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Whether you are a seasoned investor, a dedicated enthusiast in bitcoin mining, or a newcomer seeking deeper insights, Power Mining Analysis serves as the paramount resource for staying informed in the dynamic realm of Bitcoin Mining. Initiate your journey towards innovation and excellence with Power Mining Analysis, as we extend an invitation for you to embrace the future.
442 Episodes
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A tough week for bitcoin and miners reveals which operators hold real power advantages, hardware roadmaps, and diversified revenue. We share on-site takeaways from Texas, break down October production across major names, and explain why HPC and hosting are becoming core to mining economics. • Bitcoin price pressure and macro drag • Miner sell-off dynamics and portfolio tactics • BitFufu production trends and fleet efficiency • Canaan operational gains and ultra-low power costs • Hive’s rapid...
We tour Riot’s Corsicana campus to see how a leading Bitcoin miner is building toward a gigawatt-ready HPC future. From massive substations and a literal lake to modular immersion halls and an adjacent core‑shell campus, the plan is bold and patient. • in‑house development model and faster delivery • expanded substation capacity and ESS Metron edge • water strategy with lake, well and civil tie‑in • modular immersion cooling and spotless operations • flexible roadmap from mining to HPC tenan...
We tour MARA’s Granbury flagship to show how a 260 MW Bitcoin mine runs quietly beside a natural gas plant and why 67% of rigs now sit in immersion. We break down modular build speed, behind‑the‑meter power, vertical integration, and load balancing with HPC. • 260 MW flagship site with 12.2 EH contribution • Immersion cooling adoption at 67% of active machines • Modular container strategy for rapid energization • Acoustic wall and gravel plan for noise and dust control • On‑site repair workf...
We tour Soluna’s Dorothy facility in Silverton to see how behind-the-meter wind power becomes low-cost compute for Bitcoin hosting and future HPC. We dig into the diamond layout, airflow engineering, and how a hybrid wind+grid strategy underpins margins and growth. • behind-the-meter wind model and grid interconnect • diamond site layout and thermal simulations • filtration design and PDU cooling upgrades • Maestro software and fast power orchestration • hosting-first strategy and client cus...
We tour IREN’s Childress campus to see how power, cooling, and repeatable design create a mega-scale platform for Bitcoin mining today and HPC AI tomorrow. From grid ties and substation planning to closed-loop water and 20-year infrastructure, we map the strategy behind the Microsoft deal. • community impact in Childress and local hiring • 750 MW campus scale with 500 MW operating • grid-connected power and 345 kV lines • substation readiness and long-lead equipment • air-cooled Bitcoin hall...
We challenge the old mining playbook and explain why we separated Bitcoin exposure into ABTC while building Hut 8 into a power-first infrastructure platform that can serve AI demand. Q3 results, the development flywheel, and contract structure take center stage, with clear views on compensation, treasury, and national hashrate. • Q3 beat on revenue, margins and net income • ABTC focus on Bitcoin per share growth • Energy infrastructure as the core moat • Development flywheel from origination...
A wild market selloff flips to a late-session rebound as we unpack miner volatility, policy catalysts, and a megadeal that could reshape crypto infrastructure. We compare treasury strategies, grid choices, and how AI contracts change the revenue math for miners. • macro jitters and Bitcoin’s sharp intraday swings • Kazakhstan’s $1bn crypto reserve and Dubai’s Bitcoin payments • ABTC growing HODL and focusing on Satoshis per share • HUT 8 diversifying grids and posting solid earnings • Canaan...
Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues. • Bitcoin softness and miner correlation on a red tape day • Year‑to‑date strength for HPC‑oriented miners despite volatility • Iron earnings expectations and WhiteFiber timing • MARA’s strategy on GPUs and CSP versus colocation risks • Power mar...
We unpack MARA Q3 records, liquidity moves, and a power-first strategy that treats electricity as the core asset and compute as an allocation decision. We also dig into AI inference, grid balancing, policy, and how to scale internationally without losing discipline. • record revenue, 60.4 EH/s, growing Bitcoin treasury • $1.025b 0% convert, liquidity and optionality • electrons as moat and low-cost power strategy • FASB swings versus real free cash flow • capex discipline, depreciation, and ...
We break down why hyperscaler demand is pulling Bitcoin miners into HPC, how analysts are splitting on Iron’s value, and what DMG, Bitfufu, and Canaan signal about the next phase of mining. A quick macro twist from Kazakhstan adds fuel to the adoption story. • Bitcoin rebound and miner strength • Riot and Iren positioned for HPC near Texas hubs • Bottomless AI demand and facility proximity advantages • Analyst divergence on Iron price targets • CSP versus colocation risk, margin, and logisti...
