Power Analysis
Episodes
SpaceX Takes Off, HUT, CRWV & AIBZ!
12 Jun 2026
Contributed by Lukas
SpaceX starts trading in a historic debut, and we unpack what the first day move signals for investor demand, index inclusion, and the broader tech cy...
Soluna Valuation Analysis, KEEL Highlights, HIVE, WYFI & SpaceX IPO!
11 Jun 2026
Contributed by Lukas
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 capi...
Keel Infrastructure - CEO, Ben Gagnon Q&A - $458M Convert Update!
10 Jun 2026
Contributed by Lukas
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 ...
Applied Digital Valuation Analysis, KEEL Convert & HUT News!
10 Jun 2026
Contributed by Lukas
We break down how AI infrastructure is pulling attention and capital, from token-priced AI subscriptions to hyperscaler demand for long-term compute c...
SLNH News Out, CIFR Prices Notes & Latest FUFU and HIVE News!
09 Jun 2026
Contributed by Lukas
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 p...
KEEL & CIFR Valuation Analysis & Top NBIS News Today!
08 Jun 2026
Contributed by Lukas
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 dat...
KEEL Convertible News, HUT Note Pricing & BITZ Uplist!
05 Jun 2026
Contributed by Lukas
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 kee...
CleanSpark Valuation Analysis & Hut 8 News!
04 Jun 2026
Contributed by Lukas
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 t...
IREN's Enters Australia, HIVE Valuation Analysis & Cipher Digital!
03 Jun 2026
Contributed by Lukas
We map the market’s shift from pure Bitcoin mining toward AI data centers and high performance computing, and we explain why many “crypto” stock...
HIVE Digital Technologies - CFO, Darcy Daubaras & Chairman, Frank Holmes - FY26' Earnings, Giga Factory & ARR Outlook!
03 Jun 2026
Contributed by Lukas
We sit down with Chairman, Frank Holmes and CFO, Darcy Daubaras from Hive Digital Technologies right after fiscal year results and major HPC AI announ...
DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Christina Lake LOI!
02 Jun 2026
Contributed by Lukas
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 m...
Bit Digital & WhiteFiber - CEO, Sam Tabar - Q1 Earnings, AI News & Outlook!
02 Jun 2026
Contributed by Lukas
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 r...
Huge IREN News, DMG Lands LOI & NVDA GTC Updates!
01 Jun 2026
Contributed by Lukas
We track how AI infrastructure demand is pushing “miner” stocks higher even as Bitcoin pulls back, and we pressure-test whether this decoupling is...
KEEL Deal Analysis, Price Targets & DELL Earnings!
29 May 2026
Contributed by Lukas
We break down how AI infrastructure demand is reshaping valuations across Bitcoin miners, using Dell’s blowout quarter as a real-time signal that th...
BitFuFu - VP of IR, Charley Brady Q&A - Q1 Earnings & 2026 Outlook!
29 May 2026
Contributed by Lukas
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...
AI Infrastructure Price Targets: IREN, RIOT, BTDR & DMGI!
28 May 2026
Contributed by Lukas
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....
DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Q2 Earnings & AI Strategy!
28 May 2026
Contributed by Lukas
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 comp...
Huge IREN News, DMG Earnings & Top AI Stocks to Watch!
27 May 2026
Contributed by Lukas
We watch Bitcoin stall while AI infrastructure names rally, and we explain why many “miners” are now getting valued like HPC data center businesse...
AI Infrastructure Lift-off: WULF, CORZ, SLNH, IREN, RIOT, CIFR & KEEL!
26 May 2026
Contributed by Lukas
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 b...
Deals, Deals & More Deals: WYFI, RIOT, BITZ, KEEL & HIVE!
25 May 2026
Contributed by Lukas
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...
HIVE Digital Technologies - CEO, Aydin Kilic Q&A - 320MW AI Gigafactory!
21 May 2026
Contributed by Lukas
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’...
HPC AI Bubble Check: Nvidia, Nebius, Anthropic & SpaceX News!
21 May 2026
Contributed by Lukas
AI infrastructure looks less like a hype cycle when GPU rental rates rise, enterprise AI demand turns into profits, and long term data center contract...
Power Is The New Edge: SLNH, NBIS, BE, HUT, CLSK & WULF!
