MARA Selling HODL, WYFI Earnings & HIVE News! episode artwork

EPISODE · Mar 26, 2026 · 31 MIN

MARA Selling HODL, WYFI Earnings & HIVE News!

from Power Analysis · host Anthony Power & Bryce McNallie

We track a rough day for Bitcoin and miner stocks while the long-term adoption narrative keeps getting stronger through crypto-backed mortgages, bank integration, and retirement-account access. We also break down WhiteFiber’s earnings and Mara’s decision to sell Bitcoin to retire $1B of convertible debt, weighing balance-sheet logic against treasury strategy. • crypto-backed mortgages through custodial structures like Coinbase Prime • why over collateralisation helps borrowers avoid selling and tax events • TradFi and DeFi convergence as banks add native Bitcoin access • short-term Bitcoin headwinds tied to geopolitical uncertainty • miner heat map read-through and why zooming out matters • Hive’s BuzzHPC expansion with Bell Canada and sovereign AI framing • WhiteFiber Q4 results across revenue, adjusted EBITDA and margins • stock-based compensation as a key quality signal versus peers • net asset value comparisons and why balance sheet strength matters • Mara selling 15,000+ BTC to repurchase $1B in convertible notes • the debate on timing, dilution, debt reduction and an AI HPC pivot Take a second, smash the like button, guys. If you're not already subscribed, McNally Money, feel free to join. And let us know in the comments section below what you thought about today's headlines and how you're feeling about the sector as a whole as we enter April!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]

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We track a rough day for Bitcoin and miner stocks while the long-term adoption narrative keeps getting stronger through crypto-backed mortgages, bank integration, and retirement-account access. We also break down WhiteFiber’s earnings and Mara’s decision to sell Bitcoin to retire $1B of convertible debt, weighing balance-sheet logic against treasury strategy. • crypto-backed mortgages through custodial structures like Coinbase Prime • why over collateralisation helps borrowers av...

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MARA Selling HODL, WYFI Earnings & HIVE News!

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