Power Analysis
Episodes
What's Next for IREN: Huge IREN News Out Now + SLNH & HUT Updates!
07 Oct 2025
Contributed by Lukas
We track a red morning that follows all-time highs, then dig into why energy-first miners are morphing into AI infrastructure operators. Contracts, pa...
The Perfect Storm for Bitcoin Miners: Riding Bitcoin ATH's & the HPC/AI Wave!
06 Oct 2025
Contributed by Lukas
We track Bitcoin’s surge to new highs, the ETF flywheel that’s soaking up supply, and why miners are pivoting into AI HPC to lock in better margin...
October’s Bitcoin Surge, Miners on Fire: RIOT, MARA & CLSK Production Analysis!
03 Oct 2025
Contributed by Lukas
Bitcoin pushes toward an all‑time high as Riot, Mara, and CleanSpark report solid September results, with efficiency, power strategy, and treasury m...
Bitcoin’s Surge, HODL vs MCAP Analysis & Miner Growth!
02 Oct 2025
Contributed by Lukas
Bitcoin strength lifts miners, but the real story is how HPC strategies, policy clarity, and infrastructure scale are rewriting miner valuations beyon...
Is Uptober the Miners Time to Shine?
01 Oct 2025
Contributed by Lukas
Bitcoin starts Uptober strong while public miners face tougher difficulty and tighter margins. We weigh a slower cycle against a surge in billion‑do...
JP Morgan Says “Underweight”; The Market Says “Hold My GPU”: IREN, CIFR, SLNH & BTBT News!!
30 Sep 2025
Contributed by Lukas
We track how Bitcoin miner valuations are shifting from pure hash to hyperscale compute as Tether buys 8,000 BTC and major financing deals reshape the...
Underrated Miners, Big Moves: DMG, HIVE, MARA & CORZ Analysis!
29 Sep 2025
Contributed by Lukas
We break down why difficulty and hash price are pressuring miners while DMG, Hive, and MARA's push into AI and HPC to stabilize revenue and margi...
The Bitcoin Mining Pivot: Cipher Inks $3B Fluidstack Deal & CIFR vs WULF Analysis!
25 Sep 2025
Contributed by Lukas
McNallie Money delivers breaking news about Cipher Mining's massive $3 billion contract with Fluidstack, backed by Google, for a 10-year high-per...
Bitcoin Miners Strike Gold in Texas: IREN, CIFR, RIOT & SLNH Stock Analysis!
24 Sep 2025
Contributed by Lukas
The Bitcoin mining sector is experiencing remarkable growth with many companies pivoting toward high-performance computing (HPC) to capitalize on the ...
Bitdeer Technologies - Head of Capital Markets, Jeff LaBerge Q&A - SEALMINER A3 Special!
23 Sep 2025
Contributed by Lukas
Jeff LaBerge from Bitdeer Technologies Group joins us to discuss their groundbreaking A3 Seal Miner, which at 12.5 joules per terahash has become the ...
Latest Bitcoin & Miner News: CleanSpark, Soluna Holdings & Dennis Porter!
23 Sep 2025
Contributed by Lukas
Bitcoin miners are navigating market turbulence as they expand into high-performance computing while macro factors like Fed policy and political devel...
The Green Queen: How IREN's Bold GPU Expansion Challenges the AI Landscape!
23 Sep 2025
Contributed by Lukas
IREN makes a massive move in the cryptocurrency mining world with another substantial GPU purchase, positioning themselves to become a hyperscaler in ...
Top 3 Miners YTD: IREN, CIFR & BITF Deep Dive Analysis + HIVE & WYFI News!
18 Sep 2025
Contributed by Lukas
The cryptocurrency mining landscape is experiencing a significant transformation as leading miners pivot toward high-performance computing and AI infr...
Fed Rate Cut Fuels Miner Rally, IREN & CIFR Hit New ATH's & Miner Re-Rate Thesis!
17 Sep 2025
Contributed by Lukas
McNallie Money explores Bitcoin miner news, data analysis, and the impact of the Federal Reserve's rate cut on the mining sector and market outlo...
