Power Analysis

We walk through a choppy market tape and explain why the biggest edge in this sector is understanding power, contracts, and capital flows rather than reacting to daily price moves. We compare Bitcoin treasury strategies with the accelerating pivot from mining into AI data centers, then break down what recent headlines imply for the next two years. 

• Bitcoin mining viability as public miners shift toward AI and HPC margins 
• Bitcoin price context on a six-month view and why range stability matters 
• Strategy and Strive accumulation updates and what adoption still lacks 
• Sector heat map read-through and why volatility is structural here 
• DMG preview with Christina Lake power, permitting, and expansion path 
• Corvex (MOVE) overview including leadership hires and capacity roadmap 
• PIPE financing mechanics and why dilution can fund speed-to-market 
• IREN earnings misconceptions including depreciation and CSP deal economics 

Let us know in the comment section below how you're feeling about the sector as a whole and your current top pick in the space!

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]

We break down IREN’s full-year earnings and map the pivot from Bitcoin mining to contracted AI cloud revenue built on power, data centers, GPUs, and software. We also talk through the macro backdrop, the sector selloff, and why contract pricing and financing terms may matter more than the day-to-day tape. 

• Bitcoin weekly close and what to watch next 
• Fed remarks from Jackson Hole and why rates hit this sector 
• Heat map volatility and the psychology of holding drawdowns 
• Insider buying at Saluna and what it signals 
• Terawulf analyst target context and management conviction 
• IREN headline numbers including $1B annualized run rate and $4B contracted run rate 
• Mining revenue downshift versus cloud services revenue ramp 
• Impairments and depreciation from decommissioned ASICs 
• Balance sheet growth, cash position, borrowing and ATM dilution watch 
• The “physical world can’t keep pace” thesis behind AI demand 
• Full stack integration and why IREN avoids pure colocation 
• Customer mix diversification across hyperscalers, labs and enterprise 
• Contract economics including term length, megawatt pricing and prepayments 
• 2026 to 2028 buildout plan across multiple geographies 
• Financing structure from investment-grade GPU loans to higher-rate facilities 
• 2027 capital requirements and the repeatable funding playbook 
• Wall Street price targets and the valuation gap between mining and HPC multiples 

Let us know in the comment section below what you thought about Iron's Call, the results, and if you're currently holding shares!

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]

Bitcoin pushes above 80K while miners and AI infrastructure names turn the heat map green, and we connect the move to real catalysts in data center contracting and financing. We share conference notes from Hong Kong, run the numbers on a massive AI compute deal, break down Core Scientific’s credit facility, and dig into DMG’s earnings and what still needs to happen next. 

• Bitcoin’s trend and why short-term volatility matters less than long-term positioning 
• What we see and hear at Bitcoin Asia in Hong Kong and why Asian infrastructure demand is growing 
• Preferred shares returning to par value and what consistent buying signals to investors 
• Daily movers and what the heat map says about sentiment across miners and HPC names 
• Quincy, Washington as a counterpoint to NIMBY narratives around data centers 
• Anthropic and NScale’s $45B contract and what rising $ per megawatt implies for GPU hosting rates 
• Core Scientific’s $600M senior secured facility and why SOFR + 1.75% stands out 
• DMG Blockchain’s quarterly results, cost controls, balance sheet context, and the LOI still not converted 
• IREN’s upcoming earnings, the debate around a director’s paid subscription, and a skeptical JP Morgan price target 

Make sure you pop over to the website, you guys, poweranalysis.io

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]

Nvidia’s blowout quarter becomes our roadmap for where AI infrastructure demand is heading and why “companies with power” matter more than ever. We connect the dots between GPU spending, data center buildouts, Bitdeer’s mixed mining and HPC strategy, and what we’re watching into Iron earnings. 

