Episode Details

We mark the new year with a rebrand to power analysis and a clear thesis: miners with cheap power, ready sites, and strong partners will lead the HPC shift while Bitcoin stabilizes near $90k. We cover portfolio moves, capital plans, and long-term contracts that change the game.

• Bitcoin price action, whale buys, and tax dynamics
• Miners’ rally and positioning into 2026
• Bitfarms’ Latin America exit and North America focus
• Hive’s Paraguay growth and low-cost hydro power
• BitFuFu’s cloud hashrate and hosting margins
• Riot’s $500m ATM and HPC buildout runway
• IREN’s early HPC strategy and Microsoft deal
• Compensation alignment and scale ambitions
• TeraWulf’s zoning approval and pipeline strength
• Our Miner Madness picks and sector conviction

Take a second, smash the like button, guys. If you're not already subscribed, McNally Money, feel free to join. And let us know in the comments section below how you're feeling about both Bitcoin and the HPC AI sector as we enter 2026.

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