Bitcoin Miners vs Treasury Strategies: IREN, RIOT & BITF vs MSTR, MTPLF & SBET
16 Sep 2025
Contributed by Lukas
The Bitcoin mining space is experiencing a significant sentiment shift as miners outperform treasury strategy companies in recent months, with compani...
Eric Jackson 100X Stocks to Watch: OpenDoor, Cipher Mining & IREN Analysis!
15 Sep 2025
Contributed by Lukas
Eric Jackson returns to discuss his evolving investment thesis on Opendoor, IREN, and Cipher – three companies he believes have 100-bagger potential...
American Bitcoin Corp. - President, Matt Prusak & Chairman, Asher Genoot Q&A - Strategy, Outlook & Growth!
13 Sep 2025
Contributed by Lukas
Matt Prusak, President of American Bitcoin Corp., and Asher Genoot, Chairman of ABTC, discuss their company's unique approach as a pure-play Bitc...
The $9 Billion Bitcoin Miner and the Future of AI HPC: IREN, Bitdeer & Soluna Holdings!
12 Sep 2025
Contributed by Lukas
Bitcoin miners are experiencing a transformative shift toward high-performance computing (HPC) and AI infrastructure, creating massive value for compa...
HC Wainwright Conference: Top Takeaways & Insights & Miner Melt-Up!
10 Sep 2025
Contributed by Lukas
Bitcoin mining companies are pivoting toward high-performance computing and AI infrastructure, causing a significant melt up in mining stocks as the m...
Inside the HC Wainwright Conference in New York + IREN, CLSK, HIVE & BTDR News!
09 Sep 2025
Contributed by Lukas
McNally Moneie hosts bring you the latest updates from the HC Wainwright Conference in New York and dissect the August production results from leading...
Mining Giants: August Production Showdown MARA, CIFR, RIOT & CLSK!
05 Sep 2025
Contributed by Lukas
Mining companies share their August production results, revealing differing strategies for success in the increasingly competitive bitcoin mining land...
Luxor Technology, Head of Hardware, Lauren Lin Q&A - Mining ASICs, Logistics & Future Compute!
05 Sep 2025
Contributed by Lukas
Lauren Lin, Head of Hardware at Luxor Technologies, takes us behind the scenes of their hardware division, explaining how they've shipped ASICs t...
H.C. Wainwright Conference, Texas Tour 2.0 & Latest Miner News!
04 Sep 2025
Contributed by Lukas
The Bitcoin mining industry is experiencing a significant transformation as companies diversify into high-performance computing and AI infrastructure,...
TeraWulf - CFO Patrick Fleury Q&A - Fluidstack & Google Deal, Details & Strategy!
03 Sep 2025
Contributed by Lukas
Terawulf CFO Patrick Fleury discusses the company's massive $6.7 billion FluidStack-Google deal and how it transforms their business from Bitcoin...
ABTC's NASDAQ Debut, HIVE Expansion & RIOT vs. CLeanSpark Production Reports!
03 Sep 2025
Contributed by Lukas
Bitcoin mining sees major developments with ABTC beginning NASDAQ trading while Hive Digital surpasses 18 exahash and both CleanSpark and Riot release...
YTD Miner Market Cap Ranking & Analysis!
02 Sep 2025
Contributed by Lukas
The McNallie Money team explores the dramatic market cap shifts among the top nine Bitcoin miners in 2025, analyzing how their pivot toward AI and hig...
IREN - Co-Founder & Co-CEO Daniel Roberts Q&A - FY25 Earnings & Outlook!
29 Aug 2025
Contributed by Lukas
IREN achieves record-breaking financial results with FY25 revenue hitting $501 million, up 168% year-on-year, and Q4 standalone revenue of $187 millio...
The Green Queen Reaches New Heights With $7B Market Cap: IREN FY25 Earnings Analysis!
29 Aug 2025
Contributed by Lukas
IREN reaches new all-time highs exceeding $29 per share following their record-breaking fiscal year 2025 and Q4 results, cementing their position as t...
Core Scientific & CoreWeave: The Billion-Dollar Merger, Who Really Wins?
