power pipelines into revenue. Deals, financing, and timelines separate real execution from wishful thinking while megawatts emerge as the true bottleneck.

• Bitcoin price momentum and state-level adoption
• Regulated dollar stablecoin impact and centralization tradeoffs
• Hyperscaler CapEx, Anthropic’s funding and revenue growth
• Pipeline vs pipe dream economics and depreciation math
• Bitfarms’ Washington build and Quebec potential
• BitDeer’s global sites with near-term energization
• BitZero’s Norway conversions and US bunker site
• Cipher’s Texas rollout and staged interconnects
• CleanSpark’s ERCOT land, awaiting first AI deal
• Core Scientific’s CoreWeave anchor and expansion sites
• DMG’s Oregon entry near AWS clusters
• Hive’s tiered data centers and 11,000 GPUs
• Hut 8’s multi-gigawatt pipeline and disciplined phasing
• IREN’s builds and earnings speculation
• MARA’s owned capacity and M&A flexibility
• Riot’s Corsicana and Rockdale re-rate setup
• Soluna’s project finance model and cascading paybacks
• Bit Digital’s N-Scale win and 2026 ramp
• TeraWulf’s funded template and Google-backed partners
• Power as the constraint, financing as the filter

Let us know in the comments section below which company you expect to hear a deal from next and your top pick in the space!

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We weigh the next chapter for Bitcoin miners as price volatility meets a surge in AI and HPC demand. Power, financing, and execution define who wins 2026 while earnings, HODL strategies, and compensation transparency shape investor trust.

• Bitcoin price swings and policy delays shaping sentiment
• Miners’ pivot from pure mining to HPC data centers
• BitZero’s Scandinavian growth and Blackwell GPU rollout
• Hydra partnership and bare-metal AI supply chain signals
• ABTC’s HODL climb and sats-per-share as a metric
• Valuation checks using HODL vs market cap
• WhiteFiber convertible, zero-strike call, and project finance
• Rumored hyperscaler demand and Iron’s earnings timing
• Data center capex realities and construction surge
• CleanSpark compensation debate and alignment with returns
• Q1 competition momentum and watchlist for earnings catalysts

Hit the like button, feel free to subscribe, and let us know in the comments how you’re feeling about the sector and your top pick in the space!

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We ask whether Bitcoin’s four‑year cycle still holds in a world of ETFs, corporate treasuries, and AI compute demand. We weigh miner margins, weather shocks, and the shift to HPC as Nvidia, CoreWeave, and Bitfarms reshape the field.

• Bitcoin price context and long‑term trend
• Miner margins under post‑halving pressure
• Institutional buying and treasury adoption
• Gold at highs and the digital gold case
• Cycle debate with fresh predictions to 2030
• Policy momentum and strategic reserve talk
• Nvidia’s $2B CoreWeave stake and capacity gap
• Weather‑driven hashrate drop and curtailments
• CleanSpark scrutiny and reporting nuance
• Bitfarms’ Washington HPC build and timeline
• Miners’ pivot to data center economics

Let us know in the comments section below your response to the question. Is the cycle over?

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We map out the earnings season playbook for Bitcoin miners, from production gaps and HODL hits under FASB to the first meaningful AI and HPC revenues. IREN’s early date sparks a wider look at transparency, capital discipline, and where 2026 growth will really come from.

• production trends and volatility across miners
• the drop in monthly updates and why it matters
• HODL revaluations under new FASB rules
• revenue pressure from lower Bitcoin price
• AI and HPC contracts starting to generate revenue
• capex, timelines, and margin math on hosting
• executive compensation versus shareholder returns
• Q1 and 2026 outlooks, pipelines, and site buildouts
• network difficulty, hash price, and fee dynamics
• risks of shifting power away from mining

Smash the like button, subscribe to McNallie Money, and tell us in the comments how you’re feeling about Q4 earnings and IREN on February 5 after market close!

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