Good Day for Bitcoin, not for Bitcoin Miners....

Power Mining Analysis

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תוכן מסופק על ידי Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

We Have The Receipts

1
Battle Camp S1: Reality Rivalries with Dana Moon & QT 1:00:36

לפני 11 ימים1:00:36

הפעל מאוחר יותר

רשימות

לייק

אהבתי

1:00:36

Do you have fond childhood memories of summer camp? For a chance at $250,000, campers must compete in a series of summer camp-themed challenges to prove that they are unbeatable, unhateable, and unbreakable. Host Chris Burns is joined by the multi-talented comedian Dana Moon to recap the first five episodes of season one of Battle Camp . Plus, Quori-Tyler (aka QT) joins the podcast to dish on the camp gossip, team dynamics, and the Watson to her Sherlock Holmes. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…

לפני שנה 11:40

MP3•בית הפרקים

The Mining Disrupt Conference in Fort Lauderdale provides a backdrop for analysis of Bitcoin mining stocks pulling back 50% despite Bitcoin holding steady around $88,000, with Soluna Holdings bucking the trend on positive Project Dorothy 2 news.
• Soluna Holdings begins powering up Project Dorothy 2, adding 48 megawatts of capacity
• Project expected to generate $19-25 million in annual revenue when fully ramped up
• Soluna focusing on hosting strategy with 123 megawatts currently operating
• BitDigital using Soluna's hosting services after moving from Coinmint facilities
• Many established miners began as hosting companies before transitioning to self-mining
• Only four days remaining in Minor Madness 2.0 with significant volatility affecting standings
• Mining Disrupt Conference featuring panels on centralized vs. decentralized mining
• Thursday panel examining what analysts look for in public mining companies
• Additional panel exploring Bitcoin treasury management strategies
Hit the like button and subscribe to stay updated on Bitcoin mining analysis and insights from the Mining Disrupt Conference.

פרקים

1. Introduction & Market Update (00:00:00)

2. Bitcoin Miners Pulling Back Despite Stable BTC (00:01:27)

3. Saluna Holdings Powers Up Project Dorothy 2 (00:03:20)

4. Minor Madness Competition Update (00:07:24)

5. Mining Disrupt Conference Schedule (00:09:16)

6. Closing Thoughts & Preview (00:11:03)

293 פרקים

#Trading #Business #Anthony Power & Bryce McNallie #Anthony Power #Bryce McNallie

Power Mining Analysis

Good Day for Bitcoin, not for Bitcoin Miners....

Power Mining Analysis

published לפני שנה

שתפו

MP3•בית הפרקים

פרקים

1. Introduction & Market Update (00:00:00)

2. Bitcoin Miners Pulling Back Despite Stable BTC (00:01:27)

3. Saluna Holdings Powers Up Project Dorothy 2 (00:03:20)

4. Minor Madness Competition Update (00:07:24)

5. Mining Disrupt Conference Schedule (00:09:16)

6. Closing Thoughts & Preview (00:11:03)

293 פרקים

#Trading #Business #Anthony Power & Bryce McNallie #Anthony Power #Bryce McNallie

כל הפרקים

Power Mining Analysis

1
Bitcoin Retakes $100,000 + Hut 8 Corp. & Core Scientific Earnings Analysis! 37:56

לפני 16 hours37:56

37:56

Bitcoin breaks through the $100,000 threshold, pushing mining stocks significantly higher as the market demonstrates strong momentum across both Bitcoin and altcoins. • Bitdeer leading mining stock gains, up nearly 19% as they advance their Seal Miner technology • Hut 8 earnings show net loss of $134.3 million due to Bitcoin holdings valuation, but reveal 2.6 gigawatts of exclusive power capacity • Core Scientific on track for 250 megawatts of billable capacity to CoreWeave bringing $360 million annual run rate • CoreWeave partnership delivers 75-80% net profit margins on a 10-year, $10 billion contract • Coinbase acquires Deribit for $2.9 billion, the largest M&A activity in crypto history • Arizona signs modified Bitcoin reserve bill using funds from confiscated assets • New Hampshire becomes the first state to formally adopt a Bitcoin strategic reserve Go to compassminingio to learn more about Bitcoin mining hosting solutions for individuals and businesses. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Mining's Resurgence: What's Next for Miners & DMG Production! 25:49