29 Aug 2025
Contributed by Lukas
Anthony Power and McNallie dive deep into the Core Scientific and CoreWeave transaction, examining both sides of the equation ahead of the upcoming sh...
DMG Blockchain - CEO Sheldon Bennet & COO Steven Eliscu Q&A - Q3 Earnings & HPC Outlook!
27 Aug 2025
Contributed by Lukas
DMG Blockchain Solutions presents their Q3 earnings results while discussing their strategic vision balancing Bitcoin mining operations and expansion ...
Eric Jackson's Top Picks: OPEN, IREN & CIFR + SLNH News & DMGI Earnings!
26 Aug 2025
Contributed by Lukas
Bitcoin mining companies show strength despite Bitcoin trading below $110,000, with Hut 8 leading gains at nearly 10% following their billion-dollar A...
IREN Hitting New Heights, HIVE Hits 16EH/s & Latests MARA News!
25 Aug 2025
Contributed by Lukas
Bitcoin miners demonstrate resilience despite price volatility, with IREN and Hive Digital Technologies making significant strategic moves in both min...
Soluna Holdings - CEO John Belizaire Q&A - Q2 Earnings, Outlook & Strategy!
22 Aug 2025
Contributed by Lukas
John Belizaire, CEO of Soluna Holdings, breaks down Q2 earnings and shares strategic insights on the company's evolving business model in both Bi...
Bulls on Parade: Bitcoin's Friday Rally Rescues a Rough Trading Week
22 Aug 2025
Contributed by Lukas
Bitcoin surges to nearly $117,000 as Jerome Powell signals openness to September rate cuts, sending mining stocks soaring across the board in a dramat...
Bitcoin Mining vs. HPC: CleanSpark's Controversial Pivot Under New Leadership!
21 Aug 2025
Contributed by Lukas
McNallie Money's latest episode dissects CleanSpark CEO Matt Schultz's surprising pivot toward High-Performance Computing at the SALT confer...
Insider Mining Insights: Key Highlights from our recent Earnings Interviews!
20 Aug 2025
Contributed by Lukas
The Bitcoin mining industry is rapidly pivoting toward high-performance computing as executives see greater profitability potential in AI infrastructu...
Bitdeer Technologies - Head of Capital Markets, Jeff LaBerge Q&A - Q2 Earnings, Inflection Point & HPC Outlook!
19 Aug 2025
Contributed by Lukas
Bitdeer Technologies Group is experiencing an inflection point across all three business verticals as their vertical integration strategy translates i...
Mining Giants in Turbulent Waters: WULF, BTDR, RIOT, BITF & HIVE News!
19 Aug 2025
Contributed by Lukas
McNallie Money explores the latest miner news as Bitcoin pulls back to the $113,000 range, examining how top companies are pivoting to HPC and AI stra...
HIVE Digital Technologies - CEO Aydin Kilic & Chairman Frank Holmes Q&A - Q1 Earnings, Paraguay & HPC!
18 Aug 2025
Contributed by Lukas
Hive Digital Technologies delivers exceptional Q1 earnings with 15 exahash of Bitcoin mining capacity and expanding high-performance computing operati...
Bit Digital - CEO Sam Tabar - Q2 Earnings, Ethereum Strategy and Bitcoin Mining Exit!
18 Aug 2025
Contributed by Lukas
Sam Tabar, CEO of Bit Digital, returns to discuss the company's Q2 earnings, their strategic pivot to Ethereum, and the successful IPO of their W...
Earnings Week Continues: HIVE, Soluna Holdings & Bit Digital Earnings Analysis!
15 Aug 2025
Contributed by Lukas
The cryptocurrency mining landscape is evolving rapidly as companies pivot beyond Bitcoin mining toward high-performance computing and AI infrastructu...
Bitfarms - CEO Ben Gagnon Q&A - Q2 Earnings & HPC Outlook!
14 Aug 2025
Contributed by Lukas
Bitfarms has transformed from a Latin American Bitcoin mining company to a North American energy and HPC/AI powerhouse, with CEO Ben Gagnon highlighti...
