Power Analysis

We map out a packed week for AI infrastructure stocks, from Bitcoin’s steadier tone to the deals and financing that separate real builders from hopefuls. We dig into Hive’s earnings and a massive AI cloud win, then connect the dots across insider buying, hedge fund filings, and the race to secure power and capital. • Bitcoin price action and why slower climbs help adoption • Strategy reserve build and what it signals for balance sheet resilience • Sector heat map read on miners versus HPC pivot names • Insider buying at Bitdeer plus Keel leadership buying patterns • Hive Digital earnings split between Bitcoin mining and HPC revenue • Sweden VAT provision and how to think about one-off charges • Hive’s $350M AI cloud contract using NVIDIA Blackwell Ultra GPUs • Simple NVL72 rack explanation and implied $ per GPU hour math • Cantor Fitzgerald price target logic and the path to higher ARR • Paul Tudor Jones buying Mara and Druckenmiller adding Iren, Bitdeer, Riot & Hut 8 • Riot’s Morgan Stanley term loan details and why cost of capital matters • WhiteFiber’s North Carolina expansion and the retrofit-first data center playbook Let us know in the comments section below if you’re holding any of these stocks and your current top pick in the sector!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 close out the week by mapping the biggest AI infrastructure headlines across Iren, Soluna, Core Scientific, and Riot, plus what Bitcoin’s range-bound tape means for miners right now. We also dig into how megawatts, contracts, and financing discipline are driving fresh Wall Street price targets and investor positioning.• Bitcoin holding the $60K range and what “base building” could signal • Green close across AI infrastructure names and why volatility attracts shorts and day traders • Hive earnings timing and upcoming management check-ins • WhiteFiber’s capital formation playbook, dilution control, and the refinance flywheel • Keel’s deal confidence, permitting transparency, and why 15-year terms matter more than exact dates • Soluna’s revenue mix shift, cash position, EBITDA trend, and 6.3GW pipeline context • Core Scientific’s Polaris acquisition economics and why $/MW matters • Iren’s Horizon 1 delivery to Microsoft and what Nvidia Exemplar status validates • Price target updates for WiFi, Hut, TeraWulf, and Riot and the assumptions behind them Let us know in the comment section below what you thought of this week's interviews and your top pick currently in the space!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 sit down with Soluna Holdings CEO John Belizaire right after Q2 earnings to unpack what is driving revenue growth, project momentum, and the company’s shift into AI data center infrastructure. We also get specific on why behind-the-meter power in Texas can move faster than traditional grid interconnections and what it takes to finance and execute billion-dollar AI campuses. • Q2 financial highlights including 145% year-over-year revenue growth and fifth straight quarter of sequential revenue growth • Operational updates across Briscoe Wind Farm integration and progress toward completing CADI 1 • Pipeline expansion to 6.3GW and the strategy to redesign former Bitcoin sites into full-scale AI projects • Capital formation realities for AI data centers including project-level partners, joint ventures, and the shift from millions to billions • Why behind-the-meter load changes interconnection complexity and how ERCOT batch zero buckets affect developers • Status of D3 and CODI 2 including design, construction planning, LOI negotiations, and long-lead scheduling • Permitting and county engagement in Texas including tax abatement, infrastructure support, traffic planning, and community relations • How the MetroBlocks relationship is structured including fees and equity roll-back for alignment • Why execution talent is the new bottleneck and how leadership hires build in-house process power Let us know in the comment section below what you thought of Saluna's results and if you're currently holding shares!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 walk through Keel’s Q2 results and why the reported numbers can look misleading while the company exits Bitcoin mining and builds AI data center infrastructure. We also break down what actually drives lease timing, power value, permitting confidence, and financing discipline as 2027 capacity becomes scarce. • Q2 highlights framed as proof of transition execution • Why quarterly earnings can understate long-term contracted value • Texas, New York, and Pennsylvania compared as three different regulatory and grid stories • Why we do not treat LOIs like signed deals and what the engineering work really involves • Moses Lake versus Sharon versus Panther Creek sequencing and permitting status • How 2027 power scarcity creates tenant tension and better commercial outcomes • Vertiv partnership scope and why build commitments must match lease commitments • Cost of capital viewed through levered yield on cost and return on equity • Load studies, expansion capacity, and what gives confidence at Panther Creek and Scrubgrass • Training versus inference economics and why geography matters for future demand • Community support projects used to solve real local problems and build trust Let us know in the comment section below what you thought of KEEL's results and if you're currently holding shares!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 sit down with Sam Tabar to unpack Q2 earnings and the execution details behind WhiteFiber’s colocation and cloud GPU momentum, from NC1 billing to multi-year contract wins. We also press on Bit Digital’s NAV discount, capital allocation options like buybacks, and how Ethereum exposure becomes productive through staking. • WhiteFiber Q2 performance across colocation and cloud services • NC1 moving from build to customer deployment and billing • Permanent project financing as a capital recycling flywheel • Termination revenue, contract protections, and redeploying capacity • Expansion plans for NC1 and how customer selection works • Montreal data center retrofits and the path to more power • Capital allocation discipline, dilution avoidance, and financeable contracts • Crambu partnership and the 100MW GPU operating roadmap • Bit Digital’s discount to intrinsic value and buyback considerations • Holding WhiteFiber stake, covered calls idea, and ETH staking posture Let us know in the comments section below if you're currently holding shares in either Bit Digital or WhiteFiber and what you thought of their results!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 rebound day for HPC and mining-pivot stocks while Bitcoin hangs around the $63,000 range and the market keeps discounting strong fundamentals. We break down neo cloud earnings and explain why power, contract structure, and cash-based metrics matter more than the daily tape. • Bitcoin price action around US market hours and the Clarity Act watch • Why strong deal headlines can fade fast in share price performance • How short interest and sentiment can suppress HPC and Bitcoin mining stocks • Bitdeer’s integrated model, power footprint, machines, co-location, and why we see overlooked upside • Nebius as a neo cloud benchmark, revenue scale, adjusted EBITDA margin expansion, and contract value per megawatt • CoreWeave’s revenue surge, backlog strength, and the reality of massive CapEx and non-cash losses • Why global footprint and Europe matter for AI data centers and HPC expansion • WhiteFiber’s earnings, co-location growth, cloud services mix, and what NC1 billing could change next quarter • How retrofit data center builds can lower cost per megawatt and speed deployment • What price targets are implying for CoreWeave and WhiteFiber, plus the next catalysts we are watching Let us know in the comment section below if you’re holding any of these companies and your current top pick in the space!