Power Analysis

We sort through a brutal red day and explain how to survive Bitcoin miner volatility by zooming out, doing the work, and setting sell targets you can actually follow. Then we break down the latest updates from Bitdeer, Mara, CleanSpark, and IREN, showing how AI HPC deals and power capacity are starting to drive valuations more than pure mining growth.  • How we think about daily volatility in Bitc...

We track the fast-moving shift from Bitcoin mining to AI infrastructure, where power capacity and signed leases drive the biggest valuation changes. We break down Keel’s earnings narrative, Iron’s financing move, and the key signals we watch to separate real deal momentum from noisy price action.  • Bitcoin’s recent price action, volatility, and why fundamentals still matter  • Strategy’s latest B...

We track how Bitcoin holding above $80K sets the baseline, then zoom out to the real story: public miners racing to turn power into contracted AI and HPC data center revenue. We break down the biggest earnings-week moves from TerraWulf and Iron, plus Hive’s infrastructure upgrades, to show why the market is re-rating “power and GPUs” faster than “hashrate and hodl.” • Bitcoin range context and why...

We sit down with Matt Prusek to break down ABTC’s Q1 performance and the mechanics behind growing a Bitcoin treasury through volatility. We dig into fleet growth, cost per coin, and why the company stays committed to stacking sats while many miners pivot toward AI.  • Q1 production record and what 817 mined BTC signals  • Growing the strategic Bitcoin reserve past 7,000 BTC and why satoshis per sh...

We track the biggest AI infrastructure and Bitcoin mining developments from a volatile week, from a potential crypto market structure catalyst to miners repositioning around power control and hosting. We also break down ABTC and Core Scientific earnings and explain what the numbers say about margins, uptime, and the reality of delivering HPC at scale.  • Bitcoin hovering above $80,000 and what vol...

We break down why Bitcoin mining stocks are ripping even while Bitcoin is relatively steady, and why the market is rewarding power assets and signed AI data center contracts. We compare AMD’s AI-driven data center performance to what miners are promising, then pressure-test the margin claims, delivery risks, and what really drives the re-rate.  • Bitcoin price context and why the sector still rall...

We track a wild day across Bitcoin and AI infrastructure stocks as earnings, new leases, and M&A reset what “Bitcoin mining” even means. We break down why the market is re-rating companies with HPC contracts and how power, build execution, and financing levers are becoming the real edge.  • bitcoin price move and why it matters for miners  • heat map read-through and why “deals” drive green da...

Bitcoin ripping higher sets the tone, then we pivot into the real question our community keeps debating: Iron or Nebius as the cleaner AI infrastructure and HPC bet. We compare market caps, revenue ramps, hyperscaler contracts, power portfolios, and the make-or-break factor of execution as earnings approach for both companies.  • Bitcoin strength and why miners still care  • Clarity Act updates an...

We break down Riot Platforms’ Q1 results by focusing on what matters most: execution on the AMD data center lease, the roadmap for Corsicana, and how we think the company shifts from Bitcoin mining to AI and HPC infrastructure. Jason Les explains why delivery speed, supply chain control, and disciplined financing are the real catalysts behind any valuation re rating. • AMD lease progress and what...

We break down the biggest Vegas headlines, from Tether’s proposed Bitcoin mega merger to hyperscaler CapEx that is reshaping the race for land, power, and permits. We also dig into why Keel’s zoning approval and Mara’s Long Ridge power plant acquisition could change the economics of mining and the transition into HPC AI.  • Tether backed consolidation idea and what an integrated Bitcoin platform c...

We recap day two from Bitcoin Conference Las Vegas and the biggest conversations we have on the floor, from networking with familiar names to spotting how fast the space is changing. We also connect the dots between Bitcoin volatility and the AI infrastructure buildout, including major data center updates from BitZero, Soluna, Galaxy and Hut 8.  • Highlights from the BitGo area and the Satoshi Act...

We’re on the ground in Las Vegas for the Bitcoin conference and we open with a real-time read on Bitcoin’s pullback from the high 70,000s and what that volatility means for positioning. Then we zoom out to the bigger shift in crypto equities as miners lean harder into power, hosting, and HPC AI deals ahead of a packed earnings calendar.  • Bitcoin’s dip during conference week and why the market st...

We walk through another green day for AI infrastructure stocks and the Bitcoin miner names making the clearest shift into HPC data centers. We break down a major Applied Digital hyperscaler lease, debate real-world megawatt pricing, and track how financing and permits can re-rate these stocks fast.  • Bitcoin holding above $78K and what the heat map shows  • IREN pullback as a potential buy zone a...