TeraWulf, Fluidstack & Google Deal + Canaan Earnings Analysis!
14 Aug 2025
Contributed by Lukas
TeraWulf lands a game-changing hyperscaler deal with FluidStack and Google worth $3.7 billion over 10 years, representing what the entire Bitcoin mini...
Bitcoin Miners Struggle Despite Crypto Rally: HODL, MCAP & BTDR Production Analysis!
13 Aug 2025
Contributed by Lukas
The cryptocurrency market exhibits a puzzling disconnect as Bitcoin and Ethereum approach all-time highs while mining stocks struggle to capture inves...
Bitfarms & Core Scientific Earnings + MARA & Soluna Holdings News!
12 Aug 2025
Contributed by Lukas
Mining giants Core Scientific, Bitfarms, Soluna Holdings, and MARA are strategically pivoting toward high-performance computing while navigating post-...
The Rise and Fall of CleanSpark: What's Next for America's Bitcoin Miner?
11 Aug 2025
Contributed by Lukas
CleanSpark CEO Zach Bradford has resigned with Chairman Matt Schultz taking over as the new CEO, marking a significant leadership shift for America&ap...
CleanSpark & TeraWulf Earnings + HIVE Production Update!
08 Aug 2025
Contributed by Lukas
Bitcoin miners trade deep in the red despite Bitcoin holding above $116,000, demonstrating the volatile nature of mining stocks compared to the underl...
Cipher Mining - CEO Tyler Page Q&A - Q2 Earnings, Black Pearl Phase II & HPC Updates!
08 Aug 2025
Contributed by Lukas
Tyler Page, CEO of Cipher Mining, discusses the company's recently reported Q2 results, highlighting the ahead-of-schedule completion of their ne...
The Bitcoin Mining Landscape: Cipher Q2 Earnings, DMG & Soluna Production & WYFI IPO!
07 Aug 2025
Contributed by Lukas
McNallie Money delivers an action-packed analysis of Q2 earnings from Cipher Mining alongside July production results from DMG Blockchain and Soluna H...
IREN Shatters Records: IREN & CIFR Production + IREN, MARA, CLSK, RIOT & CIFR Analysis!
06 Aug 2025
Contributed by Lukas
Bitcoin miners Iren and Cipher release blockbuster July production results with Iren mining a record 728 Bitcoin at 76% gross margins while Cipher rea...
The Wall Street Perspective on Bitcoin Mining: Kevin Dede, Managing Director & Sr. Tech Analysts, H.C. Wainwright & Co.!!
06 Aug 2025
Contributed by Lukas
Kevin Dede, Managing Director and Senior Technology Analyst at H.C. Wainwright Co., provides an institutional perspective on Bitcoin mining, exploring...
BUZZ HPC - President & COO Craig Tavares Q&A - Hive Digital Technologies HPC & AI Special!
05 Aug 2025
Contributed by Lukas
Craig Tavares, President and COO of Buzz HPC, shares how the Hive Digital subsidiary is pioneering sovereign AI cloud services powered by 100% renewab...
CleanSpark vs RIOT July Production Analysis & Latest Bitfarms News!
05 Aug 2025
Contributed by Lukas
The Bitcoin mining landscape reveals a competitive edge forming between industry leaders, with CleanSpark and Riot's July production results show...
Riot Platforms CEO Jason Les Q&A - Q2 Earnings & Strategy Update!
04 Aug 2025
Contributed by Lukas
Riot Platforms has achieved record-breaking financial results in Q2 with nearly $500 million in adjusted EBITDA and $220 million in GAAP net income, w...
Navigating Market Volatility with Top Mining Stocks: Latest Bitcoin Mining Metrics to Wacth!
04 Aug 2025
Contributed by Lukas
Bitcoin miners show promising recovery with both Bitcoin and mining stocks turning green after last week's significant downturn, signaling renewe...
Big 4 Miner Earnings Analysis: RIOT & MARA Actuals vs. CLSK & IREN Forecast!
