What Now & What Next for Bitcoin Mining Stocks?

Power Mining Analysis

Player FM - Internet Radio Done Right

הוסף לפני one שנה

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.

The Head Start: Embracing the Journey

1
Sweat and Resilience: Balancing Chronic Migraine with Fitness Goals 35:00

לפני 10 ימים35:00

הפעל מאוחר יותר

רשימות

לייק

אהבתי

35:00

The healing power of fitness goes far beyond physical benefits—for today’s guest, it’s a form of self-expression and a celebration of what the body can do. In this episode, host Nora McInerny sits down with fitness personality Ivylis Rivera, who shares her deeply personal journey of navigating life with Chronic Migraine while holding onto her passion for movement. Ivylis opens up about the struggle of staying active while facing the fear of triggering a headache or migraine attack and the resilience it takes to keep pushing forward—a resilience that carried her through the challenging journey of finding a Chronic Migraine treatment plan that worked for her. Join Nora and Ivylis as they explore the concept of “soft living,” a philosophy Ivylis embraces—staying active, listening to your body, and building trust in oneself. Click here for Product Information, including Boxed Warning and Medication Guide, or visit https://abbv.ie/prescribing_info See omnystudio.com/listener for privacy information.…

לפני שנה 42:21

MP3•בית הפרקים

Explore the world of Bitcoin mining and discover how institutional adoption and a pro-Bitcoin administration in the United States are influencing market dynamics—despite a recent downturn. We promise to unravel the emotional rollercoaster investors face during price volatility while highlighting the importance of maintaining an objective perspective. Learn about the impact of ETFs and the strategic maneuvers of major players like Marathon as we dissect the current landscape and what it means for your investment strategy.
As global interest in Bitcoin surges, particularly in countries like Russia and the BRIC nations, we analyze how these trends could potentially outpace developments in the United States. Dive into the numbers: nine Bitcoin ETFs and MicroStrategy have amassed 1.15 million Bitcoin, starkly contrasted against the mere 209,000 mined recently. This supply-demand imbalance paints a promising picture for future market shifts and sets the stage for upcoming quarterly results in the Bitcoin space.
We also shed light on the vital role Bitcoin miners play in maintaining network integrity and their ongoing efforts to adapt to challenges like rising mining difficulty. You'll get insights into how miners are enhancing efficiency and cutting costs, achieving power rates as low as three cents per kilowatt-hour. Discover the potential benefits for companies with significant reserves and see how entities like Bitdeer are emerging as formidable contenders in the evolving Bitcoin mining landscape. This episode is your gateway to understanding the intricacies of Bitcoin investments and why choosing the right miners is more crucial than ever.

פרקים

1. Bitcoin Mining Sector Analysis and Outlook (00:00:00)

2. Global Bitcoin Adoption and Imbalanced Market (00:12:21)

3. Bitcoin Market Trends and Long-Term Performance (00:17:05)

4. Bitcoin Miners Role in Network (00:23:30)

5. Bitcoin Miners Efficiency and Market Outlook (00:29:39)

310 פרקים

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

What Now & What Next for Bitcoin Mining Stocks?

Power Mining Analysis

published לפני שנה

שתפו

MP3•בית הפרקים

פרקים

1. Bitcoin Mining Sector Analysis and Outlook (00:00:00)

2. Global Bitcoin Adoption and Imbalanced Market (00:12:21)

3. Bitcoin Market Trends and Long-Term Performance (00:17:05)

4. Bitcoin Miners Role in Network (00:23:30)

5. Bitcoin Miners Efficiency and Market Outlook (00:29:39)

310 פרקים

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

All episodes

1
Bitcoin Convention Day 2: Mayor of New York, Mining Margins & Global Hash Rate Trends! 20:01

לפני 17 hours20:01

20:01

The second day of the Las Vegas Bitcoin Convention brought exciting announcements including New York City's first municipal Bitcoin bond and Pakistan's plans to establish a national Bitcoin reserve through mining. We explore the rapidly increasing global hash rate and its impact on miner profitability, while introducing new data analytics tools available on the Power Mining Analysis website. • NYC Mayor announces the first municipal Bitcoin bond in the US • Bitcoin mining infrastructure companies including Shell showcasing containerized mining solutions • Difficulty adjustment continuing to increase, effectively creating another "halving" for miners • Only one public miner produced a net profit in Q1 2024 • Global hash rate expected to exceed 1,000 exahash shortly • Pakistan allocating 2,000 megawatts for national Bitcoin mining operations • New mining equipment from BitDeer (A3 at 9.7 J/TH) and Bitmain (S23) coming soon • Interactive data analytics now available on the Power Mining Analysis website • Monthly newsletter featuring Core Scientific coming tomorrow Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

