
Power 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 | 588 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

We sit down with Ayden Kilic, CEO of Hive Digital Technologies, to break down the 320 megawatt gigafactory announcement and why it could reshape Hive’s path in AI infrastructure. We dig into the revenue math, the financing approach, and why long term... more
AI infrastructure looks less like a hype cycle when GPU rental rates rise, enterprise AI demand turns into profits, and long term data center contracts stack up across the sector. We connect NVIDIA earnings, neo cloud pricing moves, and the miner to ... more
We track Bitcoin’s sideways action, then follow the real story: miners and AI infrastructure names getting repriced as power, sites, and contracts start to matter more than day-to-day volatility. We break down deal math by megawatt, compare renting v... more
We track how Bitcoin miners are evolving into AI and HPC infrastructure companies as conferences, GPU markets, and corporate announcements all point to the same demand wave. We connect the dots across Strategy’s Bitcoin accumulation, shifting miner e... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #216 | |
Apple Podcasts | #230 |
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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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Power Analysis launched 2 years ago and published 588 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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Recent guests on Power Analysis include:
1. Matt Prusak
2. Mohammed Bakhashwain
3. Charlie Brady
4. Stephen Ellis Q
5. Jason Lez
6. John Belazer
7. Sheldon Bennet
8. Steven Eliscu
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