Power Analysis
Anthony Power & Bryce McNallie
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Huge IREN GPU & ATM Update + BTBT, FUFU, CLSK & CORZ News!
We break down IREN’s 50,000-GPU order, the new $6 billion ATM, and the Dell Canada supply deal, then test the revenue math, payback, and build timelines against today’s volatile mining backdrop. We also scan updates from Bit Digital, BitFuFu, CleanSpark, and Core Scientific to frame the capital landscape. • bitcoin and miner price moves shaping sentiment • bit digital’s ethereum treasury and staking yield • bitfufu’s production mix and cloud margin resilience • cleanspark efficiency, curtailment and capacity adds • core scientific’s lower-cost debt facility • Iren’s b300 order size, cost and arr math • dilution versus debt trade-offs in the $6b atm • likely deployment across childress, mackenzie and sweetwater • payback horizon, utilization risk and pricing durability • analyst upgrades and community reactions Let us know in the comment section below what you thought about Iren’s news last night and if you’re buying or selling based on that 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 - powermininganalysis@gmail.com
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