Episode Details

We watch Bitcoin stall while AI infrastructure names rally, and we explain why many “miners” are now getting valued like HPC data center businesses. We also break down the biggest headlines from Iron and DMG, then connect the dots on what bottlenecks and speed to power mean for returns. 

• miners decoupling from Bitcoin as HPC AI infrastructure narratives take over 
• Micron as a reminder that supply-demand bottlenecks can drive extreme re-ratings 
• leaderboard recap and why we keep taking profits while staying in the thesis 
• upcoming earnings and interviews plus what we want to learn from management teams 
• DMG Q2 results breakdown plus Christina Lake and Malahat power upgrade strategy 
• Soluna AMAs and how retail communication can become a real advantage 
• Iren’s Dell Blackwell agreement and the execution bar for CSP-style deployments 
• why HPC is a long-duration build with different costs and margins than mining 

Let us know in the comment section below if you're currently making any trades and your top pick in the space at the moment!

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