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 break down why AI data center contracts are starting to matter more than day to day Bitcoin price action for the best miners. We go deep on Riot Platforms earnings, the Anthropic lease, and what a full Corsicana deal could mean for valuation and future catalysts. • Bitcoin pulling back while miner stocks hold up better than expected • Volatility, weak mining revenues, and why “green shoots” matter in earnings season • ERCOT and Texas grid approvals as a filter for serious builders • UK proposal for a refundable data center commitment fee per megawatt • Riot revenue mix shifting with early data center revenue from AMD • Riot’s cost to mine breakdown, power credits, and the PPA advantage • Anthropic long term lease details and timelines at Rockdale • Corsicana LOI discussion and why power ready sites attract top AI labs • Financing approach including liquidity, recycled cash flows, and Morgan Stanley facility • ESS Metron engineering division as a speed and cost moat • Wall Street price targets and how analysts frame upside scenarios • WhiteFiber brownfield retrofits as a faster path to AI campuses • IREN’s NVIDIA GB300 designation and Sweetwater site progress • Keel price targets without a signed deal and what negotiations signal Smash the like button. 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 break down the latest Bitcoin volatility, the market-wide selloff in mining and AI infrastructure stocks, and why power access is now the real competitive moat. Then we dig into Bitdeer’s and Keel’s earnings, comparing their financial results with their very different paths toward HPC and AI data center revenue. • Bitcoin price pressure and why we avoid day-to-day chart obsession • Strategy’s ATM raise, Bitcoin sale and share repurchase, plus what it signals • Miner heat map selloff, with ABTC as the outlier • Riot rescheduling Q2 earnings and the most plausible reasons • Texas ERCOT batch zero pause as a filter for serious operators • Bitdeer Q2 results, adjusted EBITDA and balance sheet context • Bitdeer’s global power footprint, near-term pipeline and hash rate expansion • Norway co-location contract economics, PUE and tenant quality • GPU cloud and CSP ramp, utilization rates and capex per megawatt • Mining cost to mine, fleet efficiency and the SEAL miner roadmap • Keel Q2 results and the operational trade-offs of pivoting to HPC • Site-by-site updates, decommissioned mining, permitting and long-lead equipment • Keel liquidity, convertible note funding and what delivery risk remains • Cantor price targets and what changes once deals are signed • Upcoming guest schedule and questions to bring to Ben Let us know in the comment section below what you make of Kiel and BitDeer earnings and your top pick in the space currently!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 sit down with ABTC’s Michelle Tankimovich right after Q2 earnings to break down record Bitcoin production, steady margins, and what it means to keep building a treasury during price drawdowns. We also unpack sats per share, fair value accounting noise, and the strategic choices ABTC is making ahead of the halving and the next cycle. • Q2 highlights including 930+ Bitcoin mined and reserve growth above 8,000 BTC • Cost per Bitcoin mined and how gross margin stays near 49% to 50% despite a weaker Bitcoin price • Why management keeps accumulating Bitcoin through operating cash flow rather than relying only on capital markets • Satoshis per share as a key metric and how dilution discipline fits the strategy • How FASB fair value accounting creates large paper losses and how we interpret them • Hedging considerations and why the company prioritises its low-cost structure • CFO transition details and what derivatives experience could enable over time • Reverse split motivations including NASDAQ compliance and institutional investor optics • The 12 to 24 month focus including hash rate growth opportunities and industry shifts toward AI/HPC • Halving prep themes including fleet efficiency and manufacturer relationships Let us know in the comment section below what you thought about ABTC's results and if you're currently holding shares!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 sit down with MARA CEO Fred Thiel right after earnings to unpack the company’s shift from a pure Bitcoin miner to a powered land and data center developer focused on AI and HPC. We push on what truly constrains growth, how Texas grid policy affects timelines, and what investors should watch as leases and joint ventures turn power into long-term cash flow. • Q2 results in context of Bitcoin price sensitivity • Building a 4.8GW pipeline of powered land and future data center capacity • The “three constraints” framework: capital, compute and capacity • Why data center leases change financing versus Bitcoin mining risk • ERCOT batch zero pause, phantom queue clean-up and Matagorda readiness • Using Bitcoin mining to monetise power while data centers get built • Tenant selection, yield on cost and avoiding long-term credit mistakes • Community impact, property taxes and local benefits of data center builds • Why waiting for AI market maturity can beat being first • HUM and Vertebrae as optionality alongside the core strategy • Long Ridge acquisition, FERC approval process and keeping power on-grid • Starwood partnership mechanics, valuation per megawatt and leased-site options Let us know in the comment section below what you thought about today's discussion and if you're currently holding shares of MARA!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 break down fresh earnings from MARA and CleanSpark while tracking Bitcoin’s price action and why miners are being valued more like power and AI infrastructure platforms. The big question is whether power portfolios, Texas approvals, and signed data center leases can offset weak mining economics and restore investor confidence. • Bitcoin price context and why it still drives sentiment for mining stocks • Miner heat map read-through and how to think about value ranges • Why power capacity and megawatts per valuation matter more than headlines • Upcoming MARA, ABTC & KEEL interviews and what we want to learn from leadership teams • MARA earnings highlights, hash rate growth, liquidity, and the push toward HPC • Matagorda County Texas site details and the approval steps that matter • Bitcoin-backed loan mechanics, pledged collateral, rates, and why it’s a unique lever • Why the market is waiting on signed digital infrastructure leases • CleanSpark earnings overview, balance sheet points, and the Sandersville plan • Sandersville lease structure, long duration terms, and why predictable NOI changes the story • Texas ERCOT audit discussion and why serious developers welcome tighter process Let us know in the comment section below what you thought of these companies' results and if you're holding shares of either Clean Spark or Mara. 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 walk through TeraWulf’s Q2 progress with CFO Patrick Fleury, focusing on Lake Mariner execution, lease economics, and why liquidity is a competitive weapon in AI data center buildouts. We also dig into power as the true bottleneck, how utility partnerships work, and what needs to happen for growth to scale without breaking timelines or returns. • CB3 coming online and beginning to earn rent revenue • Commissioning progress for CB4 and CB5 with a phased data hall ramp • Fluidstack amendments and rentalized costs that lift starting rent • Design changes that increase critical megawatts and boost lease term revenue • Liquidity strategy and why holding large cash balances enables flexibility • Letters of credit as a tool to protect ratepayers and shift execution risk • Capital allocation priorities across equity contributions, LCs, and new sites • Why annual growth targets stay disciplined despite massive demand • Supply chain, capital markets, and electrician labor as binding constraints • Power first strategy and preference for front of the meter grid connection • Industry outlook on leasing, future M&A, and potential REIT style evolution • Insider buying rationale and how management frames contracted value • Financing risk management with multiple contingency paths for debtLet us know your thoughts and feel free to subscribe!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 sit down with HUT 8 CEO Asher Genoot right after Q2 earnings to unpack the new data center leases, the financing behind them, and why repeatability matters more than hype. We also dig into Texas scrutiny and local pushback, plus how we think about long-term trust with tenants when AI demand is ripping higher.