Power Analysis

We walk through our new 12 MW Soluna & Cormint agreement, how modular containers accelerate CADI 1, and why this blueprint lets us scale Bitcoin hosting now and pivot into AI with speed. We explain grid flexibility, IPP value, and why OEM demand for hosting is surging. • Cormint partnership and 12 MW container supply at KATI 1 • Plug-and-play design with integrated power, cooling, and monitori...

Markets sell off hard as Bitcoin breaks support, AI leaders stumble despite strong numbers, and miners wear double-digit declines. We weigh fear against fundamentals, from Nvidia’s software stance to miner financing, and set the stage for earnings and potential AI power deals. • Bitcoin slide and cycle vs super-cycle debate • Retail capitulation vs institutional accumulation • AI circular revenue...

We welcome TeraWulf CFO Patrick Fleury to break down two site acquisitions that more than double company scale. We explore fast-track capacity in Kentucky and a long-horizon, self-generation plan in Maryland that aligns with grid realities and policy momentum. • 480 MW energized Kentucky site near major metros • Morgantown Maryland vision for 1,500 MW new generation • 200 MW existing generation pr...

Bitcoin slides under 75k as risk assets wobble, yet AI and HPC demand accelerate with fresh power openings, site approvals, and hyperscaler CapEx commitments. We unpack why miners may decouple by shifting revenue from hash to compute and what to watch in upcoming earnings. • BTC drawdown context and long-term scarcity case • Cross-asset selloff and sentiment shifts • Saylor’s accumulation and supp...

We break down fresh analyst targets for leading Bitcoin miners, the macro crosswinds hitting price and hash, and why AI‑driven compute demand is reshaping power markets. We share how we’re positioning, where revenue will actually come from, and what to watch as earnings land. • weekend Bitcoin softness and long‑term conviction • potential policy shift with a pro‑Bitcoin Fed chair • AI infrastructu...

Two forces collide: a soft Bitcoin tape and a roaring AI buildout. We explain why Bit Digital exits BTC mining, doubles down on an Ethereum treasury, and leans on WhiteFiber’s HPC contracts to create durable revenue and upside. • Macro check on Bitcoin price, equities and metals • Hyperscaler CapEx growth and multi‑year GPU leases • Tesla’s BTC hold and market read‑through • Shareholder voting at...

We map the AI HPC land grab as Bitcoin miners race to convert power pipelines into revenue. Deals, financing, and timelines separate real execution from wishful thinking while megawatts emerge as the true bottleneck. • Bitcoin price momentum and state-level adoption • Regulated dollar stablecoin impact and centralization tradeoffs • Hyperscaler CapEx, Anthropic’s funding and revenue growth • Pipel...

We weigh the next chapter for Bitcoin miners as price volatility meets a surge in AI and HPC demand. Power, financing, and execution define who wins 2026 while earnings, HODL strategies, and compensation transparency shape investor trust. • Bitcoin price swings and policy delays shaping sentiment • Miners’ pivot from pure mining to HPC data centers • BitZero’s Scandinavian growth and Blackwell GPU...

We ask whether Bitcoin’s four‑year cycle still holds in a world of ETFs, corporate treasuries, and AI compute demand. We weigh miner margins, weather shocks, and the shift to HPC as Nvidia, CoreWeave, and Bitfarms reshape the field. • Bitcoin price context and long‑term trend • Miner margins under post‑halving pressure • Institutional buying and treasury adoption • Gold at highs and the digital go...

We map out the earnings season playbook for Bitcoin miners, from production gaps and HODL hits under FASB to the first meaningful AI and HPC revenues. IREN’s early date sparks a wider look at transparency, capital discipline, and where 2026 growth will really come from. • production trends and volatility across miners • the drop in monthly updates and why it matters • HODL revaluations under new F...

We trace Bitfarms’ shift from a legacy Bitcoin miner to a U.S.-focused AI and HPC builder under CEO Ben Gagnon. From selling South American sites to financing Washington and scaling Pennsylvania, we break down the assets, costs, policy context, and execution plan. • market backdrop and miner volatility • policy signals from Davos and U.S. governance • Bitfarms’ debt reset and leadership change • R...

We track a volatile week for Bitcoin and miners, then break down why Hive Digital’s growth from 6 to 25 exahash, low debt, and dual engine model position it for 2026. We unpack Paraguay hydropower, Buzz HPC’s ARR path, and the balance sheet discipline behind consistent output. • Bitcoin price slide and miner volatility • Correlation between Hive’s share price and Bitcoin • Hashrate growth from 6 t...

