Power Analysis

We sit down with Soluna CEO John Belizaire right after earnings and a major wind farm acquisition to unpack what changed in the business and what comes next. We press on cash flow durability, capital raises, and why Soluna thinks power-aligned infrastructure is the path from Bitcoin volatility to AI-scale growth. • FY2025 highlights, cash growth and how hash price pressure shows up in results  • W...

We break down Bit Digital and WhiteFiber’s 2025 results with CEO Sam Tabar and focus on what changes when a company sunsets Bitcoin mining to lean into Ethereum yield and AI data center infrastructure. We also get specific on retrofit execution, the NC1 timeline, and the financing and M&A levers that could define 2026. • repositioning from Bitcoin mining toward Ethereum and AI infrastructure ...

We sit down with Ben Gagnon right after fiscal year 2025 earnings to unpack BitFarms’ rebrand into Keel Infrastructure and the multi-year pivot from Bitcoin mining to AI data center infrastructure. We dig into what is already de-risked, what still depends on permits and power contracts, and how Keel wants to turn megawatts into predictable long-term cash flows.  • the three-year transformation pla...

We connect the latest Bitcoin price action to the bigger AI infrastructure story where power, data centers, and capital discipline decide who wins. We break down Keel Infrastructure’s rebrand and pipeline math, then dig into Bit Digital’s earnings and why co-location and cloud services are taking over the miner playbook.  • Bitcoin trend update and why short-term predictions matter less than long-...

We track a market rebound across Bitcoin, the MAG 7, and miner-linked AI names, then dig into why contracts and power strategy are driving a widening valuation gap. We also break down BitFarms’ shift toward co-location, new AI data center builds in Scandinavia, and Mara’s expanded gas-to-power plan for cheaper mining. • bitcoin move toward 68,000 and the macro backdrop behind the bounce  • mega ca...

We map today’s selloff across AI data center stocks and Bitcoin miners, then trace how geopolitics and energy prices bleed into inflation pressure and risk appetite. We also quantify the AI buildout with hyperscaler CapEx, GPU hour economics, and the brutal capital needs behind the HPC pivot.  • oil and geopolitics driving real world cost pressure  • hyperscaler AI CapEx rising toward historic lev...

The market sells off again, and we zoom out to explain why macro pressure and geopolitics can hit everything from the Mag 7 to bitcoin miners. We translate the AI buildout into real power numbers, then dig into why access to electricity and generation is becoming the deciding edge for hyperscalers and miners alike.  • data center and AI infrastructure stocks getting hit alongside broad indices  •...

We track a rough day for Bitcoin and miner stocks while the long-term adoption narrative keeps getting stronger through crypto-backed mortgages, bank integration, and retirement-account access. We also break down WhiteFiber’s earnings and Mara’s decision to sell Bitcoin to retire $1B of convertible debt, weighing balance-sheet logic against treasury strategy.  • crypto-backed mortgages through cus...

Bitcoin climbs above $71K as miners trade greener and the conversation shifts from pure hash rate to power as the real scarce asset. We break down new data center policy, GPU pricing math, and the latest hyperscaler moves that are reshaping crypto mining stocks into AI infrastructure plays. • Bitcoin holding up amid macro and geopolitical pressure • Pennsylvania data center regulation focused on g...

Markets get hit by rising energy stress while oil disruptions ripple from refineries to household bills and supply chains. We connect that macro squeeze to Bitcoin, big tech drawdowns, and the real bottleneck behind AI growth: power that can be delivered right now. • Valero Port Arthur refinery fire and why timing matters for oil supply • Fuel price spikes and the knock-on effects on heating, tran...

Charley Brady joins us to unpack BitFuFu’s fiscal 2025 results and why cloud mining contracts now anchor the business. We press on self-mining economics, Bitcoin treasury decisions, and the real trade-offs behind the industry rush toward AI and HPC. • FY2025 revenue drivers and segment mix shifts toward cloud mining • Dynamic allocation of hashrate between self-mining and cloud contracts • Why ret...

Bitcoin and equities snap back as geopolitics cools and oil drops, setting up a stronger start to the trading week. We connect the macro headlines to Bitcoin’s sudden rally, miner performance, and fresh company news from Cipher Digital, Bitfarms, and Core Scientific.  • Geopolitical tension easing and why it lifts indices, commodities, and risk assets  • Oil, gasoline, and logistics costs as a fas...

Bitcoin drifts lower while miner equities fade into the week’s close, so we zoom out and focus on what actually drives durable value in this sector. We break down BitFuFu’s full year earnings, then connect the dots to the AI data center boom where power access and construction timing are becoming the real choke points. • Bitcoin price action and why miners trade weak on red days  • How share price...

