
About this episode
Bitcoin stays choppy under 60,000 while mining and AI infrastructure stocks swing even harder, so we slow down and focus on what the numbers actually say. We walk through Hive’s latest financing, ABTC’s Nasdaq compliance move, and an updated Bitdeer valuation tied to the Tydal Norway co-location narrative.
• Bitcoin price action and what it signals for sentiment
• Why miner volatility is normal and why we take profits
• Lessons from the 2021 cycle on leverage, debt and survival
• Heat map read on one month vs one year performance
• Hive’s zero coupon senior secured notes and AI HPC capex plans
• Why Scandinavia can improve data centre economics and PUE
• ABTC’s 15 to 1 reverse split to maintain Nasdaq listing compliance
• Bitdeer’s power scale, HPC revenue, SEAL miner efficiency and growth pace
• Tydal Norway assumptions and sensitivity analysis for implied share value
Let us know in the comment section below what you think of Bitdeer's numbers and if you're currently holding shares!
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