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Power Analysis

Power Analysis

By: Anthony Power & Bryce McNallie
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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.


🐦 Follow Anthony on X: x.com/cazenove_uk

🐦 Follow Bryce on X: x.com/McnallieM

📊 Anthony's Patreon: patreon.com/cw/Cazenove_UK

📊 Bryce's Patreon: patreon.com/c/McNallieMoney

🌐 poweranalysis.io


For information and entertainment purposes only. Not financial advice.

© 2026 Power Analysis
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Episodes
  • BTDR Valuation Analysis, Top ABTC & HIVE News Now!
    Jul 1 2026

    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.com

    X:

    https://twitter.com/cazenove_uk

    Patreon:

    https://www.patreon.com/Cazenove_UK

    Bryce's Info:

    X:

    https://twitter.com/McnallieM

    Patreon:

    https://www.patreon.com/McNallieMoney

    Merch:

    https://shop.mcnalliemoney.com/

    Website:

    https://www.mcnalliemoney.com

    Business Inquiries:

    Email - powermininganalysis@gmail.com

    Show More Show Less
    30 mins
  • AI Earnings Season Expectations: Latest SLNH, BTBT, HUT, KEEL & WULF News!
    Jun 30 2026

    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.com

    X:

    https://twitter.com/cazenove_uk

    Patreon:

    https://www.patreon.com/Cazenove_UK

    Bryce's Info:

    X:

    https://twitter.com/McnallieM

    Patreon:

    https://www.patreon.com/McNallieMoney

    Merch:

    https://shop.mcnalliemoney.com/

    Website:

    https://www.mcnalliemoney.com

    Business Inquiries:

    Email - powermininganalysis@gmail.com

    Show More Show Less
    27 mins
  • IREN & NVDA News, BTDR Deal & Latest KEEL & BTBT News!
    Jun 29 2026

    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.com

    X:

    https://twitter.com/cazenove_uk

    Patreon:

    https://www.patreon.com/Cazenove_UK

    Bryce's Info:

    X:

    https://twitter.com/McnallieM

    Patreon:

    https://www.patreon.com/McNallieMoney

    Merch:

    https://shop.mcnalliemoney.com/

    Website:

    https://www.mcnalliemoney.com

    Business Inquiries:

    Email - powermininganalysis@gmail.com

    Show More Show Less
    25 mins
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