Power Mining Analysis
Claim This Podcastby Anthony Power & Bryce McNallie
Podcast Authority
Beta
Podcast Overview
<p>Power Analysis is the premier destination for investors tracking the Bitcoin mining and AI infrastructure space.</p><p><br></p><p>Hosted by Anthony Power (@cazenove_uk) — one of the most respected voices in Bitcoin mining stock analysis — alongside Bryce McNallie (@McnallieM), Power Analysis delivers in-depth company interviews, earnings breakdowns, sector news, and market commentary — direct from the executives building the next generation of digital infrastructure.</p><p><br></p><p>Whether you're actively trading mining stocks, researching AI infrastructure plays, or just getting started — Power Analysis gives you the edge with timely, accurate coverage across the companies that matter most.</p><p><br></p><p>New episodes dropping regularly. Subscribe and never miss a move.</p><p><br></p><p>🐦 Follow Anthony on X: x.com/cazenove_uk </p><p>🐦 Follow Bryce on X: x.com/McnallieM </p><p>📊 Anthony's Patreon: patreon.com/cw/Cazenove_UK </p><p>📊 Bryce's Patreon: patreon.com/c/McNallieMoney </p><p>🌐 poweranalysis.io</p><p><br></p><p>For information and entertainment purposes only. Not financial advice.</p>
Language
🇺🇲
Publishing Since
4/19/2024
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Recent Episodes
August 8, 2026
MARA - CEO Fred Thiel Q&A - Q2 Earnings, Long Ridge & Matagorda!
We sit down with MARA CEO Fred Thiel right after earnings to unpack the company’s shift from a pure Bitcoin miner to a powered land and data center developer focused on AI and HPC. We push on what truly constrains growth, how Texas grid policy affects timelines, and what investors should watch as leases and joint ventures turn power into long-term cash flow. • Q2 results in context of Bitcoin price sensitivity • Building a 4.8GW pipeline of powered land and future data center capa...
August 7, 2026
Bitcoin Miners At A Turning Point: MARA & CLSK Earnings, KEEL, WYFI & BTBT!
We break down fresh earnings from MARA and CleanSpark while tracking Bitcoin’s price action and why miners are being valued more like power and AI infrastructure platforms. The big question is whether power portfolios, Texas approvals, and signed data center leases can offset weak mining economics and restore investor confidence. • Bitcoin price context and why it still drives sentiment for mining stocks • Miner heat map read-through and how to think about value ranges • Why...
August 6, 2026
TeraWulf - CFO Patrick Fleury Q&A - Q2 Earnings, Anthropic & Outlook!
We walk through TeraWulf’s Q2 progress with CFO Patrick Fleury, focusing on Lake Mariner execution, lease economics, and why liquidity is a competitive weapon in AI data center buildouts. We also dig into power as the true bottleneck, how utility partnerships work, and what needs to happen for growth to scale without breaking timelines or returns. • CB3 coming online and beginning to earn rent revenue • Commissioning progress for CB4 and CB5 with a phased data hall ramp • Fl...
653 total episodes available
Recent guests on Power Mining Analysis
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
[Guest Name Credential]
Guest
Kaan Farahani
Guest
Ethan Vera
Guest
[Guest Name 1 Credential 1]
Guest
[Guest Name 2 Credential 2]
Guest
Kevin O'Leary
Guest
Ben Harper
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Frequently asked questions
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- What is Power Mining Analysis?
<p>Power Analysis is the premier destination for investors tracking the Bitcoin mining and AI infrastructure space.</p><p><br></p><p>Hosted by Anthony Power (@cazenove_uk) — one of the most respected voices in Bitcoin mining stock analysis — alongside Bryce McNallie (@McnallieM), Power Analysis delivers in-depth company interviews, earnings breakdowns, sector news, and market commentary — direct from the executives building the next generation of digital infrastructure.</p><p><br></p><p>Whether you're actively trading mining stocks, researching AI infrastructure plays, or just getting started — Power Analysis gives you the edge with timely, accurate coverage across the companies that matter most.</p><p><br></p><p>New episodes dropping regularly. Subscribe and never miss a move.</p><p><br></p><p>🐦 Follow Anthony on X: x.com/cazenove_uk </p><p>🐦 Follow Bryce on X: x.com/McnallieM </p><p>📊 Anthony's Patreon: patreon.com/cw/Cazenove_UK </p><p>📊 Bryce's Patreon: patreon.com/c/McNallieMoney </p><p>🌐 poweranalysis.io</p><p><br></p><p>For information and entertainment purposes only. Not financial advice.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 2 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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