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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.
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Core Scientific Votes Down CoreWeave Deal & Valuation per MW Analysis!

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Manage episode 516845087 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 break down how retail investors just repriced Core Scientific’s megawatts, why TerraWulf and BitDeer are racing into AI hosting, and how value per megawatt is replacing exahash as the metric that matters. Bitcoin dips while capital and contracts accelerate toward HPC.
• Bitcoin weakness set against rate cuts and hyperscaler CapEx
• Heat map of miners with daily, five-day, and monthly context
• Earnings calendar and upcoming guest conversations
• BitDeer’s vertical integration and SEAL Miner A3 rollout
• TeraWulf’s Google-linked JV and upsized converts
• Core Scientific no vote and multi-gigawatt power pipeline
• Denton build and shift to true data center design
• Enterprise value per megawatt as a comparative metric
• Why multiple metrics beat single-ratio decision making
• Luxor energy tools and smarter power optimization
• Where to find our live-linked data and resources
Feel free to hit the like button, subscribe to the channel. Let us know in the comments section below which of these miners you're currently holding and your top pick in the sector.
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. Opening And Episode Setup (00:00:00)

2. Bitcoin Weakness And Market Context (00:01:01)

3. Miner Heat Map And Daily Moves (00:02:54)

4. Earnings Calendar And Guest Lineup (00:04:30)

5. BitDeer’s Vertical Integration And SEAL A3 (00:06:05)

6. Valuing Megawatts Across Miners (00:07:44)

7. TerraWulf Financing And Google JV (00:09:25)

8. Core Scientific Vote And Strategy (00:11:10)

9. Power Pipeline Scale And Denton Build (00:13:20)

10. New Deals, Co‑Location, And Timelines (00:15:12)

11. EV-Per-Megawatt Table And Metrics (00:16:55)

12. From Exahash To Power Economics (00:19:00)

13. Tools, Data, And Luxor Energy Suite (00:20:25)

14. Viewer Questions And Closing (00:22:15)

430 episodes

Artwork
iconShare
 
Manage episode 516845087 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 break down how retail investors just repriced Core Scientific’s megawatts, why TerraWulf and BitDeer are racing into AI hosting, and how value per megawatt is replacing exahash as the metric that matters. Bitcoin dips while capital and contracts accelerate toward HPC.
• Bitcoin weakness set against rate cuts and hyperscaler CapEx
• Heat map of miners with daily, five-day, and monthly context
• Earnings calendar and upcoming guest conversations
• BitDeer’s vertical integration and SEAL Miner A3 rollout
• TeraWulf’s Google-linked JV and upsized converts
• Core Scientific no vote and multi-gigawatt power pipeline
• Denton build and shift to true data center design
• Enterprise value per megawatt as a comparative metric
• Why multiple metrics beat single-ratio decision making
• Luxor energy tools and smarter power optimization
• Where to find our live-linked data and resources
Feel free to hit the like button, subscribe to the channel. Let us know in the comments section below which of these miners you're currently holding and your top pick in the sector.
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. Opening And Episode Setup (00:00:00)

2. Bitcoin Weakness And Market Context (00:01:01)

3. Miner Heat Map And Daily Moves (00:02:54)

4. Earnings Calendar And Guest Lineup (00:04:30)

5. BitDeer’s Vertical Integration And SEAL A3 (00:06:05)

6. Valuing Megawatts Across Miners (00:07:44)

7. TerraWulf Financing And Google JV (00:09:25)

8. Core Scientific Vote And Strategy (00:11:10)

9. Power Pipeline Scale And Denton Build (00:13:20)

10. New Deals, Co‑Location, And Timelines (00:15:12)

11. EV-Per-Megawatt Table And Metrics (00:16:55)

12. From Exahash To Power Economics (00:19:00)

13. Tools, Data, And Luxor Energy Suite (00:20:25)

14. Viewer Questions And Closing (00:22:15)

430 episodes

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