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Power Analysis

Author: Anthony Power & Bryce McNallie

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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.

711 Episodes
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We talk with Eric Jackson of EMJ Capital about the brutal AI infrastructure sell-off and why a real demand wave can still produce broken stocks. We compare neo cloud business models, financing choices, and what proof investors should demand before betting on the next 10x winners. • separating AI demand from company survivability • managing volatility and knowing when to step aside • comparing GPU ownership versus digital landlord models • why financing structure matter...
We track the fastest moving stories in AI infrastructure and crypto mining, from Bitcoin’s price stability to the financing deals that could decide which operators actually scale. We also connect the dots between power markets, microgrids, and NVIDIA’s push toward factory-built data center pods that could shrink build timelines. • Bitcoin price band and why US market opens move risk assets • Daily dividend distribution shift and the real cost of transaction volume • Strategy...
We walk through why AI infrastructure stocks can drop hard even as demand for compute keeps accelerating, and why the market is starting to care more about deliverability than promises. We break down fresh signals from Blackstone, Meta, Nvidia, Galaxy, Mara, and CoreWeave that point to a sector where power, capital, and execution decide the winners. • Bitcoin range holding while AI infrastructure tries to find a floor • Blackstone’s view on demand versus deliverability for compute...
We walk through why AI infrastructure is perking up again while the market still punishes anything that cannot prove execution. We connect Bitcoin treasury moves, Anthropic’s IPO filing, and Elon Musk’s neo cloud critique to one question: who actually turns power and buildings into durable AI revenue. • Bitcoin holding near $80K and the long-term scarcity backdrop • Strategy’s preferred-share repurchases and the push to keep buying Bitcoin • Strive’s $511M Bitcoin buy and wh...
We sit down with Saluna Holdings CEO John Belizer to unpack the Applied Digital joint venture for Dorothy III and what it changes about scaling renewable powered AI data centers. We also get practical about lease rate math, capital stack reality, execution risk, share authorisation fears, and how Nasdaq’s $1 compliance timeline actually works. • why Soluna picks a joint venture structure to scale AI infrastructure while reducing cash capital needs • what Soluna contributes to Doro...
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