Power Analysis

We react to a rare green day across Bitcoin and AI infrastructure names, then dig into what the SpaceX IPO could do to liquidity, valuations, and capital rotation across the market. We also share fresh deal and forecast updates from Keel, Hive BuzzHPC, White Fiber, and Soluna, including a step-by-step valuation model tied to a 100MW AI buildout.  • Bitcoin bounce and why sentiment flips fast  • Sp...

We sit down with Ben Gagnon, CEO of Keel Infrastructure, right after the company’s $458M convertible raise to unpack why the timing matters and how the capital supports permitting, leasing and locking in expansion megawatts. We also press on deal confidence, disclosure timing, and why “not all megawatts are created equally” as AI demand pushes buyers from 2027 power toward 2028.  • rationale for t...

We break down how AI infrastructure is pulling attention and capital, from token-priced AI subscriptions to hyperscaler demand for long-term compute capacity. We compare how different players finance data center builds and then walk through a detailed valuation model for Applied Digital’s contracted megawatts.  • Bitcoin’s price action tied to macro risk and tech sentiment shifts  • AI subscriptio...

We break down a brutal market sell-off and what it reveals about volatility in Bitcoin and crypto mining stocks, then zoom in on the companies using power strategy and long-term HPC contracts to build more predictable revenue. We also share why miners are racing away from thin mining margins toward AI data centers, GPU deployments, and financed infrastructure deals.  • bitcoin price action and sto...

Markets snap back to green as we track Bitcoin’s rebound and why crypto equities can move hard even on modest price changes. We then dig into AI data center deal math, using fresh disclosures to stress test what megawatts could mean for Cipher Digital and Keel Infrastructure share price upside.  • Bitcoin recovery, cycle expectations, and why daily swings matter less after multiple cycles  • Micha...

We watch a brutal sell-off slam Bitcoin, miners, and traditional assets at the same time, then zoom out to the cycle context and why profit-taking keeps you in the game. We also dig into why BitZero stays green, how major infrastructure financing is evolving for Hut 8 and Keel, and what these deals signal for AI data centers and HPC demand.  • broad risk-off sell-off across Bitcoin, crypto equitie...

Bitcoin’s pullback puts pressure on miners, but the AI and HPC transition is starting to break the old link between mining stocks and BTC. We walk through HUT 8’s latest financing move and a CleanSpark AI valuation model to show how power, contracts, and capital structure can drive returns.  • zooming out on Bitcoin’s cycle and what a 20% monthly drop means for miner earnings  • ETF flows, macro s...

We map the market’s shift from pure Bitcoin mining toward AI data centers and high performance computing, and we explain why many “crypto” stocks are rising even as Bitcoin drifts lower. We also break down fresh analyst price targets and use megawatt-based valuation logic to translate new HPC announcements into potential equity upside.  • Bitcoin’s pullback, ETF flows, and why long-term conviction...

We sit down with Chairman, Frank Holmes and CFO, Darcy Daubaras from Hive Digital Technologies right after fiscal year results and major HPC AI announcements. We dig into how Hive scales from Bitcoin mining to a dual-engine model and what it takes to build sovereign AI infrastructure in Canada while expanding in Paraguay.   • fiscal year execution highlights and hash rate growth to roughly 25 EH/s...

We break down DMG Blockchain Solutions’ newly signed LOI tied to the Christina Lake facility and why it changes the timeline for turning a Bitcoin mining site into an AI and HPC co-location business. We push on what still must happen next, from definitive agreements and SLAs to funding, construction, and redundancy planning.  • what the LOI signals and what remains unresolved until the definitive...

We sit down with Sam Tabar to unpack Bit Digital’s quarter, the impact of ETH mark-to-market accounting, and the plan to close the NAV gap through repeatable returns. We also dig into WhiteFiber’s NC1 ramp, what contracted backlog really means, and how the company funds rapid AI compute growth without defaulting to dilution.   • Bit Digital Q1 revenue drivers and why the net loss is non-cash ETH m...

We track how AI infrastructure demand is pushing “miner” stocks higher even as Bitcoin pulls back, and we pressure-test whether this decoupling is real or just momentum. We dig into NVIDIA GTC ripple effects, DMG’s surprise 50MW AI LOI, Bitdeer’s production ramp, and IRIN’s record GPU financing to understand what actually drives long-term valuation.  • Bitcoin price weakness versus rising HPC and...