20 May 2026
Contributed by Lukas
We track Bitcoin’s sideways action, then follow the real story: miners and AI infrastructure names getting repriced as power, sites, and contracts s...
AI Power Plays Making Moves: HIVE, IREN, SLNH, MARA & ABTC!
19 May 2026
Contributed by Lukas
We track how Bitcoin miners are evolving into AI and HPC infrastructure companies as conferences, GPU markets, and corporate announcements all point t...
Soluna Holdings - CEO, John Belizaire & CFO, Michael Picchi Q&A - Q1 Earnings & AI Strategy!
19 May 2026
Contributed by Lukas
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 h...
Bitdeer - VP of Capital Markets, Haris Basit & Tesh Dahya Q&A - Q1 Earnings, AI & Mining!
15 May 2026
Contributed by Lukas
Anthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's In...
Bit Digital Earnings & IREN News: Top AI Stocks to Watch Now!
15 May 2026
Contributed by Lukas
Bitcoin chops under $80K while miners sell off, but we stay focused on the bigger trend and the forces quietly tightening supply. We unpack the regula...
WhiteFiber & Bitdeer Earnings, BitFufu News Update!
14 May 2026
Contributed by Lukas
Bitcoin rebounds above $80,000 as institutional access expands and Washington edges toward clearer crypto rules. We break down miner results from BitD...
Keel Infrastructure - CEO, Ben Gagnon Q&A - Q1 Earnings & Deal Timing!
13 May 2026
Contributed by Lukas
We sit down with Ben Gagnon, CEO of Keel Infrastructure, to unpack Q1 execution, the rebrand, and what it takes to turn power-rich sites into real HPC...
Why Bitcoin Miners Are Racing Into AI: Detailed Earnings Analysis & Nebius News!
13 May 2026
Contributed by Lukas
We step through the latest earnings from major Bitcoin miners and AI infrastructure names, then use the actual financial statements to explain why so ...
MARA & CLSK Earnings, More IREN News & BTDR Production Update!
12 May 2026
Contributed by Lukas
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 ...
Keel Earnings, IREN’s $2B Convert & The AI Data Center Land Grab!
11 May 2026
Contributed by Lukas
We track the fast-moving shift from Bitcoin mining to AI infrastructure, where power capacity and signed leases drive the biggest valuation changes. W...
Huge IREN Update, WULF Earnings & HIVE News!
08 May 2026
Contributed by Lukas
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 ...
ABTC - President, Matt Prusak - Q1 Earnings, Outlook & 2026 Strategy!
08 May 2026
Contributed by Lukas
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...
Core Scientific & ABTC Earnings, SLNH, MARA & Bitzero Deal News!
07 May 2026
Contributed by Lukas
We track the biggest AI infrastructure and Bitcoin mining developments from a volatile week, from a potential crypto market structure catalyst to mine...
Hut 8 Giga Deal, CORZ & RIOT News, AMD Earnings & CLSK Production!
06 May 2026
Contributed by Lukas
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 A...
Cipher Earnings & IREN M&A: BITZ, RIOT & MARA News!
05 May 2026
Contributed by Lukas
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 br...
IREN vs Nebius: Two AI Data Center Builders Facing Off Before Earnings!
04 May 2026
Contributed by Lukas
Bitcoin ripping higher sets the tone, then we pivot into the real question our community keeps debating: Iron or Nebius as the cleaner AI infrastructu...
Riot Platforms - CEO, Jason Les Q&A - Q1 Earnings & AMD Deal Expansion!
01 May 2026
Contributed by Lukas
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 ho...
Huge MARA News, Mike Alfred Buying SLNH & KEEL Gets Approval in PA!
30 Apr 2026
Contributed by Lukas
We break down the biggest Vegas headlines, from Tether’s proposed Bitcoin mega merger to hyperscaler CapEx that is reshaping the race for land, powe...
Bitcoin Conference Highlights & Latest AI News (BITZ, HUT, GLXY & SLNH)
28 Apr 2026
Contributed by Lukas
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...
Bitcoin Conference Day 1, Top News & Price Targets (CORZ, IREN, CIFR, RIOT & KEEL)
27 Apr 2026
Contributed by Lukas
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...
