Power Mining Analysis

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Power Mining Analysis

Anthony Power & Bryce McNallie

433 episodes

13 hours ago

We break down why hyperscaler demand is pulling Bitcoin miners into HPC, how analysts are splitting on Iron’s value, and what DMG, Bitfufu, and Canaan signal about the next phase of mining. A quick macro twist from Kazakhstan adds fuel to the adoption story. • Bitcoin rebound and miner strength • Riot and Iren positioned for HPC near Texas hubs • Bottomless AI demand and facility proximity advantages • Analyst divergence on Iron price targets • CSP versus colocation risk, margin, and logisti...

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We break down why hyperscaler demand is pulling Bitcoin miners into HPC, how analysts are splitting on Iron’s value, and what DMG, Bitfufu, and Canaan signal about the next phase of mining. A quick macro twist from Kazakhstan adds fuel to the adoption story. • Bitcoin rebound and miner strength • Riot and Iren positioned for HPC near Texas hubs • Bottomless AI demand and facility proximity advantages • Analyst divergence on Iron price targets • CSP versus colocation risk, margin, and logisti...

Show more...

Episodes (20/433)

Power Mining Analysis

TeraWulf - CFO Patrick Fleury Q&A - Fluidstack & Google JV Deal Analysis!

TeraWulf’s CFO Patrick Fleury walks through a new Google-backed FluidStack JV, why SPP beats ERCOT for timelines, and how a rated, callable debt structure unlocks scale. We compare co-location to GPUaaS, unpack NOI math, and outline a repeatable playbook for AI-ready, water-cooled data centers. • Google-supported FluidStack JV structure and equity split • Rationale for SPP over ERCOT and interconnect realities • Standardized high-density, water-cooled design and PUE nuance • Co-location econ...

1 day ago

1 hour 5 minutes

Power Mining Analysis

Latest News, Earnings & Production Reports: MARA, HUT, ABTC, CIFR & RIOT!

We track a rough Bitcoin slide, then focus on how miners are hedging the cycle by building power, signing HPC contracts, and turning HODL into working capital. Earnings and production updates from MARA, CleanSpark, Riot, and HUT 8 show the pivot from pure hash to diversified compute. • Bitcoin price context, business cycle links, and miner decoupling • Cipher financing for Barber Lake and Black Pearl HPC pivot • Analyst split on IRON economics and model assumptions • MARA’s Delaware Basin en...

1 day ago

35 minutes

Power Mining Analysis

Miners Turn Data Center Titans: Latest HIVE, CIFR & IREN Deal Analysis!

We track a turning point as leading Bitcoin miners pivot into high-performance compute, landing hyperscaler deals and redefining how power, GPUs, and data centers drive value. Hive, Iren, and Cipher set the pace while we compare risk, contracts, and value per megawatt. • Bitcoin price softness contrasted with strong miner equity performance • Hive scaling to 25 exahash while expanding Tier III HPC sites • Cold climate efficiencies and sovereign compute advantages • Iren’s five-year Microsoft...

2 days ago

30 minutes

Power Mining Analysis

Cipher’s $5.5B AWS Deal: CIFR Deal Analysis!

We break down Cipher Mining’s 15-year, 300 MW lease with AWS, why miners are being repriced as data center operators, and how Texas power and a deep site pipeline drive the shift from hash rate to hyperscale demand. We also touch on earnings, revenue ramps, and where AWS could land in the portfolio. • AWS lease: 300 MW gross, $5.5bn value, August 2026 start • Shift from Bitcoin mining to HPC colocation economics • Market reaction and miner decoupling from Bitcoin price • Black Pearl and Barb...

2 days ago

18 minutes

Power Mining Analysis

IREN’s $9.7B Leap With Microsoft: IREN & MSFT Deal Analysis!

Microsoft signs a five-year, $9.7 billion contract with IREN as the miner pivots to building and operating AI data centers at 200 MW scale. We unpack EBITDA claims, GPU CapEx realities, Childress buildout progress, and why miners are becoming HPC providers. • Contract headline terms and 20% prepayment • Why this is not a co-location model • GPU CapEx, depreciation, and EBITDA limits • Childress site progress and horizon phases • Expansion capacity at Sweetwater and timeline • Partner lineup ...

2 days ago

14 minutes

Power Mining Analysis

Riot Platforms CEO Jason Les Q&A - Q3 Earnings & Data Center Expansion!