• Q2 earnings highlights including three leases and contracted capacity scale• Project-level financing approach and why non-recourse structure matters• Texas moratorium concerns including grid reliability, water use, and community protections• Correcting misinformation in local communities and building trust through process• Why the lease structure stays consistent across multiple tenants• Macro demand for AI capacity and why we avoid getting greedy on pricing• Co-location versus CSP considerations and what we watch next• Highrise.ai, chip needs versus wants, and why compute and infrastructure are separate bets• Our view of HUT 8 as a platform connecting power to technologyLet us know in the comment section below what your thoughts are on HUT 8 and if you’re currently holding shares!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 map the market mood from Bitcoin’s recent trough to S&P volatility, then pressure-test the “miners to AI data centers” thesis using fresh earnings and operating updates. We break down what’s real cash performance versus accounting noise, and why power delivery and contracted HPC revenue are becoming the new north star. • Bitcoin price action and cycle patience framing • S&P all-time-high headline then intraday reversal as a volatility reminder • AMD data center growth as a demand signal for HPC and AI compute • Miner stock heat map and why short-term moves can mislead • Riot earnings delay and what timing could imply without over-speculating • WhiteFiber pre-market earnings date and what to watch with NScale • CEO social posts and how leaders talk about drawdowns without pumping • CleanSpark July production metrics including hashrate, efficiency, BTC sold, and HODL value • Galaxy earnings focus on Helios and accelerating data center segment performance • TeraWulf earnings breakdown including HPC revenue, warrant fair-value impact, and megawatt expansion plans • Community and permitting realities for data center development plus on-site generation and battery storage trends Let us know in the comment section below what you thought of today's results and if you're holding any of these companies!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 walk through a packed earnings week where Bitcoin price stability masks major shifts in AI data center deals, grid constraints, and how miners are trying to turn power into predictable cash flow. We break down what Cipher and Hut 8 report, why Texas pausing new data center approvals matters, and how new contracts from names like Bitdeer and IREN reshape valuation. • Bitcoin price range and why we stay long-term focused • Clarity Act odds and why regulatory framework matters • Texas ERCOT pause on new data center approvals and the queue problem • What the pause could mean for existing powered sites • Bring your own power and behind-the-meter generation as a strategy • Bitdeer’s Norway tidal facility lease, PUE, revenue per megawatt, and margin discussion • Cipher earnings, one-offs, adjusted EBITDA, and the HPC rent timeline • Cipher pipeline expansion including Apollo and other site progress updates • Hut 8 earnings, bitcoin treasury mark-to-market impact, and adjusted EBITDA • Hut 8 project financing, contracted AI capacity, and delivery timelines • Cantor and Rosenblatt price targets and how analysts frame 2028 style multiples • ARR per megawatt chart takeaways and why deal structure still matters • Planned gigawatt portfolios and why diversification beyond Texas can help • Leadership and board changes at WhiteFiber and MARA • Terawulf RSUs, tax mechanics, and what insider holding can signal • IREN closing the Marantis acquisition and building a full-stack AI platform Take a second, smash a like button, guys. If you're not already subscribed, McNallie Money, feel free to join. And let us know in the comment section below what you made of today's headlines and your top pick in the space currently!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]

Bitcoin steadies near the mid $60Ks while AI infrastructure demand accelerates, pushing power, build timelines, and cloud backlog to the center of the trade. We connect custody headlines, miner stock volatility, and earnings-season catalysts to one big idea: the bottleneck is deliverable compute powered by real megawatts.• Bitcoin price range context and why we zoom out• Coldcard breach and the renewed custody debate• Michael Saylor’s reserve moves and interest coverage framing• Cloud backlog as the clearest capex demand signal• Why AI needs power and why GPUs still need places to go• Miner stocks rebounding and decoupling from daily Bitcoin moves• Rising build costs per megawatt and talent premiums• Earnings week watchlist across major AI infrastructure names• Bitdeer auditor change as a maturity and scale signal• Wall Street price target updates and what they imply• ABTC earnings positives, FASB fair value impact, and key metrics• Matt Prusek’s departure and ABTC interim CFO update• Iren’s Sweetwater construction progress and open investor questionsLet us know in the comment section below how you’re feeling about the sector as a whole and your top pick in the space currently!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 wild week across Bitcoin, AI infrastructure stocks, and the HPC data center buildout, then connect the dots between volatility, forced selling, and what actually drives revenue per megawatt. We also break down Amazon’s AI-fueled AWS growth, key 13G institutional filings, and why BitDeer may be one of the most overlooked AI power plays. • Bitcoin price action and weakening momentum after base building • Situational Awareness unwind and what 4x leverage does in volatile small caps • Citadel’s role in the block trade and why timing matters • Daily performance check across mining and HPC names plus contract highlights • Wi-Fi and NScale momentum plus IPO chatter and partner upside • TeraWulf 13G details and what institutional ownership signals • Morgan Stanley’s view of undervalued capacity and the EV-to-watt lens • Bitdeer deep dive: vertical integration, SEALMINER economics, and HPC ramp • AI infrastructure constraints: grid timelines, labour shortages, rising build costs • Amazon earnings takeaways: AWS AI growth, capex, and customer deployment teams Let us know in the comment section below your top pick currently in the space? Make sure you pop over to the website poweranalysis.io you can sign up free to do so and we've also updated all the valuation analysis tables for each one of the companies we cover!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 watch a historic one day reversal rip through AI infrastructure stocks and explain why the fundamentals still point to runaway compute demand and a power bottleneck. We also break down Microsoft and Meta earnings, connect the dots to Iron and other power-first operators, and share how we trade volatility with patience and math. • Bitcoin rally context and why regulatory clarity matters • Record green day across many AI infrastructure names while weekly and monthly heat maps stay red • Why leverage and margin can break accounts during fast market swings • Upcoming earnings and interview pipeline plus how to submit questions • NScale acquisition as a vertical integration signal for AI cloud platforms • BlackRock 13G filings and what institutional positioning implies • Microsoft earnings strength, cloud growth, faster GPU deployment, premium pricing signals • Data center depreciation moving from 15 to 25 years and why that impacts margins • Meta revenue growth alongside margin pressure from massive AI CapEx • “GPU demand stays tight” commentary and why reselling compute is a real option • IREN Childress buildout progress, mining capacity coming offline, and true cost per megawatt • Our dip buys, options trades, profit taking framework, and keeping cash for value Let us know in the comment section below if you took advantage of yesterday's dip and how you're feeling about the account today!