Bitcoin slips under $70K and we zoom out to separate short-term noise from the bigger cycle picture. We then dig into how miners are changing, why HPC AI keeps showing up in valuations, and what upcoming earnings could reveal. • Bitcoin’s one-month trend versus daily volatility and cycle comparisons  • Miner stock moves and why volatility looks different lately  • How HPC AI optionality may cushio...

We track the market’s mixed mood as Bitcoin cools off, miners trade red, and macro pressure pushes crypto to move more like tech stocks. Then we zoom in on the real story: NVIDIA GTC and a wave of miner moves that reposition cheap power and data centers as the foundation layer of the AI economy.  • Bitcoin price pullback tied to broader risk-off markets and oil pressure  • Strategy’s aggressive Bi...

Bitcoin holds near $74K while corporate buyers that were absorbing thousands of coins per day hit pause due to dividend mechanics and par-value rules. We also dig into miner valuations, the rush toward AI and HPC data centers, and why Bit Digital and Bitfarms sit at the center of the next power-driven cycle.  • Bitcoin price action around the $74,000 level and why momentum cooled  • Geopolitical r...

Bitcoin grinds against $74,000 again, and we break down what the repeated tests mean for momentum in both BTC and miner stocks. We also track how miners are re-rating around AI data centers, HPC contracts, and the capital needed to build at scale.  • Bitcoin resistance at $74,000 and what a clean break could signal  • Strategy’s latest Bitcoin buy using Stretch and the dividend funding question  •...

Bitcoin keeps swinging under a stubborn resistance zone, but the bigger story is the flood of capital pushing steady accumulation through Strategy’s Stretch product. We break down what that means for Bitcoin demand and why miners like Mara, Hive, and DMG are taking very different paths toward HPC and AI. • Bitcoin volatility and the repeated push toward 74K  • Why Stretch aims to hold near $100 pa...

We break down IREN’s latest strategy shift toward AI compute, using Daniel Roberts’ recent interviews and earnings themes to stress-test our investment thesis for 2026 and beyond. We compare CSP GPU-as-a-service with HPC co-location and focus on what actually decides outcomes: capital costs, build speed, and execution under contract deadlines.  • bitcoin price action, volatility, and the rising Bi...

We break down how Strategy’s Stretch turns equity into continuous Bitcoin demand, why that flow could reset BTC’s floor, and how miners are pivoting to HPC and AI with real contracts, cheaper power, and smarter cooling. From Core Scientific’s F1 partnership to WhiteFiber’s 10-year deal and Hive’s hydro edge, the signals point to a deeper shift in digital infrastructure. • Bitcoin range-bound under...

Markets braced for a selloff, yet Bitcoin firmed and miners held up as corporate adoption widened and AI data center demand stayed hot. We break down Saylor’s buy, miners’ treasury pivots, oil’s surge, and why Bitfarms, Core Scientific, and IREN are leaning into HPC. • Bitcoin recovery toward 69k and recent pullback context • Saylor’s billion-dollar buy and corporate balance sheet growth • Miners...

Policy clarity, bank strategy, and tokenization converge as Bitcoin chops under 70k while miners pivot toward AI and greener power. We track institutional signals, sovereign interest, and how operators like DMG and Bitfufu manage volatility with smarter power and hosting models. • price whipsaws and miner underperformance on a red day • regulatory momentum around the market structure bill and pass...

We break down IREN’s 50,000-GPU order, the new $6 billion ATM, and the Dell Canada supply deal, then test the revenue math, payback, and build timelines against today’s volatile mining backdrop. We also scan updates from Bit Digital, BitFuFu, CleanSpark, and Core Scientific to frame the capital landscape. • bitcoin and miner price moves shaping sentiment • bit digital’s ethereum treasury and staki...

We sit down with Soluna’s CEO to map the fastest path from renewable energy to reliable AI compute. We cover behind-the-meter design, clustering larger campuses, batteries as precision tools, and a pragmatic plan to finance and de-risk growth in ERCOT. • behind-the-meter interconnects shorten time to power • clustering nearby wind and solar to build 300 MW+ campuses • batteries for smoothing, ride...

Bitcoin breaks $73K as banks inch toward crypto rails, policy momentum builds, and miners accelerate into higher-margin HPC AI. We map the catalysts, the risks, and the operators best placed to win if liquidity and compute demand surge. • price breakout context and near-term drivers • Kraken’s Fed master account and bank convergence • Clarity Act timing and market structure signals • institutional...