The Perfect Storm for Bitcoin Miners: Riding Bitcoin ATH's & the HPC/AI Wave! episode artwork

EPISODE · Oct 6, 2025 · 40 MIN

The Perfect Storm for Bitcoin Miners: Riding Bitcoin ATH's & the HPC/AI Wave!

from Power Analysis · host Anthony Power & Bryce McNallie

We track Bitcoin’s surge to new highs, the ETF flywheel that’s soaking up supply, and why miners are pivoting into AI HPC to lock in better margins and smoother cash flow. We share wins, risks, and why late-mover strategies may command higher prices as megawatts grow scarce.• Bitcoin momentum, supply squeeze, and price action• Miner performance, efficiency gains, and valuation shifts• ETF flows from BlackRock and peers driving adoption• Corporate HODLers, treasury strategies, and market optics• UK ETPs, KYC, and tax compliance trends• AI HPC re-rate, contract timing, and power scarcity• AMD–OpenAI investment and chip vendor dynamics• Soluna compliance update and capital levers• Hive Digital’s rapid hashrate expansion and margins• HODL versus growth trade-offs and profit-takingTake a second, smash the like button. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comment section below which of the miners you're most bullish on now and why. If you haven't managed to listen to that podcast, please go and have a listen to it. Feel free to sign up for the members only channel or video.Sign 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]

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We track Bitcoin’s surge to new highs, the ETF flywheel that’s soaking up supply, and why miners are pivoting into AI HPC to lock in better margins and smoother cash flow. We share wins, risks, and why late-mover strategies may command higher prices as megawatts grow scarce. • Bitcoin momentum, supply squeeze, and price action • Miner performance, efficiency gains, and valuation shifts • ETF flows from BlackRock and peers driving adoption • Corporate HODLers, treasury strategies, and market ...

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The Perfect Storm for Bitcoin Miners: Riding Bitcoin ATH's & the HPC/AI Wave!

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