Shows
Power Mining AnalysisHedge Fund Q&A with Eric Jackson, EMJ Capital: OPEN, CVNA, IREN, CIFR & Strategy!Eric Jackson, founder and portfolio manager of EMJ Capital, shares his journey of identifying 100x investment opportunities through market cycles and AI-powered analysis. His fund specializes in finding undervalued companies at inflection points that Wall Street has written off as failures.• Built a tech-focused hedge fund that found early opportunities in companies like Alibaba, Roku, and Twilio• Survived devastating losses in 2021-2022 before rebuilding with an AI-focused approach• Developed predictive models that identified Carvana at $11 before its massive comeback to nearly $400• Uses a combination of technical indicators, fundamental analysis, and alternative data to find opportun...2025-07-2847 minPower Mining AnalysisLatest Bitcoin Mining Stock News: CORZ, DMGI, HIVE, MARA & RIOT!McNallie Money explores the latest Bitcoin mining sector developments, company updates, and upcoming Q2 earnings season strategies while analyzing how miners are positioning themselves in the evolving digital infrastructure landscape.• Bitcoin price stabilizing in the $117,000-$119,000 range, creating a foundation for miners' strategies• CoreWeave's declining share price reduces Core Scientific acquisition value from $9B to $6.6B• CoreWeave insider lockup period ends August 15th, potentially triggering significant selling• DMG Blockchain ranked 54th in Bitcoin treasury holdings, representing 80% of market capitalization• Hive Digital passes 13 exahash milestone, targeting 25 exahash by Thanksgiving with $550M projected annual revenue• MARA...2025-07-2422 minPower Mining AnalysisThe Art of Taking Profits in a Bitcoin Bull Market: When to Sell Your Miners!Anthony Power and Bryce McNallie examine their selling strategies for Bitcoin mining stocks during this bull market cycle, revealing lessons learned from previous cycles and the importance of predetermined exit points.• Bitcoin has broken its all-time high of $123,000 with miners surging 50-90% in the last month• Bitfarms announced a 10% share buyback program (up to 49.9 million shares) to reduce their 557 million outstanding shares• Mining stocks don't move in perfect correlation with Bitcoin's price - each miner peaks at different times• This cycle differs from previous ones with ETF adoption, corporate treasury purchases, and pro-crypto regulations• Se...2025-07-2247 minPower Mining AnalysisMiners Surge on HPC Speculation: IREN, CIFR, RIOT, HIVE & BITF HPC Analysis!McNallie Money examines the significant market movements among Bitcoin mining stocks with High-Performance Computing (HPC) aspirations, analyzing which companies are best positioned to secure lucrative hyperscaler deals.• Iren reaching a 52-week high of $21.54 with massive trading volume • Miners with HPC plans (Iren, Cipher, Bitfarms, Hive, Riot) outperforming pure-play Bitcoin miners• Iren pursuing both vertical integration and co-location strategies for HPC• Cipher Mining potentially close to announcing a hyperscaler deal with BlackRock backing• Bitfarms strategically positioned in Pennsylvania where major tech companies are investing billions• Hive targeting $100 million in annual HPC revenue by 2026 through organ...2025-07-2138 minPower Mining AnalysisCrypto's Game-Changing Moment: All Three Bills Pass in Congress & Impact to Miners!Monumental shifts are occurring in the crypto world as the United States passes three critical bills headed to the President's desk, with major financial institutions like Charles Schwab enabling Bitcoin trading in retirement accounts.