Power Analysis
Power Analysis is the premier destination for investors tracking the Bitcoin mining and AI infrastructure space.
Hosted by Anthony Power (@cazenove_uk) — one of the most respected voices in Bitcoin mining stock analysis — alongside Bryce McNallie (@McnallieM), Power Analysis delivers in-depth company interviews, earnings breakdowns, sector news, and market commentary — direct from the executives building the next generation of digital infrastructure.
Whether you're actively trading mining stocks, researching AI infrastructure plays, or just getting started — Power Analysis gives you the edge with timely, accurate coverage across the companies that matter most.
New episodes dropping regularly. Subscribe and never miss a move.
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For information and entertainment purposes only. Not financial advice.
Episodes
640 episodes
AI Infrastructure Whiplash: MSFT, META, IREN & SLNH!
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 an...
Fed Hold Sparks AI Stock Panic: IREN, KEEL, HUT, DMGI & CORZ!
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,...
Core Scientific’s & AMD Deal Decoded, APLD Earnings, GLXY & HIVE News!
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...
Data Center Demand Surges As AI Infrastructure Players Race To Deliver!
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, fi...
Wall Street Price Targets For AI Power Plays: CIFR, RIOT, HUT & AMD!
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 diggin...
KEEL Site Update, IREN Price Target, GLXY, WULF & CIFR News!
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 com...
Power Drives The Next Bull Run: IREN, CRWV, NBIS & BTDR News!
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 updat...
Monster AI Data Center Deals: IREN, HUT, SLNH, RIOT & BTBT!
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, ...
Soluna Holdings - CEO, John Belizaire Q&A - Kati 2 LOI & Hyperscale Hire!
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...
New York’s Data Center Moratorium Meets A Market Sell-Off!
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 hypers...
CLSK Lands AI Deal, SLNH, KEEL & GLXY News!
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: Clean...
Bitcoin, Big Tech, And The AI Data Center Selloff: META, IREN & HUT!
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 meg...
AI Earnings Season Analysis, Latest ABTC & WYFI News!
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 val...
Huge MARA & BDTR Site News, META Expanding Compute & IREN Shareholder Letter!
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 signa...
RAISE Summit Kickoff, GLXY, CLSK, MARA & RIOT News!
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-...
TeraWulf - CFO Patrick Fleury Q&A - Anthropic Deal Announcement!
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 J...
Huge WULF & Anthropic Deal, NBIS Enters Spain, META Enters Compute, KEEL, ABTC & IREN News!
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, a...
Hedge Fund Q&A with Eric Jackson, EMJ Capital: IREN, HUT, CIFR & OPEN!
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 r...
IREN Fallout: News, Sentiment, Outlook & Valuation Analysis!
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 ...
BTDR Valuation Analysis, Top ABTC & HIVE News Now!
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 Bi...
AI Earnings Season Expectations: Latest SLNH, BTBT, HUT, KEEL & WULF News!
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,...
IREN & NVDA News, BTDR Deal & Latest KEEL & BTBT News!
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 ...
Latest BTDR News, HIVE Stock Analysis & How Low Will Bitcoin Go?
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 s...
Huge HIVE News, IREN Partnership, MU, CRWV & WYFI Price Targets!
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 behin...
New KEEL, CLSK, MARA Price Targets & Latest IREN Oklahoma News!
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...