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 react to the Fed holding rates and unpack why Bitcoin volatility and future rate expectations still trigger a brutal sell-off across AI infrastructure and miner-adjacent stocks. We then dig into what actually matters next: inflation drivers, staffing up with real HPC talent, contract economics, valuation methods, and what earnings could look like with FASB and big Bitcoin treasuries. • Fed decision context and why markets sell off anyway • Bitcoin volatility and how it feeds into equity fear • Inflation pressure from data center build bottlenecks and energy costs • Why power remains the core bottleneck for HPC demand • Core Scientific board appointment and what it signals about scaling • Hut 8 contract economics through NOI multiples and implied valuation ranges • How Bitcoin HODL positions can swing earnings under FASB • Keel timeline clues from job postings and the pace of deal-making • IREN investor relations hire and the broader talent land-grab • What makes an HPC deal attractive: revenue per MW, cost pass-through, WACC • Institutional interest and how we think about DMG-style upside scenarios Let us know in the comment section below what you thought of today's headlines and your top pick in the sector currently!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 break down why AI colocation revenue is starting to matter more than pure Bitcoin mining for public miners, even while the whole sector trades deep red. We dig into Applied Digital’s earnings surprise, Core Scientific’s earnings details, and the new AMD deal that pushes contracted capacity into gigawatt territory. • Bitcoin price weakness versus miner stock drawdowns • Clarity Act timing and why market structure matters • Heat map view of miners and where value is showing up • Upcoming earnings calendar and what questions to ask management teams • Hive price target upgrade and why Paraguay matters • Applied Digital’s HPC AI revenue ramp and why energisation timing drives quarterly results • Core Scientific revenue mix, adjusted EBITDA, and how noncash warrant charges distort net income • Core Scientific buildout progress and how billing scales with megawatts • AMD 530MW partnership details and what 1.1GW contracted capacity means • Data center cost breakdown per megawatt and the labour plus equipment bottlenecks • Galaxy’s second Texas data center site and the multi-campus strategy trend Let us know in the comment section below what you thought of today's announcement from Core Scientific and your top pick in the space currently! 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 how the AI infrastructure trade shifts from headlines to execution, where megawatts, grid regions, and build timelines decide who gets paid. We also debate co-location vs bare metal, using real company updates to show how contracts, financing, and delivery convert into durable revenue. • Bitcoin price action and why we zoom out on volatility • Strategy preferred shares buyback, yields, and how the capital levers work • Sector heat map pullback across AI infrastructure and mining names • Data center demand growth toward 2035 and why PJM deserves more attention • ERCOT capacity, gigawatt sites, and why “ready and waiting” power matters • Keel’s deal expectations, rerate logic, and what to watch into earnings • WhiteFiber NC1 delivery, retrofit speed to market, and contract economics per megawatt • Core Scientific and CoreWeave buildout progress, revenue ramp math, and why who funds capex changes margins • AI bubble question, plus the trade-off between co-location safety and GPU ownership upside • IREN’s three-layer stack framing: infrastructure, compute, software and services • Soluna’s transparency, renewable power pipeline, and the market signal from notable buyers Let us know in the comment section below which of these companies is your favorite in the space or your top pick currently in the sector!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 walk through the clearest AI demand signals of the week and connect them to updated Wall Street price targets across chips, hyperscalers, and AI infrastructure players. We also pressure-test the business models behind the headlines by digging into cost of capital, co-location versus CSP risk, and what upcoming earnings could reveal. • Bitcoin volatility and what it means for digital asset treasury companies • Leadership change at 21 and the challenges DATs face without durable revenue models • Google Cloud growth, operating margin expansion, and hyperscaler CapEx as a demand signal • Intel’s AI-driven turnaround narrative and what it implies for compute demand • GPU versus CPU dynamics as training shifts toward inference and agentic AI • AMD price target increase and how Wall Street is modelling future AI revenue • Mining and AI infrastructure stock pullbacks, market caps, and the week’s heat map • DMG and Riot developments, including power expansion logic and option value at Rockdale • Galaxy’s Helios financing, interest rate context, and what drives different borrowing costs • Why co-location often looks more predictable than CSP today • Earnings calendar and what we want to learn from management teams Let us know in the comment section below how you're feeling about the sector and your top pick in the space! 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 zoom out on Bitcoin to read the longer cycle, then zoom in on what is actually moving crypto and miner stocks right now: policy clarity, signed AI compute contracts, and execution risk. We also run through major company headlines and the coming earnings calendar so you can track catalysts without getting whipsawed by day to day noise. • Bitcoin’s multi year chart and why base building can take time • Senate attention on crypto conflicts and what the Clarity Act could change • Miner performance, green days, and why market caps have compressed • How contracts, delivered capacity, and credibility drive valuation versus “power on paper” • OpenAI’s massive capex ambition and why talent migration matters in AI infrastructure • Earnings season watchlist for Cipher, TeraWulf, and Galaxy • Galaxy’s 8-K and the plan to finance a Texas AI data centre campus • Hut 8 analyst targets and what expanded coverage signals for HPC pivots • IREN’s updated revenue outlook, price target upside, and the Horizon commissioning timeline • Keel’s Scrubgrass ordinance, local scrutiny, and long dated 2028 to 2029 build path • Jim Cramer’s Keel comments and why we still rely on our own research Let us know in the comment section below what you think of today's headlines and your top pick in the space currently!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 watch Bitcoin climb toward 67,000 while we keep expectations grounded and focus on what actually changes the outlook for miners and compute names. We connect the AI compute arms race to power, pricing, and deal economics, then dig into updates from Nebius, CoreWeave, Iren, and a data-packed Bitdeer production report. • Bitcoin price strength and why risk control still matters • Google Gemini model releases and the shift toward token and usage credit pricing • Hyperscalers versus neo clouds and how bargaining power changes contract terms • Microsoft leasing capacity in Europe and why the region is a major AI market • Miner stock heat map and how fast sentiment flips after a pullback • Deal value per megawatt trends and why power remains the bottleneck • Nebius with Nvidia involvement and what it signals for the sector • CoreWeave downgrade context and what could change the narrative • Iren Horizon One progress and what commissioning means before handover • Bitdeer June production highlights, self-mining versus co-mining, and expanding AI ARR • Bitdeer Malaysia lease plan and the timeline toward next-gen Nvidia GB systems Let us know in the comment section below how you're feeling about the sector and your top pick currently in the space!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]

