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Power Analysis Power Analysis Anthony Power & Bryce McNallie The Real Eisman Playbook The Real Eisman Playbook Steve Eisman Los Jefes del Deporte con Álvaro Morales Los Jefes del Deporte con Álvaro Morales Nueva Network | Qué Onnda Auron MacIntyre on Odysee Auron MacIntyre on Odysee Auron MacIntyre Fora do Baralho Fora do Baralho Rádio Observador La Perrada La Perrada La Perrada PHLY Philadelphia Sixers Podcast PHLY Philadelphia Sixers Podcast ALLCITY Network, PHLY Sports democracy-ish democracy-ish Mary Trump Media Cinco continentes Cinco continentes Radio 5 Open Spaces Open Spaces Wyoming Public Media The Luke Beasley Show The Luke Beasley Show Luke Beasley State of the World from NPR State of the World from NPR NPR Any Questions? and Any Answers? Any Questions? and Any Answers? BBC Radio 4 Corporate Gossip Corporate Gossip Nitetoast media Martha Debayle Martha Debayle Martha Debayle Martha Debayle Martha Debayle Martha Debayle piper: decoding healthy & regenerative design piper: decoding healthy & regenerative design Piper Republic AgriTalk AM & PM AgriTalk AM & PM AgriTalk AM & PM The AI Daily Brief: Artificial Intelligence News and Analysis The AI Daily Brief: Artificial Intelligence News and Analysis Nathaniel Whittemore The Dominic Carter Show The Dominic Carter Show Podcast WABCRadio مقالات مقالات Radio Mojahed - رادیو مجاهد The Practical Planner The Practical Planner wealth.com Le Batard & Friends Network Le Batard & Friends Network Dan Le Batard The Horse First: A Veterinary Sport Horse Podcast The Horse First: A Veterinary Sport Horse Podcast Audrey DeClue, DVM Nach Yomi Nach Yomi Rabbi Tzvi Benoff Digital Social Hour Digital Social Hour Sean Kelly The Bitchuation Room The Bitchuation Room Francesca Fiorentini The Bitchuation Room The Bitchuation Room Francesca Fiorentini Car Dealership Guy Podcast Car Dealership Guy Podcast Car Dealership Guy Clownfish TV Podcasts Clownfish TV Podcasts Clownfish Studios / WebReef Media Keeping the Light On: Nebraska's Missing Persons Podcast Keeping the Light On: Nebraska's Missing Persons Podcast J. Steven K. Daily Easy Spanish Daily Easy Spanish Daily Easy Spanish ClancyPasta | Internet Horror Stories ClancyPasta | Internet Horror Stories ClancyPasta Soccer Down Here Soccer Down Here OSG Sports Murph & Andy Murph & Andy Iowa Everywhere Healing TRAUMA Healing TRAUMA Kimberly's Hope LLC Locked On ACC - Daily College Football & Basketball Podcast Locked On ACC - Daily College Football & Basketball Podcast Locked On Podcast Network, Candace Cooper, Kenton Gibbs
Power Analysis

Todo

Power Analysis

Anthony Power & Bryce McNallie

Soluna Holdings - CEO, John Belizaire Q&A - Kati 2 LOI & Hyperscale Hire!

July 17, 2026 3:00pm 58 min

We sit down with Soluna Holdings CEO John Belazare to unpack the signed Kati 2 LOI, what exclusivity really means, and how fast the team is moving to convert early interest into a bankable AI data center lease. We also d...

New York’s Data Center Moratorium Meets A Market Sell-Off!

July 16, 2026 2:00pm 38 min

We track a brutal pullback across Bitcoin miners and AI infrastructure stocks while Bitcoin holds steadier, then ask why share prices look disconnected from a stream of bullish contracts and analyst targets. We also brea...

CLSK Lands AI Deal, SLNH, KEEL & GLXY News!

July 14, 2026 11:00am 29 min

We break down why Bitcoin mining stocks and HPC transition names have sold off hard, and how that volatility can create opportunity if you stay disciplined on valuation and execution risk. We also dig into the biggest ca...

Bitcoin, Big Tech, And The AI Data Center Selloff: META, IREN & HUT!

July 13, 2026 4:00pm 38 min

Red markets set the tone as we map the current Bitcoin cycle, the growing influence of hyperscalers, and why AI infrastructure stocks are dropping even while demand explodes. We dig into treasury-company mechanics, data ...