We break down Riot’s record Q3 and the strategy shift that turns low-cost power into high-value data centers. Jason Les explains how Corsicana scales to one gigawatt, why Rockdale stays productive, and how mining funds and balances the move into AI-grade colocation. • record revenue and margin drivers across mining and engineering • rising network difficulty versus low all-in power cost • the case for data centers as the highest return use of power • Rockdale’s bridge role and planned hash r...

5 days ago

1 hour

Power Mining Analysis

Earnings Season For Bitcoin Miners: Core, Riot & The HPC Pivot!

We break down how Bitcoin miners are shifting from pure hashrate to hyperscale data centers, with Core Scientific’s vote outcome and Riot’s Corsicana build shaping the week. Analysts raise targets as co-location, power credits, and GW-scale pipelines become the real edge. • bitcoin holding above 100k while difficulty grinds higher • mixed miner price action amid low volume and sentiment swings • core scientific’s failed merger and new growth deck • analyst upgrades and valuation multiples fo...

5 days ago

32 minutes

Power Mining Analysis

Core Scientific Votes Down CoreWeave Deal & Valuation per MW Analysis!

We break down how retail investors just repriced Core Scientific’s megawatts, why TerraWulf and BitDeer are racing into AI hosting, and how value per megawatt is replacing exahash as the metric that matters. Bitcoin dips while capital and contracts accelerate toward HPC. • Bitcoin weakness set against rate cuts and hyperscaler CapEx • Heat map of miners with daily, five-day, and monthly context • Earnings calendar and upcoming guest conversations • BitDeer’s vertical integration and SEAL Min...

6 days ago

31 minutes

Power Mining Analysis

Miner Deep Dive: MARA, DMGI, WULF, CLSK & CORZ!

We break down how top Bitcoin miners are shifting into AI and HPC to squeeze more value from every megawatt, with deep dives on MARA, DMG, Core Scientific, TeraWulf, and CleanSpark. The theme is control: of power, sites, financing, and partnerships that turn volatile energy into durable cash flow. • BTC price cool-down and mixed miner performance • Decoupling of miner equities from Bitcoin moves • Marathon’s shift from asset-light to asset-heavy • MARA’s 50k+ BTC, activation strategy and par...

1 week ago

38 minutes

Power Mining Analysis

AI Power & Land Grab: Latest Miner News & Price Targets (WULF, HUT & CORZ)

We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed JV signals for valuation. Analyst upgrades, Core Scientific’s vote dynamics, and our Texas site tour round out a fast-moving day. • bitcoin price holding near highs and hash economics improving • power scarcity as the core bottleneck for AI and mining • global data center energy demand set to double by 2030 • nuclear timelines versus near-term ...

1 week ago

29 minutes

Power Mining Analysis

Latest Macro & Miner News from ABTC, HIVE & CORZ!

Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABTC’s treasury buy, Hive’s exahash surge and AI buildout, and Core Scientific’s HPC pivot, deal math, and the upcoming vote. • tariff truce lifts indices and crypto • Mag 7 capex as a signal for AI and GPUs • Bitcoin recovery vs miner volatility at open • sector shift toward HPC and co-location • ABTC buys 1,414 BTC and launches sats per share • H...

1 week ago

37 minutes

Power Mining Analysis

Markets Rally, Miners Surge: Jane Street Invests Big in CIFR, BITF & HUT!

A wild week ends with miners ripping higher while Bitcoin stays flat, as we track a decisive shift toward HPC and AI infrastructure. We unpack Oracle’s $38B data center push, Jane Street’s 13G filings, PJM fast-tracks, and why power-rich miners may be re-rated. • Miner rally and volume strength across leaders • Decoupling from Bitcoin price as HPC demand rises • Oracle’s $38B Stargate build and ecosystem effects • Jane Street’s 13G stakes in Cypher, Bitfarms, Hut 8 • Terawulf’s $3.2B notes t...

1 week ago

29 minutes

Power Mining Analysis

What To Expect From IREN, RIOT & MARA Earnings!

Markets snap back as miners rally, and we line up the catalysts shaping upcoming earnings from IREN, RIOT, and MARA. We dig into Core Scientific’s vote math, FASB effects on HODLers, and whether HPC deals now outrun pure Bitcoin mining. • green day for miners after macro optimism • core scientific and coreweave vote expectations • IREN setup and HPC runway • GPU ownership versus co-location risk • RIOT’s cleaner results and dual HPC paths • texas tour updates with riot, bitdeer, soluna • mar...