AI demand is hitting real-world GPU limits, and the market is finally pricing AI data centers like contracted infrastructure instead of a speculative pivot from mining. We break down the monster Hut 8 and Iren updates, the new analyst targets, and the governance and risk details that can make or break returns.• Bitcoin and Ethereum rebound and why that mood shift matters for the sector• Bit Digital NAV discount and how treasury assets can drive value debates• MicroStrategy dividend runway and the role of USD reserves• Kimi K3 launch and what a GPU capacity pause signals about AI adoption• AI infrastructure stocks snap back after a sharp pullback and what to watch next• DMG strategic investments in applied AI plus options and RSU incentives• IREN RSU controversy and a shareholder letter pushing for stronger guardrails• Soluna momentum from the Cody 2 LOI and a new $4 coverage initiation• Hut 8 Beacon Point 1GW campus economics and what the lease implies for valuation• Iren’s $2.8B contract win, ARR raise, and the importance of customer prepayments• Why co-location risk differs from GPU performance risk in AI contractsLet us know in the comment section below what you thought about today's news from IREN & HUT!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 sit down with Soluna Holdings CEO John Belazare to unpack the signed Kati 2 LOI, what exclusivity really means, and how fast the team is moving to convert early interest into a bankable AI data center lease. We also dig into execution hiring, why owning generation changes everything in ERCOT, and how Soluna thinks about the long game where power and compute converge. • Kati 2 LOI details and what “exclusivity” unlocks • Targeting a 100MW Phase 1 lease footprint and design alignment with tenant GPU roadmaps • Running site development, permitting, grid studies, and high voltage design in parallel • Battery energy storage system role for smoothing and ride through • Keeping Kati 1 flexible with shorter contracts and exit rights • Metroblocks as a true JV partner with aligned economics • Ryan Carver hire and what world class execution adds to diligence • Rising demand signals and how regional constraints shift buyer behaviour • Power pricing as a competitive edge even with pass through structures • Briscoe wind farm repairs, bring your own power expectations, and future acquisitions • First earnings call plans and maturing IR infrastructure Let us know in the comment section below if you're currently holding shares of Soluna Holdings!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 brutal pullback across Bitcoin miners and AI infrastructure stocks while Bitcoin holds steadier, then ask why share prices look disconnected from a stream of bullish contracts and analyst targets. We also break down New York’s hyperscale data center moratorium, what it changes for permitting and grid costs, and why the buildout likely shifts to other states and regions.  • Bitcoin range check and what it signals for risk appetite • Lyn Alden raising $40M for a Bitcoin treasury company and why it matters • Miner and HPC stock sell-off, portfolio drawdowns and “deep value” zones • New York statewide moratorium on new hyperscale data centers, environmental review and grid implications • TeraWulf response on permitted sites, repeatable deal process and Cantor $37 target • CleanSpark’s first major AI lease, price per megawatt context and tenant quality trade-offs • Keel’s Sherbrooke plan to consolidate power and convert mining capacity to HPC • SHAZ AI price target context, plus key executive hires at IREN and Soluna Let us know in the comment section below how you're feeling about the sector overall and your top pick in the space!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 break down why Bitcoin mining stocks and HPC transition names have sold off hard, and how that volatility can create opportunity if you stay disciplined on valuation and execution risk. We also dig into the biggest catalyst of the day: CleanSpark signing a long-term triple net AI data center lease and what it could mean for future cash flow and market re-rating. • sector-wide pullback since late June and what it does to portfolios • investor psychology around buying highs and ignoring dips • Bitcoin price bounce and a long-term accumulation mindset • why daily ranges in miner stocks stay violent even on good news • Galaxy appointing a new independent director to help scale the Helios AI data center campus • Keel’s Sherbrooke municipal approval as an early permitting step, not final clearance • Soluna’s monthly operating metrics and the Cati 2 LOI with a single tenant • CleanSpark’s Sandersville 20-year triple net lease, escalators, capex per megawatt, PUE, and 100% NOI logic • Cantor’s price target context and what may already be priced in We’d be curious to hear your thoughts on CleanSpark, Keel, and of course Saluna in the comments today!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]

Red markets set the tone as we map the current Bitcoin cycle, the growing influence of hyperscalers, and why AI infrastructure stocks are dropping even while demand explodes. We dig into treasury-company mechanics, data center valuation per megawatt, and the execution milestones that could re-rate names like IREN and Hut 8. • Bitcoin cycle context, drawdowns, and why patience matters • Strategy and Michael Saylor updates, cash reserves, preferred shares, dividends, and mNAV • Strive adding bitcoin and what corporate treasury rankings signal about adoption • SpaceX IPO pullback dynamics and the six-month lockup effect • Meg 7 positioning, Apple as a sleeper compute story, and Microsoft’s relevance to infra deals • Sector-wide selloff in miners and AI infrastructure, plus volatility versus BTC • Meta’s Hyperion supercluster expansion in Louisiana and why hyperscalers chase massive campuses • Nebius facing local opposition and how community impact shapes AI data center builds • Per megawatt valuation gap between traditional data center REIT deals and miner conversions • IREN’s Childress Microsoft timeline, why revenues and performance will be the real proof • Hut 8 earnings date, contracted megawatts, and the long runway in its power pipeline Let us know in the comment section below your current thoughts on both Iren and Hut and if you're holding shares in either one of these stocks!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 break down why Q2 earnings season could be rough for miners even with Bitcoin showing strength, and what to watch as the industry shifts from mining revenue toward HPC and AI infrastructure. We also unpack ABTC’s first earnings date, new valuation metrics like satoshis per dollar, BitFuFu’s production decline, and WhiteFiber’s big networking breakthrough for cross data center AI.• Bitcoin price context and why it matters for miner margins heading into earnings• Miner stock volatility, heat map observations, and what’s changed since recent highs• ABTC Q2 earnings date, reverse split impact, and the long-term strategy message• How quarterly reporting timing can hide or reveal HPC progress• FASB fair value swings and why Bitcoin treasuries can move reported earnings• Satoshis per $1 invested as a quick way to compare equity BTC exposure• BitFuFu monthly production report, power curtailment signals, and hash rate reallocation• Why selling Bitcoin can fund hosting deals and contracted hash rate• HODL as a percent of market cap and what it implies for valuation• WhiteFiber dark fiber innovation, bandwidth and latency numbers, and why it matters for GPUs• WhiteFiber site selection, retrofits, metro proximity, and CSP versus co-location approachLet us know in the comment section below your top pick in the space currently and how you're feeling about earnings.Make sure you sign up.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 zoom out on Bitcoin’s five year chart to make sense of the cycle, the pullbacks, and why returns may keep shrinking while the upside can still be huge. Then we walk through the week’s biggest AI and mining stock headlines and what they signal about power, compute demand, and long term execution. • Bitcoin cycle phases and the case for zooming out • Diminishing returns across cycles and realistic bull market targets • Dollar cost averaging habits and why patience matters • Miner stock moves and what can drive rallies beyond BTC price • Meta’s Alberta data center and why it pushes back on compute FUD • Why Alberta is becoming a data center and AI magnet • Bitdeer’s SEAL miner US manufacturing plan and tariff risk • Fox Creek vertical integration with on site power plus grid flexibility • MARA’s 2GW Texas land deal and the Starwood partnership angle • IREN’s RSU letter highlights and what lockups mean for shareholders Let us know in the comments section below what you make of today's headlines and your top pick in the space currently!