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Markets wobble while demand signals strengthen. We unpack why miners sell reserves, how ETF inflows reshape supply, and where Core Scientific and Riot are placing big bets on power, co-location, and HPC in 2026 and beyond.
• red day for miners against macro tension
• ETF inflows hit five-month high
• MARA signals increased BTC sales
• ABTC adds next-gen ASICs and boosts efficiency
• Core Scientific expands co-location and energizes 350 MW
• CoreWeave contract funding and 590 MW roadmap
• Riot targets 45 EH and builds HPC capacity
• AMD lease start with room to scale
• power assets and interconnects as key moat
Let us know your thoughts on Core Scientific and Riot results, and whether you’re 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]
By Anthony Power & Bryce McNallie4.5
22 ratings
Markets wobble while demand signals strengthen. We unpack why miners sell reserves, how ETF inflows reshape supply, and where Core Scientific and Riot are placing big bets on power, co-location, and HPC in 2026 and beyond.
• red day for miners against macro tension
• ETF inflows hit five-month high
• MARA signals increased BTC sales
• ABTC adds next-gen ASICs and boosts efficiency
• Core Scientific expands co-location and energizes 350 MW
• CoreWeave contract funding and 590 MW roadmap
• Riot targets 45 EH and builds HPC capacity
• AMD lease start with room to scale
• power assets and interconnects as key moat
Let us know your thoughts on Core Scientific and Riot results, and whether you’re 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]

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