לפני יומיים25:49

25:49

Bitcoin continues its rally above $97,000 while the mining stock sector shows a rotation from major miners to smaller players with Griffin Mining up 200% in the past month. • Gryphon Mining up 9.37% today and 200% in the past month, becoming the first miner to turn green year-to-date • DMG produced 30 Bitcoin in April, increased hash rate by 11% to 2.1 EH/s • DMG sold 137 Bitcoin in April, part of a broader trend of miners selling Bitcoin reserves • Marathon and DMG both have Bitcoin holdings worth approximately 100% of their market capitalization • Mining difficulty projected to increase 5.5% in the next adjustment following a 3.3% decrease • Global hash rate's 7-day moving average has reached 908, approaching the 1,000 threshold • Upcoming interviews include Luxor Technology, Iron Blockchain, BitDeer, and Bitfarms • Market currently favors miners expanding into high-performance computing over pure Bitcoin mining operations Check out our free weekly newsletter at powermininganalysis.com for exclusive coverage of the mining sector and our Miner Madness competition updates. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
IREN & CleanSpark Production, Cipher Mining Q1 Earnings & New Hampshire SBR Passes!! 40:28

לפני 3 ימים40:28

40:28

Major Bitcoin mining companies report strong performance metrics despite recent halving challenges, with several miners maintaining impressive efficiency rates and healthy profit margins. • Iren's operational hash rate increased 21% month-over-month to 36.6 EH/s • Iren achieved 9% increase in Bitcoin production despite halving and shorter month • Iren's AI cloud services revenue grew 25% to $2 million monthly with 98% margin • CleanSpark maintained 40.1 EH/s operational hash rate with 15.8 J/TH efficiency • CleanSpark increased Bitcoin holdings to 12,101 BTC valued at $1.14 billion • Cipher Mining achieved 69.6% mining margin in Q1 despite challenging conditions • Global hash rate shows the US dominating with Texas representing 25-30% of worldwide mining • Network difficulty decreased 3.3%, providing temporary relief for miners • New Hampshire becomes first state to pass a Strategic Bitcoin Reserve bill into law • Top mining stocks showing signs of recovery with several up 30-60% in recent weeks Visit compassmining.io to learn how you can start mining Bitcoin in as little as 48 hours with our turnkey hardware solutions. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Riot Platforms CEO Jason Les Q&A - Q1 Earnings, April Production & HPC Updates! 54:03

לפני 3 ימים54:03

54:03

Riot Platforms CEO Jason Less joins us to discuss their record-breaking Q1 2025 earnings despite Bitcoin's halving and discusses their strategic pivot toward AI data centers. • Record Q1 revenue of $161.4 million, more than doubling year-over-year despite halving • Improved operational efficiency with nearly 90% hash rate utilization • Settlement with Rhodium eliminates $15 million annual losses and recaptures 125 megawatts • Current Bitcoin mining cost of $43,808 per coin with power costs at $35,313 • Immersion cooling at Corsicana showing advantages in maintenance and machine stability • Feasibility study confirms Corsicana's 1 gigawatt facility ideal for AI/HPC data centers • Enhanced site appeal through additional land acquisition, fiber routes, and water access • Engineering segment growing with ESS Metron and E4A Solutions integration • Strategic shift to selling monthly Bitcoin production to fund growth with minimal dilution • Focus on "Bitcoin yield" metric - growing Bitcoin per share by 39% in 2024 Subscribe to McNally Money for more mining insights and power market analysis, and let us know in the comments if you're holding Riot shares and your outlook for 2025. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
April Production Analysis: Cipher Mining, Marathon & Riot Platforms! 28:51