1 week ago

30 minutes

Power Mining Analysis

Red Day, Strong Fundamentals: Miner Co-Location Analysis CIFR, CORZ & WULF!

We walk through a red day for miners and a green runway for fundamentals, showing how analyst upgrades, AI partnerships, and long-term co-location contracts can outweigh short-term price pain. The CoreWeave bid for Core Scientific anchors a broader look at capex, margins, and strategic pivots into HPC. • market selloff context against flat Bitcoin • month-to-date gains compressing after profit taking • bullish catalysts: analyst upgrades, new partnerships, stronger boards • MARA’s strategy s...

2 weeks ago

27 minutes

Power Mining Analysis

Bitcoin Miners Face A Reality Check: Latest IREN, CIFR & HIVE News Today!

Bitcoin rips higher while most miners end red, revealing a sharp decoupling and raising hard questions about margins, difficulty, and strategy. We unpack Hive’s Paraguay expansion and Bell partnership, Cipher’s earnings breadcrumbs, and IRIN’s vertically integrated push into AI compute amid policy chatter. • Bitcoin spikes as gold retreats and miners lag • Decoupling dynamics between BTC price and miner equities • Heat map trends and longer-term performance context • Track record across 15 m...

2 weeks ago

30 minutes

Power Mining Analysis

Miners to Megawatts: How Bitcoin Miners Are Pivoting To Power The AI Data Center Boom!

We track a sharp rally in Bitcoin mining stocks while Bitcoin trades sideways and explain why the AWS outage turned the spotlight to power, proximity, and decentralized data center capacity. The core theme: miners are pivoting from hash rate to high-value compute as grid constraints and demand surge. • AWS outage exposing centralized cloud risk • power scarcity and aging grid as bottlenecks • miners’ advantage in contracted megawatts and sites • Northeast proximity, fiber routes, latency ben...

2 weeks ago

30 minutes

Power Mining Analysis

Massive Miner Sell Off: What to Expect Next?

We break down a brutal two-day sell-off in Bitcoin miners, weigh gold’s run against Bitcoin’s long-term outperformance, and map the financing levers that decide who scales and who stalls. From Terawulf’s debt to Bitfarms’ capped call to IREN’s war chest, strategy beats fear. • drivers of the miner sell-off and Bitcoin price breaks • gold surge versus Bitcoin cycles and positioning • ETF flows, liquidations and short-term volatility • debt trade-offs and Terawulf interest coverage • convertib...

2 weeks ago

39 minutes

Power Mining Analysis

The Perfect Storm Continues... Soluna & Bitdeer Analysis!

We break down why miners are rising while Bitcoin chops, and how power, contracts, and HPC pivots are reshaping valuations. From the Core Scientific vote to Bitdeer’s ASIC roadmap, we map the capital, capacity, and catalysts driving the re‑rate across the sector. • ETF accumulation vs muted Bitcoin price action • Miner decoupling from BTC and why power matters • Core Scientific–CoreWeave parity math and vote stakes • Analyst multiples for HPC vs Bitcoin mining • CapEx plans, ATMs, convertibl...

3 weeks ago

38 minutes

Power Mining Analysis

Miner Melt-Up: Latest Miner Price Targets BITF, WULF, CIFR, IREN & CORZ!

Bitcoin dips, miners rip, and the market rewards real power and execution. We track the HPC pivot across TeraWulf, Bitfarms, IREN, Cipher, Core Scientific, and DMG, and explain why megawatts, land, and cooling now drive valuations more than exahash alone. • CME gap fill and BTC volatility context • Miners’ rebound and HPC pivot as a re-rate driver • Bitfarms CFO change aligning with energy and infrastructure finance • TeraWulf’s proposed $3.2B financing and contract execution • Site strategy...

3 weeks ago

32 minutes

Power Mining Analysis

Historic Market Crash & Reaction: Can the Bitcoin Miners Recover?

Panic hits after a tariff threat wipes billions, then miners rip back as cooler heads step in and whales buy the dip. We break down the liquidation mechanics, miner rerates into HPC, and why patience, dry powder, and zero leverage still win. • tariff shock tied to rare earths and misread policy signal • speed-driven liquidations and exchange execution issues • Bitcoin intraday crash then swift recovery attempts • miner equity snapbacks on heavy volume • rerating thesis from mining to HPC ser...

3 weeks ago

22 minutes