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Markets wobble into the weekend while Bitcoin rallies then pulls back, and we dig into why ETF flows matter more than daily noise. We track which miners and AI infrastructure names are actually executing on power, builds, and contracts as Wall Street resets expectations with fresh targets and catalysts.  • Bitcoin price action into option expiration day  • Year-to-date Bitcoin ETF inflows versus the June and July outflow streak  • Miner and AI infrastructure stock heat map and what a green day really fixes  • Applied Digital scaling leased AI capacity at Polaris Forge  • Galaxy Helios and the case for near-zero GPU vacancy rates  • Core Scientific’s shift from mining toward HPC revenue  • IREN construction progress plus liquid cooling groundwork  • DMG’s conference meetings to convert an LOI into a signed deal  • Terawulf’s execution focus and financing discipline from investor Q&A themes  • Insider collar strategies at TeraWulf and HUT 8 to fund taxes without selling  • Price targets and key catalysts for CoreWeave, Bitdeer, and MARA  Let us know in the comment section below how the portfolio is looking today and your current top pick in the space! 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]

We track why markets struggle even as AI fundamentals keep getting stronger, from Bitcoin’s move to a surge in Treasury yields that changes the financing math for data center builders. We also connect the dots between power shortages, rising GPU pricing, and blowout Micron results that validate just how fast the AI infrastructure cycle is scaling.  • Bitcoin strength and what it signals for proxies  • 10-year Treasury yield spike and how it hits consumer spending  • Higher yields raising the cost of debt for AI infrastructure companies  • Why contracted backlog and blue-chip counterparties matter most  • FTC probe, AI safety pledges, and the speed of model releases  • The scale of AI capex compared with prior infrastructure revolutions  • Corvex as an emerging compute and security-focused data center story  • Power demand shortfalls and the long-lease path toward REIT-like trading  • GPU price inflation and why CSP and co-location economics improve  • Micron earnings, HBM expansion, and what it implies for NVIDIA demand  • Street price targets for MU, CoreWeave, and NVIDIA  Smash a like button, guys. If you're not already subscribed, McNally Money, feel free to join. Let us know in the comment section below how you're feeling about the portfolio and if you're making any purchases at these levels! 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]

We sit down with Corvex co-CEO and founder Seth Demsey to unpack the company’s rapid AI data center expansion and the launch of Token Factory, an API-driven way to consume open-weight models without running clusters. We dig into what “secure AI” actually means at the infrastructure layer, why confidential compute matters, and how Corvex thinks about token economics, enterprise adoption, and financing growth.  • Seth’s background in HPC, large-scale ML systems, and enterprise platforms  • Corvex’s AI factory roadmap from current capacity to multi-site megawatt expansion  • Why Corvex targets long-term take-or-pay offtake instead of by-the-minute GPU rentals  • How AI factory, Token Factory, and assured AI security capabilities fit together  • The difference between protecting customer IP and broader model safety concerns  • Confidential compute and securing model weights, training data, and inference traffic  • Upcycling existing data centers to reduce community friction and accelerate deployment  • Capex realities for AI data centers and planning for changing power standards  • Token Factory launch details, open-weight models, and zero data retention posture  • How Corvex plans to finance growth through people, prepayments, debt, and recent funding  Let us know in the comment section below if you’ve heard of Corvex before and what you thought about today’s press release! 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]

We track Bitcoin’s latest push upward, then zoom out to show why AI infrastructure stocks can still slide hard even when BTC looks strong. We connect market moves to real catalysts: White House AI policy signals, OpenAI Dev Day pricing, and new approaches to tokenized GPU usage that could reshape how inference gets billed and secured.  • Bitcoin’s one month setup and what higher highs imply  • AI infrastructure stock pullbacks and day range volatility  • Heat map takeaways and why correlation with Bitcoin is weakening  • White House “superintelligence” framing and the voluntary AI agreement  • OpenAI Dev Day highlights including Dots and the paused Astra launch  • The new $500 per month Pro tier and what token speed changes  • Tokenization as a likely shift from subscriptions to pay per use  • Corvex Token Factory and zero data retention secure inference  • Core Scientific’s local community impact around Marble Canyon  • Bitdeer Malaysia expansion with takeoff commitments and backlog growth  Let us know in the comment section below what you thought of today's discussion and your current top pick or favorite 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]