We break down how AI infrastructure demand is reshaping valuations across Bitcoin miners, using Dell’s blowout quarter as a real-time signal that the data center build-out is accelerating. We then compare signed HPC deals across the sector and run a sensitivity model on what Keel could be worth if it lands multiple contracts while capex and labour costs rise.  • Bitcoin’s short-term volatility and...

We sit down with BitFuFu VP of Investor Relations Charley Brady right after Q1 earnings to separate the real operating story from the accounting noise. We dig into why cloud mining is becoming the core revenue engine, how hash rate allocation decisions get made, and what investors should watch as costs rebalance through 2026.  • Q1 revenue performance and why cloud mining drives the mix  • How Bit...

We step back from day to day Bitcoin noise and focus on why AI infrastructure and HPC data center deals are driving real rerates across former miners. We break down fresh price targets, what the market is already pricing in, and how a single large contract can reshape valuation math for names like Riot, Bit Digital, DMG and Iren.  • Bitcoin weakness alongside relative strength in AI infrastructure...

We sit down with DMG Blockchain Solutions CEO Sheldon Bennett and COO Stephen Eliscu right after Q2 earnings to unpack how they keep mining costs competitive while Bitcoin prices stay uncomfortable. We also dig into their 2026 push to convert Christina Lake into an AI and HPC data center platform, plus what the Malahat partnership could unlock for sovereign AI in Canada.  • Q2 operational takeaway...

We watch Bitcoin stall while AI infrastructure names rally, and we explain why many “miners” are now getting valued like HPC data center businesses. We also break down the biggest headlines from Iron and DMG, then connect the dots on what bottlenecks and speed to power mean for returns.  • miners decoupling from Bitcoin as HPC AI infrastructure narratives take over  • Micron as a reminder that sup...

We watch AI infrastructure and ex-Bitcoin miner stocks rip higher while Bitcoin itself plays a smaller role in the price action. We connect the dots between megawatts, index inclusion, and real execution updates from Core Scientific and TeraWulf.  • Bitcoin mining sensitivity fading as power shifts toward HPC and AI hosting  • Old watchlist prices versus today’s re-rate across major public names ...

We track the market setup for bitcoin and crypto equities, then zoom in on the financial engineering and treasury tactics that can quietly boost value per share. We also map the latest HPC AI data center deals and explain why power, permits and signed contracts are driving the next re-rating across miners.  • bitcoin price recovery and what we watch in macro headlines  • Strategy repurchasing 0% c...

We sit down with Ayden Kilic, CEO of Hive Digital Technologies, to break down the 320 megawatt gigafactory announcement and why it could reshape Hive’s path in AI infrastructure. We dig into the revenue math, the financing approach, and why long term contracts matter as much as the GPUs themselves.  • what a 320MW “gigafactory” means in practical GPU terms  • why this is positioned as a major Cana...

AI infrastructure looks less like a hype cycle when GPU rental rates rise, enterprise AI demand turns into profits, and long term data center contracts stack up across the sector. We connect NVIDIA earnings, neo cloud pricing moves, and the miner to HPC pivot to answer one question honestly: where are the real bubble signals, if any?  • HPC AI sector update and why we’re not seeing classic bubble...

We track Bitcoin’s sideways action, then follow the real story: miners and AI infrastructure names getting repriced as power, sites, and contracts start to matter more than day-to-day volatility. We break down deal math by megawatt, compare renting versus owning power, and ask what risks hide inside long GPU contracts.  • Bitcoin range action and why we focus on the longer view  • Corporate and ET...

We track how Bitcoin miners are evolving into AI and HPC infrastructure companies as conferences, GPU markets, and corporate announcements all point to the same demand wave. We connect the dots across Strategy’s Bitcoin accumulation, shifting miner economics, and a growing pipeline of multi year data center contracts.  • takeaways from the AIM Summit in London and why AI dominates the room  • why...

We talk with Saluna Holdings CEO John Belizaire and new CFO Michael Picchi right after Q1 earnings about how the company plans to scale from Bitcoin hosting into AI and HPC data centers through 2026 and beyond. We break down what vertical integration really means when you own the wind farm, the grid connection, and the site roadmap to get from design to an energized AI campus.  • Q1 highlights inc...

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