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 connect the dots between Bitcoin stability and the rough tape in AI infrastructure stocks, then zoom out to the real constraint behind both markets: power. We also unpack how capital, compute, and policy shape who wins the race to build GPU-heavy AI data centers across the US and beyond.• Bitcoin range action versus miner uncertainty and AI stock weakness • Rise AI conference scale and why mining companies are showing up • IREN’s sponsorship, branding strategy, and CSP-style buildout plan • TeraWulf interview highlights and why ERCOT demand numbers shock • Interconnection backlogs, batching reforms, and what policy changes unlock • “Bring your own generation” as a moat for AI data center development • Demand response and curtailment credits as real business model drivers • Community impact from data centers, jobs, taxes, and local investment • Bitcoin network transaction volume hitting record highs for adoption • Galaxy Helios phase one completion and the mining-to-HPC pathway • CleanSpark’s June production, hashrate efficiency, and power under contract • NScale’s revolving credit move and what it signals for AI infrastructure capitalLet us know in the comment section below if you're currently holding shares in either Clean Spark or Galaxy and your top pick in the sector currently!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 sit down with TeraWulf CFO Patrick Fleury right after the Anthropic announcement to break down the deal terms, the financing structure, and what it means for long term shareholder value. We also unpack why TeraWulf is selling the Abernathy JV stake, how site selection drives terminal value, and where power markets like Texas can mislead investors. • overview of the two announcements and how they fit TeraWulf’s priorities • rationale for selling Abernathy and recycling capital into wholly owned sites • Hawesville lease structure with Anthropic including 20-year term and escalators • investment grade credit support framework and why it matters for project finance • yield on cost versus WACC and why leverage discipline drives equity value creation • valuation walk-through using NOI, cap rates, and per share impact • PUE strategy and designing capacity around peak versus average conditions • negotiation complexity and why leases and SLAs keep getting longer • terminal value thinking based on latency, population radius, and grid power economics • ERCOT realities, interconnection queues, and the risk of power assumptions • who owns technology refresh costs and why maintenance capex assumptions get mis-modeled • labour constraints for electricians, regional execution, and EPC partner selection • pipeline outlook for Morgantown, Eastern Kentucky, and potential Europe expansion Let us know in the comment section below if you're currently holding shares of WULF and what you thought about yesterday's news!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]

Bitcoin steadies above $62K as AI infrastructure names rebound, but the bigger story is how hyperscalers and neo-clouds are redefining the market for compute and power. We unpack Meta selling excess compute, track new international deal flow, and run the numbers on TerraWolf’s massive long-term Anthropic contract. • Bitcoin weekend strength and what it means for miner revenue • Michael Saylor’s Bitcoin sale to fund dividend obligations and what it signals • Meta selling spare AI compute and the competitive impact on AI cloud providers • Why AI infrastructure stocks sold off and why volatility cuts both ways • ABTC’s 1-for-15 reverse split plus growing Bitcoin treasury and satoshis per share metric • Keel’s new president hire and what it suggests about near-term deal execution • SATO’s Bhutan renewable AI data center LOI aimed at Indian AI compute demand • Nebius entering Spain and accelerating its European expansion with efficiency focus • Anthropic Australia capacity rumors plus investor holdings that raise eyebrows • TeraWulf’s 20-year 401MW Anthropic deal, implied revenue per megawatt, and PUE implications • TeraWulf’s Texas JV stake sale and what geographic focus might look like next • Valuation sensitivity framework and Cantor’s updated TeraWulf target Let us know in the comment section below what you thought of today's headlines and if you're holding any of the shares discussed!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 go from Drake and viral stock videos to a serious framework for investing in OpenDoor, AI data centers, and the miner-to-HPC transition. We also break down why executive compensation headlines can be a distraction and how systematic crypto regime models can help manage brutal volatility. • Drake’s unexpected role in building an audience for stock research • OpenDoor’s turnaround timeline under new leadership and why rates matter • Why pullbacks do not automatically break the OpenDoor thesis • The Iren RSU backlash and why insider activity can be misread • Iren’s strategic path with NVIDIA and how vertical integration could lift GPU economics • Token based AI usage and what rising demand means for power consumption • Cipher’s co-location model versus CSP style full stack compute • Why popularity increases volatility and how newcomers change price action • Letting winners run while sizing risk with systematic regime signals • EMJX and the case for a hedged multi-asset crypto treasury approach • Prediction models beyond markets from Bitcoin to Supreme Court decisions Let us know in the comments section below what you thought of today's discussion and your top picks in the sector currently!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 break down IREN’s biggest new headlines and why a single compensation filing can swing investor sentiment faster than any quarterly update. We zoom out from red days on the chart to the long game: power, talent, contracts, and the mechanics that could turn IREN into a full-stack AI infrastructure player. • Bitcoin price action and what it signals for risk appetite • Red tape across AI infrastructure stocks and potential rotation • IREN’s run from $5 to $76 and why trimming matters • New C-suite hires from Oracle and Google ecosystem roles • What the $800M RSU grant actually is per Form 4 filings • Vesting periods and holding restrictions that limit near-term selling • Say-on-pay votes as the shareholder lever on compensation • How social sentiment flips and what that reveals about conviction • The NVIDIA relationship and the 30M share purchase right at $70 • Power pipeline math across megawatts and gigawatts • A valuation framework tied to revenue per megawatt and EBITDA margins Also make sure you pop over to the website poweranalysis.io. Newsletter comes out tomorrow, 100% free. Let us know in the comments section below if you're currently holding shares of Iron and how you're feeling about the company currently!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]

Bitcoin stays choppy under 60,000 while mining and AI infrastructure stocks swing even harder, so we slow down and focus on what the numbers actually say. We walk through Hive’s latest financing, ABTC’s Nasdaq compliance move, and an updated Bitdeer valuation tied to the Tydal Norway co-location narrative. • Bitcoin price action and what it signals for sentiment • Why miner volatility is normal and why we take profits • Lessons from the 2021 cycle on leverage, debt and survival • Heat map read on one month vs one year performance • Hive’s zero coupon senior secured notes and AI HPC capex plans • Why Scandinavia can improve data centre economics and PUE • ABTC’s 15 to 1 reverse split to maintain Nasdaq listing compliance • Bitdeer’s power scale, HPC revenue, SEAL miner efficiency and growth pace • Tydal Norway assumptions and sensitivity analysis for implied share value Let us know in the comment section below what you think of Bitdeer's numbers and if you're currently holding shares!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]

