Power Analysis

Bitcoin edges toward 79,000 as we break down fresh updates from major corporate Bitcoin treasury players and a pivotal US regulatory catalyst. Then we tackle the weekend’s AI slowdown uproar and ask whether safety concerns change anything about the massive demand for compute, power, and data center capacity. 

• Bitcoin price move and what it signals for risk assets 
• Strategy repurchasing preferred shares plus treasury position and Bitcoin holdings 
• Strive’s SATA performance and weekly Bitcoin accumulation strategy 
• What the Crypto Clarity Act procedural vote actually does and why 60 votes matter 
• Why regulatory clarity could boost confidence in crypto markets globally 
• Red day market check, miner and infra stock volatility, and catalyst week setup 
• Bitdeer’s Malaysia A202 facility details, megawatts secured, and AI cloud pipeline growth 
• Galaxy investor relations hire, Helios campus scale, and a $28 price target note 
• Saluna’s Dorothy site baseload status and the path toward HPC conversion 
• Anthropic’s call to pace frontier AI, plus support from OpenAI and Elon Musk 
• Skepticism on incentives, IPO timing, geopolitics, and the China angle 
• Iren’s response: demand already exceeds buildable compute, plus updated price targets 

Let us know in the comment section below which side of this debate you’re on and your top pick in the space currently!

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Bitcoin whipsaws toward 80,000 while CPI keeps rate hike risk on the table, yet AI infrastructure and miner names still close the week with a strong green rebound. We break down what’s really driving demand for megawatts, why execution beats narratives, and where the next catalysts may land across Texas power, hyperscaler buildouts, and crypto treasuries. 

• bitcoin price spike and why volatility cuts both ways 
• CPI print, core inflation pressure and what it implies for rates 
• AI infrastructure stock heat map and why the group rallies anyway 
• Ethereum breaking 2,600 and what it means for Bit Digital’s strategy 
• NAV discount versus premium and how it changes the treasury flywheel 
• Microsoft’s 38GW compute target, CapEx trajectory and 25 year leases 
• ERCOT batch zero classifications across major Texas sites and pipelines 
• Keel’s non ERCOT advantage, permits progress and expected deal timing 
• IREN’s Goldman conference takeaways focused on commissioning and cash flow 
• rising AI compute pricing per megawatt and what shorter contracts signal 
• TeraWulf on CNBC: demand strength, longer deal duration and NIMBY myths 

Let us know in the comment section below your current top pick in the space and why!

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https://www.powermininganalysis.com

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We track how Bitcoin’s recent wobble collides with improving fundamentals across mining and AI infrastructure names we follow. We dig into approvals, power pipelines, contracts, and valuation gaps to figure out where real progress is happening even on red days. 

• Bitcoin six month view and why the base matters more than daily moves 
• Miner heat map volatility and how fast weekly gains can vanish 
• Bitdeer’s Malaysia expansion, ASIC efficiency, and growing AI footprint 
• Core Scientific ERCOT batch zero approvals and the advanced large load pathway 
• CoreWeave and AMD contracting scale and what it implies for future capacity 
• Bit Digital’s price target, NAV discount, WhiteFiber exposure, and Ethereum holdings 
• DMG’s 50MW LOI economics, capex reality, and phased build strategy 
• Hive’s $1M per day run rate, GPU cloud growth, and SVP of revenue hire 
• Iren’s inclusion in NVIDIA’s Australia partner list and the Bundy timeline questions 
• Soluna’s ex Microsoft AI construction hire and why tier three builds change everything 

Tomorrow being Friday, newsletter wanted to remind you to pop over to the website, poweranalysis.io. We’re currently working through an update, revitalizing all of our HPC AI data on the website. So let us know if you have any input. Sign up for the newsletter!

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https://twitter.com/McnallieM

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We walk through what is actually moving AI infrastructure stocks right now, from Bitcoin’s choppy year-to-date tape to the real drivers hiding underneath the volatility. We connect the dots between cheaper power, better cooling, ERCOT batch zero status, and the on-the-ground execution that turns megawatts into revenue. 