• Three crypto bills – the Clarity Act, the Genius Act, and the Anti-CBDC Act approved and awaiting the President's signature• Trump administration delivering on promises for crypto adoption and legislation• 401(k) plans and pension funds now opening to Bitcoin, unlocking up to $9 trillion potential investment• Charles Schwab (10 trillion dollar banking company) enabling Bitcoin buy/sell capabilities• HODL15 tracking shows explosive growth in co...2025-07-1829 minPower Mining AnalysisEthereum Treasury Strategy: The New Race Begins!The emerging competition between Ethereum strategy companies is heating up as Bit Digital, BTCS, Bitmine, and Sharplink Gaming race to accumulate ETH treasury assets. We analyze how these companies are differentiating themselves from traditional Bitcoin treasury strategies by generating 3% returns through staking.• Ethereum treasury companies seeing strong market interest with competitive acquisitions• Bit Digital raising $67.3 million through share offering to purchase more Ethereum• MARA allocating 2,000 Bitcoin to Two Prime for yield generation• Riot continuing to sell its BitFarms position to fund development initiatives• Core Scientific and CoreWeave deal progressing with 0.1235 share exchange ratio• US r...2025-07-1531 minPower Mining AnalysisWhile Bitcoin Soars to New Heights, Mining Stocks Struggle to Keep Pace...Bitcoin breaks through all-time highs reaching $118,000 while mining stocks show a puzzling disconnect by trading mostly flat or down despite the price surge.• Bitcoin has overtaken Silver and Google in market capitalization, with Amazon next in sight• Mining stocks experiencing high trading volumes but mixed performance despite record Bitcoin prices• Hive Digital reaches 12 exahash milestone, doubling their hashrate since the start of the year• Hive targeting 18 exahash by end of Q3 and 25 exahash by year-end• Mining margins for Hive improved to 55% with Paraguay operations vs previous 20% margins• Mara Holdings appoints Nur Rikovic as Chief Pro...2025-07-1123 minPower Mining AnalysisThe $100,000 Bitcoin Threshold: Mining Economics at a Crossroads + HIVE Digital HPC News!Bitcoin dropped below $100,000 over the weekend, raising questions about whether this signals a bear market or simply represents a temporary pullback in the ongoing bull cycle. The cryptocurrency quickly rebounded above the $100,000 threshold, but mining stocks continue to face significant pressure.• Bitcoin miners are down 35% year-to-date despite Bitcoin reaching new all-time highs• Hash rate dropped to 670 exahash, likely due to curtailment in Texas rather than geopolitical factors• Anthony Pompliano launched ProCap, raising $750 million for a new Bitcoin treasury company• MetaPlanet and Strategy continue aggressive Bitcoin accumulation strategies• A 6.8-6.9% difficulty reduction expected on June 28th...2025-06-2335 minPower Mining AnalysisShining the Spotlight on BitFuFu & Soluna Holdings Financing News!McNallie Money takes a deep dive into BitFuFu, a $500M market cap Bitcoin miner with over 34 exahash under management that hasn't been featured on the channel before. Anthony Power joins to analyze this Chinese mining company that successfully combines cloud mining, self-mining, and equipment sales to create a resilient business model attracting over 615,000 cloud mining customers.• BitFuFu launched in December 2020 with strategic investments from Bitmain and Antpool• Cloud mining represents 59% of revenue, allowing customers to purchase hashrate without owning equipment• Global operations include facilities in the US and a 187MW operation in Ethiopia using low-cost hydrop...2025-06-1227 minPower Mining AnalysisIREN's bold $500M move and HPC Outlook, Bitdeer Production & Soluna News!Anthony Power and I break down Iron's recently announced $500M convertible note, exploring whether this signals standard financing or preparation for a major HPC/AI contract announcement.• Iren secures $500M convertible note at 3.5% interest due in 2029• CEO Dan Roberts previously stated they need $250M to complete 50 exahash mining capacity, Horizon One, and Sweetwater prep work• Capped call transactions at $20.98 will help protect against share dilution• Dan Roberts is "highly confident" they'll contract a client for Horizon One before completion in Q4• Bitcoin miners with AI/HPC strategies (Iren +35%, Core Scientific +27%) significantly outperforming pure-play miners in...2025-06-1141 minPower Mining AnalysisHPC Revolution: Comparing Billion-Dollar Data Center ContractsAnthony Power and Bryce McNallie dive deep into the HPC AI data center contracts that are transforming Bitcoin mining companies into AI infrastructure providers, comparing deals between Applied Digital, Core Scientific, Terawulf, and Galaxy Digital with industry giants like CoreWeave and Core42.