We track the pivot from Bitcoin mining to Tier 3 AI data centers, focusing on how contracts turn into energized megawatts. From Denton to Childress, GB200 pilots to GB300 deployments, we weigh execution risk, capex strategy, and the talent it takes to scale. • Bitcoin volatility as noisy backdrop to long-cycle buildouts • Contracts versus delivery as the real moat • CoreWeave–Core Scientific Dento...

We compare six headline HPC AI contracts signed by leading North American miners, mapping the tradeoffs between hybrid retrofits, tier three builds, colo margins, and full CSP risk. We rank returns, payback speeds, and financing structures while highlighting where speed to power beats perfection. • Cipher’s multi‑hyperscaler lineup and Google equity backstop • Core Scientific’s CoreWeave expansion...

We explore how Soluna and Siemens plan to solve AI’s grid risk while scaling behind-the-meter data centers powered by wind. We also break down the MetroBlocks partnership, the CODI 2 expansion path to 300 MW, evolving reliability standards, and why time to power now leads. • Context on “Soluna 2.0” and 2025 milestones • The hidden grid problem from AI power swings • Why traditional UPS is not enou...

We sit down with Riot Platforms CEO Jason Les to unpack the AMD lease, the Rockdale land purchase, and how we convert a mining-first footprint into a high-return data center platform. The conversation covers financing, speed to market, and why Texas power plus control changes the game. • Buying Rockdale land to unlock leasing and remove $130m in future ground rent • AMD’s 25 MW lease with options...

We count down our top CEO moments of 2025 and trace how Bitcoin miners pivot into AI infrastructure while policy and markets reshape the risk. Deals, power math, and patience emerge as the levers that will define 2026. • Bitcoin price context and miner sentiment • Soluna’s Project Caddy and HPC power planning • How large AI contracts get negotiated and priced • Political tailwinds, ETFs, and insti...

Bitcoin pushes toward 98k as miners rotate into AI and HPC, reframing the constraint from chips to power and infrastructure. We unpack leadership shifts, GPU roadmaps, land grabs, retrofits, and why owning megawatts beats chasing headlines. • BTC rally and altcoin lift across majors • Miner heat map movement versus BTC strength • Bitfarms’ U.S. pivot and new chair • Vera Rubin-first facility desig...

Bitcoin pushes back into the 90s as we break down why miner strength now comes from power scale, hardware efficiency, and real customers. Bitdeer surges to 55 EH, Hive seeds AI in Paraguay, and Soluna proves the hosting thesis with wind-cheap power. • BTC price recovery and miner correlation • Heat map shift from red to green across one month • What we learn from Needham and investor Q&A • Hiv...

We track how Bitcoin miners became AI and HPC power brokers, why energy access is the new moat, and where the rumor mill meets real contracts and margins. We compare co-lo vs CSP models, decode PUE and per‑MW revenue, and flag the next likely dealmakers. • volatility in Bitcoin and miner price action • satoshis per share vs per dollar invested • pivot from mining to AI and HPC • power as the bottl...

Bitcoin holds near 90K as miners rally and hyperscalers chase megawatts. We dig into Meta’s nuclear plans, real power pipelines from miners, capital strategies, and why partnerships and execution decide who wins the HPC shift. • Meta’s nuclear sourcing plan and its 2035 timing • Bitdeer’s gigawatt-scale Ohio footprint • Bitfarms’ North America pivot and pipeline • Conference takeaways and rising i...

We track Bitcoin’s bounce, then dive into the numbers that actually decide who survives: liquidity, leverage, and the gap between net assets and market value. Site visits, insider buys, and a wind-powered HPC pilot show where the real edge is forming. • Bitcoin price momentum and miner beta • Why current ratios signal real liquidity • Debt ratios as a map of funding strategy • NAV vs market cap to...

We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We share updates onMARA, BitFuFu, Hive, and Bit Digital, and why power access sets the winners apart in 2026. • AI and HPC framed as the next growth engine for miners • MSCI’s DAT stance and passive buying implications • MARA’s operating model vs treasury...

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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 pure Bitcoin mining to HPC and AI infrastructure. We compare filings from Riot, Terawulf, Cipher, MARA, and IREN to show where incentives align with real performance and where shareholder patience is thinning. • Two-year performance context for major...