1
Bitcoin Vegas: Day One Highlights and Miner Tech Breakthroughs! 21:52

לפני 1 day21:52

21:52

We're reporting live from Bitcoin Conference Las Vegas 2025, where day one delivered phenomenal energy with keynote speakers Michael Saylor, Vivek Ramaswamy, and Eric Trump drawing massive crowds. The conference floor showcases technological innovation with Bitfarms' VR facility tours and Riot's drone exhibits demonstrating how mining companies are elevating their investor engagement strategies. • GameStop makes headlines with massive 4,710 Bitcoin purchase worth $500 million, joining the elite "HODL 15" public companies • Bitmain unveils groundbreaking S23 hydro miner achieving 9.5 joules per terahash efficiency, with Bitdeer planning 5 J/TH by 2026 • Core Scientific expanding beyond mining into data center colocation with $10B CoreWeave contract generating revenue starting this month • Striking market valuation discrepancy: CoreWeave's $55B market cap versus Core Scientific's $3B despite being CoreWeave's largest client • DMG Blockchain Solutions showcases their carbon-neutral Bitcoin ecosystem through Systemic Trust and regulatory-compliant green Bitcoin initiatives • Hive surpasses 10 Exahash milestone, targeting 18 Exahash by Q3 and 25 Exahash by year-end • Strategic Bitcoin pledge to Bitmain at $87,000 per coin gives Hive equipment financing with option to repurchase at that price Join us tomorrow for day two coverage featuring JD Vance and more industry developments from this landmark event.…

1
DMG Blockchain - CEO Sheldon Bennet & COO Steven Eliscu Q&A - Q2 Earnings & Outlook! 59:36

לפני 6 ימים59:36

59:36

DMG Blockchain's CEO Sheldon Bennett and COO Steven Eliscu discuss Q2 earnings and their strategic pivot toward hydro cooling technology and AI infrastructure. We share insights on operational metrics, technological innovations, and our vision for integrating traditional cryptocurrency mining with advanced computing applications. • Generated $12.6 million in revenue (up 9% from previous quarter) with 1,766.91 Bitcoin mined • Fully deployed six megawatts of hydro cooling, bringing enhanced efficiency and preparing for AI capabilities • Purchased two megawatts of SKIFF-rated (military-grade) AI data center infrastructure to target government contracts • Current equipment pricing environment favorable at approximately $14 per terahash, allowing strategic growth without excessive capital requirements • Pursuing "mullet mining" strategy: AI/HPC in the front, Bitcoin mining in the back to maximize infrastructure utilization • Working to reduce debt while maintaining financial flexibility through our Bitcoin-backed loan facility • Launching Blocks Explorer as a free public service to fill a gap in blockchain exploration tools Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

1
Bitcoin Miners vs Bitcoin Price: The Correlation Disconnect & HODL vs MCAP Analysis! 32:53

לפני 7 ימים32:53

32:53

We examine the correlation between Bitcoin miners and Bitcoin price movements as recent tariff announcements caused market volatility. • Bitcoin drops from $112,000 to $107,000 after Trump announces potential 50% tariffs on EU imports • Many Bitcoin miners trading below the value of their Bitcoin holdings, unlike MicroStrategy which trades at 2x premium • Marathon, the largest Bitcoin miner, currently trades below the value of its Bitcoin holdings • ETF inflows remain strong with $934 million in a single day, marking seven consecutive days of substantial inflows • Bitcoin held on exchanges approaching all-time lows with over 107,000 Bitcoin removed in recent months • BlackRock alone purchased the equivalent of 18 days of Bitcoin production in a single day • James Wynn holds an $809 million leveraged (40x) long position with a liquidation price of $102,000 • Different mining companies pursuing varied strategies regarding Bitcoin accumulation • Bitcoin conference in Las Vegas next week will bring together industry leaders and investors Join us next week for more insights and analysis as we attend the Bitcoin conference in Las Vegas. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

