Free Daily Podcast Summary
Power Analysis: Daily Summaries Delivered
by Anthony Power & Bryce McNallie
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. For information and entertainment purposes only. Not financial advice.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday46 min
AI Stocks Selling Off: APLD, IREN, KEEL, BTBT, CRWV, DRK, MOVE, HUT & SLNH News!
We track a brutal red day across AI and infrastructure names while the underlying buildout story keeps getting stronger. We bring field notes from Token2049, run through major earnings and analyst targets, and keep coming back to the same constraint: getting power and data centers online fast enough to monetize GPUs. • Token2049 takeaways, Bitcoin volatility, and crypto bull cycle claims • Why institutional access, ETFs, and banks matter for the next crypto leg • Nvidia conn...
- 2 days ago1h 1m
Top 5 Co-Lo Deals: Latest WYFI, BTDR, WULF, GLXY, HUT, DRK & RIOT News!
We rank the top five AI co-location deals by revenue per megawatt and explain why the headline rate is only the start of the story. We also track how Bitcoin miners are evolving into HPC data centre operators, with efficiency, financing, and contract structure deciding who wins. • Bitcoin price update and what a higher baseline means for mining names • Quick scan of sector stock performance and volatility • Applied Digital securing up to 1GW in Finland and why Scandinavia ma...
- 3 days ago30 min
TeraWulf Muskogee Site: Latest CORZ, HIVE, BTDR, WULF, GLXY & BTBT Stock News!
We walk through the week’s biggest AI infrastructure and crypto market signals, then zoom in on why megawatts, utility relationships, and permitting are becoming the true competitive edge. We also unpack TeraWulf’s Muskogee power expansion and what it suggests about the next wave of hyperscale AI data center leasing. • Bitcoin price check and what quarter close means for reported digital asset gains • Preferred share mechanics and how they shape Bitcoin buying capacity • Mar...
- 6 days ago33 min
Execution Is The Edge: Top HUT, CORZ, DMG, RIOT, WULF, IREN, CRWV, MARA, BTDR, GLXY, BTBT & APLD Stock News!
Markets wobble into the weekend while Bitcoin rallies then pulls back, and we dig into why ETF flows matter more than daily noise. We track which miners and AI infrastructure names are actually executing on power, builds, and contracts as Wall Street resets expectations with fresh targets and catalysts. • Bitcoin price action into option expiration day • Year-to-date Bitcoin ETF inflows versus the June and July outflow streak • Miner and AI infrastructure stock heat map and ...
- 1 weeks ago46 min
Earnings, Targets & GPU Pricing: Top HUT, GLXY, WULF, MU, AWS & Google News!
We track why markets struggle even as AI fundamentals keep getting stronger, from Bitcoin’s move to a surge in Treasury yields that changes the financing math for data center builders. We also connect the dots between power shortages, rising GPU pricing, and blowout Micron results that validate just how fast the AI infrastructure cycle is scaling. • Bitcoin strength and what it signals for proxies • 10-year Treasury yield spike and how it hits consumer spending • Higher yiel...
- 1 weeks ago38 min
Corvex - Co-Founder & Co-CEO, Seth Demsey Q&A - Token Factory Launch!
We sit down with Corvex co-CEO and founder Seth Demsey to unpack the company’s rapid AI data center expansion and the launch of Token Factory, an API-driven way to consume open-weight models without running clusters. We dig into what “secure AI” actually means at the infrastructure layer, why confidential compute matters, and how Corvex thinks about token economics, enterprise adoption, and financing growth. • Seth’s background in HPC, large-scale ML systems, and enterprise platforms&nb...
- 1 weeks ago26 min
White House AI Summit Meets OpenAI Dev Day: Top MOVE, BTDR & CORZ News!
We track Bitcoin’s latest push upward, then zoom out to show why AI infrastructure stocks can still slide hard even when BTC looks strong. We connect market moves to real catalysts: White House AI policy signals, OpenAI Dev Day pricing, and new approaches to tokenized GPU usage that could reshape how inference gets billed and secured. • Bitcoin’s one month setup and what higher highs imply • AI infrastructure stock pullbacks and day range volatility • Heat map takeaways and ...
- 1 weeks ago51 min
AI Takes The Hot Seat: IREN, KEEL, BTDR, MOVE, CORZ, RIOT, Crusoe & Anthropic News!
We zoom out on Bitcoin and crypto price action, then follow the money and the headlines into AI infrastructure where power, cooling, and execution matter more than hype. We also unpack the sudden industry-wide focus on AI safety, plus the IPO chatter and project updates shaping the next wave of data center buildouts. • Bitcoin’s long-term chart and the challenge of holding through cycles • Token2049 in Singapore and Ethereum’s relative strength • Mining and AI-adjacent stocks fad...
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About Power Analysis
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. For information and entertainment purposes only. Not financial advice.
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Frequently Asked Questions
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