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 | 636 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
We walk through the clearest AI demand signals of the week and connect them to updated Wall Street price targets across chips, hyperscalers, and AI infrastructure players. We also pressure-test the business models behind the headlines by digging into... more
We zoom out on Bitcoin to read the longer cycle, then zoom in on what is actually moving crypto and miner stocks right now: policy clarity, signed AI compute contracts, and execution risk. We also run through major company headlines and the coming ea... more
We watch Bitcoin climb toward 67,000 while we keep expectations grounded and focus on what actually changes the outlook for miners and compute names. We connect the AI compute arms race to power, pricing, and deal economics, then dig into updates fro... more
AI demand is hitting real-world GPU limits, and the market is finally pricing AI data centers like contracted infrastructure instead of a speculative pivot from mining. We break down the monster Hut 8 and Iren updates, the new analyst targets, and th... more
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Apple Podcasts | #116 |  Hong Kong/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. Coin Stories with Natalie Brunell
3. The Wolf Of All Streets
4. THE Bitcoin Podcast
5. TFTC: A Bitcoin Podcast
How many episodes of Power Analysis are there?
Power Analysis launched 2 years ago and published 636 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. Matt Sigel
2. Matthew Sigel
3. Darcy Daubaras
4. Sam Tabar
5. John Belazer
6. Michael Peachey
7. Michael Picchi
8. Tesh Dahya
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.