Podcast Episodes

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…

3 months, 2 weeks ago

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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…

3 months, 2 weeks ago

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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:…

3 months, 2 weeks ago

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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 …

3 months, 2 weeks ago

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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…

3 months, 3 weeks ago

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From Hashrate Giant To AI Contender: MARA’s 2026 Playbook

Season 1 Episode 475

We break down how MARA uses scale, site control, and a deep Bitcoin treasury to pivot from pure mining toward high margin compute. The story centers …

3 months, 3 weeks ago

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Riot’s Big Bet On 2026: Deep Dive Company Analysis!

Season 1 Episode 474

We break down why Riot Platforms is our top pick for 2026, focusing on operational turnaround, Texas-scale power, strong capital levers, and a measur…

3 months, 3 weeks ago

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From SealMiner To AI: How Bitdeer Plans To Win 2026

Season 1 Episode 473

We break down Bitdeer’s 2026 plan across custom SEAL miners, soaring self-mining growth, a global power pipeline nearing 3 GW, and a focused AI compu…

3 months, 3 weeks ago

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DMG Blockchain - CEO Sheldon Bennet & COO Steven Eliscu Q&A - Q4 & FY25 Earnings!

Season 1 Episode 472

We share Q4 and full-year results, then lay out how hydro cooling, energy grants, and site design set up Christina Lake to become a staged AI campus.…

3 months, 3 weeks ago

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WhiteFiber - CEO Sam Tabar - NC-1 & Nscale Deal Q&A!

Season 1 Episode 471

We break down WhiteFiber’s 10-year, $865 million co-location and services deal with Nscale and why speed to revenue is the company’s edge. Sam Tabar …

4 months ago

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