01 Aug 2025
Contributed by Lukas
Bitcoin mining's "Big Four" face intense scrutiny as Riot and Mara release Q2 earnings with mixed market reactions, revealing stark dif...
MARA CFO Salman Khan Q&A - Q2 Earnings & Outlook!
31 Jul 2025
Contributed by Lukas
Mara Holdings CFO Salman Khan joins us to discuss the company's record-breaking Q2 results and outline their strategic approach to Bitcoin mining...
Mara Holdings Q2 Analysis, HIVE Achieves 14 EH/s & Bit Digital/WhiteFiber News!
30 Jul 2025
Contributed by Lukas
Earnings season begins in the Bitcoin mining space with Mara Holdings reporting powerful Q2 results, including $808 million in net income largely driv...
Bitcoin Miner Earnings Expectations, Top News & Price Targets! (MARA, IREN, CLSK & BTBT)
29 Jul 2025
Contributed by Lukas
Bitcoin miners face market pressure as the price retreats below $118,000, yet the industry shows resilience with miners quickly recovering from early ...
Hedge Fund Q&A with Eric Jackson, EMJ Capital: OPEN, CVNA, IREN, CIFR & Strategy!
28 Jul 2025
Contributed by Lukas
Eric Jackson, founder and portfolio manager of EMJ Capital, shares his journey of identifying 100x investment opportunities through market cycles and ...
Latest Bitcoin Mining Stock News: CORZ, DMGI, HIVE, MARA & RIOT!
24 Jul 2025
Contributed by Lukas
McNallie Money explores the latest Bitcoin mining sector developments, company updates, and upcoming Q2 earnings season strategies while analyzing how...
Bitcoin Mining Metrics That Matter!
23 Jul 2025
Contributed by Lukas
We dive deep into the evolving landscape of Bitcoin mining and treasury companies, examining key metrics that investors should watch during this pivot...
The Art of Taking Profits in a Bitcoin Bull Market: When to Sell Your Miners!
22 Jul 2025
Contributed by Lukas
Anthony Power and Bryce McNallie examine their selling strategies for Bitcoin mining stocks during this bull market cycle, revealing lessons learned f...
Miners Surge on HPC Speculation: IREN, CIFR, RIOT, HIVE & BITF HPC Analysis!
21 Jul 2025
Contributed by Lukas
McNallie Money examines the significant market movements among Bitcoin mining stocks with High-Performance Computing (HPC) aspirations, analyzing whic...
Crypto's Game-Changing Moment: All Three Bills Pass in Congress & Impact to Miners!
18 Jul 2025
Contributed by Lukas
Monumental shifts are occurring in the crypto world as the United States passes three critical bills headed to the President's desk, with major f...
Spotlight: Deep Dive into Canaan Stock!
17 Jul 2025
Contributed by Lukas
Canaan is a pioneering Bitcoin ASIC manufacturer that has evolved into a global mining operation with significant holdings and competitive advantages....
The Crypto Week That Could Change Everything: GENIUS, CLARITY & Anti-CBDC Bills Explained!
16 Jul 2025
Contributed by Lukas
The cryptocurrency market is experiencing a major week with Bitcoin reaching $119,000 and crucial legislation being considered in Washington that coul...
Ethereum Treasury Strategy: The New Race Begins!
15 Jul 2025
Contributed by Lukas
The emerging competition between Ethereum strategy companies is heating up as Bit Digital, BTCS, Bitmine, and Sharplink Gaming race to accumulate ETH ...
Miners vs. Treasury Companies: mNAV & HODL Valuation Analysis!
14 Jul 2025
Contributed by Lukas
Bitcoin achieves a significant milestone surpassing $120,000 and becoming the fifth most valuable entity in the world, overtaking Amazon and approachi...
While Bitcoin Soars to New Heights, Mining Stocks Struggle to Keep Pace...
11 Jul 2025
Contributed by Lukas
Bitcoin breaks through all-time highs reaching $118,000 while mining stocks show a puzzling disconnect by trading mostly flat or down despite the pric...
CoreWeave's $9 Billion Acquisition of Core Scientific: Deal Analysis and Shareholder Implications!
