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Bitcoin
Bitfarms
Bitcoin Mining
Donald Trump
Core Scientific
Cypher
Cleanspark
Riot
Terawolf
High-Performance Computing
Cryptocurrency
Etfs
China
Blackrock
Paraguay
Hut 8
Ethereum
HPC
Iron
Trump

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 sit down with Soluna CEO John Belizaire right after earnings and a major wind farm acquisition to unpack what changed in the business and what comes next. We press on cash flow durability, capital raises, and why Soluna thinks power-aligned infras... more

We break down Bit Digital and WhiteFiber’s 2025 results with CEO Sam Tabar and focus on what changes when a company sunsets Bitcoin mining to lean into Ethereum yield and AI data center infrastructure. We also get specific on retrofit execution, the ... more

We sit down with Ben Gagnon right after fiscal year 2025 earnings to unpack BitFarms’ rebrand into Keel Infrastructure and the multi-year pivot from Bitcoin mining to AI data center infrastructure. We dig into what is already de-risked, what still de... more

We connect the latest Bitcoin price action to the bigger AI infrastructure story where power, data centers, and capital discipline decide who wins. We break down Keel Infrastructure’s rebrand and pipeline math, then dig into Bit Digital’s earnings an... more

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Recent Guests

Mike Alfred
Industry professional referenced as an existing site contact and expert
Episode: Cipher Signs 15-Year Hyperscaler Lease: CIFR, IREN, CLSK & HUT Stock News!
Charley Brady
VP of Investor Relations at BitFuFu
BitFuFu
Episode: BitFuFu - VP of IR, Charley Brady Q&A - FY 25' Earnings, Outlook & Strategy!
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?
John Belazer
CEO of Saluna
Saluna
Episode: Bitcoin Breaks $73K: Is it Bitcoin's Time to Shine?
Sheldon Bennet
CEO of DMG Blockchain Solutions
DMG Blockchain Solutions
Episode: DMG Blockchain - CEO, Sheldon Bennet & COO, Steven Eliscu Q&A - Q1 Earnings & 2026 AI Outlook!
Steven Eliscu
COO of DMG Blockchain Solutions
DMG Blockchain Solutions
Episode: DMG Blockchain - CEO, Sheldon Bennet & COO, Steven Eliscu Q&A - Q1 Earnings & 2026 AI Outlook!
Matt Prusak
President and interim CFO of ABTC
ABTC
Episode: NVDA, DMG & ABTC Earnings + Jane Street Drama!

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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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.
BitFuFu - VP of IR, Charley Brady Q&A - FY 25' Earnings, Outlook & Strategy!
Q: Can you give us some of the highlights from 2025 and the main drivers behind BitFuFu's revenue mix?
Revenues rose year over year, led by cloud mining which sits just over $350 million for the year, with notable growth in machine sales and hosting; self-mining declined due to market dynamics, as the company redirected hash rate toward cloud mining where demand exceeded supply, leaving cloud revenue as the dominant, more stable driver.
Riot Platforms - CEO, Jason Les Q&A - Q4 & FY25' Earnings & Outlook!
Q: What drives the potential for further expansion beyond AMD in 2026 and 2027?
Expansion hinges on scaling data-center capacity, leveraging 1.7 gigawatts of power, maintaining a low-cost operation, and continuing to convert secured power into high-quality data-center leases, supported by ESS Metron, and strong balance sheet to fund developments while minimizing equity dilution.
Riot Platforms - CEO, Jason Les Q&A - Q4 & FY25' Earnings & Outlook!
Q: With AMD in the revenue stream, how should investors think about Riot—Bitcoin miner or digital infrastructure provider?
Investors should view Riot as a digital infrastructure company that currently operates Bitcoin mining today, but the strategic objective is to monetize megawatts through long-term data-center leases and develop capacity for future tenants, with AMD serving as a proof point and catalyst for broader client interest.

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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. Wealthion - Be Financially Resilient
4. The Pomp Podcast
5. We Study Billionaires - The Investor’s Podcast Network

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Power Analysis launched 2 years ago and published 553 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. Mike Alfred
2. Charley Brady
3. Charlie Brady
4. Stephen Ellis Q
5. Jason Lez
6. John Belazer
7. Sheldon Bennet
8. Steven Eliscu

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