EPISODE · Apr 20, 2026 · 41 MIN
Strategy Takes The Bitcoin Crown, SLNH, BTBT, ABTC & HUT News!
from Power Analysis · host Anthony Power & Bryce McNallie
We break down Strategy’s massive Bitcoin buy that vaults it past BlackRock’s iBit and dig into what relentless corporate demand does to real-world supply. We also map the Clarity Act timeline and pivot to AI infrastructure plays, miner economics, and the valuation metrics that can make or break Q1 earnings reactions. • Strategy adds 34,164 Bitcoin in a week and pushes total holdings past 815,000 • Strategy surpasses BlackRock iBit and reshapes the corporate holder leaderboard • Miners trend toward selling production and sometimes treasury holdings • Supply math versus demand, with Strategy buying multiples of daily issuance • Strategy MNAV premium and why premiums compress or expand • Clarity Act next steps, Senate timing, and why the next 4 to 6 weeks matter • Bitcoin’s post-crisis performance compared with gold and equities • Wall Street price targets from major firms and prominent Bitcoin voices • Soluna’s momentum, acquisitions, and hosting-led business model • HPC and AI pivots across miners and who can raise capital fast • Bit Digital’s Ethereum treasury exposure and net asset value discount • Q1 earnings catalysts, contract updates, and FASB-driven balance-sheet swings • Bitdeer’s SEAL miner efficiency gains and the case for mining plus HPC 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
We break down Strategy’s massive Bitcoin buy that vaults it past BlackRock’s iBit and dig into what relentless corporate demand does to real-world supply. We also map the Clarity Act timeline and pivot to AI infrastructure plays, miner economics, and the valuation metrics that can make or break Q1 earnings reactions. • Strategy adds 34,164 Bitcoin in a week and pushes total holdings past 815,000 • Strategy surpasses BlackRock iBit and reshapes the corporate holder leaderboard&nbs...
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Strategy Takes The Bitcoin Crown, SLNH, BTBT, ABTC & HUT News!
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