10 Jul 2025
Contributed by Lukas
The cryptocurrency mining landscape is undergoing a transformative shift with CoreWeave's announced $9 billion acquisition of Core Scientific, re...
Miner Valuations Uncovered: HODL vs. MCAP Analysis, Bitdeer & IREN News + RIOT & BITF Updates!
09 Jul 2025
Contributed by Lukas
Bitcoin miners are implementing diverse strategies for treasury management, with some embracing strong HODL policies while others sell daily to fund o...
Updated Miner Targets & Gross Margins, HIVE Production & Soluna News!
08 Jul 2025
Contributed by Lukas
The Bitcoin mining industry faces a critical strategic pivot as companies navigate between traditional mining and emerging HPC/AI infrastructure oppor...
CoreWeave to Buy Core Scientific, Bit Digital Completes Pivot to ETH, IREN & CLSK Production Analysis!
07 Jul 2025
Contributed by Lukas
CoreWeave makes a $9 billion acquisition offer for Core Scientific in an all-stock deal valuing shares at $20.40, while BitDigital pivots to a full Et...
Behind the Curtain: How Top Bitcoin Miners Raised Capital to Dominate
03 Jul 2025
Contributed by Lukas
Bitcoin surpasses $110,000 as mining stocks rally with significant volume increases, showing renewed investor interest in the sector amid improving fu...
Miners Breaking Out: Price Action & News!
02 Jul 2025
Contributed by Lukas
Bitcoin and mining stocks are surging with many top names up double-digit percentages as BTC approaches $110,000. The sector shows strong trading volu...
IREN Achieves 50 EH/s Target, ABTC News & MARA Production!
01 Jul 2025
Contributed by Lukas
IREN achieves its ambitious 50 exahash per second target on schedule, marking extraordinary growth from just 1 exahash 30 months ago and demonstrating...
The Perfect Storm: When Mining Fundamentals Meet Corporate Adoption
30 Jun 2025
Contributed by Lukas
Mining stocks rally amid Bitcoin's surge above $107,000 and the expanding adoption of HPC co-location strategies by major industry players. The m...
How Much is Core Scientific Worth?
27 Jun 2025
Contributed by Lukas
The cryptocurrency mining sector is dramatically transforming as Bitcoin miners pivot to high-performance computing (HPC), with CoreWeave's poten...
CoreWeave Eyes Core Scientific Acquisition, Bit Digital Spinning out WhiteFiber, HIVE Earnings & RIOT/BITF News!
26 Jun 2025
Contributed by Lukas
CoreWeave puts in a second offer to acquire Core Scientific, following the initial billion-dollar bid rejection last year, causing mining stocks with ...
Luxor Technology - Director of Derivatives, Ben Harper Q&A - Hash Rate Derivatives Explained!
26 Jun 2025
Contributed by Lukas
Ben Harper, Director of Derivatives at Luxor Technology, reveals how hash rate derivatives are transforming Bitcoin mining by providing revenue stabil...
When Miners Power Down: Exploring the Hash Rate Dive and Miner Impacts!
25 Jun 2025
Contributed by Lukas
Global Bitcoin hash rate experienced a dramatic 40% drop followed by a 50% recovery in 48 hours, with evidence pointing to North American miners curta...
Bitcoin Miners Surge as Bitcoin Rebounds: Miners Rally | Bitcoin Mining Stocks to Watch + BTBT, BTDR, CIFR, CLSK, HIVE, HUT & SLNH News!
24 Jun 2025
Contributed by Lukas
Bitcoin mining stocks rally impressively as BTC rebounds to $105,000, with major companies announcing strategic financing initiatives and milestone ac...
The $100,000 Bitcoin Threshold: Mining Economics at a Crossroads + HIVE Digital HPC News!
23 Jun 2025
Contributed by Lukas
Bitcoin dropped below $100,000 over the weekend, raising questions about whether this signals a bear market or simply represents a temporary pullback ...
IREN Surges 10% on HPC Speculation & HIVE's Expansion News!
