EPISODE · Feb 4, 2026 · 28 MIN
Markets In Freefall, Miners On Edge: AMD, NVDA, MSFT, IREN, RIOT, CIFR, BITF & WULF!
from Power Analysis · host Anthony Power & Bryce McNallie
Markets sell off hard as Bitcoin breaks support, AI leaders stumble despite strong numbers, and miners wear double-digit declines. We weigh fear against fundamentals, from Nvidia’s software stance to miner financing, and set the stage for earnings and potential AI power deals.• Bitcoin slide and cycle vs super-cycle debate• Retail capitulation vs institutional accumulation• AI circular revenue fears and software resilience• AMD strength vs share price drop• Nvidia CEO view that software remains essential• Mag 7 softness and smart money questions• Miner heat map and valuation vs HODL metrics• Cipher secured notes and financing benchmarks• CleanSpark curtailment, production, and HODL moves• Earnings watch for CleanSpark and Iron• Power pipeline and HPC allocation outlookTake a second, smash a like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comment section below what you think is leading to this major sell-off we're seeing in the market!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
Markets sell off hard as Bitcoin breaks support, AI leaders stumble despite strong numbers, and miners wear double-digit declines. We weigh fear against fundamentals, from Nvidia’s software stance to miner financing, and set the stage for earnings and potential AI power deals. • Bitcoin slide and cycle vs super-cycle debate • Retail capitulation vs institutional accumulation • AI circular revenue fears and software resilience • AMD strength vs share price drop • Nvidia CEO view that software...
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Markets In Freefall, Miners On Edge: AMD, NVDA, MSFT, IREN, RIOT, CIFR, BITF & WULF!
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