לפני 4 ימים28:51

28:51

We examine the market's peculiar disconnect between Bitcoin miners' treasuries and their market caps, with Marathon Digital and DMG Blockchain holdings worth more than their entire company valuations. • Marathon's production down 17% month-over-month, yet added 705 Bitcoin to their treasury with zero sales • Riot Platforms shifts strategy, selling 100% of monthly production plus additional treasury Bitcoin • Cipher Mining also increasing Bitcoin sales, reducing their HODL balance to fund operations • Several miners have Bitcoin treasuries exceeding 100% of their market cap, while MicroStrategy trades at a premium • Arizona Governor vetoes state Bitcoin reserve bill despite widespread cryptocurrency ownership • Bitcoin's yearly price lows continue trending upward, with the 2024 low at $38,500 now far below current levels • Bitcoin 2024 conference approaching with notable speakers including Trump family members and Ross Ulbricht Join us in a few hours for our Q1 earnings interview with Riot's Jason Les where we'll discuss their strategic shift and get updates on their Altman Salon AI study. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Riot's Q1 Earnings Reveal Mining Industry's Turning Point & 2025 Miner Catalysts! 29:56

לפני 7 ימים29:56

29:56

The Bitcoin mining sector is experiencing a resurgence as Bitcoin flirts with $98,000 while miners show strong price action and improved financial metrics. • Riot up 12% following Q1 earnings with revenue increasing to $161.4 million from $79 million • Mining profitability improving with hash price exceeding $50 per petahash per day • Global hash rate plateauing between 800-900 exahash after previously reaching 1,000 exahash • Bitcoin difficulty reduction estimated at 4.6%, providing miners 4-5% more production without additional costs • Massive ETF inflows of over $4 billion since mid-April, representing purchases of approximately 45,000 Bitcoin • Exchange Bitcoin reserves continue to decline, down 88,000 BTC in the last 30 days • Mining companies pivoting strategies with some pausing self-mining growth to focus on HPC/AI initiatives Smash the like button and subscribe to McNally Money. Let us know in the comment section how you're feeling about Bitcoin mining stocks and your current top pick in the sector. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Breaks $97K: Riot Platforms, Bit Digital, Bitfarms & DMG Blockchain News! 28:39

לפני 8 ימים28:39

28:39

We analyze Bitcoin's surge past $97,000 and its powerful impact on mining stocks, with companies like Terawulf gaining up to 17% in a single session. This remarkable performance highlights how mining stocks offer leveraged exposure to Bitcoin while maintaining tangible assets and growth potential. • Bitfarms reports April production of 268 Bitcoin with their energized hash rate at 19.5 EH/s • Bitfarms sold 403 BTC in April (150% of production), reducing holdings to 1,005 BTC • DMG announces deployment of a 2MW prefabricated data center for HPC/AI applications • Riot Platforms settles with Rhodium for $185M, reclaiming 125MW of power capacity • Bit Digital files preliminary prospectus for a $500M ATM offering to fund HPC/AI expansion • Oklahoma utility OGE reports 28% increase in commercial power demand, citing Bitcoin miners as major drivers • Power Mining Analysis is updating their platform to include more HPC/AI metrics and analysis Let us know in the comments how you're feeling about Bitcoin right now, what you're doing with miners (buying, selling, or holding), and your top pick in the sector. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Miners: Q1 Earnings Preview (HODL, Margins, Hashprice & Difficulty) 32:32

לפני 10 ימים32:32

32:32

Bitcoin mining companies face significant paper losses in Q1 2025 earnings due to FASB accounting rules that require marking their Bitcoin holdings to market prices. As Bitcoin fell from $93,429 to $82,549 during the quarter, major miners like Marathon could show unrealized losses approaching $600 million despite operational improvements. • FASB accounting creates massive paper losses for miners with large Bitcoin holdings despite solid operations • Marathon potentially facing $600M loss, Riot $192M, CleanSpark $129M, and Hut 8 $110M from mark-to-market accounting • Hash price has recovered from $39 to $49 (25% increase) improving miner profitability • Expected 5.6% difficulty decrease will boost Bitcoin production by approximately 5-6% for miners • Iren and Cipher achieving highest margins near 74% due to efficient fleets and power costs below 3 cents • Strategy and BlackRock now neck-and-neck at approximately 550,000 Bitcoin each • Arizona legislation could establish first state-level strategic Bitcoin reserve • UK finance minister signaling interest in making Britain a leader in digital assets Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Compass Mining - Director of Operations (Facility Ops), Cameron Morrissey Q&A - Operations & Staffing! 38:14

