Why AI Is Not A Bubble And What It Means For Bitcoin Miners + DMGI & WULF News! episode artwork

EPISODE · Dec 18, 2025 · 38 MIN

Why AI Is Not A Bubble And What It Means For Bitcoin Miners + DMGI & WULF News!

from Power Analysis · host Anthony Power & Bryce McNallie

We track a choppy Bitcoin tape against surging AI compute demand and explain why miners with power, contracts, and build capability stand to benefit. DMG’s earnings, Terawulf’s JV financing, and fresh signals from chipmakers and analysts point to durable tailwinds, not a bubble.• Bitcoin price resilience alongside short-term pullbacks• Miners’ drawdown contrasted with expanding AI HPC demand• DMG earnings under IFRS versus GAAP context• DMG balance sheet strength and SOC 2 credibility• Pivot from hash rate growth to high-margin HPC• Terawulf–FluidStack JV financing and 25-year commitment• Core Scientific upgrades and deal profitability debate• Chipmakers’ results signaling record AI demand• Power as the bottleneck and miners’ advantage• Wind curtailment, flexible load, and grid partnershipsSign up for our newsletter at powermininganalysis.com and enter Miner Madness!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]

We track a choppy Bitcoin tape against surging AI compute demand and explain why miners with power, contracts, and build capability stand to benefit. DMG’s earnings, Terawulf’s JV financing, and fresh signals from chipmakers and analysts point to durable tailwinds, not a bubble. • Bitcoin price resilience alongside short-term pullbacks • Miners’ drawdown contrasted with expanding AI HPC demand • DMG earnings under IFRS versus GAAP context • DMG balance sheet strength and SOC 2 credibility • ...

NOW PLAYING

Why AI Is Not A Bubble And What It Means For Bitcoin Miners + DMGI & WULF News!

0:00 38:24

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.

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. She’s a Hazard to Herself She’s a Hazard Hi there, I’m Mallory, and I’d like to invite you into our world with “She’s a Hazard to Herself!” Join us as we navigate life with Multiple Sclerosis from the seat of my power wheelchair. Discover stories of resilience, family, and the community we’ve built around chronic illness. Whether you’re impacted by MS or want to learn from our journey, there’s something here for you. So why wait? Subscribe to “She’s a Hazard to Herself” on your favorite podcast app and be part of our journey today. Let’s lift each other up, one episode at a time! The PFN Cincinnati Bengals Podcast Pro Football Network The PFN Cincinnati Bengals Podcast is where you can stay up-to-date with the latest news and analysis on the Cincinnati Bengals! Our hosts, industry experts Jay Morrison and Dallas Robinson, provide weekly coverage of all the latest rumors and updates about the Bengals. Don’t forget to follow the show to receive new episodes directly in your podcast feed and leave a rating and review to let us know your thoughts. The 48 Laws of Power by Robert Greene (Full Audiobook) Robert Greene Amoral, cunning, ruthless, and instructive, this multi-million-copy New York Times bestseller is the definitive manual for anyone interested in gaining, observing, or defending against ultimate control – from the author of The Laws of Human Nature.In the book that People magazine proclaimed “beguiling” and “fascinating,” Robert Greene and Joost Elffers have distilled three thousand years of the history of power into 48 essential laws by drawing from the philosophies of Machiavelli, Sun Tzu, and Carl Von Clausewitz and also from the lives of figures ranging from Henry Kissinger to P.T. Barnum.Some laws teach the need for prudence (“Law 1: Never Outshine the Master”), others teach the value of confidence (“Law 28: Enter Action with Boldness”), and many recommend absolute self-preservation (“Law 15: Crush Your Enemy Totally”). Every law, though, has one thing in common: an interest in t

Frequently Asked Questions

How long is this episode of Power Analysis?

This episode is 38 minutes long.

When was this Power Analysis episode published?

This episode was published on December 18, 2025.

What is this episode about?

We track a choppy Bitcoin tape against surging AI compute demand and explain why miners with power, contracts, and build capability stand to benefit. DMG’s earnings, Terawulf’s JV financing, and fresh signals from chipmakers and analysts point to...

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, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!