AI Infrastructure Stocks On A Tear: Latest IREN, KEEL, CORZ, CIFR & APLD News!
23 Apr 2026
Contributed by Lukas
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 d...
Bulls In Full Control: IREN, ABTC, HIVE & KEEL News!!!
22 Apr 2026
Contributed by Lukas
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 ...
The Miner Re-Rating Process: IREN, CIFR, SLNH, CORZ, RIOT Valuation Metrics!
21 Apr 2026
Contributed by Lukas
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 compa...
Strategy Takes The Bitcoin Crown, SLNH, BTBT, ABTC & HUT News!
20 Apr 2026
Contributed by Lukas
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...
Is the Bitcoin Bear Market Over???
17 Apr 2026
Contributed by Lukas
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 i...
Soluna Deep Dive: Latest News, AI Strategy & 2026 Outlook!
16 Apr 2026
Contributed by Lukas
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 int...
Latest WULF Guidance & Offering, BTDR Results & RIOT News!
15 Apr 2026
Contributed by Lukas
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’...
We have Lift-Off: Bitcoin Breaks 75K & AI Stocks Rally!
14 Apr 2026
Contributed by Lukas
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 watchin...
BitZero Deep Dive: BitZero's AI Pivot!
14 Apr 2026
Contributed by Lukas
We break down BitZero’s shift from Bitcoin mining toward AI high performance computing, and why predictable revenue starts to matter more than hash ...
Why Bitcoin Miners And AI Data Centers Are Surging!
10 Apr 2026
Contributed by Lukas
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 sup...
Bitcoin & Markets Rebound: AMZN, META, CRWV, WULF & CLSK News!
09 Apr 2026
Contributed by Lukas
We track a market rebound driven by shifting Iran headlines, then pressure test why Bitcoin stays resilient above $70K even as oil and inflation worri...
Bitdeer Launches SEALMINER A4 Series, CleanSpark, Bit Digital & DMG March Results!
07 Apr 2026
Contributed by Lukas
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...
KEEL Now Trading, RIOT Q1 Analysis & MARA’s AI Strategy Explained!
06 Apr 2026
Contributed by Lukas
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 rebr...
Soluna Holdings - CEO, John Belizaire Q&A - FY25' Earnings & Briscoe Acquisition!
02 Apr 2026
Contributed by Lukas
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 come...
Bit Digital & WhiteFiber - CEO, Sam Tabar - FY25' Earnings, ETH Outlook & AI Strategy!
02 Apr 2026
Contributed by Lukas
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 i...
Keel Infrastructure - CEO, Ben Gagnon Q&A - FY25' Earnings & AI Outlook!
02 Apr 2026
Contributed by Lukas
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...
BTBT Earnings, KEEL Launch + OpenAI, NVDA & WULF News!
01 Apr 2026
Contributed by Lukas
We connect the latest Bitcoin price action to the bigger AI infrastructure story where power, data centers, and capital discipline decide who wins. We...
Bitfarms Earnings, MARA Power Strategy + NBIS, IREN, DMGI & CRWV News!
31 Mar 2026
Contributed by Lukas
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 ...
Childress Revenue Estimates, Soluna Earnings & AI News!
30 Mar 2026
Contributed by Lukas
We map today’s selloff across AI data center stocks and Bitcoin miners, then trace how geopolitics and energy prices bleed into inflation pressure a...
Market Selloff & The Power Bottleneck: META, HIVE, WULF, SLNH, DMGI, IREN & ABTC!
27 Mar 2026
Contributed by Lukas
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 tran...
MARA Selling HODL, WYFI Earnings & HIVE News!
26 Mar 2026
Contributed by Lukas
We track a rough day for Bitcoin and miner stocks while the long-term adoption narrative keeps getting stronger through crypto-backed mortgages, bank ...
Cipher Signs 15-Year Hyperscaler Lease: CIFR, IREN, CLSK & HUT Stock News!
25 Mar 2026
Contributed by Lukas
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...
Oil Shock Meets Bitcoin: BTBT, WYFI, BTDR, ABTC, WULF, MARA & IREN News!
24 Mar 2026
Contributed by Lukas
Markets get hit by rising energy stress while oil disruptions ripple from refineries to household bills and supply chains. We connect that macro squee...