1
Coiled Springs: Why Miners Are Set to Explode + DMGI Q2 Earnings, HIVE & SLNH News! 46:39

לפני 8 ימים46:39

46:39

Bitcoin soars past $112,000 while mining stocks experience a lag despite improving fundamentals, creating an intriguing investment landscape where hash price is reaching post-halving highs of $59 per petahash per day. • ETF inflows reaching $609 million in a single day (equivalent to 11 days of mining production) • Corporate Bitcoin holdings exceeding 800,000 BTC with companies like MicroStrategy leading acquisition strategies • Mining stocks trading well below 52-week highs despite Bitcoin's all-time high performance • Gross mining margins improving significantly, with some companies achieving 70%+ energy-production margins • Strategic pivot toward HPC and AI infrastructure creating new revenue streams • Core Scientific securing $10B contract with CoreWeave that could generate $800-900M annual revenue • HIVE reaching 9.5 exahash with plans to hit 25 exahash by year-end • DMG implementing next-gen miners with direct chip cooling technology • Soluna announcing its first solar-powered project co-located with a 114 MW solar farm • Mining companies innovating with heat reuse and renewable energy integration Take a second to smash the like button and if you're not already subscribed to McNally Money, feel free to join and let us know in the comment section below how you're feeling about the Bitcoin miners right now and your strategy moving forward. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

1
When Hedges Bite: How $109K Bitcoin Still Left Miners in the Red! 22:25

לפני 9 ימים22:25

22:25

Bitcoin smashed through a new all-time high of $109,578 before retreating to $107,400 amid market volatility triggered by rising treasury yields above 5%. • Bitcoin's Golden Cross (50-day and 200-day moving average intersection) signals the beginning of a potential bull run • Bitcoin dominance hit another all-time high at 65% of total cryptocurrency market cap • Mining stocks initially rallied with double-digit gains before reversing dramatically by afternoon • Texas advancing legislation for a strategic Bitcoin reserve, now passed to the governor • Bitcoin Conference Las Vegas approaching with high-profile speakers including Ross Ulbricht and JD Vance • Riot Platforms upsized their credit facility with Coinbase to $200 million at approximately 9% interest • Cipher Mining priced convertible notes at 1.75% interest, maturing May 2030 • High short interest in mining stocks explained by convertible arbitrage strategy from hedge funds • Hash price improved to $56, up from $37-39 range a few months ago • Mining difficulty increases continue to pressure production despite higher hash rates…

1
Soluna Holdings - CEO John Belizaire & CFO John Tunison Q&A - Q1 Earnings & Outlook! 59:32

לפני 9 ימים59:32

59:32

Soluna Holdings executives review their Q1 earnings and provide an in-depth overview of their strategic shift toward a blend of Bitcoin mining and AI/HPC infrastructure development leveraging behind-the-meter renewable energy. • Q1 revenue of $6 million and gross profit of $1.1 million reflect strategic contract shift from fixed-fee hosting to profit-sharing • EBITDA loss improved to $1.6 million in Q1 2024, continuing positive trend from $3.5 million loss in Q3 2023 • Planning to reach 123 megawatts of operational capacity by year-end, almost doubling current capacity • Development pipeline has grown to 407 MW with addition of 220 MW in new projects during Q1 • Combined operating and development pipeline approaches 700 MW capacity, equivalent to 45 exahash potential • Behind-the-meter strategy provides power at below $0.035/kWh for Bitcoin mining and approximately $0.04/kWh for AI • Patent portfolio expansion with second utility patent for modular data center design • Pursuing three-way partnership model for AI/HPC infrastructure combining Soluna's power access with experienced data center operators • Project Kati positioned as first major AI/HPC development with favorable location characteristics for inferencing applications • Balance sheet improvements include simplifying capital structure, increasing unrestricted cash to $9.2 million If you enjoyed this episode, hit the like button and subscribe to McNally Money. Let us know in the comments what you thought about Soluna's Q1 numbers and if you're currently holding shares.…

1
HIVE Digital Technologies - CEO Aydin Kilic, Q&A - Paraguay Expansion & Operational Update! 40:42

לפני 10 ימים40:42

40:42

Aidan Kilic, CEO of Hive Digital Technologies, provides a detailed operational update on the company's significant Paraguay expansion, highlighting their achievement of adding one exahash of mining capacity per week and their path to 25 exahash by year-end. • Finding the perfect trifecta in Paraguay: green energy, political stability, and low-cost power at scale • Reaching 11.5 exahash globally with a blended fleet efficiency of 20 joules per terahash after phase one completion • Strategic deployment of older "buzz miners" alongside newer S21 Plus models saving $27 million in capex • Electrifying 18 schools in Paraguay as part of community investment, with 8 already completed • Fully funded for growth to 18 exahash with Bitcoin pledging strategy that includes no interest payments • Targeting 17.3 joules per terahash blended efficiency after completing all three phases • HPC business progress with H-200s coming online, well on track to reach $20 million ARR target • Projecting $400 million in annual Bitcoin mining revenue while currently valued at only $380 million market cap If you enjoyed this episode, please hit the like button and subscribe to McNally Money. Let us know in the comment section if you're currently holding shares of Hive and if you have any additional questions for management.…