• Bitcoin range check and why we zoom out on volatility 
• Market heat map read across miners and AI infrastructure names 
• DMG moving ahead of earnings and what LOI timelines reveal 
• Soluna insider buying and what it signals on long-term build plans 
• Whitefiber NC1 commissioning progress and the path to contracted revenue 
• Bitdeer July production surge, hashrate growth, and fleet efficiency angles 
• AI cloud utilization and how fast GPU capacity is getting contracted 
• Norway colocation economics, PUE advantage, and renewable power positioning 
• Nvidia revenue, data center growth, margins, buybacks, and what it implies for the mining to HPC shift 
• After-hours moves, sector shorting dynamics, and what we’re tracking next week 

Let us know in the comments section below what you thought about NVIDIA results and what you're expecting from IREN tomorrow!

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]

Bitcoin pushes back toward 80k and we zoom out to the four-year cycle, ETF inflows, and the policy tailwinds that could shape the next phase of adoption. We also track how AI infrastructure deals and GPU pricing are changing the playbook for miners, with IREN, DMG, Soluna, and Bitdeer front and centre. 

• Bitcoin’s recent rally and why we prefer a steady climb 
• Four-year cycle overlays, resistance turning into support, and long-range price targets 
• Bitcoin ETF net inflows as a demand signal and what might be driving them 
• Regulatory momentum and why the Clarity Act matters for broader adoption 
• Conference takeaways from Hong Kong and the mining infrastructure meets AI theme 
• AI infrastructure stock heat map, 52-week ranges, and how we approach profit taking 
• NVIDIA earnings expectations and why data center revenue sets the tone 
• IREN’s CSP strategy, commissioning timelines, and bridging the ARR gap 
• GPU spot pricing, hyperscalers vs neo-clouds, and what that means for future contracts 
• DMG earnings watchlist, LOI conversion timing, and Christina Lake upside scenarios 
• Soluna and BitDeer’s Caty One co-mining deal and why revenue share structures matter 
• Mining viability in 2026, ASIC efficiency, and why joules per terahash decides margins 

Let us know in the comment section below how you’re feeling about the sector and your top pick in the space currently!

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]

Bitcoin pushes toward 80K while we map what that means for miners, treasury holders, and the stocks that still trade like pure crypto beta. We also run through major site and financing updates from TeraWulf, Whitefiber, Soluna, and Keel, with a focus on power, permits, and capital. 

• Bitcoin’s five day rally and why it may still be early to call a full cycle 
• Strategy’s preferred share repurchases and the growing USD reserve for dividends 
• Strive crossing par value and returning to active Bitcoin buying 
• Why some miners rise with Bitcoin while HPC AI pivot names decouple 
• TeraWulf’s 482MW Kentucky approval and why ratepayer protection matters 
• Whitefiber’s upsized convert, old note paydown, and funding long lead items 
• Soluna’s Dorothy 3 land acquisition and renewable powered AI campus optionality 
• Keel’s Pennsylvania permitting confidence, water scrutiny context, and Moses Lake signals 
• Insider buying as a sentiment and alignment marker 

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

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]

Bitcoin and Ethereum rip higher as falling long-term yields, ETF inflows, and a massive short squeeze collide. We connect the macro catalysts to the miner and AI infrastructure names we follow, then pull the best execution and strategy nuggets from eight recent CEO interviews. 

• Bitcoin and Ethereum momentum and what it means for risk appetite 
• Fed minutes context and why rate sensitivity still matters 
• Treasury long-bond buybacks and the link to falling yields 
• Short liquidations and how squeezes accelerate rallies 
• White House crypto meeting and the September 15 procedural vote 
• Miners and AI infrastructure stocks reacting to crypto strength 
• Hut 8 contracted leases and triple net margin profile 
• TeraWulf power demand realities and why PUE changes economics 
• MARA dual-track strategy and using downtime intelligently 
• ABTC cost to mine metrics and fleet efficiency as survival traits 
• Bit Digital’s Ethereum treasury, NAV discount, and NC1 to NC3 catalysts 
• Keel permitting readiness and why timeline confidence matters 
• Soluna pipeline signals and what we watch for next 
• Hive’s GPU scale math and the valuation gap question 

Let us know in the comment section below if you're holding any of these stocks and if you've been taking advantage of this most recent dip!

