Power Analysis
Episodes
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...
Markets In Freefall, Miners On Edge: AMD, NVDA, MSFT, IREN, RIOT, CIFR, BITF & WULF!
04 Feb 2026
Contributed by Lukas
Markets sell off hard as Bitcoin breaks support, AI leaders stumble despite strong numbers, and miners wear double-digit declines. We weigh fear again...
Soluna Holdings - CEO John Belizaire Q&A - Cormint Announcement!
04 Feb 2026
Contributed by Lukas
We walk through our new 12 MW Soluna & Cormint agreement, how modular containers accelerate CADI 1, and why this blueprint lets us scale Bitcoin h...
British HODL Q&A - Bitcoin Volatility, Institutional Signals, And The Push To One Coin!
04 Feb 2026
Contributed by Lukas
We welcome British HODL to unpack why volatility is a feature, how institutional absorption is changing the signal, and why liquidity cycles matter mo...
TeraWulf - CFO Patrick Fleury Q&A - Maryland & Kentucky Announcement!
03 Feb 2026
Contributed by Lukas
We welcome TeraWulf CFO Patrick Fleury to break down two site acquisitions that more than double company scale. We explore fast-track capacity in Kent...
Bitcoin’s Slide And The AI Pivot: Site Updates from IREN, MARA & BITF!
02 Feb 2026
Contributed by Lukas
Bitcoin slides under 75k as risk assets wobble, yet AI and HPC demand accelerate with fresh power openings, site approvals, and hyperscaler CapEx comm...
Wall Street Price Targets: IREN, HUT, MARA, BTDR, ABTC, HIVE, FUFU & SLNH!
30 Jan 2026
Contributed by Lukas
We break down fresh analyst targets for leading Bitcoin miners, the macro crosswinds hitting price and hash, and why AI‑driven compute demand is res...
Bit Digital & WhiteFiber Deep Dive: From Mining to HPC!
29 Jan 2026
Contributed by Lukas
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, ...
Power Pipeline Or Pipe Dream... IREN, CIFR, WULF, BITF, HUT & RIOT!
28 Jan 2026
Contributed by Lukas
We map the AI HPC land grab as Bitcoin miners race to convert power pipelines into revenue. Deals, financing, and timelines separate real execution fr...
Miners, Megawatts, And What’s Happens Next: BITZ, ABTC, WYFI, IREN & CLSK Stock News!
27 Jan 2026
Contributed by Lukas
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 2...
Is the 4 Year Cycle Over... Bitcoin’s Four-Year Rhythm Meets The AI Shift!
26 Jan 2026
Contributed by Lukas
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, weat...
Earnings Season Expectations: IREN, CIFR, BITF, RIOT, MARA & BTDR!
23 Jan 2026
Contributed by Lukas
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....
Bitfarms Deep Dive: From Bitcoin Miner to Top HPC Contender!
22 Jan 2026
Contributed by Lukas
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...
Hive Deep Dive: Strategy, Scale and Outlook!
21 Jan 2026
Contributed by Lukas
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 pos...
AI Infrastructure Delivery & Execution: BITZ, HIVE, SLNH, IREN, CORZ, DGXX & BTDR
20 Jan 2026
Contributed by Lukas
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, G...
Who Got The Best HPC AI Deal? CIFR, CORZ, HUT, IREN, RIOT & WULF
19 Jan 2026
Contributed by Lukas
We compare six headline HPC AI contracts signed by leading North American miners, mapping the tradeoffs between hybrid retrofits, tier three builds, c...
Soluna Holdings - CEO John Belizaire Q&A - AI/HPC Updates for 2026!
17 Jan 2026
Contributed by Lukas
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 M...
Riot Platforms CEO Jason Les Q&A - AMD Deal Announcement!
16 Jan 2026
Contributed by Lukas
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 ...
Top 10 Power Moments Of 2025!
15 Jan 2026
Contributed by Lukas
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, ...
Bitcoin At 98k & The AI Power Pivot: BITF, BTDR, BITZ, CIFR, CLSK & WYFI Analysis!
14 Jan 2026
Contributed by Lukas
Bitcoin pushes toward 98k as miners rotate into AI and HPC, reframing the constraint from chips to power and infrastructure. We unpack leadership shif...
How Bitdeer Surged To 55 Exahash And Rewrote The Miner Playbook!
13 Jan 2026
Contributed by Lukas
Bitcoin pushes back into the 90s as we break down why miner strength now comes from power scale, hardware efficiency, and real customers. Bitdeer surg...
Rumor Mill To Real Deals: How Energy Access Shapes the Next Compute Boom!
12 Jan 2026
Contributed by Lukas
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 marg...
How Power, Capital, And Partnerships Are Rewiring Bitcoin Mining For AI!
09 Jan 2026
Contributed by Lukas
Bitcoin holds near 90K as miners rally and hyperscalers chase megawatts. We dig into Meta’s nuclear plans, real power pipelines from miners, capital...