AI Earnings Season Analysis, Latest ABTC & WYFI News!

July 10, 2026 3:00pm 32 min

We break down why Q2 earnings season could be rough for miners even with Bitcoin showing strength, and what to watch as the industry shifts from mining revenue toward HPC and AI infrastructure. We also unpack ABTC’s firs...

Huge MARA & BDTR Site News, META Expanding Compute & IREN Shareholder Letter!

July 09, 2026 12:00pm 37 min

We zoom out on Bitcoin’s five year chart to make sense of the cycle, the pullbacks, and why returns may keep shrinking while the upside can still be huge. Then we walk through the week’s biggest AI and mining stock headl...

RAISE Summit Kickoff, GLXY, CLSK, MARA & RIOT News!

July 08, 2026 1:00pm 40 min

We connect the dots between Bitcoin stability and the rough tape in AI infrastructure stocks, then zoom out to the real constraint behind both markets: power. We also unpack how capital, compute, and policy shape who win...

TeraWulf - CFO Patrick Fleury Q&A - Anthropic Deal Announcement!

July 07, 2026 11:00am 53 min

We sit down with TeraWulf CFO Patrick Fleury right after the Anthropic announcement to break down the deal terms, the financing structure, and what it means for long term shareholder value. We also unpack why TeraWulf is...

Huge WULF & Anthropic Deal, NBIS Enters Spain, META Enters Compute, KEEL, ABTC & IREN News!

July 06, 2026 11:00am 40 min

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 in...

Hedge Fund Q&A with Eric Jackson, EMJ Capital: IREN, HUT, CIFR & OPEN!

July 03, 2026 12:00pm 58 min

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...

IREN Fallout: News, Sentiment, Outlook & Valuation Analysis!

July 02, 2026 4:00pm 43 min

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, contr...

BTDR Valuation Analysis, Top ABTC & HIVE News Now!

July 01, 2026 11:00am 29 min

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...

AI Earnings Season Expectations: Latest SLNH, BTBT, HUT, KEEL & WULF News!

June 30, 2026 2:00pm 27 min

Bitcoin slides into the high $50Ks and we zoom out on cycle expectations, investor psychology, and why pullbacks can create opportunities. We then track how crypto miners are turning into AI infrastructure companies, whe...

IREN & NVDA News, BTDR Deal & Latest KEEL & BTBT News!

June 29, 2026 1:00pm 25 min

We size up Bitcoin’s slide under $60,000 and what “near the bottom” really means when you invest long term. Then we follow the money into preferred dividends, AI data center deals, and NVIDIA-grade infrastructure as mine...

Latest BTDR News, HIVE Stock Analysis & How Low Will Bitcoin Go?

June 26, 2026 2:00pm 33 min

We break down a brutal week in markets by zooming out on Bitcoin’s cycle and asking what “near the bottom” really looks like when miners are under real margin pressure. We also dig into why AI infrastructure and HPC conv...

Huge HIVE News, IREN Partnership, MU, CRWV & WYFI Price Targets!

June 25, 2026 2:00pm 46 min

We break down why Bitcoin at roughly $59K makes mining margins brutal and why difficulty and hash rate shifts can change the picture fast. We also connect new AI infrastructure price targets and earnings signals to the d...

New KEEL, CLSK, MARA Price Targets & Latest IREN Oklahoma News!

June 24, 2026 1:00pm 40 min

We react to Bitcoin breaking below $59K, then zoom out to the bigger power story driving AI data centers and miner conversions. We also unpack fresh analyst price targets, a key delay at IREN’s Oklahoma site, and why exe...

AI Data Center Timelines: KEEL, CIFR, IREN, BTDR, HUT, AIBZ, WULF & SLNH!

June 23, 2026 12:00pm 47 min

We break down why AI data center buildouts are now a race against permitting, power access, and delivery timelines rather than hype. We also connect market volatility and Bitcoin miner fundamentals to what matters most f...

AI Infrastructure Stocks On Fire: KEEL, HUT, GLXY, FUFU & HIVE!

June 22, 2026 3:00pm 40 min

We break down why AI infrastructure stocks and Bitcoin miners swing so violently at the start of the week, then map the catalysts that could actually justify today’s valuations. We walk through Bitcoin near $65K, treasur...

Huge HIVE Deal News, IREN Price Target & BTDR Stock Analysis!

June 18, 2026 4:00pm 38 min

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...

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