EPISODE · Dec 2, 2025 · 35 MIN
Bitcoin Miners, Fed Moves & IREN News!
from Power Analysis · host Anthony Power & Bryce McNallie
Bitcoin rips back above 92k as miners wobble, institutions pile in, and IREN unveils a financing stack sized for hyperscale AI compute. We step through Marathon’s power-led strategy, Auradine’s efficiency jump, and why hashprice headwinds are forcing an HPC pivot.• Bitcoin volatility viewed through long-term returns• Miner equity correlation versus power strategy divergence• ABTC slump, lockup dynamics, and political associations• Vanguard enabling Bitcoin ETF buys and inflows• Trump-era policy signals and pro-crypto leadership• Marathon’s treasury, global sites, and power control• Auradine ASIC efficiency and fleet economics• Texas wind farm and MPLX gas buildout• IREN share offering, convertibles, and capex needs• GPU and data center depreciation and revenue math• Hashprice pressure and shift toward contracted HPCSet your reminders: We’re hosting the Bitzero CEO with Kevin O’Leary on Thursday!Anthonys 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]
What this episode covers
Bitcoin rips back above 92k as miners wobble, institutions pile in, and IREN unveils a financing stack sized for hyperscale AI compute. We step through Marathon’s power-led strategy, Auradine’s efficiency jump, and why hashprice headwinds are forcing an HPC pivot. • Bitcoin volatility viewed through long-term returns • Miner equity correlation versus power strategy divergence • ABTC slump, lockup dynamics, and political associations • Vanguard enabling Bitcoin ETF buys and inflows • Trump-er...
NOW PLAYING
Bitcoin Miners, Fed Moves & IREN News!
No transcript for this episode yet
Similar Episodes
Sep 29, 2023 ·76m
Sep 29, 2023 ·73m
Sep 29, 2023 ·72m
Sep 29, 2023 ·75m
Sep 29, 2023 ·75m
Sep 29, 2023 ·73m