EPISODE · Jun 5, 2026 · 19 MIN
KEEL Convertible News, HUT Note Pricing & BITZ Uplist!
from Power Analysis · host Anthony Power & Bryce McNallie
We watch a brutal sell-off slam Bitcoin, miners, and traditional assets at the same time, then zoom out to the cycle context and why profit-taking keeps you in the game. We also dig into why BitZero stays green, how major infrastructure financing is evolving for Hut 8 and Keel, and what these deals signal for AI data centers and HPC demand. • broad risk-off sell-off across Bitcoin, crypto equities, gold, and oil • Bitcoin below $60K, drawdowns, and the four-year cycle framing • why taking profits in volatile names creates optionality • miner heat map reality check and how Bitcoin can lag miners • BitZero momentum, IPO context, and why the Nasdaq uplist matters • BitZero data center footprint in North America and Scandinavia • Norway AI lease details, power scale, revenue potential, and margin targets • Hut 8 Beacon Point senior notes, non-recourse structure, and pass-through costs • Keel convertible raise, conversion terms, and funding a multi-site pipelineLet us know in the comment section below how you're feeling today!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
We watch a brutal sell-off slam Bitcoin, miners, and traditional assets at the same time, then zoom out to the cycle context and why profit-taking keeps you in the game. We also dig into why BitZero stays green, how major infrastructure financing is evolving for Hut 8 and Keel, and what these deals signal for AI data centers and HPC demand. • broad risk-off sell-off across Bitcoin, crypto equities, gold, and oil • Bitcoin below $60K, drawdowns, and the four-year cycle framing ...
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KEEL Convertible News, HUT Note Pricing & BITZ Uplist!
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