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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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Latest Macro & Miner News from ABTC, HIVE & CORZ!

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Manage episode 516032855 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.

Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABTC’s treasury buy, Hive’s exahash surge and AI buildout, and Core Scientific’s HPC pivot, deal math, and the upcoming vote.
• tariff truce lifts indices and crypto
• Mag 7 capex as a signal for AI and GPUs
• Bitcoin recovery vs miner volatility at open
• sector shift toward HPC and co-location
• ABTC buys 1,414 BTC and launches sats per share
• Hive tops 22 EH/s, improves efficiency, expands AI cloud
• Core Scientific revenue mix, Denton ramp, deal funding
• margins, stock comp, and shareholder alignment
• parity math for co-location deals and vote scenarios
• network difficulty rise, hash price trends, miner strategy
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. Setup And Big Week Preview (00:00:00)

2. Trade Truce And Market Rally (00:00:48)

3. Mag 7 CapEx And AI Arms Race (00:02:06)

4. Bitcoin Rebound And Miner Volatility (00:03:41)

5. HPC Pivots Across Mining Stocks (00:06:00)

6. ABTC Treasury Move And Sats Metric (00:09:40)

7. Hive’s Exahash Surge And AI Cloud Build (00:13:48)

8. Core Scientific Earnings And HPC Deal Math (00:17:00)

9. Incentives, Stock Comp, And Shareholder Alignment (00:23:52)

10. Balance Sheet Strength And Contract Scale (00:27:12)

11. Co‑Location Deal Parity And Vote Scenarios (00:31:00)

12. Difficulty Jump, Hash Price, And Miner Strategy (00:36:08)

13. Wrap Up And What To Watch Next (00:37:24)

433 episodes

Artwork
iconShare
 
Manage episode 516032855 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.

Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABTC’s treasury buy, Hive’s exahash surge and AI buildout, and Core Scientific’s HPC pivot, deal math, and the upcoming vote.
• tariff truce lifts indices and crypto
• Mag 7 capex as a signal for AI and GPUs
• Bitcoin recovery vs miner volatility at open
• sector shift toward HPC and co-location
• ABTC buys 1,414 BTC and launches sats per share
• Hive tops 22 EH/s, improves efficiency, expands AI cloud
• Core Scientific revenue mix, Denton ramp, deal funding
• margins, stock comp, and shareholder alignment
• parity math for co-location deals and vote scenarios
• network difficulty rise, hash price trends, miner strategy
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. Setup And Big Week Preview (00:00:00)

2. Trade Truce And Market Rally (00:00:48)

3. Mag 7 CapEx And AI Arms Race (00:02:06)

4. Bitcoin Rebound And Miner Volatility (00:03:41)

5. HPC Pivots Across Mining Stocks (00:06:00)

6. ABTC Treasury Move And Sats Metric (00:09:40)

7. Hive’s Exahash Surge And AI Cloud Build (00:13:48)

8. Core Scientific Earnings And HPC Deal Math (00:17:00)

9. Incentives, Stock Comp, And Shareholder Alignment (00:23:52)

10. Balance Sheet Strength And Contract Scale (00:27:12)

11. Co‑Location Deal Parity And Vote Scenarios (00:31:00)

12. Difficulty Jump, Hash Price, And Miner Strategy (00:36:08)

13. Wrap Up And What To Watch Next (00:37:24)

433 episodes

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