We zoom out on Bitcoin and crypto price action, then follow the money and the headlines into AI infrastructure where power, cooling, and execution matter more than hype. We also unpack the sudden industry-wide focus on AI safety, plus the IPO chatter and project updates shaping the next wave of data center buildouts. • Bitcoin’s long-term chart and the challenge of holding through cycles  • Token2049 in Singapore and Ethereum’s relative strength  • Mining and AI-adjacent stocks fading from early green and what low volume signals  • White House AI meeting and the push for regulation and safety  • OpenAI launch timing, safety checks, and what Dev Day signals  • Nvidia open agent safety platform and why “kill switch” thinking is spreading  • Anthropic IPO rumours, growth math, and why power becomes the constraint  • Crusoe’s Texas expansion, megawatt scale, workforce needs, and non-evaporative cooling  • Core Scientific’s transition from bankruptcy history to HPC delivery timelines  • Corvex PIPE resale registration mechanics and data center expansion targets  • Keel Scrubgrass community process, permitting, phased build reality, and land needs  • Riot price target update plus key industry conferences and ecosystem momentum  Let us know in the comment section below how the portfolio is faring today and what you thought of the discussion! 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]

We track the biggest AI infrastructure headlines of the week, from Bitcoin treasury maneuvering to Nvidia’s record buyback and what it signals about long-term GPU demand. We also map the power, site, and financing catalysts shaping miners as they pivot toward high performance computing and AI data centers.  • Bitcoin price action and shifting Bitcoin dominance  • Strategy’s latest Bitcoin purchase and STRC preferred buybacks  • Strive’s preferred-share-driven accumulation strategy and rapid growth  • Nvidia’s 150B buyback and why it matters for EPS and AI confidence  • Broad red tape on miner equities despite relatively steady Bitcoin  • DMG Christina Lake site breakdown including firm vs non-firm power and fiber  • Soluna and Bitdeer expanding the Kati 1 co-mining deployment  • ABTC’s site portfolio including Vega and Salt Creek under Hut 8 hosting  • Hut 8’s revolving credit facility terms and a new 130 price target  • MARA’s 100M deposit tied to a contemplated 2GW Texas buildout  • Riot repaying Coinbase and unlocking previously pledged Bitcoin holdings  Let us know in the comments section below what you think of today's discussion and your current top pick in the space! 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]

We break down a red finish for AI infrastructure stocks while tracking the biggest execution signals across Bitcoin, miners, and high performance computing data centers. We also dig into community pushback, mega financing moves, and why rankings can miss the nuance of what operators are actually delivering.  • Bitcoin weekly move and what the weekend could bring  • Broad sell-off across miners and AI infrastructure names and what changed versus midweek strength  • Saluna hiring community engagement leadership to address NIMBY concerns and improve two-way education  • Core Scientific appointing a Chief Commercial Officer as the sector scales enterprise sales and delivery  • CoreWeave’s $4.2B convertible note details and what it implies for expansion and dilution management  • Hut 8’s Poolin bankruptcy asset purchase and the potential price per megawatt implications  • SemiAnalysis ClusterMAX controversy around IREN and Kent Draper’s explanation of managed services testing  • Keel’s Scrubgrass community Q&A, permitting realities, and local economic impact projections  Let us know in the comments section below what you thought of yesterday's interview, today's discussion, and your top pick in the sector currently! 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]

We sit down with IREN's Chief Commercial Officer Kent Draper to unpack the numbers, the contracts, and the on-the-ground constraints shaping the AI data center race. We dig into pricing, financing, and execution proof points that could determine who earns hyperscaler-style economics as demand keeps outpacing supply.  • full year highlights, new multi-year customer contracts and renewals  • contracted ARR path toward $4B tied to 2026 capacity and what that implies for 2027  • market pricing trends for three-year terms versus short-term capacity close to deployment  • $2.8B non-investment grade GPU financing, customer prepayments, and what it means for dilution  • $25B to $30B capex programme breakdown, GPU versus data center spend and funding options  • Mirantis acquisition, managed services, orchestration and the path to on-demand and inference revenue  • Microsoft Horizon delivery learnings, repeatable templates and future-proofing for new GPU types  • Texas grid context, secured power at Sweetwater and why interconnection timelines matter  • Europe and Australia expansion timing, sovereign AI demand drivers and regional customer pull  • permitting, community scrutiny, renewable energy posture and low-water cooling design choices  • execution bottlenecks beyond power, supply chain constraints, labour and vertical integration  • ClusterMax commentary, Prince George retrofit context and resiliency improvements  Let us know in the comment section below what you thought of today's discussion and if you're currently holding shares of IREN! 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]

