Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

AI Power & Land Grab: Latest Miner News & Price Targets (WULF, HUT & CORZ)

29:24
 
Share
 

Manage episode 516162923 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed JV signals for valuation. Analyst upgrades, Core Scientific’s vote dynamics, and our Texas site tour round out a fast-moving day.
• bitcoin price holding near highs and hash economics improving
• power scarcity as the core bottleneck for AI and mining
• global data center energy demand set to double by 2030
• nuclear timelines versus near-term capacity needs
• S&P rating of a digital asset treasury and volatility context
• heat map read on miners and market caps shifting
• analyst upgrades for Hut 8 and others
• core scientific vote implications and valuation signals
• terawulf’s fluidstack JV, Google backstop, 25-year hosting
• revenue models, margins, and inflation escalators
• texas tour with HC Wainwright analyst Kevin Dede and site visits
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
Anthonys Info:

Website:

https://www.powermininganalysis.com

X:

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

X:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - [email protected]

  continue reading

Chapters

1. Welcome, Agenda, And Big Headlines (00:00:00)

2. Bitcoin Price And Hash Economics (00:00:59)

3. Power Scarcity Becomes The Bottleneck (00:01:43)

4. AI Demand, Hyperscalers, And Miners Pivot (00:03:03)

5. Global Data Center Energy Outlook (00:04:18)

6. Nuclear Talk And Timelines (00:05:15)

7. S&P Rates A Digital Asset Treasury (00:06:15)

8. Market Heat Map And Miner Moves (00:07:22)

9. Analyst Upgrades: Hut 8 And Growth Plans (00:08:19)

10. Core Scientific Vs CoreWeave Vote (00:09:24)

11. TerraWolf’s Google-Backed HPC JV (00:11:04)

12. Contracts, Margins, And Revenue Stacks (00:13:05)

13. Texas Tour And Analyst On-The-Ground Plan (00:14:15)

14. Community Questions And Wrap-Up (00:16:20)

427 episodes

Artwork
iconShare
 
Manage episode 516162923 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed JV signals for valuation. Analyst upgrades, Core Scientific’s vote dynamics, and our Texas site tour round out a fast-moving day.
• bitcoin price holding near highs and hash economics improving
• power scarcity as the core bottleneck for AI and mining
• global data center energy demand set to double by 2030
• nuclear timelines versus near-term capacity needs
• S&P rating of a digital asset treasury and volatility context
• heat map read on miners and market caps shifting
• analyst upgrades for Hut 8 and others
• core scientific vote implications and valuation signals
• terawulf’s fluidstack JV, Google backstop, 25-year hosting
• revenue models, margins, and inflation escalators
• texas tour with HC Wainwright analyst Kevin Dede and site visits
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
Anthonys Info:

Website:

https://www.powermininganalysis.com

X:

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

X:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - [email protected]

  continue reading

Chapters

1. Welcome, Agenda, And Big Headlines (00:00:00)

2. Bitcoin Price And Hash Economics (00:00:59)

3. Power Scarcity Becomes The Bottleneck (00:01:43)

4. AI Demand, Hyperscalers, And Miners Pivot (00:03:03)

5. Global Data Center Energy Outlook (00:04:18)

6. Nuclear Talk And Timelines (00:05:15)

7. S&P Rates A Digital Asset Treasury (00:06:15)

8. Market Heat Map And Miner Moves (00:07:22)

9. Analyst Upgrades: Hut 8 And Growth Plans (00:08:19)

10. Core Scientific Vs CoreWeave Vote (00:09:24)

11. TerraWolf’s Google-Backed HPC JV (00:11:04)

12. Contracts, Margins, And Revenue Stacks (00:13:05)

13. Texas Tour And Analyst On-The-Ground Plan (00:14:15)

14. Community Questions And Wrap-Up (00:16:20)

427 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play