20 Jun 2025
Contributed by Lukas
Bitcoin mining companies are rapidly evolving their business models, with Iron's stock surging 10% amidst speculation of an imminent HPC deal ann...
Bitcoin Miner Valuation Analysis & Latest News!
18 Jun 2025
Contributed by Lukas
The complex world of Bitcoin miner valuations reveals a striking disparity between how the market values treasury-focused companies versus operational...
Hash Wars: Why Everyone's Abandoning Their 100 Exahash Dreams!
17 Jun 2025
Contributed by Lukas
The Bitcoin mining industry is experiencing a major strategic shift as public miners pivot from pure cryptocurrency mining toward high-performance com...
May 2025 Mining Report: IREN, MARA, CLSK & RIOT Square Off!
16 Jun 2025
Contributed by Lukas
Bitcoin's impressive rise above $107,000 coincides with substantial institutional buying, creating a significant supply-demand imbalance as miner...
Bit Digital - CEO Sam Tabar - Q1 Earnings & WhiteFiber Expansion!
13 Jun 2025
Contributed by Lukas
Bit Digital CEO Sam Tabar joins us to discuss their strategic shift from Bitcoin mining to High-Performance Computing and Ethereum investments, showca...
Shining the Spotlight on BitFuFu & Soluna Holdings Financing News!
12 Jun 2025
Contributed by Lukas
McNallie Money takes a deep dive into BitFuFu, a $500M market cap Bitcoin miner with over 34 exahash under management that hasn't been featured o...
IREN's bold $500M move and HPC Outlook, Bitdeer Production & Soluna News!
11 Jun 2025
Contributed by Lukas
Anthony Power and I break down Iron's recently announced $500M convertible note, exploring whether this signals standard financing or preparation...
Daily Mining Revenue Analysis: Margins, Revenue & Latest RIOT/BITF Updates!
10 Jun 2025
Contributed by Lukas
Bitcoin's climb past $110,000 creates unprecedented revenue opportunities for mining companies, with leading operations achieving gross margins u...
Exploring Miner MCAP, mNAV, HODL & Margins in Q2!
09 Jun 2025
Contributed by Lukas
McNally Money dives into Bitcoin miners' market caps, HODL positions, mNAV premiums, and live mining margins to understand why miners are underva...
Trump vs Musk: A Digital Showdown Shakes Markets + Miner News!
06 Jun 2025
Contributed by Lukas
The Trump-Musk bromance appears to have ended with implications for Bitcoin miners as they recover from a market pullback while Hive Digital and Salun...
May Production Analysis: IREN, DMG, and Cipher Mining Excel Amid $100K+ Bitcoin!
05 Jun 2025
Contributed by Lukas
Bitcoin miners are delivering record revenue results as prices hover consistently above $100,000. We examine the May production results from Iren, DMG...
HPC Revolution: Comparing Billion-Dollar Data Center Contracts
04 Jun 2025
Contributed by Lukas
Anthony Power and Bryce McNallie dive deep into the HPC AI data center contracts that are transforming Bitcoin mining companies into AI infrastructure...
Hash Wars: Riot, Marathon & CleanSpark's May Production Analysis!
03 Jun 2025
Contributed by Lukas
Riot, Marathon, and CleanSpark release May production results on the same day, providing a unique opportunity to compare the performance of these Bitc...
Is Riot Selling Bitfarms? + Big News from Bit Digital & WhiteFiber!
02 Jun 2025
Contributed by Lukas
The Bitcoin mining sector is experiencing a significant transformation as major companies pivot toward AI and high-performance computing infrastructur...
Bitcoin Convention Day 2: Mayor of New York, Mining Margins & Global Hash Rate Trends!
29 May 2025
Contributed by Lukas
The second day of the Las Vegas Bitcoin Convention brought exciting announcements including New York City's first municipal Bitcoin bond and Paki...
Bitcoin Vegas: Day One Highlights and Miner Tech Breakthroughs!
28 May 2025
Contributed by Lukas
We're reporting live from Bitcoin Conference Las Vegas 2025, where day one delivered phenomenal energy with keynote speakers Michael Saylor, Vive...