Power Analysis
Anthony Power & Bryce McNallie
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Bitcoin Miners, AI Power, And The Next Catalyst!
We track a tough five-day Bitcoin slide against a flood of miner and AI infrastructure news, from policy odds and bank adoption to funding, governance, and enterprise-grade data centers. The throughline: power, capital, and customers decide who leads the next leg. • policy momentum toward a crypto market structure bill • banks shifting from resistance to integration • miners repriced by power access and HPC pivots • ABTC’s growing treasury and strategy • Bitdeer’s convertible reset and capital needs • BitFuFu’s cloud mining margins and steady profits • Core Scientific’s board changes with 2C’s Capital • Hive/Buzz HPC’s enterprise-grade build and NVIDIA ties • IREN’s Microsoft build-out and institutional buys • Soluna’s 350 MW tier 3 AI campus plans • HODL 100 growth versus sell-to-build strategies Let us know in the comments section below what you thought about today's headlines and if you're currently holding any of these companies! 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 - powermininganalysis@gmail.com
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