AI & HPC Stock Valuation Metrics: EV, NAV & MCAP Analysis!
08 Jan 2026
Contributed by Lukas
We track Bitcoin’s bounce, then dive into the numbers that actually decide who survives: liquidity, leverage, and the gap between net assets and mar...
AI Power Plays In 2026: Latest MARA, FUFU, HIVE & BTBT News!
07 Jan 2026
Contributed by Lukas
We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We ...
When Power Meets Compute: DMG, RIOT, CLSK, CIFR & BITF Stock News!
06 Jan 2026
Contributed by Lukas
Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce&apo...
CEO Stock Comp Analysis: RIOT, WULF, MARA, CIFR & IREN!
05 Jan 2026
Contributed by Lukas
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...
We Came For Hashrate, Stayed For GPUs: BITF, HIVE, FUFU, RIOT & IREN!
02 Jan 2026
Contributed by Lukas
We mark the new year with a rebrand to power analysis and a clear thesis: miners with cheap power, ready sites, and strong partners will lead the HPC ...
From Hashrate Giant To AI Contender: MARA’s 2026 Playbook
31 Dec 2025
Contributed by Lukas
We break down how MARA uses scale, site control, and a deep Bitcoin treasury to pivot from pure mining toward high margin compute. The story centers o...
Riot’s Big Bet On 2026: Deep Dive Company Analysis!
30 Dec 2025
Contributed by Lukas
We break down why Riot Platforms is our top pick for 2026, focusing on operational turnaround, Texas-scale power, strong capital levers, and a measure...
From SealMiner To AI: How Bitdeer Plans To Win 2026
29 Dec 2025
Contributed by Lukas
We break down Bitdeer’s 2026 plan across custom SEAL miners, soaring self-mining growth, a global power pipeline nearing 3 GW, and a focused AI comp...
DMG Blockchain - CEO Sheldon Bennet & COO Steven Eliscu Q&A - Q4 & FY25 Earnings!
28 Dec 2025
Contributed by Lukas
We share Q4 and full-year results, then lay out how hydro cooling, energy grants, and site design set up Christina Lake to become a staged AI campus. ...
WhiteFiber - CEO Sam Tabar - NC-1 & Nscale Deal Q&A!
23 Dec 2025
Contributed by Lukas
We break down WhiteFiber’s 10-year, $865 million co-location and services deal with Nscale and why speed to revenue is the company’s edge. Sam Tab...
Bitdeer’s U.S. Manufacturing Bet And Cipher’s 200 MW Ohio Push!
23 Dec 2025
Contributed by Lukas
We track a steady Bitcoin price and light holiday volumes while spotlighting the bigger shift: how AI and HPC demand, new tariff rules, and efficiency...
Is The 4 Year Cycle Broken?
22 Dec 2025
Contributed by Lukas
We map where Bitcoin sits after repeated 90k rejections and why ETFs, corporate treasuries, banks, and policy shifts could extend or break the four‑...
Inside The Week’s Biggest HPC Contracts & Construction Push: WYFI, IREN, CIFR, HUT & WULF!
19 Dec 2025
Contributed by Lukas
Two landmark AI co-location deals reset expectations for Bitcoin miners, while construction updates show how speed, siting, and contract structure dri...
Why AI Is Not A Bubble And What It Means For Bitcoin Miners + DMGI & WULF News!
18 Dec 2025
Contributed by Lukas
We track a choppy Bitcoin tape against surging AI compute demand and explain why miners with power, contracts, and build capability stand to benefit. ...
Hut 8’s $7B HPC Deal, Analysis & Outlook!
17 Dec 2025
Contributed by Lukas
We break down Hut 8’s Google‑backed HPC lease with Anthropic and FluidStack, why the Riverbend campus is set up to scale, and how contract terms l...
Luxor Technology, Research Analyst Kaan Farahani Q&A - November Network Analysis!
17 Dec 2025
Contributed by Lukas
We break down November’s mining pain: hash price near new lows, difficulty still high, and fees stuck at the floor. We show how hedging outperformed...
Top 3 Picks for 2026!
16 Dec 2025
Contributed by Lukas
We unpack why power access and delivery speed will decide the winners of AI HPC in 2026, then rank our top picks: Riot, IREN, Cipher, Bitfarms, and Co...
AI HPC Hype Meets Bitcoin’s Pullback: What's Next For Miners?
15 Dec 2025
Contributed by Lukas
Markets open deep red as Bitcoin snaps support and miner stocks slide. We dig into AI HPC doubts, delivery risk, regulation tailwinds, Bitdeer’s ope...
If You Put $1,000 Into Each Miner, Here’s How Many Sats You Actually Get!
11 Dec 2025
Contributed by Lukas
We compare Satoshis per $1,000 across major Bitcoin miners, stack it against MNAV, and weigh how HPC contracts are reshaping valuations. ETF demand, t...