Behind the Curtain: How Top Bitcoin Miners Raised Capital to Dominate episode artwork

EPISODE · Jul 3, 2025 · 50 MIN

Behind the Curtain: How Top Bitcoin Miners Raised Capital to Dominate

from Power Analysis · host Anthony Power & Bryce McNallie

Bitcoin surpasses $110,000 as mining stocks rally with significant volume increases, showing renewed investor interest in the sector amid improving fundamentals and strategic capital deployment.• Bitcoin trading above $109,000 with miners showing strong share price performance• Iren announces purchase of 2,400 NVIDIA Blackwell GPUs ($130M) for AI cloud expansion at Prince George facility• DMG and Riot June production affected by curtailment, with Riot earning $5.6M from power sales• Iron and Core Scientific market caps exceed $4B and $5B respectively• Deep dive into ATM usage by major miners reveals they raised over $10B combined• Mara approaching 50,000 BTC treasury worth $5B+ as they target 75 exahash• CleanSpark paused ATM usage in November until share price reaches $20• Iron achieved industry-leading efficiency at 15 joules/terahash with $41,000 production cost• Mining companies transitioning from ATM financing to convertible notesJoin us for Miner Madness 4.0 starting July 7th - sign up for the newsletter on our website to receive the entry form and participate in this exciting competition.Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletterAnthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]

Episode metadata supplied by the publisher feed · Published Jul 3, 2025

Embed this episode

Bitcoin surpasses $110,000 as mining stocks rally with significant volume increases, showing renewed investor interest in the sector amid improving fundamentals and strategic capital deployment. • Bitcoin trading above $109,000 with miners showing strong share price performance • Iren announces purchase of 2,400 NVIDIA Blackwell GPUs ($130M) for AI cloud expansion at Prince George facility • DMG and Riot June production affected by curtailment, with Riot earning $5.6M from power sales • Iron...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

Behind the Curtain: How Top Bitcoin Miners Raised Capital to Dominate

0:00 50:32

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Power Analysis?

This episode is 50 minutes long.

When was this Power Analysis episode published?

This episode was published on July 3, 2025.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Power Analysis episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!