Power Analysis
Anthony Power & Bryce McNallie
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Bitcoin Miners Under Pressure: FUFU, BITF, MARA, BTBT & WYFI News!
Bitcoin slips under $70K and we zoom out to separate short-term noise from the bigger cycle picture. We then dig into how miners are changing, why HPC AI keeps showing up in valuations, and what upcoming earnings could reveal. • Bitcoin’s one-month trend versus daily volatility and cycle comparisons • Miner stock moves and why volatility looks different lately • How HPC AI optionality may cushion miner drawdowns • Argo’s Helios sale and why data centre assets can be mispriced • BitFuFu’s cloud mining model, customer scale and fleet efficiency • Marathon’s shift away from ATM dilution and the debate over selling HODL • Treasury value versus market recognition and what “discount to Bitcoin” implies • WhiteFiber as a pure play HPC benchmark ahead of earnings • DMG’s SCIF rollout at Christina Lake and the logic of proving HPC first • Hashprice pressure, difficulty adjustment relief and rising energy-cost risks If you're not already subscribed, McNallie Money, feel free to join let us know in the comment section below how you're feeling about Bitcoin and your top pick 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 - powermininganalysis@gmail.com
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