Artwork
iconShare
 
Manage episode 519466105 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

A tough week for bitcoin and miners reveals which operators hold real power advantages, hardware roadmaps, and diversified revenue. We share on-site takeaways from Texas, break down October production across major names, and explain why HPC and hosting are becoming core to mining economics.
• Bitcoin price pressure and macro drag
• Miner sell-off dynamics and portfolio tactics
• BitFufu production trends and fleet efficiency
• Canaan operational gains and ultra-low power costs
• Hive’s rapid hashrate growth and Canadian AI build
• Bitdeer’s Ohio fire update and SEAL chip progress
• Record self-mining, hosting scale, and AI cloud revenue
• Soluna’s Dorothy 2 wind-backed campus and client ramp
• Hashprice near $40 and difficulty headwinds
• How power strategy and HPC hedge post-halving risk
Before we get into it, take a second, smash the like button, guys
If you're not already subscribed, McNallie Money, feel free to join
Sign up for our newsletter, which is going out today, once a week, Friday afternoons, 100% free
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 - [email protected]

  continue reading

Chapters

1. Road Trip And Weekly Setup (00:00:00)

2. Bitcoin Slide And Macro Pressures (00:01:21)

3. Miner Sell-Off And Strategy Shift (00:03:16)

4. BitFufu Production And Efficiency (00:04:55)

5. Canaan’s Output, Costs, And Treasury (00:08:03)

6. Hive’s Hashrate Growth And Canadian HPC (00:11:02)

7. Bitdeer: Fire Update, SEAL Chips, And Scale (00:15:05)

8. Soluna’s Dorothy 2 And Wind-Backed Hosting (00:19:36)

9. Hashprice Stress And Post-Halving Reality (00:22:15)

10. Where To Follow And What’s Next (00:25:05)

452 episodes