Power Analysis
Anthony Power & Bryce McNallie
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Earnings Week & MARA's AI Power Move!
We set the table for a stacked earnings week while Bitcoin slumps, then dig into why miners shifting to HPC and hosting can outlast the hash price crunch. MARA’s Exeon deal in Europe, Bitdeer’s financing and HODL sale, and IREN’s gigawatt roadmap show how execution beats hype. • bitcoin price slide, macro jitters, cycle context • michael saylor’s steady buys and HODL math • openai stargate delays versus miner-led execution • hyperscaler earnings that move sector sentiment • miner earnings calendar and likely catalysts • hash price below $30 and record difficulty • hosting-first models that buffer btc volatility • bitdeer converts, equity raise, and HODL to zero • hive proxy vote timing and fleet expansion • iren sweetwater and oklahoma multi‑GW plan • mara–exaion approval, europe entry, nuclear angle • soluna’s ai energy wall and power gap • white fiber targets, clients, and r&d push Available on poweranalysis.com. Check the earnings dates and interview schedule there for your viewing pleasure! 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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