1
Bitcoin Notches Record Week, Miner Stock Reratings + Bit Digital & Soluna Earnings Analysis 27:27

לפני 10 ימים27:27

27:27

Bitcoin hits its highest weekly close ever at $106,500 while miners face continued profitability challenges, highlighting the growing pivot from traditional mining to HPC operations. • Bitcoin shows resilience following US credit rating downgrade by Moody's • Bit Digital reports Q1 earnings with Bitcoin mining now only 31% of total revenue, down from 72% last year • HPC client base for BitDigital expanded from 1 to 23 clients in one year • Core Scientific begins receiving HPC revenue in May from their 262-megawatt facility • Most miners cannot mine profitably even at $105,000 Bitcoin price due to difficulty increases • Soluna Holdings reports challenges in Q1 but has 220 megawatts of new projects in development • Mining difficulty increased by 2% with another increase forecasted • IREN remains the only publicly traded miner that can mine Bitcoin profitably Let us know in the comments which miner you're watching most closely. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

1
Bitfarms CEO Ben Gagnon Q&A - Q1 Earnings & Outlook! 1:06:36

לפני 13 ימים1:06:36

1:06:36

Bitfarms CEO Ben Gagnon joins us to discuss Q1 2025 earnings and the company's strategic pivot from Bitcoin mining to high-performance computing (HPC) development while maintaining Bitcoin operations as a stable foundation for future growth. • Bitcoin mining industry becoming increasingly competitive, forcing miners to find zero-cost or negative-cost energy solutions to remain viable long-term • Exploring heat recycling from mining operations, with pilot projects showing promise but facing challenges in matching heat generation with demand • Argentina operations facing uncertainty after power supplier Abinesi defaulted on interest payments, though impact is contained at just 12-13% of Bitfarms' hashrate • Completed spectacular renderings for Panther Creek HPC campus designed for hyperscale clients, with $300 million in financing secured for initial development • Bitcoin miners uniquely positioned in the HPC space with large-scale power assets that traditional data centers typically lack • Potential 10-15x valuation increase by transitioning from Bitcoin mining (3-5x EBITDA) to data center business model (20-30x EBITDA) • Bitcoin One program focusing on treasury management to amplify returns through strategic leverage of Bitcoin holdings • Company fully transformed in 11 months under Gagnon's leadership, pivoting from international mining focus to US-based HPC development Like, subscribe, and let us know in the comments if you're holding BitFarms shares, what you thought about Q1 earnings, and your outlook for the year ahead.…

1
Bitdeer Technologies - Head of Capital Markets, Jeff LaBerge Q&A - Q4 Earnings & Outlook! 48:49

לפני 14 ימים48:49

48:49

Bitdeer showcases impressive technological advancements with their SealMiner A3 achieving 9.7 joules per terahash efficiency at chip level, positioning them at the forefront of Bitcoin mining innovation. Jeff LaBerge walks us through their Q1 earnings, strategic shifts, and ambitious roadmap targeting 40 exahash of self-mining capacity by year-end. • Q1 revenue of $70 million with first $4.1 million in ASIC sales recognized • Self-mining hash rate increased to 12.1 exahash by quarter end • Pivoting 570-megawatt Clarington, Ohio facility from Bitcoin mining to HPC/AI data center • Successful tape-out of SealMiner A3 with industry-leading 9.7 J/TH efficiency at chip level • Revolutionary A4 chip in development with target of 5 J/TH efficiency using entirely new architecture • Strategic advantages of global operations including hydropower in Norway and vertical integration in Alberta • Strong balance sheet with $215 million cash plus $130 million in cryptocurrency (at cost) • Focus shifting from hosting to self-mining and ASIC manufacturing • US manufacturing for SealMiners starting in second half of 2025 Take a second to hit the like button, subscribe to McNally Money, and let us know in the comments what you thought about Bitdeer's results and your outlook for the remainder of 2025.…

