Red Day For Miners, Eyes On IREN Earnings: Cipher, Soluna & WhiteFiber News! episode artwork

EPISODE · Nov 6, 2025 · 27 MIN

Red Day For Miners, Eyes On IREN Earnings: Cipher, Soluna & WhiteFiber News!

from Power Analysis · host Anthony Power & Bryce McNallie

Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues.• Bitcoin softness and miner correlation on a red tape day• Year‑to‑date strength for HPC‑oriented miners despite volatility• Iron earnings expectations and WhiteFiber timing• MARA’s strategy on GPUs and CSP versus colocation risks• Power market nuance across ERCOT, SPP, and PJM• Queue congestion, interconnect timing, and curtailment realities• Hyperscaler contracts unlocking debt at scale and the interest math• Soluna’s hosted hash growth and multi‑site execution• Pipeline quality, PPAs, and energized megawatts as leading indicators• CleanSpark’s pivot toward AI and GPU supplyGive us a five-star rating!!!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]

Episode metadata supplied by the publisher feed · Published Nov 6, 2025

Embed this episode

Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues. • Bitcoin softness and miner correlation on a red tape day • Year‑to‑date strength for HPC‑oriented miners despite volatility • Iron earnings expectations and WhiteFiber timing • MARA’s strategy on GPUs and CSP versus colocation risks • Power mar...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

Red Day For Miners, Eyes On IREN Earnings: Cipher, Soluna & WhiteFiber News!

0:00 27:16

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 27 minutes long.

When was this Power Analysis episode published?

This episode was published on November 6, 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!