• Bitcoin’s current range and what recent stability may signal 
• Why daily red and green swings matter less than interconnection progress 
• Google’s Finland data center push and why Scandinavia attracts hyperscalers 
• Energy pricing, PPAs, and why Europe’s power costs can make or break projects 
• PUE explained with Nordic versus Texas cooling economics 
• Hive’s shift from mining to HPC and the Bowdoin buildout timeline 
• Galaxy’s batch zero results across Helios and the studied load sites 
• What ERCOT’s three-bucket system means for timelines and certainty 
• Keel’s Moses Lake partnership with Power Secure plus peak shaving economics 
• Why conferences can be catalysts for digital infrastructure names 
• Local job creation, tax benefits, and HUT 8’s teacher stipend program 

Let us know in the comment section below what you thought of today's discussion and your current top pick in the space!

Anthonys Info:

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https://www.powermininganalysis.com

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Markets rip higher as ERCOT Batch Zero fears fade and AI infrastructure names rebound hard. We connect Bitcoin treasury strategies, surging data center capex, and the permitting details that can unlock multi-year HPC revenue. 

• Bitcoin holds range and we stay long-term holders 
• Michael Saylor’s preferred-share approach and why USD assets matter for coverage 
• Strive’s daily dividend structure and continued weekly Bitcoin buying 
• AI infrastructure stocks bouncing after a suppressed period tied to ERCOT uncertainty 
• Heat map check and why broad green days change sentiment fast 
• All-In Summit visibility and catalysts for key names 
• Data center spending projections through 2030 and why deals are accelerating 
• AGI explained in plain terms and what it implies for compute demand 
• Rising rental rates for older H100 GPUs and the effect on margins 
• Hive’s scale gains, dual mining plus AI strategy, and community-first messaging 
• Canada’s data center principles and how they mirror US concerns 
• Batch Zero updates for IREN Sweetwater and Soluna Cati projects 
• Riot’s existing sites exempt from Batch Zero and what Corsicana could become 
• Water usage myths put in context with simple comparisons 

Let us know in the comment section below how you're feeling about the portfolio and your current top pick or position!

Anthonys Info:

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https://www.powermininganalysis.com

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We sit down with Riot Platforms CEO Jason Les to get a detailed read on Q2 execution and the company’s shift from pure Bitcoin mining toward AI data center development and long-term leasing. We dig into Rockdale expansion potential, the Corsicana LOI, ERCOT power dynamics, and how Riot plans to fund massive buildouts while managing dilution. 

• Q2 operational progress focused on data center development milestones 
• AMD capacity delivered on time and on budget as execution proof 
• Rockdale roadmap including existing tenants and expansion optionality 
• Corsicana LOI context, why timelines are uncertain, and why the site is scarce 
• Power buildout sequencing at Corsicana and why early interconnection de-risks delivery 
• ERCOT batch zero clarification and how it changes competitive dynamics in Texas 
• How market rents, redundancy requirements, and CapEx per megawatt are rising together 
• Why Riot views Bitcoin mining as a bridge to higher-value AI colocation cash flows 
• ESS Metron switchgear manufacturing as a supply chain advantage 
• Capital strategy using liquidity, interim facilities, and takeout debt to limit dilution 
• Workforce access near major metros and the biggest execution bottlenecks ahead 

Let us know in the comments section below what you thought of tonight's discussion and if you're currently holding chairs of Riot Platforms!

Anthonys Info:

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We break down why ERCOT’s new batch zero screening could reshape Texas power access for AI data centers, HPC, and the crypto miners pivoting into enterprise compute. We also hit the crypto backdrop, a major reported AI contract, and the company-specific projects that look best positioned as the interconnection queue tightens. 

• bitcoin and ethereum momentum and why ETH outperformance matters right now 
• Bitdeer weekly production update, falling network difficulty and mining efficiency advantages 
• bit digital’s ethereum-heavy balance sheet and the shrinking discount to NAV 
• Crusoe’s roots in mining and the reported $13B Jane Street AI compute deal 
• what ERCOT batch zero is, why results are private and what can still disqualify projects 
• how the process affects Riot, Hut 8, Galaxy, IREN, Core Scientific and MARA site economics 
• Hut 8’s conditional baseload classification for Beacon Point and the next verification steps 
• PUCT’s 765 kV West Texas transmission plans and why they matter for Permian and compute 
• IREN’s senior operations hire and what it signals about Tier III and Tier IV build demands 
• the growing trend of sports sponsorships as these firms go mainstream 

Let us know in the comments section below what you think of today's discussion and how this could potentially impact your portfolio!

