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 | 624 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Bitcoin steadies above $62K as AI infrastructure names rebound, but the bigger story is how hyperscalers and neo-clouds are redefining the market for compute and power. We unpack Meta selling excess compute, track new international deal flow, and run... more
We go from Drake and viral stock videos to a serious framework for investing in OpenDoor, AI data centers, and the miner-to-HPC transition. We also break down why executive compensation headlines can be a distraction and how systematic crypto regime ... more
We break down IREN’s biggest new headlines and why a single compensation filing can swing investor sentiment faster than any quarterly update. We zoom out from red days on the chart to the long game: power, talent, contracts, and the mechanics that c... more
Bitcoin stays choppy under 60,000 while mining and AI infrastructure stocks swing even harder, so we slow down and focus on what the numbers actually say. We walk through Hive’s latest financing, ABTC’s Nasdaq compliance move, and an updated Bitdeer ... more
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Apple Podcasts | #139 |  Switzerland/Business/Investing |
Apple Podcasts | #202 |  South Korea/Business/Investing |
Apple Podcasts | #246 |  New Zealand/Business/Investing |
Apple Podcasts | #250 |  Denmark/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. Invest Like the Best with Patrick O'Shaughnessy
2. The Pomp Podcast
3. The Wolf Of All Streets
4. Yet Another Value Podcast
5. BG2Pod with Brad Gerstner and Bill Gurley
How many episodes of Power Analysis are there?
Power Analysis launched 2 years ago and published 624 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. Frank Holmes
4. Darcy Daubaras
5. Charlie Brady
6. Michael Peachey
7. Aydin Kilic
8. Michael Picchi
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