Bitcoin slides into the high $50Ks and we zoom out on cycle expectations, investor psychology, and why pullbacks can create opportunities. We then track how crypto miners are turning into AI infrastructure companies, where power, HPC contracts, and execution matter more than headlines. • Bitcoin’s pullback and why we avoid calling a bottom too early • How investor psychology flips between fear and FOMO • Miner weakness versus year-to-date strength and the case for taking profits • The halving business model problem and why the next one could force a washout • Power strategy as the real differentiator for AI infrastructure and HPC • Battery storage as a response to grid constraints and PJM backlog • Russell 2000 and Russell 3000 inclusions as liquidity catalysts • WhiteFiber’s positioning and why counterparty quality matters • Bit Digital net asset value math and why a discount can persist • Q2 earnings season expectations and what happens when milestones slip Let us know your thoughts in the comment section below, specifically on TeraWulf and that Hawesville, Kentucky site!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 size up Bitcoin’s slide under $60,000 and what “near the bottom” really means when you invest long term. Then we follow the money into preferred dividends, AI data center deals, and NVIDIA-grade infrastructure as miners pivot from hash rate to GPU hours. • Bitcoin range talk and long-term holder mindset • Saylor’s monetisation plan, dividend coverage fears, and buyback logic • Preferred shares trading below par and what daily dividends change • Why HPC AI looks more predictable than Bitcoin mining • Bitdeer and the Tidal Norway AI infrastructure signal • Bit Digital’s Ethereum treasury, staking yield, and WhiteFiber value • Russell 3000 and Russell 1000 inclusions for Keel and Iren • Iren’s NVIDIA Exemplar Cloud status and what it implies for enterprise demand • TeraWulf momentum and Citi’s $36 target Before we get into it, take a second, smash the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. So make sure you guys drop your questions!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 break down a brutal week in markets by zooming out on Bitcoin’s cycle and asking what “near the bottom” really looks like when miners are under real margin pressure. We also dig into why AI infrastructure and HPC conversion is becoming the survival plan, from financing moves to execution signals that hint at the next wave of deals. • zooming out on Bitcoin’s five-year cycle and where $60K sits versus the last peak • using hash price and the hash rate index to gauge miner profitability after the halving • why true mining costs go beyond energy to include fleet, payroll, and overhead • the shift from pure-play mining toward HPC and AI data center conversion across major miners • leverage liquidation cascades hitting Bitcoin treasury preferreds and pushing them off par • how dividend resets and cash coverage fears change the risk profile for preferred structures • Russell reconstitution effects and why flows can flip AI infra names intraday • why shareholder votes matter, with Core Scientific as the example • Hive’s $115M 0% exchangeable notes, cap call structure, and what the funding targets • a simple valuation framework for GPU colocation deals using $/MW, margins, capex, and multiples • Bitdeer’s AI platform recognition and why vertical integration matters in mining and AI Take a second, smash the like button, guys. Big help to myself and the channel. If you're not already subscribed, McNally Money, feel free to join. And let us know in the comment section below how you're feeling about your portfolio and your current top pick or position in the AI infrastructure space. Hit the like button, and we'll see you back here on Monday!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 break down why Bitcoin at roughly $59K makes mining margins brutal and why difficulty and hash rate shifts can change the picture fast. We also connect new AI infrastructure price targets and earnings signals to the deal-making reality behind megawatts, GPUs, and brand strategy. • Bitcoin price pressure and why miners may switch off when margins collapse • Why difficulty and hash rate matter as much as BTC price • CoreWeave’s new analyst targets and what EV to revenue implies for valuation • Micron’s blowout quarter as a read-through for AI data center demand and DRAM pricing power • Sector heat map pullback and how sentiment can flip on a single announcement • Keel retail momentum and the mid-to-late summer window for multiple deals • Sphere 3D and Bitdeer co-mining as a clue for crypto to AI conversion planning • Hive’s Sweden LOI for up to 10,000 NVIDIA GB300 GPUs and what 25MW of IT load can mean • Hive’s $100M 0% senior note and why funding follows announcements • IREN and the Golden State Warriors partnership plus the debate over timing and spend • Why sports and conference sponsorships can be a talent and customer strategy in AI cloud If you're not already subscribed, McNallie Money, feel free to join. pop over to poweranalysis.io, sign up for the free newsletter!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 react to Bitcoin breaking below $59K, then zoom out to the bigger power story driving AI data centers and miner conversions. We also unpack fresh analyst price targets, a key delay at IREN’s Oklahoma site, and why execution speed is becoming the edge in HPC.• Bitcoin weakness and what it does to miner and AI infra stocks• Why nuclear timelines make existing miner power more valuable today• CoreWeave’s Europe expansion and the global race for AI compute• Heat map context, year-to-date gains, and why price alone is not a signal• IREN Oklahoma tax abatement delay and what community process can change• Real-world noise levels from ASIC mining versus GPU data centers• WhiteFiber’s retrofit strategy, contract economics, and revenue ramp• Citizens price targets, EV/EBITDA multiples, and what assumptions matter mostLet us know in the comment section below what you think of today's price targets and your outlook for Iren moving forward!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 break down why AI data center buildouts are now a race against permitting, power access, and delivery timelines rather than hype. We also connect market volatility and Bitcoin miner fundamentals to what matters most for HPC colocation deals: megawatts, PUE, location, and execution. • Bitcoin weakness and why miner-linked AI names stay volatile • One-year heat map performance and why Keel earns a premium • TeraWulf Kentucky campus timelines plus phase expansion potential • Benefits of expanding existing sites, from learning curves to staffing • Bitdeer scale, machine efficiency, and why it supports an HPC pivot • Community involvement, permits, and water cooling concerns • Soluna behind-the-meter strategy and why interconnection queues matter • BitZero Nordic land reservation and Europe’s hyperscale demand • Keel PUE advantage, de-risking to NTP, and inference-driven economics • Analyst price targets for Cipher, IREN, and Hut 8 Let us know in the comment section below what you think of today's discussion on Keel and TeraWulf!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 break down why AI infrastructure stocks and Bitcoin miners swing so violently at the start of the week, then map the catalysts that could actually justify today’s valuations. We walk through Bitcoin near $65K, treasury accumulation, and how miners like Keel, Hive, Hut 8, and Galaxy are trying to turn power into contracted HPC revenue. • Bitcoin price momentum and why $65K matters for accumulation • Strategy and Strive treasury moves, reserves, and balance sheet signalling • SATA volatility explained through leverage and unwind mechanics • Miner heat map read-through and what the market rewards right now • Keel’s HPC pivot, transparency on permitting, and the risk of priced-in deals • Russell 3000 and Russell 2000 reconstitution effects on passive flows • BitFuFu share repurchase programme as an anti-dilution signal • Hive’s HPC revenue run-rate targets, GPU buildout, and training versus inference location limits • Hut 8 valuation assumptions tied to a potential 400MW project and power pipeline • Galaxy Helios origin story, phased capacity, PUE, and multi-gigawatt upside Let us know in the comment section below if you're holding shares in either Hive or Kiel and your current top pick in the sector. Let us know in the comments, you guys, if you want to hear more about Galaxy, if you're holding shares, so on and so forth. 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]