TeraWulf’s CFO Patrick Fleury walks through a new Google-backed FluidStack JV, why SPP beats ERCOT for timelines, and how a rated, callable debt structure unlocks scale. We compare co-location to GPUaaS, unpack NOI math, and outline a repeatable playbook for AI-ready, water-cooled data centers. • Google-supported FluidStack JV structure and equity split • Rationale for SPP over ERCOT and interconnect realities • Standardized high-density, water-cooled design and PUE nuance • Co-location econ...
We track a rough Bitcoin slide, then focus on how miners are hedging the cycle by building power, signing HPC contracts, and turning HODL into working capital. Earnings and production updates from MARA, CleanSpark, Riot, and HUT 8 show the pivot from pure hash to diversified compute. • Bitcoin price context, business cycle links, and miner decoupling • Cipher financing for Barber Lake and Black Pearl HPC pivot • Analyst split on IRON economics and model assumptions • MARA’s Delaware Basin en...
We track a turning point as leading Bitcoin miners pivot into high-performance compute, landing hyperscaler deals and redefining how power, GPUs, and data centers drive value. Hive, Iren, and Cipher set the pace while we compare risk, contracts, and value per megawatt. • Bitcoin price softness contrasted with strong miner equity performance • Hive scaling to 25 exahash while expanding Tier III HPC sites • Cold climate efficiencies and sovereign compute advantages • Iren’s five-year Microsoft...
We break down Cipher Mining’s 15-year, 300 MW lease with AWS, why miners are being repriced as data center operators, and how Texas power and a deep site pipeline drive the shift from hash rate to hyperscale demand. We also touch on earnings, revenue ramps, and where AWS could land in the portfolio. • AWS lease: 300 MW gross, $5.5bn value, August 2026 start • Shift from Bitcoin mining to HPC colocation economics • Market reaction and miner decoupling from Bitcoin price • Black Pearl and Barb...
Microsoft signs a five-year, $9.7 billion contract with IREN as the miner pivots to building and operating AI data centers at 200 MW scale. We unpack EBITDA claims, GPU CapEx realities, Childress buildout progress, and why miners are becoming HPC providers. • Contract headline terms and 20% prepayment • Why this is not a co-location model • GPU CapEx, depreciation, and EBITDA limits • Childress site progress and horizon phases • Expansion capacity at Sweetwater and timeline • Partner lineup ...
We break down Riot’s record Q3 and the strategy shift that turns low-cost power into high-value data centers. Jason Les explains how Corsicana scales to one gigawatt, why Rockdale stays productive, and how mining funds and balances the move into AI-grade colocation. • record revenue and margin drivers across mining and engineering • rising network difficulty versus low all-in power cost • the case for data centers as the highest return use of power • Rockdale’s bridge role and planned hash r...
We break down how Bitcoin miners are shifting from pure hashrate to hyperscale data centers, with Core Scientific’s vote outcome and Riot’s Corsicana build shaping the week. Analysts raise targets as co-location, power credits, and GW-scale pipelines become the real edge. • bitcoin holding above 100k while difficulty grinds higher • mixed miner price action amid low volume and sentiment swings • core scientific’s failed merger and new growth deck • analyst upgrades and valuation multiples fo...
We break down how retail investors just repriced Core Scientific’s megawatts, why TerraWulf and BitDeer are racing into AI hosting, and how value per megawatt is replacing exahash as the metric that matters. Bitcoin dips while capital and contracts accelerate toward HPC. • Bitcoin weakness set against rate cuts and hyperscaler CapEx • Heat map of miners with daily, five-day, and monthly context • Earnings calendar and upcoming guest conversations • BitDeer’s vertical integration and SEAL Min...
We break down how top Bitcoin miners are shifting into AI and HPC to squeeze more value from every megawatt, with deep dives on MARA, DMG, Core Scientific, TeraWulf, and CleanSpark. The theme is control: of power, sites, financing, and partnerships that turn volatile energy into durable cash flow. • BTC price cool-down and mixed miner performance • Decoupling of miner equities from Bitcoin moves • Marathon’s shift from asset-light to asset-heavy • MARA’s 50k+ BTC, activation strategy and par...
We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed JV signals for valuation. Analyst upgrades, Core Scientific’s vote dynamics, and our Texas site tour round out a fast-moving day. • bitcoin price holding near highs and hash economics improving • power scarcity as the core bottleneck for AI and mining • global data center energy demand set to double by 2030 • nuclear timelines versus near-term ...
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