1
IREN Co-Founder & Co-CEO Daniel Roberts Q&A - Q3 Earnings & Outlook! 49:05

לפני 14 ימים49:05

49:05

Iren continues to deliver exceptional financial results with consecutive quarters of profitability while strategically expanding from Bitcoin mining to AI infrastructure development. Their record revenues and EBITDA reached $148 million and $183 million respectively, all while maintaining an impressive $41,000 all-in cost to mine Bitcoin. • Iren achieved 28% growth in quarter-on-quarter net income • Currently at 40 exahash with plans to reach 50 exahash in the coming weeks • Average energy costs of 3.3 cents per kilowatt-hour, with recent improvements to 2.5-2.9 cents • AI cloud services revenue increased 33% to $3.6 million • Horizon One, a 50-megawatt liquid-cooled data center, scheduled to come online in Q4 2025 • Sweetwater development planned with up to 2 gigawatts of capacity for AI infrastructure • Company requires approximately $250 million in additional funding through year-end • Pursuing multiple financing options including convertible notes, corporate bonds, and GPU-specific financing • Transitioning to US domestic issuer status in July 2025 • Management confident in signing AI infrastructure customers before completion of Horizon One Join us next time as we continue tracking Iron's expansion and the evolving landscape of digital infrastructure. Like, subscribe, and let us know in the comments if you're currently holding Iron shares and what you thought about their Q3 results.…

1
Mining Giants' Quarterly Showdown: IREN, BTDR & BITF Earnings + HIVE News! 35:36

לפני 15 ימים35:36

35:36

We explore the latest developments in Bitcoin mining as earnings season reveals which miners are thriving and which are struggling in the current market conditions. • Iren stands out with $24 million in net income while most miners operate in the red • Bitdeer breaks efficiency barriers with their new A3 ASIC at under 10 joules per terahash • Hive Digital Technologies has sold 75% of their Bitcoin holdings to fund expansion to 8.3 exahash • Bitfarms faces challenges with Argentina operations representing 13-14% of their hash rate • Industry-wide shift toward High-Performance Computing (HPC) services as miners seek predictable revenue • Preview of upcoming interviews with Iren's Dan Roberts, Bitdeer's Jeff LaBerge, and Bitfarms' Ben Gagnon Join us for in-depth interviews with the CEOs and executives of these mining companies in the coming episodes to dig deeper into their strategies and future plans. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

1
Crypto's Corporate Evolution: CleanSpark Upgrades and Coinbase's S&P 500 Milestone! 32:57

לפני 17 ימים32:57

32:57

Bitcoin miners rally as the cryptocurrency approaches $104,000, with cleanspark receiving a price target upgrade to $25 from Clear Street and Coinbase joining the S&P 500 index. Mining economics are improving as hash price climbs from $37 to $56, giving operators breathing room despite the challenges created by this year's halving event. • CleanSpark receives analyst upgrade to $25 price target based on peer play strategy and no equity dilution approach • Iron, BitDeer, and BitFarms earnings coming this week, with industry looking to see if any miner can achieve net income • Coinbase joining S&P 500 represents major milestone for crypto adoption and institutional acceptance • Hash price recovery to $56 and transaction fees increasing to 2.3% improving mining economics • Mining industry facing fundamental challenge as halvings double energy costs, requiring ever-cheaper power • Fleet efficiency improvements continuing with BitDeer's A3 Seal Miner potentially reaching sub-10 joules per terahash • Robinhood purchasing WonderFi, expanding crypto services into Canada • Gryphon Mining share price surge reshaping Minor Madness competition leaderboard Hit the like button if you enjoyed this episode, and let us know in the comments how you're feeling about upcoming miner earnings, your top pick in the sector, and your Bitcoin price outlook. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter…

1
Bitcoin's American Revolution: ABTC, Gryphon & Hut 8 News! 23:22

לפני 18 ימים23:22

23:22

The mining landscape sees a dramatic shift as Griffin Mining stock surges 850% following merger news with American Bitcoin Company (ABTC) and Hut 8, creating a potentially powerful new entity in the Bitcoin mining space. • Gryphon Mining's market cap exploded from $30 million to over $100 million following the announcement • ABTC grants Gryphon 2% ownership while retaining 98%, valuing the combined entity around $1.5 billion • Leadership team includes Eric Trump along with experienced mining executives from Hut 8 • Company aims to build "America's Bitcoin infrastructure backbone" with plans to expand to 30+ exahash • Most competitors have slowed Bitcoin mining growth while ABTC is "flooring the gas pedal" • Michael Saylor's MicroStrategy continues aggressive Bitcoin acquisition with another 13,390 BTC • US-China 90-day tariff pause provides breathing room for miners to import machines • Conor McGregor proposes Bitcoin reserve for Ireland, showing growing European interest Like and subscribe for daily updates on Bitcoin mining, markets, and industry consolidation as we track the rapidly evolving landscape.…

ברוכים הבאים אל Player FM!

Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.