Bitcoin pushes back toward the high-$70Ks and the mining stocks snap higher with it, setting up a fresh look at what efficiency and power cost really mean after the halving. We break down ABTC’s fleet upgrade math, then zoom out to why Hive and Keel are treating AI and HPC data centers as the long-game.  • Bitcoin’s daily move and why miners react faster than BTC  • How 24/7 trading and macro head...

We break down why Bitcoin miners pivoting to AI and HPC are getting re-rated so quickly and why signed contracts matter more than narratives. We compare Soluna’s rapid momentum with Core Scientific’s scaled buildout, then walk through the valuation and balance sheet metrics we use to keep ourselves honest. • Bitcoin holding around the $75k range and why miner stocks still swing hard  • Two clear g...

We break down Strategy’s massive Bitcoin buy that vaults it past BlackRock’s iBit and dig into what relentless corporate demand does to real-world supply. We also map the Clarity Act timeline and pivot to AI infrastructure plays, miner economics, and the valuation metrics that can make or break Q1 earnings reactions.  • Strategy adds 34,164 Bitcoin in a week and pushes total holdings past 815,000 ...

Bitcoin rips back toward $78,000 and the miners and HPC AI names surge with it, pushing us to ask whether the bear phase is finally breaking. We dig into the data behind the move, from ETF inflows and corporate treasuries to mining profitability and the shift toward AI compute revenue.  • bitcoin price momentum and what a weekend hold would signal  • shifting tone from large technical accounts and...

We dig into Soluna’s strategy at the crossroads of wind power, Bitcoin hosting and the shift toward AI and HPC data centers as the company heads into 2026. We break down the Briscoe wind farm deal, the Dorothy site buildout, and the capital plan behind turning a 4.3GW pipeline into real revenue. • Soluna’s communication style, CEO AMAs and frequent updates  • Business model overview across renewab...

We walk through a market pullback, Bitcoin holding near $74K, and why mining stocks can swing even when BTC barely moves. We also track the industry’s rapid pivot toward AI data centers and HPC revenue, using fresh updates from TeraWulf, BitDeer, and Riot.  • Bitcoin price momentum near $74K and what a small pullback signals  • Strategy’s accelerating Bitcoin treasury accumulation and the race tow...

We break down BitZero’s shift from Bitcoin mining toward AI high performance computing, and why predictable revenue starts to matter more than hash rate when margins get thin. We map their sites, their cost constraints, and the realistic paths to landing an HPC tenant without blowing through the balance sheet.  • BitZero’s strategic pivot toward HPC and AI compute  • why miners chase predictable r...

Bitcoin breaks above $75,000 and the miners finally catch a bid, turning a red tape week into deep green days. We lay out the catalysts we are watching and the data that shapes our top picks across Bitcoin, ETFs, and mining stocks.  • Five-day Bitcoin move and the push through $75K  • Why steady growth matters more than daily spikes  • Strategy’s stretch buying and the math behind a million BTC  •...

Bitcoin rallies toward $73K as miners close the week strong and the market starts to feel like it is shifting from bear to bull. We break down the supply math behind Stretch’s buying spree, then connect the dots between AI data center contracts and how mining stocks get valued.  • Bitcoin holding above $70K and what to watch into the weekend  • Stretch accumulating 7,641 BTC and why that equals 17...

We track a market rebound driven by shifting Iran headlines, then pressure test why Bitcoin stays resilient above $70K even as oil and inflation worries flare. We also map the AI infrastructure land grab, from hyperscaler CapEx to miners pivoting into high performance compute as the new battlefield for power and capacity.  • Iran conflict headlines, oil volatility, and real-world fuel price impact...

Geopolitical risk pushes oil and fuel higher, but Bitcoin holds up better than many would expect, forcing a rethink of how macro shocks translate into crypto pricing. We walk through miner performance, new hardware, and why AI and HPC infrastructure is reshaping what “winning” looks like for public mining companies.  • Middle East deadline risk and what it does to oil, inflation pressure, and risk...

Strategy’s latest Bitcoin buy sets the tone for a strong start to the week as miners trade green despite global tension. We break down Keel’s rebrand mechanics, Riot’s Q1 production and power sales surge, and MARA’s push toward AI HPC with deeper partners and clearer messaging.  • Strategy buying 4,871 Bitcoin and the supply narrative  • Bitcoin trading strength through holidays and geopolitical r...