Power Analysis

We Came For Hashrate, Stayed For GPUs: BITF, HIVE, FUFU, RIOT & IREN!

02 Jan 2026

Audio

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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 shift while Bitcoin stabilizes near $90k. We cover portfolio moves, capital plans, and long-term contracts that change the game.• Bitcoin price action, whale buys, and tax dynamics• Miners’ rally and positioning into 2026• Bitfarms’ Latin America exit and North America focus• Hive’s Paraguay growth and low-cost hydro power• BitFuFu’s cloud hashrate and hosting margins• Riot’s $500m ATM and HPC buildout runway• IREN’s early HPC strategy and Microsoft deal• Compensation alignment and scale ambitions• TeraWulf’s zoning approval and pipeline strength• Our Miner Madness picks and sector convictionTake a second, smash the like button, guys. If you're not already subscribed, McNally Money, feel free to join. And let us know in the comments section below how you're feeling about both Bitcoin and the HPC AI sector as we enter 2026.Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - [email protected]

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13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

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Power Analysis

We Came For Hashrate, Stayed For GPUs: BITF, HIVE, FUFU, RIOT & IREN!

This episode hasn't been transcribed yet

Other recent transcribed episodes

13:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

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