Power Analysis
Anthony Power & Bryce McNalliePower Analysis is the premier destination for investors tracking the Bitcoin mining and AI infrastructure space.
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 ... more
| Publishes | Daily | Episodes | 613 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Markets end the week green for AI infrastructure stocks even as Bitcoin retreats, strengthening the case that miners are being valued on power and future HPC revenue. We break down Hive’s double announcement, compare GPU contract economics, and run t... more
We track the latest “when deal” signals across Bitcoin miners turning into AI infrastructure plays, using fresh company updates and a tighter valuation framework. We also break down why small proof points like DMG’s first prefab co-location tenant ca... more
We break down a volatile market day where Bitcoin pulls back but AI infrastructure stocks keep moving, signalling a real shift in how investors value the sector. We also unpack key takeaways from our interview with VanEck’s Matt Sigel, focusing on po... more
We sit down with VanEck digital assets researcher Matthew Sigel to pressure-test the Bitcoin cycle, the reality behind altcoin “adoption”, and why public markets still matter when disclosure is scarce. We then dig into the AI infrastructure land grab... more
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Apple Podcasts | #64 |  Denmark/Business/Investing |
Apple Podcasts | #179 |  New Zealand/Business/Investing |
Apple Podcasts | #208 | Denmark/Business |
Apple Podcasts | #246 |  South Korea/Business/Investing |
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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 centers on the intersection of Bitcoin mining and AI infrastructure, offering in-depth company interviews, earnings breakdowns, and market commentary focused on the economics of large-scale data centers, GPU/ASIC deployments, and co-location strategies. Episodes frequently dissect earnings, capital raises, and deal pipelines at public miners and AI infrastructure players, with notable attention to GPU financing, site development, power contracts, and strategic pivots toward AI compute. A standout aspect is the consistent mix of executive-level interviews (IR leaders, CEOs, CFOs) with tactical analysis and napkin-math style modeling that translates complex infrastructure bets into practical investment implications. Potential l... more
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Which podcasts are similar to Power Analysis?
These podcasts share a similar audience with Power Analysis:
1. The Pomp Podcast
2. Real Vision: Finance & Investing
3. The Master Investor Podcast with Wilfred Frost
4. The Wolf Of All Streets
5. Invest Like the Best with Patrick O'Shaughnessy
How many episodes of Power Analysis are there?
Power Analysis launched 2 years ago and published 613 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. Darcy Daubaras
2. Charlie Brady
3. Michael Peachey
4. John Belizaire
5. Michael Picchi
6. Tesh Dahya
7. Harris Bassett
8. John Belazer
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