DiscoverPower Analysis
Power Analysis
Claim Ownership

Power Analysis

Author: Anthony Power & Bryce McNallie

Subscribed: 15Played: 2,169
Share

Description

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.


New episodes dropping regularly. Subscribe and never miss a move.


🐦 Follow Anthony on X: x.com/cazenove_uk 

🐦 Follow Bryce on X: x.com/McnallieM 

📊 Anthony's Patreon: patreon.com/cw/Cazenove_UK 

📊 Bryce's Patreon: patreon.com/c/McNallieMoney 

🌐 poweranalysis.io


For information and entertainment purposes only. Not financial advice.

696 Episodes
Reverse
Markets bleed across AI infrastructure stocks and crypto, and we break down why the sell-off ties back to rates, funding costs, and the sheer CapEx required to build modern GPU data centers. We also run through the biggest company headlines and explain why execution and contract structure matter more than narratives when volatility hits. • treasury yields pushing higher and lifting discount rates on long-duration growth stocks • the CapEx reality of AI data centers from per-megaw...
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...
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...
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...
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 ...
loading
Comments