
About this episode
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:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - [email protected]
Get every episode summarized
Each time Power Analysis publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Power Analysis

AI Infrastructure Market Pulse: GLXY Batch Zero, KEEL, SLNH, BTBT, HIVE, HUT & B...
Power Analysis

Batch Zero Breakthrough: Latest IREN, SLNH, RIOT, HIVE & KEEL News!
Power Analysis

Riot Platforms - CEO, Jason Les Q&A - Q2 Earnings, Frontier AI Lab Deal & Corsic...
Power Analysis

ERCOT Batch Zero Explained: IREN, MARA, BTDR, RIOT, BTBT & CORZ Updates!
Power Analysis