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Red Day For Miners, Eyes On IREN Earnings: Cipher, Soluna & WhiteFiber News!

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Manage episode 518065109 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.

Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues.
• Bitcoin softness and miner correlation on a red tape day
• Year‑to‑date strength for HPC‑oriented miners despite volatility
• Iron earnings expectations and WhiteFiber timing
• MARA’s strategy on GPUs and CSP versus colocation risks
• Power market nuance across ERCOT, SPP, and PJM
• Queue congestion, interconnect timing, and curtailment realities
• Hyperscaler contracts unlocking debt at scale and the interest math
• Soluna’s hosted hash growth and multi‑site execution
• Pipeline quality, PPAs, and energized megawatts as leading indicators
• CleanSpark’s pivot toward AI and GPU supply
Give us a five-star rating!!!
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. Market Setup And Agenda (00:00:00)

2. Bitcoin Drops And Miner Selloff (00:00:50)

3. Heat Map, AI Capex, And Volatility (00:03:50)

4. Earnings Watch: Iron, WhiteFiber, MARA (00:07:20)

5. CSP vs Colocation And Power Jurisdictions (00:10:40)

6. ERCOT Constraints And Queue Risk (00:13:40)

7. Financing, Hyperscaler Contracts, And Debt Math (00:16:20)

8. Saluna Updates: Mining And Hosting Growth (00:18:26)

9. Project Pipeline, Funding, And Execution (00:22:05)

10. CleanSpark’s HPC Pivot And Closing Notes (00:25:20)

437 episodes

Artwork
iconShare
 
Manage episode 518065109 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.

Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues.
• Bitcoin softness and miner correlation on a red tape day
• Year‑to‑date strength for HPC‑oriented miners despite volatility
• Iron earnings expectations and WhiteFiber timing
• MARA’s strategy on GPUs and CSP versus colocation risks
• Power market nuance across ERCOT, SPP, and PJM
• Queue congestion, interconnect timing, and curtailment realities
• Hyperscaler contracts unlocking debt at scale and the interest math
• Soluna’s hosted hash growth and multi‑site execution
• Pipeline quality, PPAs, and energized megawatts as leading indicators
• CleanSpark’s pivot toward AI and GPU supply
Give us a five-star rating!!!
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. Market Setup And Agenda (00:00:00)

2. Bitcoin Drops And Miner Selloff (00:00:50)

3. Heat Map, AI Capex, And Volatility (00:03:50)

4. Earnings Watch: Iron, WhiteFiber, MARA (00:07:20)

5. CSP vs Colocation And Power Jurisdictions (00:10:40)

6. ERCOT Constraints And Queue Risk (00:13:40)

7. Financing, Hyperscaler Contracts, And Debt Math (00:16:20)

8. Saluna Updates: Mining And Hosting Growth (00:18:26)

9. Project Pipeline, Funding, And Execution (00:22:05)

10. CleanSpark’s HPC Pivot And Closing Notes (00:25:20)

437 episodes

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