EPISODE · Oct 9, 2025 · 34 MIN
Latest IREN & Soluna Holdings News & Stock Analysis!
from Power Analysis · host Anthony Power & Bryce McNallie
Bitcoin cools while ETF inflows heat up, and we break down why miners are racing toward HPC and hosting to protect margins. We unpack Iron’s convertible, Saluna’s new client, hash price pressure, and the U.S. power gap that could redefine who wins compute.• BlackRock’s iBit tops 4% of total Bitcoin and ETF flows keep buying dips and highs• Miner heat map shows divergent winners across 12 months with Iron, Cipher, TeraWulf leading• Dilution math on Riot and Marathon and what it would take to revisit 2021 prices• Bit Digital’s ETH reserve strategy and cost basis edge• Soluna’s hosting deal with Cooler and why hosting economics are improving• IREN’s convertible notes, cap calls, and GPU buildout runway• Hash price near $51, projected difficulty drop, and margin stress• Global hashrate distribution across China, Russia, and Kazakhstan implications• The 45 GW U.S. power shortfall and why miners with power gain leverage• Live miner energy margins and why curtailment and efficiency matterTake a second, smash a like button, guys. If you're not already subscribed, McNally Money, feel free to join. Let us know in the comments section below how you're feeling about the Bitcoin miners and where you see this sector going into 2026.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]
What this episode covers
Bitcoin cools while ETF inflows heat up, and we break down why miners are racing toward HPC and hosting to protect margins. We unpack Iron’s convertible, Saluna’s new client, hash price pressure, and the U.S. power gap that could redefine who wins compute. • BlackRock’s iBit tops 4% of total Bitcoin and ETF flows keep buying dips and highs • Miner heat map shows divergent winners across 12 months with Iron, Cipher, TeraWulf leading • Dilution math on Riot and Marathon and what it would take ...
NOW PLAYING
Latest IREN & Soluna Holdings News & Stock Analysis!
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