Markets end the week green for AI infrastructure stocks even as Bitcoin retreats, strengthening the case that miners are being valued on power and future HPC revenue. We break down Hive’s double announcement, compare GPU contract economics, and run through fresh updates from Bitdeer, IRIN, and BitZero. • Bitcoin pullback versus AI stock strength and what decoupling implies • Fed chair comments on AI as a major economic transformation • Heat map check on sector leaders and laggards near 52 week highs • Hive Swedish site purchase and tier three upgrade plan • Hive Bell Canada and Cohere sovereign AI partnership details • Per GPU hour math and why CSP pricing appears to be rising • Analyst price target reactions and how Wall Street values power pipelines • Bit Digital AGM housekeeping and what to watch • Bitdeer May production surge plus expanding HPC footprint and utilization • IREN deal patience, pipeline scale, and expectations for next contracts • BitZero refreshed deck and Norway LOI economics Let us know in the comment section below your top pick in the sector and if you're currently taking any profits!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 the latest “when deal” signals across Bitcoin miners turning into AI infrastructure plays, using fresh company updates and a tighter valuation framework. We also break down why small proof points like DMG’s first prefab co-location tenant can matter as much as headline megawatts. • Bitcoin price context and why macro still leaks into crypto markets • Miner and AI infra stock heat map moves and what’s driving green days • BitZero’s momentum plus liquidity impact from a Nasdaq listing • DMG’s first prefabricated data center co-location contract at Christina Lake • SCIF-ready capacity and the “sovereign AI” angle for secure compute demand • Updated DMG valuation sensitivity using revenue per megawatt, EBITDA margin, and multiples • DMG monthly mining ops update including production, efficiency, Bitcoin sold, and HODL value • How HODL-to-market-cap shifts as AI narratives lift equity valuations • VanEck’s enterprise value per power approach and why leased capacity changes the comps • Keel deal timing expectations and how much of the upside looks priced in • Riot’s modular nuclear strategy with Terrestrial Energy and what it could unlock • Corsicana valuation math and what a hyperscaler-scale lease could mean for Riot shares Let us know in the comment section below your top pick in the space and how you're feeling from a macro position!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 break down a volatile market day where Bitcoin pulls back but AI infrastructure stocks keep moving, signalling a real shift in how investors value the sector. We also unpack key takeaways from our interview with VanEck’s Matt Sigel, focusing on power-first strategies, portfolio risk, and which operators look built to execute. • Bitcoin price action and why we stay long-term focused • SpaceX IPO headlines and what they imply for AI compute demand • Matt Sigel’s Wall Street view on diversification and volatility control • Node ETF holdings as a lens on institutional positioning • Heat map winners and why mining stocks can decouple from Bitcoin • BitZero’s Nasdaq week, Norway and Finland buildout, and power-first thesis • Cipher Digital’s ERCOT hire, grid strategy, and $810M financing for HPC • Core Scientific site delivery updates and what the CoreWeave vote signalled Let us know in the comment section below what you thought of today's discussion, if you're currently holding any of these companies!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 sit down with VanEck digital assets researcher Matthew Sigel to pressure-test the Bitcoin cycle, the reality behind altcoin “adoption”, and why public markets still matter when disclosure is scarce. We then dig into the AI infrastructure land grab, where former Bitcoin miners try to turn power pipelines into durable HPC cash flows while investors manage hype, catalysts, and governance risk. • Matt’s career path from Bloomberg and CNBC to CFA-driven security analysis and crypto research • Why the late-2024 rally looked like relief rather than mass adoption, especially in altcoins • Volatility-adjusted ways to think about drawdowns, bottoms, and time-based Bitcoin accumulation • The mining slowdown, hash rate dynamics, and what could replace North American reinvestment • How miners convert a high cost of capital into value via cheaper GPU and data center financing • Time-to-power, deglobalization, and sovereign data as underpriced drivers of regional buildouts • What investors should discount: uncontracted megawatts versus signed leases and energization timelines • Deal structures that change risk, including powered-shell leases, triple net leases, and running GPUs • SpaceX as a potential catalyst through leases, acquisitions, and broader compute demand • Edge inference opportunities and the convergence of AI and Bitcoin supply chains • Skepticism on leveraged crypto “holding company” models and why NAV discounts can persist • Practical profit-taking signals, diversification, and ETF-style rebalancing to reduce volatility • Corporate governance and executive compensation trends improving from ‘grade F’ toward investable norms Let us know in the comments section below what you thought of today's discussion and Matt's insights!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 connect a green day in equities and crypto to the real mechanics behind miner profitability and the accelerating pivot toward AI infrastructure. We also pressure-test AI compute pricing by comparing GPU spot rates with blockbuster SpaceX contracts and the earlier IREN Microsoft deal, then ask what that means for strategy going forward. • Bitcoin trend and why sentiment flips fast in crypto markets • Difficulty adjustment and hash price jump as a short-term tailwind for miners • Why some miners plan to exit Bitcoin mining and redeploy power to HPC • MicroStrategy’s continued Bitcoin accumulation and growing USD reserve • Market reaction to headlines around an Iran deal and oil flow expectations • Mining stock heatmap highlights and what drives the biggest movers • Bit Digital and WhiteFiber discount to NAV as Ethereum rallies • IREN’s Nostrum acquisition adds 490MW in Spain and expands European footprint • Tokenized AI usage and why flat subscriptions may not last • SpaceX AI cloud compute contracts with Anthropic and Google broken into per-GPU economics • GPU spot pricing benchmarks for H100, H200, B200, B300 and GB300 ranges • Strategic debate: lock in colocation leases or build a neo cloud and charge hourly rates Let us know in the comment section below what you think of today’s discussion and IREN’s most recent press release! 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]

SpaceX starts trading in a historic debut, and we unpack what the first day move signals for investor demand, index inclusion, and the broader tech cycle. We also weigh a bold Bitcoin path to 250K and connect it to the accelerating race for AI compute, power, and data center capacity. • Bitcoin’s pullback to the mid-60K range and what it says about the current cycle • Mike Alfred’s 250K Bitcoin target and why timing matters • Miner stocks decoupling from Bitcoin and the market’s shifting attention to HPC • Anthropic’s push for gigawatt-scale data center leases and Google-backed payment guarantees • How market cap thresholds relate to Nasdaq 100 inclusion and sector visibility • BitZero leadership and board changes and what they enable operationally • HUT 8’s chair transition and why capital markets experience matters • Soluna’s behind-the-meter wind strategy and the Dorothy and Katy buildout roadmap • Iren’s Australia campus as a counterexample to NIMBY resistance • Why big IPOs often pull back and how lockups shape post-IPO supply Let us know in the comment section below if you got involved in the SpaceX IPO personally and your thoughts on the sector moving forward!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]