Anthonys Info:

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Bitcoin’s jump above $81K sparks a broad green day across the miners and the AI data center names we track, but we keep the focus on fundamentals rather than hype. We also connect the local politics of data centers, the IPO wave in neo-cloud compute, and the revenue math that is pulling mining companies toward HPC. 

• Bitcoin price strength and what support and resistance means for sentiment 
• Why data center “NIMBY” pushback is shifting as communities see jobs and funding 
• Pennsylvania project offering $10,000 resident payments tied to occupancy 
• Portfolio heat map moves and why many names are still red on the month 
• NScale and Anthropic IPO expectations and what big contract backlogs imply 
• Bitdeer Rockdale land expansion and the path from mining to co-location 
• Cipher’s lateral natural gas pipeline plan and the open questions on cost and intent 
• HUT 8 comments on longer GPU lifespans and the need for new capital mechanisms 
• Keel institutional ownership via Bank of New York Mellon and the HPC pivot 
• Galaxy’s expanding bank partnerships as mainstream crypto adoption accelerates 
• Iren analyst price targets and the ramp toward multi-billion annualized revenue 

Let us know in the comments section below how you're feeling about the portfolio and your current top pick in the space!

Anthonys Info:

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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

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We sit down with DMG Blockchain Solutions CEO Sheldon Bennett and COO Steve Ellisquew right after Q3 earnings to unpack what the quarter really says about mining economics, power costs, and cash discipline. We also dig into the Christina Lake AI co-location LOI, the realities of timelines and buildouts, and how DMG plans to stay in Bitcoin mining while scaling high-performance compute.

• Q3 revenue, mining margin, and how wholesale power supports results
• Why we believe Bitcoin mining remains a long-term business for DMG
• Network difficulty, hash rate shifts, and opportunity as peers pivot to HPC
• Secondary market ASICs, why older generations fade, and what we actually want to buy
• Why “mullet mining” alongside AI is likely limited in practice
• Christina Lake LOI status, why timelines are hard, and what makes the contract complex
• Permitting and zoning, what is already approved at Christina Lake
• Canada site pipeline and why we keep seeing inbound offers
• Boardman due diligence findings and why we are waiting to close
• Phased approach to 50–60MW, 2027 readiness, and supply chain constraints
• Fiber connectivity, contractor capacity, and SLA-style delivery penalties
• Prefabricated modular data center units and what demand looks like
• How we think about valuation versus NAV, uplisting, and investor expectations
• Financing options, debt structure, and when equity could make sense
Take a second, smash the like button, guys.

Let us know in the comments section below what you thought of DMG's results and if you're currently holding shares!

Anthonys Info:

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X: 

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Patreon:

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Bryce's Info:

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https://twitter.com/McnallieM

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We connect the dots between Bitcoin mining, AI data centers, and the deal terms that are reshaping how “power” companies get built and financed. We weigh hype against execution by digging into real contracts, real construction progress, and the narratives driving sentiment across the sector. 

• Bitcoin’s longer-term range and why we avoid day-to-day noise 
• What makes Bitcoin mining viable now, including load balancing and utility partnerships 
• Market heat map pressure across HPC AI names and what insider buying can signal 
• Anthropic’s compute land-grab and how it ties to Hut 8’s Beacon Point economics 
• Bitdeer’s Malaysia capacity sold out and what contracted revenue reveals about demand 
• NIMBYism and data center FUD, plus why responsible development changes the story 
• TeraWulf’s CEO sale explained through a 10b5-1 plan and position sizing context 
• Core Scientific’s Texas buildout as a case study in execution 
• IREN’s funding, GPU financing evolution, and the three-question execution checklist 

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

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:

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