About this episode
Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABTC’s treasury buy, Hive’s exahash surge and AI buildout, and Core Scientific’s HPC pivot, deal math, and the upcoming vote.
• tariff truce lifts indices and crypto
• Mag 7 capex as a signal for AI and GPUs
• Bitcoin recovery vs miner volatility at open
• sector shift toward HPC and co-location
• ABTC buys 1,414 BTC and launches sats per share
• Hive tops 22 EH/s, improves efficiency, expands AI cloud
• Core Scientific revenue mix, Denton ramp, deal funding
• margins, stock comp, and shareholder alignment
• parity math for co-location deals and vote scenarios
• network difficulty rise, hash price trends, miner strategy
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - [email protected]
Get every episode summarized
Each time Power Analysis publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Power Analysis
AI Infrastructure Market Pulse: GLXY Batch Zero, KEEL, SLNH, BTBT, HIVE, HUT & B...
Power Analysis
Batch Zero Breakthrough: Latest IREN, SLNH, RIOT, HIVE & KEEL News!
Power Analysis
Riot Platforms - CEO, Jason Les Q&A - Q2 Earnings, Frontier AI Lab Deal & Corsic...
Power Analysis
ERCOT Batch Zero Explained: IREN, MARA, BTDR, RIOT, BTBT & CORZ Updates!
Power Analysis