From Halving To HPC: How Miners Adapt And Survive! episode artwork

EPISODE · Nov 28, 2025 · 34 MIN

From Halving To HPC: How Miners Adapt And Survive!

from Power Analysis · host Anthony Power & Bryce McNallie

A green week lifts Bitcoin miners, but we dig beneath the bounce to show how difficulty, power costs, and fleet efficiency drive real margins. We walk through CleanSpark’s HPC pivot, Bitfarms’ positioning, Core Scientific’s crossroads, and why hash price lows are forcing strategy shifts.• market recap and whale selling context• miner heat map highlights and volatility• Soluna’s wind power model and project pipeline• CleanSpark’s pivot to HPC and containerized buildouts• Bitfarms’ hyperscale adjacency and rising volumes• Core Scientific’s contract vote fallout and strategy questions• post‑halving productivity per exahash trends• difficulty’s impact on output and margins• efficiency upgrades and power cost benchmarks• forward hash price curve and revenue pressure• why miners race toward HPC and AI compute• newsletter, audio platforms, and Minor Madness detailsBefore we get into it, take a second, smash the like button, guys. Subscribe to the newsletter on the website to enter Miner Madness in January.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]

Episode metadata supplied by the publisher feed · Published Nov 28, 2025

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A green week lifts Bitcoin miners, but we dig beneath the bounce to show how difficulty, power costs, and fleet efficiency drive real margins. We walk through CleanSpark’s HPC pivot, Bitfarms’ positioning, Core Scientific’s crossroads, and why hash price lows are forcing strategy shifts. • market recap and whale selling context • miner heat map highlights and volatility • Soluna’s wind power model and project pipeline • CleanSpark’s pivot to HPC and containerized buildouts • Bitfarms’ hypers...

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From Halving To HPC: How Miners Adapt And Survive!

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