BitFuFu - VP of IR, Charley Brady Q&A - FY 25' Earnings, Outlook & Strategy!
23 Mar 2026
Contributed by Lukas
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 econo...
Bitcoin Rebounds Amid Global Tension: BITF & CORZ Stock News!
23 Mar 2026
Contributed by Lukas
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 ...
FUFU Earnings, Data Center Demand & Time to Compute!
20 Mar 2026
Contributed by Lukas
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....
Bitcoin Miners Under Pressure: FUFU, BITF, MARA, BTBT & WYFI News!
19 Mar 2026
Contributed by Lukas
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...
NVIDIA GTC, IREN, HIVE, ABTC, CORZ & BTDR Updates!
18 Mar 2026
Contributed by Lukas
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 zoo...
Bitcoin Holds At $74K: Top Stocks to Watch Now!
17 Mar 2026
Contributed by Lukas
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....
Bitcoin Miners Catch A Bid: HUT, FUFU, HIVE, BTDR & WULF Stock News!
16 Mar 2026
Contributed by Lukas
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 mine...
Bitcoin Volatility & Miner Moves: MSTR, STRC, MARA, HIVE & DMGI Stock News!
13 Mar 2026
Contributed by Lukas
Bitcoin keeps swinging under a stubborn resistance zone, but the bigger story is the flood of capital pushing steady accumulation through Strategy’s...
IREN Deep Dive & Stock Analysis!
11 Mar 2026
Contributed by Lukas
We break down IREN’s latest strategy shift toward AI compute, using Daniel Roberts’ recent interviews and earnings themes to stress-test our inves...
How Strategy’s STRC Is Rewiring Bitcoin Demand: SLNH, CORZ, FUFU, MARA & BTBT News!
10 Mar 2026
Contributed by Lukas
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 pivoti...
Bitfarms & Core Scientific News: IREN, BITF & CORZ Stock News!
09 Mar 2026
Contributed by Lukas
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 ...
Bitcoin Catalysts, Miner Moves & Market Signals: DMGI, FUFU & HIVE News!
06 Mar 2026
Contributed by Lukas
Policy clarity, bank strategy, and tokenization converge as Bitcoin chops under 70k while miners pivot toward AI and greener power. We track instituti...
Huge IREN GPU & ATM Update + BTBT, FUFU, CLSK & CORZ News!
05 Mar 2026
Contributed by Lukas
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 timel...
Soluna Holdings - CEO, John Belizaire Q&A - Ask Me Anything Special!
05 Mar 2026
Contributed by Lukas
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 lar...
Bitcoin Breaks $73K: Is it Bitcoin's Time to Shine?
04 Mar 2026
Contributed by Lukas
Bitcoin breaks $73K as banks inch toward crypto rails, policy momentum builds, and miners accelerate into higher-margin HPC AI. We map the catalysts, ...
DMG Blockchain - CEO, Sheldon Bennet & COO, Steven Eliscu Q&A - Q1 Earnings & 2026 AI Outlook!
04 Mar 2026
Contributed by Lukas
We break down DMG's Q1 results, why we’re keeping cash and BTC, and how market softness creates chances to buy efficient hardware and cheap pow...
Riot Platforms - CEO, Jason Les Q&A - Q4 & FY25' Earnings & Outlook!
03 Mar 2026
Contributed by Lukas
We share how Riot moves from Bitcoin mining to a scaled digital infrastructure platform by leasing data centers, highlighted by a fast-tracked AMD dea...
Riot And Core Scientific: Earnings, Hash Rate, And The HPC Pivot!
03 Mar 2026
Contributed by Lukas
Markets wobble while demand signals strengthen. We unpack why miners sell reserves, how ETF inflows reshape supply, and where Core Scientific and Riot...
Bitcoin Surges as Tensions Rise: Latest Bitcoin, Miner & AI Stock News Now!
02 Mar 2026
Contributed by Lukas
We track a volatile start to the week as Bitcoin jumps toward 70k, miners bounce, and safe-haven assets rally. We preview Riot and Core Scientific ear...
Bitcoin Miners Bet Big On AI: MARA & WULF Earnings & News!
27 Feb 2026
Contributed by Lukas
We unpack a tough Bitcoin quarter and the miners who refuse to stand still. MARAand TeraWulf step hard into AI HPC, while CoreWeave’s scale reframes...
