EPISODE · Oct 27, 2025 · 37 MIN
Latest Macro & Miner News from ABTC, HIVE & CORZ!
from Power Analysis · host Anthony Power & Bryce McNallie
Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABTC’s treasury buy, Hive’s exahash surge and AI buildout, and Core Scientific’s HPC pivot, deal math, and the upcoming vote.• tariff truce lifts indices and crypto• Mag 7 capex as a signal for AI and GPUs• Bitcoin recovery vs miner volatility at open• sector shift toward HPC and co-location• ABTC buys 1,414 BTC and launches sats per share• Hive tops 22 EH/s, improves efficiency, expands AI cloud• Core Scientific revenue mix, Denton ramp, deal funding• margins, stock comp, and shareholder alignment• parity math for co-location deals and vote scenarios• network difficulty rise, hash price trends, miner strategySign 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
Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABTC’s treasury buy, Hive’s exahash surge and AI buildout, and Core Scientific’s HPC pivot, deal math, and the upcoming vote. • tariff truce lifts indices and crypto • Mag 7 capex as a signal for AI and GPUs • Bitcoin recovery vs miner volatility at open • sector shift toward HPC and co-location • ABTC buys 1,414 BTC and launches sats per share • H...
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Latest Macro & Miner News from ABTC, HIVE & CORZ!
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