JP Morgan Says “Underweight”; The Market Says “Hold My GPU”: IREN, CIFR, SLNH & BTBT News!!

Power Mining Analysis

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.

18d ago 30:39

MP3•Episode home

We track how Bitcoin miner valuations are shifting from pure hash to hyperscale compute as Tether buys 8,000 BTC and major financing deals reshape the field. CoreWeave’s Meta agreement, Soluna’s new Canaan hosting, Bit Digital’s ETH convert, Cipher’s capped calls, and the IREN downgrade debate define the week.
• Bitcoin price context and Tether’s 8,000 BTC buy
• DMG volume surge and small-cap momentum
• CoreWeave–Meta impact on CORE Scientific vote math
• Soluna’s 20 MW Canaan hosting at Dorothy site
• Hosting economics, low-cost power and optionality
• Bit Digital’s $135m convert to expand ETH treasury
• NAV discount, staking yields and WhiteFiber exposure
• Cipher’s $1.1b convert and capped call protection
• Capex per MW for AI data centers and funding needs
• IREN downgrade pushback and corrected CapEx
• Hybrid GPU/ASIC buildouts and retrofit realities
• Community satellite tracking and transparency
• Minor Madness standings and next competition tease
Take a second, smash a like button, guys. If you're not already subscribed, McNally Money, feel free to join and let us know in the comment section below what you thought about this JP Morgan downgrade for Iren, and if you're holding any of the other miners mentioned in today's video.
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

Chapters

1. Setting The Agenda: Miners & Markets (00:00:00)

2. Bitcoin Momentum & Tether’s Big Buy (00:01:08)

3. Small-Cap Miners Move: DMG Spotlight (00:03:15)

4. CoreWeave–Meta Deal And CORE Vote Math (00:04:06)

5. Hyperscale Trajectory For CoreWeave (00:08:32)

6. Strategy Talk For CORE Shareholders (00:10:32)

7. Soluna’s New Hosting With Canaan (00:12:12)

8. Why Low-Cost Hosting Matters (00:15:40)

9. Bit Digital’s $135M Convert For ETH (00:17:20)

10. NAV, Staking, And WhiteFiber Thesis (00:20:10)

11. Cipher’s Hyperscale Push And Financing (00:22:16)

12. How Capped Calls Limit Dilution (00:25:40)

13. Analyst Targets And Deal Pipeline (00:28:01)

14. IRON Downgrade Backlash And CapEx (00:30:25)

416 episodes

#Trading #Business #Anthony Power & Bryce McNallie #Anthony Power #Bryce McNallie