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]

We break down a sharp market recovery as Bitcoin rallies and crypto-linked equities whip around on fresh ETF flow data and shifting sentiment. We also dig into how financing and politics are reshaping the AI data center and HPC trade, from convertibles to Pennsylvania’s new permitting rules. 

• Bitcoin price surge and why ETF inflows matter for momentum 
• Miner stock moves versus HPC and AI infrastructure names 
• Reading the heat map, 52-week ranges, and what volatility signals 
• Bitdeer’s Malaysia AI cloud plan, contract structure, and analyst price target 
• Nebius $4.5B convertible and how it funds GPUs and data center build-outs 
• WhiteFiber $270M convertible, dilution pressure, and expansion strategy 
• Pennsylvania Governor Shapiro executive order and the new local approval leverage 
• Keel site-by-site implications in PJM and why analysts see limited impact 
• Nebius Pennsylvania site timing risk under the new process 
• Hive valuation comparison, US market access strategy, and big GPU revenue potential 

Let us know in the comment section below what you thought of today's headlines and if you're taking advantage of this recent dip or adding to any positions!

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]

We break down Hive Digital’s blowout quarter and the execution behind its surge in revenue and scale. Then we dig into the $350M enterprise AI deal, why GPU compute changes the unit economics per megawatt, and how geography and regulation shape the roadmap from Paraguay to Canada and Sweden. 

• Q1 performance highlights including revenue scale and operating cash flow focus 
• Why management believes relative valuation hinges on forward revenue and EBITDA 
• How the Paraguay buildout delivers economies of scale in Bitcoin mining 
• The $350M investment grade enterprise contract and what made it possible 
• The Bell Canada relationship and why ready capacity matters more than hype 
• GPU procurement realities across major OEMs and the role of competitive availability 
• Progress toward the $200M ARR target plus the longer-term HPC colocation pipeline 
• The case for Paraguay as future HPC and AI capacity alongside mining 
• Political and regulatory risk in emerging markets versus tax uncertainty in Sweden 
• GPU versus ASIC profit density and why residual value changes the equation 
• Proof of concept for exporting compute over thousands of miles and why it matters 

Let us know in the comment section below if you're currently holding shares of Hive and what you thought about these most recent developments!

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]

We track a whiplash day where Bitcoin pushes higher while miner and AI infrastructure names slide, then zoom out to the real drivers: contracts, megawatts, balance sheets, and valuation gaps. We also add new tickers to the watchlist, pressure-test bullish price targets, and end by sanity-checking how a potential Anthropic mega-IPO could reshape M&A and perceived counterparty risk across the space. 

• Bitcoin price action versus red miner tape and what it signals for sentiment 
• Why volatility, shorting, and positioning can suppress share prices despite improving fundamentals 
• Bit Digital’s NAV discount, Ethereum holdings, staking yield, and WhiteFiber stake dynamics 
• Megawatt deal economics and why $2M per MW becomes a key benchmark 
• Hive price targets, contracted revenue ramp, and the longer-term Paraguay HPC option 
• Corvex (MOVE) earnings, confidential computing angle, and reserve capacity contract structure 
• Duos Technologies (DUOT) earnings highlights, liquidity, and the $500M 55MW hosting agreement 
• Cantor price target framing and what needs to happen for upside to show up in the stock 
• Insider open-market buying at Keel and why deal timing matters less than 15-year duration 
• Anthropic IPO scale, what it could validate for large leases, and why M&A math gets weird fast 
• IREN’s Mirantis acquisition consideration breakdown and what to watch in upcoming results 

Let us know in the comment section below if you’re currently holding any of the stocks discussed and your top pick in the space!

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]