• Applied Digital announced a $7B contract with CoreWeave spanning 15 years, causing their stock to surge 28% in a single day• CoreWeave operates 33 data centers with 1.6 gigawatts of contracted power and generated over $1B in revenue during their first quarter as a public company• Core Scientific secured 590 megawatts with CoreWeave over 12 years (extendable to 22), worth approx...2025-06-0442 minPower Mining AnalysisBitcoin Retakes $100,000 + Hut 8 Corp. & Core Scientific Earnings Analysis!Bitcoin breaks through the $100,000 threshold, pushing mining stocks significantly higher as the market demonstrates strong momentum across both Bitcoin and altcoins.• Bitdeer leading mining stock gains, up nearly 19% as they advance their Seal Miner technology• Hut 8 earnings show net loss of $134.3 million due to Bitcoin holdings valuation, but reveal 2.6 gigawatts of exclusive power capacity• Core Scientific on track for 250 megawatts of billable capacity to CoreWeave bringing $360 million annual run rate• CoreWeave partnership delivers 75-80% net profit margins on a 10-year, $10 billion contract• Coinbase acquires Deribit for $2.9 billion, the largest M&A activity in crypto his...2025-05-0837 minPower Mining AnalysisBitcoin Mining's Resurgence: What's Next for Miners & DMG Production!Bitcoin continues its rally above $97,000 while the mining stock sector shows a rotation from major miners to smaller players with Griffin Mining up 200% in the past month.• Gryphon Mining up 9.37% today and 200% in the past month, becoming the first miner to turn green year-to-date• DMG produced 30 Bitcoin in April, increased hash rate by 11% to 2.1 EH/s• DMG sold 137 Bitcoin in April, part of a broader trend of miners selling Bitcoin reserves• Marathon and DMG both have Bitcoin holdings worth approximately 100% of their market capitalization• Mining difficulty projected to increase 5.5% in the next adjustment following...2025-05-0725 minPower Mining AnalysisIREN & CleanSpark Production, Cipher Mining Q1 Earnings & New Hampshire SBR Passes!!Major Bitcoin mining companies report strong performance metrics despite recent halving challenges, with several miners maintaining impressive efficiency rates and healthy profit margins.• Iren's operational hash rate increased 21% month-over-month to 36.6 EH/s• Iren achieved 9% increase in Bitcoin production despite halving and shorter month• Iren's AI cloud services revenue grew 25% to $2 million monthly with 98% margin• CleanSpark maintained 40.1 EH/s operational hash rate with 15.8 J/TH efficiency• CleanSpark increased Bitcoin holdings to 12,101 BTC valued at $1.14 billion• Cipher Mining achieved 69.6% mining margin in Q1 despite challenging conditions• Global hash rate shows the US dominating with Texas rep...2025-05-0640 minPower Mining AnalysisRiot Platforms CEO Jason Les Q&A - Q1 Earnings, April Production & HPC Updates!Riot Platforms CEO Jason Less joins us to discuss their record-breaking Q1 2025 earnings despite Bitcoin's halving and discusses their strategic pivot toward AI data centers.• Record Q1 revenue of $161.4 million, more than doubling year-over-year despite halving• Improved operational efficiency with nearly 90% hash rate utilization• Settlement with Rhodium eliminates $15 million annual losses and recaptures 125 megawatts• Current Bitcoin mining cost of $43,808 per coin with power costs at $35,313• Immersion cooling at Corsicana showing advantages in maintenance and machine stability• Feasibility study confirms Corsicana's 1 gigawatt facility ideal for AI/HPC data centers• Enhanced site appeal through additi...2025-05-0654 minPower Mining AnalysisApril Production Analysis: Cipher Mining, Marathon & Riot Platforms!We examine the market's peculiar disconnect between Bitcoin miners' treasuries and their market caps, with Marathon Digital and DMG Blockchain holdings worth more than their entire company valuations. • Marathon's production down 17% month-over-month, yet added 705 Bitcoin to their treasury with zero sales• Riot Platforms shifts strategy, selling 100% of monthly production plus additional treasury Bitcoin• Cipher Mining also increasing Bitcoin sales, reducing their HODL balance to fund operations• Several miners have Bitcoin treasuries exceeding 100% of their market cap, while MicroStrategy trades at a premium• Arizona Governor vetoes state Bitcoin reserve bill despite widespread cryptocurrency ownership• Bitco...2025-05-0528 minPower Mining AnalysisRiot's Q1 Earnings Reveal Mining Industry's Turning Point & 2025 Miner Catalysts!The Bitcoin mining sector is experiencing a resurgence as Bitcoin flirts with $98,000 while miners show strong price action and improved financial metrics.• Riot up 12% following Q1 earnings with revenue increasing to $161.4 million from $79 million• Mining profitability improving with hash price exceeding $50 per petahash per day• Global hash rate plateauing between 800-900 exahash after previously reaching 1,000 exahash• Bitcoin difficulty reduction estimated at 4.6%, providing miners 4-5% more production without additional costs• Massive ETF inflows of over $4 billion since mid-April, representing purchases of approximately 45,000 Bitcoin• Exchange Bitcoin reserves continue to decline, down 88,000 BTC in the last 30 days...2025-05-0229 minPower Mining AnalysisBitcoin Breaks $97K: Riot Platforms, Bit Digital, Bitfarms & DMG Blockchain News!We analyze Bitcoin's surge past $97,000 and its powerful impact on mining stocks, with companies like Terawulf gaining up to 17% in a single session. This remarkable performance highlights how mining stocks offer leveraged exposure to Bitcoin while maintaining tangible assets and growth potential.• Bitfarms reports April production of 268 Bitcoin with their energized hash rate at 19.5 EH/s • Bitfarms sold 403 BTC in April (150% of production), reducing holdings to 1,005 BTC• DMG announces deployment of a 2MW prefabricated data center for HPC/AI applications• Riot Platforms settles with Rhodium for $185M, reclaiming 125MW of power capacity• Bit Digital fil...2025-05-0128 minPower Mining AnalysisCompass Mining - Director of Operations (Facility Ops), Cameron Morrissey Q&A - Operations & Staffing!Cameron Morrissey, Director of Operations at Compass Mining, shares insights on managing Bitcoin mining facilities across the US, focusing on how the company achieves 99% uptime through careful infrastructure planning, weather monitoring, and strategic vertical integration.• Class of 2020 vintage in Bitcoin after initially investing in gold as an inflation hedge• Moved from training specialist to director of operations at Compass Mining• Vertically integrated sites offer more control than third-party hosting arrangements• Weather conditions dramatically impact operations from snowstorms to sandstorms• Network quality serves as a key indicator when evaluating potential mining sites• Compass aims for 98...2025-04-2938 minPower Mining AnalysisBitcoin Miners: Q1 Earnings Preview (HODL, Margins, Hashprice & Difficulty)Bitcoin mining companies face significant paper losses in Q1 2025 earnings due to FASB accounting rules that require marking their Bitcoin holdings to market prices. As Bitcoin fell from $93,429 to $82,549 during the quarter, major miners like Marathon could show unrealized losses approaching $600 million despite operational improvements.