Rephonic
Artwork for Power Analysis
Bitcoin
Bitcoin Mining
High-Performance Computing
IREN
Cleanspark
Core Scientific
Soluna Holdings
Bitfarms
Terawulf
HIVE Digital Technologies
HPC
MARA
Hut 8
HPC AI
DMG
Riot Platforms
Riot
Artificial Intelligence
Ethereum
Bitdeer

Whether you are a seasoned investor, a dedicated enthusiast in bitcoin mining, or a newcomer seeking deeper insights, Power Analysis serves as the paramount resource for staying informed in the dynamic realm of Bitcoin Mining. Initiate your journey towards innovation and excellence with Power Analysis, as we extend an invitation for you to embrace the future.

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Latest Episodes

We recap day two from Bitcoin Conference Las Vegas and the biggest conversations we have on the floor, from networking with familiar names to spotting how fast the space is changing. We also connect the dots between Bitcoin volatility and the AI infr... more

We’re on the ground in Las Vegas for the Bitcoin conference and we open with a real-time read on Bitcoin’s pullback from the high 70,000s and what that volatility means for positioning. Then we zoom out to the bigger shift in crypto equities as miner... more

We walk through another green day for AI infrastructure stocks and the Bitcoin miner names making the clearest shift into HPC data centers. We break down a major Applied Digital hyperscaler lease, debate real-world megawatt pricing, and track how fin... more

Bitcoin pushes back toward the high-$70Ks and the mining stocks snap higher with it, setting up a fresh look at what efficiency and power cost really mean after the halving. We break down ABTC’s fleet upgrade math, then zoom out to why Hive and Keel ... more

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Recent Guests

John Belazer
CEO of Soluna Holdings
Soluna Holdings
Episode: Soluna Deep Dive: Latest News, AI Strategy & 2026 Outlook!
Mohammed Bakhashwain
Founder, president and CEO of BitZero
BitZero
Episode: BitZero Deep Dive: BitZero's AI Pivot!
Charlie Brady
VP of IR at Fufu
Fufu
Episode: Bitcoin Rebounds Amid Global Tension: BITF & CORZ Stock News!
Stephen Ellis Q
COO, DMG
DMG
Episode: Bitcoin Breaks $73K: Is it Bitcoin's Time to Shine?
Jason Lez
Speaker on Riot Platforms contract and HPC/AI deployments
Riot Platforms
Episode: Bitcoin Breaks $73K: Is it Bitcoin's Time to Shine?
Jason Les
CEO of Riot Platforms
Riot Platforms
Episode: Riot Platforms - CEO, Jason Les Q&A - Q4 & FY25' Earnings & Outlook!
Matt Prusak
President and interim CFO of ABTC
ABTC
Episode: NVDA, DMG & ABTC Earnings + Jane Street Drama!
Haris Basit
Chief Strategy Officer at Bitdeer Technologies Group
Bitdeer Technologies Group
Episode: Bitdeer Technologies - Chief Strategy Officer, Haris Basit - Q4 Earnings & Outlook!
Lisa Su
CEO of AMD, discussing the current state of the market and projections for the future revenue
AMD
Episode: Markets In Freefall, Miners On Edge: AMD, NVDA, MSFT, IREN, RIOT, CIFR, BITF & WULF!

Hosts

Anthony Power
Co-host on industry developments and interview guide for the Power Analysis channel; frequent collaborator with Power Analysis Channel.
McNally Money
Lead interviewer and show host focusing on mining and market updates; frequently discusses project deployments and financing.

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Soluna Deep Dive: Latest News, AI Strategy & 2026 Outlook!
Q: Can you walk through the current AI HPC strategy and the Dorothy 3 plans?
John Belazer explains that Soluna is progressing from a Bitcoin hosting and self-mining base toward large-scale AI HPC campuses, starting with Kati 2 and Dorothy 2 and moving toward Dorothy 3, a 150 MW compute campus, via JV partnerships (e.g., Metro Blocks) to share capital, development, and revenue streams. The approach emphasizes grid-tied, behind-the-meter generation, wind power integration, and a phased capital deployment to manage risk while expanding the AI compute footprint.
Bit Digital & WhiteFiber - CEO, Sam Tabar - FY25' Earnings, ETH Outlook & AI Strategy!
Q: When can we expect the clean break from mining and how might that affect valuation or multiple?
The shift away from mining is driven by economics and feasibility, with ongoing emphasis on scaling AI and cloud/co-location, which should support a re-rating as the business demonstrates durable, scalable revenue streams and a clear path to monetizing retrofit projects like NC1.
Bit Digital & WhiteFiber - CEO, Sam Tabar - FY25' Earnings, ETH Outlook & AI Strategy!
Q: What should investors take away from this as a turning point year?
The earnings highlighted a strategic repositioning toward higher-return assets, notably expanding Ethereum and AI infrastructure while maintaining disciplined capital allocation and transparent disclosures to support a longer-term, cash-generative model.
BitFuFu - VP of IR, Charley Brady Q&A - FY 25' Earnings, Outlook & Strategy!
Q: What about geographic exposure and the US market—are there plans to enter US cloud mining?
Currently BitFuFu does not sell cloud mining in the US due to regulatory considerations and to avoid creating service gaps for customers; as supply increases and demand remains strong, entering the US market remains a potential future option, contingent on capacity and compliance.
BitFuFu - VP of IR, Charley Brady Q&A - FY 25' Earnings, Outlook & Strategy!
Q: How durable is the cloud mining growth and how do you mitigate customer churn and cycle risk?
Cloud mining remains the core, with 70-75% of revenue under contract, upfront cash collection, and contracts typically 60-90 days in duration, which helps stabilize margins and cash flow even as Bitcoin prices fluctuate.

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Frequently Asked Questions About Power Analysis

What is Power Analysis about and what kind of topics does it cover?

Power Analysis focuses on the economics, technology, and policy surrounding Bitcoin mining and related compute infrastructure. Episodes regularly dissect mining company strategies (M&A, capex, Power purchase agreements, and asset-backed models), updates on HPC/AI deployments, energy sourcing, and financing mechanisms shaping scale and profitability. The show frequently features senior executives and operators from mining firms and technology partners, providing both market context and operational detail. Unique angles include behind-the-meter energy strategies, large-scale data-center development, and the pivot from pure mining to compute-enabled ecosystems, which can offer listeners practical takeaways on capital efficiency, risk managemen... more

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1. The Wolf Of All Streets
2. Coin Stories with Natalie Brunell
3. The Pomp Podcast
4. The Peter McCormack Show
5. What Bitcoin Did

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Power Analysis launched 2 years ago and published 568 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Power Analysis?

Recent guests on Power Analysis include:

1. John Belazer
2. Mohammed Bakhashwain
3. Charlie Brady
4. Stephen Ellis Q
5. Jason Lez
6. Jason Les
7. Matt Prusak
8. Haris Basit

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