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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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We break down four landmark AI and HPC deals in mining and explain why power, PUE, and contract structure now drive valuation more than day-to-day price. We compare Cipher, Core Scientific, Iren, and TeraWulf, and share how Luxor’s tools can steady mining revenue.
• Bitcoin price volatility context and miner performance
• Why long-term contracts beat spot exposure for stability
• Cipher’s FluidStack and AWS agreements and pipeline
• Core Scientific’s first-mover delivery and refurb funding
• Iren’s CSP model, GPU ownership, and Microsoft advance
• TeraWulf’s PUE edge, JV structure, and repeatable builds
• PUE, critical IT vs total power, and cost per MW
• Equity stakes versus cheaper financing trade-offs
• Luxor hedging and energy tools to manage risk
Hit the like button, feel free to subscribe, and let us know in the comments which deal you like most and who signs next in 2026!
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]
Chapters
1. Set The Stage: Markets And Miners (00:00:00)
2. Why Contracts Now Drive Miner Value (00:01:07)
3. Price Chatter: Asia Pumps, US Dumps (00:04:20)
4. Miners Mixed And Liquidity Shifts (00:06:40)
5. Index Inclusion And Flows For Bitfarms (00:09:53)
6. The Big Four Deal Framework (00:13:50)
7. Cypher’s FluidStack And Google Anchor (00:17:14)
8. Upsizing Fast: Filling The Remaining Megawatts (00:22:05)
9. AWS Agreement And Cypher’s Pipeline (00:26:10)
10. Core Scientific’s First-Mover Advantage (00:30:40)
11. Denton Buildout And Speed To Power (00:35:12)
12. Iron’s CSP Model And Microsoft Financing (00:39:30)
13. Facility Lifecycles And GPU Depreciation (00:44:28)
467 episodes
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