We track the biggest AI infrastructure headlines of the day, from Bitcoin’s latest move to how power, megawatts, and contracts are driving the next leg of data center growth. We connect the dots across miners turning into HPC operators, major site buildouts, and a new networking breakthrough that could link separate campuses into one AI supercluster.  • Bitcoin price action and what the one month trend suggests  • Mining stock heat map and why daily volatility changes behaviour  • Why we focus on fundamentals over day trading swings  • Hive’s mining margin sensitivity at different Bitcoin prices  • Paraguay hydro power strategy and the pivot toward higher margin HPC  • Hut 8 Riverbend construction progress and local community benefits  • Galaxy Helios transition from mining to AI campus scale  • Helios phased capacity handover economics and revenue math  • IREN Sweetwater expansion, Oklahoma development, and GPU deployment  • Keel’s index inclusion and what it can mean for capital raising  • Soluna and MetroBlocks JV structure, LOI dynamics, and Texas compliance  • TeraWulf prepaid variable forward sale explained in plain terms  • WhiteFiber Continuum commercial launch and supercluster implications  Let us know in the comment section below what your top pick is in the space currently! 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]

We break down Texas tightening the screws on data centers as Governor Abbott pauses environmental permits on top of the ERCOT grid approval freeze, and we translate the acronyms into plain English so you can see what actually stops projects. We also connect the policy shock to real investing implications across Bitcoin miners pivoting to HPC, the power bottleneck, and why certain sites may get re-priced upward.  • Bitcoin strength and why we stay long-term holders  • AI infrastructure stock heat map and what the 52-week ranges signal  • Abbott’s permitting pause, the TCEQ role, and the political pressure behind it  • ERCOT Batch Zero explained: surveys, verification, deadlines, and penalties  • Why behind the meter data centers are no longer a workaround  • How supply delays can raise the value of existing energized power sites  • Mara’s geographic diversification and the Long Ridge Ohio power acquisition  • Corvex’s AI factory expansion plan plus token and security product lines  • Keel’s Moses Lake progress signals through hiring and site buildout  • Bit Digital’s strategic asset framing and the Ethereum plus AI intersection  Let us know in the comment section below what you think of Governor Abbott's move and how you think this could impact your portfolio! 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]

Bitcoin rips above $86,000, triggering heavy short liquidations and lifting sentiment across miners, treasury holders, and AI infrastructure names. We connect the price action to balance sheets, financing structures behind data center buildouts, and the specific catalysts moving stocks like Bit Digital, Bitdeer, Hut 8, RIOT, IREN, and WYFI.  • Bitcoin move above 86K, shorts liquidated, spillover to broader crypto  • Strategy’s Monday update, Bitcoin added, preferred repurchases, USD assets used  • Strive Asset Management accumulation pace, treasury ranking goals, cost basis context  • Financial Times report on residual value guarantees, SPVs, cheaper debt and contingent liability risk  • Heat map read on AI infrastructure and miner equities, portfolio recovery toward prior highs  • Nscale IPO filing, energized megawatts versus contracted pipeline, valuation comparison to peers  • Mega contract math using Anthropic and Iron examples, capex requirements and funding pressure  • Bit Digital NAV discount narrowing, Ethereum balance sheet exposure and WYFIstake  • Bitdeer weekly mining output, hash rate scale, vertical integration on ASICs, AI revenue ramp  • Hut 8 Riverbend lease terms, NOI profile, commissioning timeline, expansion potential and build cost  • Riot Platforms leadership hire as AI and HPC operations professionalise  • All-In Summit takeaways, local hiring and training theme, Moses Lake site activity, AI on global leaders’ agenda  Let us know in the comment section below how you're feeling about Bitcoin and the AI 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]