לפני 10 ימים38:14

38:14

Cameron Morrissey, Director of Operations at Compass Mining, shares insights on managing Bitcoin mining facilities across the US, focusing on how the company achieves 99% uptime through careful infrastructure planning, weather monitoring, and strategic vertical integration. • Class of 2020 vintage in Bitcoin after initially investing in gold as an inflation hedge • Moved from training specialist to director of operations at Compass Mining • Vertically integrated sites offer more control than third-party hosting arrangements • Weather conditions dramatically impact operations from snowstorms to sandstorms • Network quality serves as a key indicator when evaluating potential mining sites • Compass aims for 98-99% uptime versus the 85-92% some operators consider acceptable • Curtailment contracts are built into hosting prices, providing lower overall power costs • Former FedEx driver became one of their best technicians after showing curiosity • Hydro cooling technology emerging as more promising than immersion cooling • Iowa 4 greenfield site represents Compass Mining's push toward vertical integration If you're interested in mining, visit our website to see what our sites are doing, utilization percentages, uptime, and more. We're always upfront about what's happening and focused on helping educate miners. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
The Bitcoin Supercycle Begins: Cycle Timing, Peak, Duration and Impact on Miners! 20:31

לפני 11 ימים20:31

20:31

Bitcoin is experiencing unprecedented institutional and governmental adoption, suggesting this cycle could be fundamentally different from previous ones. Major catalysts from state-level reserves to corporate treasury adoption are reshaping market dynamics. • Arizona holding final vote on state-level strategic Bitcoin reserve policy today • Strategy purchased another 15,355 Bitcoin ($1.5 billion), now holding over 553,000 Bitcoin • ETFs bought 33,500 Bitcoin in just five trading days (equivalent to 75 days of production) • Adam Back predicts $850,000 Bitcoin this cycle, with VanEck targeting $180,000 • Franklin Templeton confirms Bitcoin has fully decoupled from equity indices • Mining companies face profitability challenges despite high Bitcoin price • Mining difficulty increases have effectively created a "second halving" for miners • Miner Madness competition seeing gains over 50% in just the first month Join us at the upcoming Bitcoin conference in Las Vegas where Anthony will be speaking, and let us know in the comments if you think this cycle will follow traditional patterns or if it's fundamentally different? Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Banking Frontier: Tether, Twenty One, and Strategy's Latest Moves! 21:43

לפני 15 ימים21:43

21:43

Bitcoin mining stocks continue their recovery with a third consecutive green day as Bitcoin stabilizes around $93,500, showing strong support after the recent drop to $76,000. ETF inflows exceed $2.2 billion this week, driving Bitcoin's upward momentum while global M2 money supply reaches new highs. • All but one Bitcoin miner trading in the green today • Miners trading in top part of daily range but low part of 52-week range • $900 million+ daily ETF inflows creating a "snowball effect" • Bitdeer shipping first Seal Miners and advancing vertical integration • Tether increases stake in BitDeer to nearly 25% with $32 million investment • Bitdeer secures $200 million loan agreement with Matrixport • Tether partners with SoftBank and Jack Mallers to launch Bitcoin company "Twenty One" • Michael Saylor aims to acquire 5-10% of all Bitcoin ever created • MicroStrategy holds 538,000 Bitcoin, over 10x more than second-place Marathon • MetaPlanet reaches 5,000 Bitcoin milestone with latest purchase • Bitcoin-focused companies emerging as new financial institutions Smash the like button, guys. Big help to myself and the channel. If you're not already subscribed to McNally Money, feel free to join. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Breakout: What It Means for Miner MCAP's, HODL's & Valuations! 29:16

