Podcast Episodes
Back to SearchTop 10 Power Moments Of 2025!
Season 1 Episode 485
We count down our top CEO moments of 2025 and trace how Bitcoin miners pivot into AI infrastructure while policy and markets reshape the risk. Deals,…
6 months, 2 weeks ago
Bitcoin At 98k & The AI Power Pivot: BITF, BTDR, BITZ, CIFR, CLSK & WYFI Analysis!
Season 1 Episode 484
Bitcoin pushes toward 98k as miners rotate into AI and HPC, reframing the constraint from chips to power and infrastructure. We unpack leadership shi…
6 months, 2 weeks ago
How Bitdeer Surged To 55 Exahash And Rewrote The Miner Playbook!
Season 1 Episode 483
Bitcoin pushes back into the 90s as we break down why miner strength now comes from power scale, hardware efficiency, and real customers. Bitdeer sur…
6 months, 2 weeks ago
Rumor Mill To Real Deals: How Energy Access Shapes the Next Compute Boom!
Season 1 Episode 482
We track how Bitcoin miners became AI and HPC power brokers, why energy access is the new moat, and where the rumor mill meets real contracts and mar…
6 months, 2 weeks ago
How Power, Capital, And Partnerships Are Rewiring Bitcoin Mining For AI!
Season 1 Episode 481
Bitcoin holds near 90K as miners rally and hyperscalers chase megawatts. We dig into Meta’s nuclear plans, real power pipelines from miners, capital …
6 months, 3 weeks ago
AI & HPC Stock Valuation Metrics: EV, NAV & MCAP Analysis!
Season 1 Episode 480
We track Bitcoin’s bounce, then dive into the numbers that actually decide who survives: liquidity, leverage, and the gap between net assets and mark…
6 months, 3 weeks ago
AI Power Plays In 2026: Latest MARA, FUFU, HIVE & BTBT News!
Season 1 Episode 479
We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We s…
6 months, 3 weeks ago
When Power Meets Compute: DMG, RIOT, CLSK, CIFR & BITF Stock News!
Season 1 Episode 478
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:…
6 months, 3 weeks ago
CEO Stock Comp Analysis: RIOT, WULF, MARA, CIFR & IREN!
Season 1 Episode 477
We track Bitcoin’s push above 93k, a broad miner rally, and a bigger story: how stock-based compensation is being redesigned to drive the pivot from …
6 months, 3 weeks ago
We Came For Hashrate, Stayed For GPUs: BITF, HIVE, FUFU, RIOT & IREN!
Season 1 Episode 476
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…
6 months, 4 weeks ago