Bitcoin’s surge toward $81,000 puts real numbers behind the miner-to-HPC pivot and forces a fresh look at balance sheets going into Q3 close. We connect BTC treasury value, AI infrastructure stock momentum, and why “execution” is becoming the moat in data centers.  • Bitcoin move toward $81K and why it matters for miners  • HODL trends across top holders and what’s changed lately  • How higher BTC prices can support HPC capex and financing  • AI infrastructure heat map and the week’s big movers  • Anthropic and OpenAI chasing smaller 20 to 30MW sites for speed  • Inference growth and why location and latency start to matter more  • DMG and WhiteFiber as examples of smaller-site readiness  • BitDeer hashrate growth, mining revenue scale, and rising HPC run-rate  • Morgan Stanley’s Mara target change and why analysts want signed deals  • Soluna Kati sites, ERCOT batch approvals, and why execution drives upside  • Iren’s message on execution, delivery control, and rising $/MW deal rates  Let us know in the comment section below how you're feeling about the space currently and your top pick in the portfolio! 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]

GPU rental rates are rising fast, and we walk through why that single change can reprice AI infrastructure stocks, revenue per megawatt, and the long-term economics of HPC data centers. We connect Bitdeer’s operating momentum, TeraWulf’s valuation case, and new Wall Street targets to the bigger story that compute scarcity may be getting worse, not better.  • Bitcoin’s current trading range and what weekends typically look like for volatility  • Heat map reversal across AI infrastructure names and what the “flip” suggests  • Bitdeer’s August production jump, energized hashrate growth, and why difficulty trends matter  • Bitdeer’s expanding AI HPC footprint, GPU deployment, utilization, and ARR progression  • Malaysia, Norway, and Bhutan updates as signals of active AI data center development  • TeraWulf initiation with a $30 target, NAV framing, and what AFFO per share implies  • Insider buying as a confidence signal and how we treat it in our process  • Keel’s community engagement playbook and why permitting strategy is part of the moat  • Moses Lake construction progress and what it could mean for first contract timing  • Galaxy named a founding validator on ARC and why that matters for on-chain finance infrastructure  • Nebius GPU rate hikes, demand signals, and the impact on Jensen’s 1 GW revenue claim  • GPU lifespan extending beyond depreciation schedules and why residual values stay elevated  • CoreWeave reiteration at $250 and the shift toward faster CapEx payback economics  • New York’s proposed per-megawatt fee and how policy can reshape project returns  Let us know in the comment section below what you thought of today's discussion and your current top pick in the space! 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]

We react to the Fed’s quarter-point rate hike and run the numbers on how higher SOFR changes the cost to build AI data centers and GPU compute at scale. We also dig into fresh AI infrastructure headlines from Hive and Hut 8, then sanity-check NVIDIA’s jaw-dropping claim about gigawatt AI factories and payback timelines.  • Bitcoin cool-off after the Clarity Act disappointment and what that signals for sentiment  • AI infrastructure heat map and why volatility keeps rising  • Hive BuzzHPC and Procogia partnership plus the push for Canadian sovereign compute  • Hut 8 Beacon Point build start and what megawatt economics really cost  • NVIDIA gigawatt AI factory math including Blackwell B200 GPU assumptions  • Revenue per megawatt reality check across hyperscalers, neoclouds, and shorter-term contracts  • Interest rates, SOFR-linked debt, and why financing risk hits before revenues arrive  Let us know in the comment section below what you thought about today's rate decision and how you think this is going to impact the sector moving forward! 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]

We track the Clarity Act vote as it unfolds and explain why Bitcoin sells off when regulatory certainty looks shaky. We also connect the Fed, inflation, and energy prices to the financing reality behind AI data centers and HPC conversions.  • Bitcoin pullback ahead of the Clarity Act vote and what the market is signalling  • Why a failed vote delays a durable digital asset framework and tokenization roadmap  • Fed meeting expectations and how higher rates hit capex-heavy AI infrastructure  • Inflation context with oil and gas prices and geopolitical pressure  • AI infrastructure and Bitcoin miner heat map, volatility, and why fundamentals matter  • Core Scientific on data center site selection and scaling, plus contracted megawatts with CoreWeave and AMD  • What we learn from the HC Wainwright conference and how we gather CEO insights  • DMG Christina Lake LOI update, firm vs non-firm power, PUE assumptions, capex math, and a 2027 timeline  • Hive Buzz HPC board appointment and why capital markets depth helps scaling  • MARA baseload vs studied load definitions and what it means for HPC monetization  • Riot Rockdale culture, local hiring, and the real-world community impact of large power sites  • WhiteFiber hints at a September 23 announcement and what to watch next  Let us know in the comments section below what your thoughts were on today's discussion and your current top pick in the space! 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]