לפני 16 ימים29:16

29:16

Bitcoin's price surge to $94,000 has dramatically boosted mining stocks, with companies like Bitdeer and BitFarms seeing gains of 20% and 8% respectively while creating new valuation opportunities across the sector. • Market caps of mining companies remain significantly undervalued compared to their Bitcoin holdings • Marathon's Bitcoin holdings worth $4.4 billion while their market cap is only $4.9 billion • Morgan Stanley analysis shows mining infrastructure assets alone worth billions • DMG's Bitcoin holdings worth 112% of their entire market cap • Riot securing a $100 million Bitcoin-backed credit facility with Coinbase • Jack Mallers launching "21" with Tether, SoftBank and Bitfinex to accumulate 42,000 Bitcoin • Record ETF inflows of $936 million on April 22nd • Bitcoin now the 6th largest asset by market cap, surpassing Amazon • Expected 7.8% mining difficulty decrease will boost miner revenues • Hash price increased from $38 to $48 per petahash over two weeks Subscribe to our newsletter for more insights like our recent feature on Sam Tabar, CEO of BitDigital, and let us know in the comments how you're feeling about the mining sector right now. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Bitcoin Breaks $91K: Miners Surge & 6 Month Thesis! 21:26

לפני 17 ימים21:26

21:26

We explore Bitcoin's dramatic surge past $91,000 and its impact on mining stocks which are up double digits with some exceeding 20% gains in a single session. • Bitcoin mining stocks acting as a leveraged proxy to BTC, often delivering 3-4x the gains • Soluna Holdings announces another major deal with Blockware for Project Dorothy • Hash price recovery to $47 range alongside expectations for a difficulty decrease • Six-month thesis for Bitcoin and miners including continued decoupling from traditional markets • Growing evidence that nations are competing for Bitcoin hashrate as a national security concern • Increasing institutional interest with ETF inflows reaching highest levels since January • Bullish price targets emerging including Max Keiser's prediction of $850,000 this cycle Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

Power Mining Analysis

1
Navigating Tariffs and Supply Chain Challenges in Bitcoin Mining with Logistics Plus! 40:23

לפני 18 ימים40:23

40:23

The team from Logistics Plus details how they help Bitcoin miners navigate complex supply chain challenges, especially the current tariff environment affecting ASIC imports. • Danny Yunes and Jason Bernick bring decades of combined supply chain expertise to the cryptocurrency sector • Current tariffs on ASICs from China have reached 145%, while imports from other countries face 12.6% tariffs • Bitcoin mining equipment no longer has a specific import code, leading to seizures and costly delays at customs • Bonded warehouses offer miners a way to pause imports during the current 90-day tariff spike period • Logistics Plus provides surge labor teams for machine installation, warehousing, and end-to-end supply chain management • Their global network includes 12 million square feet of warehouse space with security, environmental controls, and IT configuration capabilities • Their Importer of Record service allows companies to legally import equipment without establishing business entities in destination countries • The company's customs compliance team includes licensed brokers and attorneys who specialize in navigating complex import regulations • For hyperscale operations, they offer control tower solutions that provide visibility across the entire supply chain • Miners should carefully consider timing and strategy for equipment imports rather than rushing and risking customs problems Connect with the Logistics Plus team at cryptomissioncritical.com for customized solutions to your mining logistics challenges.…

Power Mining Analysis

1
Are We Witnessing Bitcoin's Evolution into a True Safe Haven Asset? 22:54

לפני 18 ימים22:54

22:54

Bitcoin breaks through the $88,000 mark, showcasing its decoupling from traditional markets as indices like the S&P 500 and NASDAQ tumble. This divergence highlights Bitcoin's emerging role as a safe haven asset during economic uncertainty, providing investors with an alternative to conventional investment vehicles. • Bitcoin up 3% while traditional markets down 2.5%, demonstrating clear decoupling • Strategy purchases additional 6,556 Bitcoin for $555 million, bringing holdings to 538,200 BTC • Vietnam announces plans to open a Bitcoin and crypto exchange, joining growing list of nation-state adopters • Bitcoin dominance reaches five-year high at 64% of total crypto market capitalization • Hive Digital Technologies energizes first 100 megawatts in Paraguay, plans to reach 25 exahash by fall • Bitcoin miners showing strength despite broader market weakness • Technical analysis suggests Bitcoin targeting $90,000-$92,000 range Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

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