• FASB accounting creates massive paper losses for miners with large Bitcoin holdings despite solid operations• Marathon potentially facing $600M loss, Riot $192M, CleanSpark $129M, and Hut 8 $110M from mark-to-market accounting• Hash price has recovered from $39 to $49 (25% increase) improving miner profitability• Expected 5.6% difficulty decrease will boost Bitcoin production by approximately 5-6% for...2025-04-2932 minPower Mining AnalysisThe Bitcoin Supercycle Begins: Cycle Timing, Peak, Duration and Impact on Miners!Bitcoin is experiencing unprecedented institutional and governmental adoption, suggesting this cycle could be fundamentally different from previous ones. Major catalysts from state-level reserves to corporate treasury adoption are reshaping market dynamics.• Arizona holding final vote on state-level strategic Bitcoin reserve policy today• Strategy purchased another 15,355 Bitcoin ($1.5 billion), now holding over 553,000 Bitcoin• ETFs bought 33,500 Bitcoin in just five trading days (equivalent to 75 days of production)• Adam Back predicts $850,000 Bitcoin this cycle, with VanEck targeting $180,000• Franklin Templeton confirms Bitcoin has fully decoupled from equity indices• Mining companies face profitability challenges despite high Bitcoin price• Mining...2025-04-2820 minPower Mining AnalysisBitcoin Banking Frontier: Tether, Twenty One, and Strategy's Latest Moves!Bitcoin mining stocks continue their recovery with a third consecutive green day as Bitcoin stabilizes around $93,500, showing strong support after the recent drop to $76,000. ETF inflows exceed $2.2 billion this week, driving Bitcoin's upward momentum while global M2 money supply reaches new highs.• All but one Bitcoin miner trading in the green today• Miners trading in top part of daily range but low part of 52-week range• $900 million+ daily ETF inflows creating a "snowball effect"• Bitdeer shipping first Seal Miners and advancing vertical integration• Tether increases stake in BitDeer to nearly 25% with $32 million investment• Bitd...2025-04-2421 minPower Mining AnalysisBitcoin Breakout: What It Means for Miner MCAP's, HODL's & Valuations!Bitcoin's price surge to $94,000 has dramatically boosted mining stocks, with companies like Bitdeer and BitFarms seeing gains of 20% and 8% respectively while creating new valuation opportunities across the sector.• Market caps of mining companies remain significantly undervalued compared to their Bitcoin holdings• Marathon's Bitcoin holdings worth $4.4 billion while their market cap is only $4.9 billion• Morgan Stanley analysis shows mining infrastructure assets alone worth billions• DMG's Bitcoin holdings worth 112% of their entire market cap• Riot securing a $100 million Bitcoin-backed credit facility with Coinbase• Jack Mallers launching "21" with Tether, SoftBank and Bitfinex to accumulate 42,000 Bitcoin• Record...2025-04-2329 minPower Mining AnalysisBitcoin Breaks $91K: Miners Surge & 6 Month Thesis!We explore Bitcoin's dramatic surge past $91,000 and its impact on mining stocks which are up double digits with some exceeding 20% gains in a single session.• Bitcoin mining stocks acting as a leveraged proxy to BTC, often delivering 3-4x the gains• Soluna Holdings announces another major deal with Blockware for Project Dorothy• Hash price recovery to $47 range alongside expectations for a difficulty decrease• Six-month thesis for Bitcoin and miners including continued decoupling from traditional markets• Growing evidence that nations are competing for Bitcoin hashrate as a national security concern• Increasing institutional interest with ETF inf...2025-04-2221 minPower Mining AnalysisNavigating Tariffs and Supply Chain Challenges in Bitcoin Mining with Logistics Plus!The team from Logistics Plus details how they help Bitcoin miners navigate complex supply chain challenges, especially the current tariff environment affecting ASIC imports.• Danny Yunes and Jason Bernick bring decades of combined supply chain expertise to the cryptocurrency sector• Current tariffs on ASICs from China have reached 145%, while imports from other countries face 12.6% tariffs• Bitcoin mining equipment no longer has a specific import code, leading to seizures and costly delays at customs• Bonded warehouses offer miners a way to pause imports during the current 90-day tariff spike period• Logistics Plus provides surge labor team...2025-04-2140 min