ABTC - President, Matt Prusak - Q4 Earnings, Strategy & 2026 Outlook!
27 Feb 2026
Contributed by Lukas
We dig into ABTC’s Q4 results, why Satoshis per share beats EPS for a Bitcoin accumulator, and how a lean cost structure plus the HUT 8 partnership ...
NVDA, DMG & ABTC Earnings + Jane Street Drama!
26 Feb 2026
Contributed by Lukas
We break down why Bitcoin’s price lags demand despite ETF buying, dig into the Jane Street allegations and lawsuit, and map how policy clarity could...
Hut 8 Earnings Analysis & Top AI Stock News!
25 Feb 2026
Contributed by Lukas
Bitcoin pops while we break down Hut 8’s earnings, a 9.5 GW power pipeline, and why miners are pivoting from blocks to compute. We weigh NVIDIA’s ...
Bitdeer Technologies - Chief Strategy Officer, Haris Basit - Q4 Earnings & Outlook!
25 Feb 2026
Contributed by Lukas
We dig into Bitdeer’s surge to 63 exahash, the rapid evolution of SEAL miners, and why efficiency and low-cost power drive profitability even in a w...
Cypher Digital’s Rebrand & Rally, IREN, RIOT & AMD News!
24 Feb 2026
Contributed by Lukas
We unpack why Bitcoin’s slide hasn’t stopped capital from pouring into AI, then break down Cipher’s rebrand to Cipher Digital, its exit from min...
HIVE Digital Technologies - CFO Darcy Daubaras & Chairman Frank Holmes - Q3 Earnings Q&A!
23 Feb 2026
Contributed by Lukas
We break down Q3 results with Frank Holmes and CFO Darcy Daubaras, showing how Paraguay’s low-cost energy and smarter hardware expanded margins whil...
Earnings Week & MARA's AI Power Move!
23 Feb 2026
Contributed by Lukas
We set the table for a stacked earnings week while Bitcoin slumps, then dig into why miners shifting to HPC and hosting can outlast the hash price cru...
Bitcoin Miners, AI Power, And The Next Catalyst!
19 Feb 2026
Contributed by Lukas
We track a tough five-day Bitcoin slide against a flood of miner and AI infrastructure news, from policy odds and bank adoption to funding, governance...
It’s All About Timing: IREN, RIOT & HUT!
18 Feb 2026
Contributed by Lukas
We dig into why timing rules the pivot from Bitcoin mining to HPC AI and how power, clients, and chip cycles shape who wins by 2026. We compare Riot, ...
HIVE Earnings Analysis & Top SLNH & IREN News!
17 Feb 2026
Contributed by Lukas
We unpack how institutions, ETFs, and AI spending are reshaping Bitcoin and mining, then dive into concrete moves from SOluna, IREN, and Hive. We comp...
Bitcoin Investor Week - Day 1 Recap + BTDR, CIFR & HIVE News!
12 Feb 2026
Contributed by Lukas
We unpack Bitcoin Investor Week with a focus on price stasis, policy overhang, and why public miners are eyeing HPC. AI took center stage, from autono...
Top AI Stocks to Watch in 2026: SLNH, BTDR, CIFR & IREN!
10 Feb 2026
Contributed by Lukas
We track Bitcoin’s bounce and zoom into how miners are turning megawatts into durable returns through hosting, HPC, and faster time-to-power. Soluna...
Wall Street Price Targets Part 2: DMGI, BITZ, BTBT, WYFI, BITF, CLSK, RIOT & CIFR!
09 Feb 2026
Contributed by Lukas
We break down Wall Street’s new price targets for Bitcoin miners and why HPC AI contracts, site quality, and financing structure are redefining valu...
Have We Hit Bottom? IREN, CLSK, BITF, WULF & BTBT News!
06 Feb 2026
Contributed by Lukas
A violent Bitcoin selloff to 60K reversed to a sharp rally while miners whipsawed, setting the stage for a hard look at market structure, derivatives,...
IREN & CLSK Earnings Night: Deal Or No Deal???
05 Feb 2026
Contributed by Lukas
We confront earnings night with clear eyes: AI capex is booming while hash price hits new lows and miners bleed red. We weigh the odds of Iron and Cle...