March Performance Analysis: Bitcoin Miner Valuations & Metrics! episode artwork

EPISODE · Apr 18, 2025 · 37 MIN

March Performance Analysis: Bitcoin Miner Valuations & Metrics!

from Power Analysis · host Anthony Power & Bryce McNallie

The McNallie Money team breaks down the March performance data for Bitcoin miners, revealing improved production metrics across the board while examining the significant disconnect between current market valuations and underlying assets.• Marathon, Riot, and CleanSpark lead Bitcoin production with HUT 8 showing a remarkable 72% increase month-over-month• March showed less curtailment from miners, improving efficiency across all major operations• Bitcoin mining stocks down 49% year-to-date despite Bitcoin trading around $84,500• Morgan Stanley's infrastructure valuation metric of $5 per watt suggests significant undervaluation of mining companies• HODL as percentage of market cap reveals companies like DMG (110%), Marathon (91%), and Hive (80%) trading at or below the value of their Bitcoin holdings alone• Fleet efficiency metrics improving across all major miners, with many achieving sub-20 joules per terahash• Four of the top five Bitcoin holders globally are mining companies covered in this analysisSign 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]

Episode metadata supplied by the publisher feed · Published Apr 18, 2025

Embed this episode

The McNallie Money team breaks down the March performance data for Bitcoin miners, revealing improved production metrics across the board while examining the significant disconnect between current market valuations and underlying assets. • Marathon, Riot, and CleanSpark lead Bitcoin production with HUT 8 showing a remarkable 72% increase month-over-month • March showed less curtailment from miners, improving efficiency across all major operations • Bitcoin mining stocks down 49% year-to-date...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

March Performance Analysis: Bitcoin Miner Valuations & Metrics!

0:00 37:54

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Power Analysis?

This episode is 37 minutes long.

When was this Power Analysis episode published?

This episode was published on April 18, 2025.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Power Analysis episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!