We weigh the next chapter for Bitcoin miners as price volatility meets a surge in AI and HPC demand. Power, financing, and execution define who wins 2026 while earnings, HODL strategies, and compensation transparency shape investor trust.

• Bitcoin price swings and policy delays shaping sentiment
• Miners’ pivot from pure mining to HPC data centers
• BitZero’s Scandinavian growth and Blackwell GPU rollout
• Hydra partnership and bare-metal AI supply chain signals
• ABTC’s HODL climb and sats-per-share as a metric
• Valuation checks using HODL vs market cap
• WhiteFiber convertible, zero-strike call, and project finance
• Rumored hyperscaler demand and Iron’s earnings timing
• Data center capex realities and construction surge
• CleanSpark compensation debate and alignment with returns
• Q1 competition momentum and watchlist for earnings catalysts

Hit the like button, feel free to subscribe, and let us know in the comments how you’re feeling about the sector and your top pick in the space!

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We ask whether Bitcoin’s four‑year cycle still holds in a world of ETFs, corporate treasuries, and AI compute demand. We weigh miner margins, weather shocks, and the shift to HPC as Nvidia, CoreWeave, and Bitfarms reshape the field.

• Bitcoin price context and long‑term trend
• Miner margins under post‑halving pressure
• Institutional buying and treasury adoption
• Gold at highs and the digital gold case
• Cycle debate with fresh predictions to 2030
• Policy momentum and strategic reserve talk
• Nvidia’s $2B CoreWeave stake and capacity gap
• Weather‑driven hashrate drop and curtailments
• CleanSpark scrutiny and reporting nuance
• Bitfarms’ Washington HPC build and timeline
• Miners’ pivot to data center economics

Let us know in the comments section below your response to the question. Is the cycle over?

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https://twitter.com/cazenove_uk

Patreon:

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We map out the earnings season playbook for Bitcoin miners, from production gaps and HODL hits under FASB to the first meaningful AI and HPC revenues. IREN’s early date sparks a wider look at transparency, capital discipline, and where 2026 growth will really come from.

• production trends and volatility across miners
• the drop in monthly updates and why it matters
• HODL revaluations under new FASB rules
• revenue pressure from lower Bitcoin price
• AI and HPC contracts starting to generate revenue
• capex, timelines, and margin math on hosting
• executive compensation versus shareholder returns
• Q1 and 2026 outlooks, pipelines, and site buildouts
• network difficulty, hash price, and fee dynamics
• risks of shifting power away from mining

Smash the like button, subscribe to McNallie Money, and tell us in the comments how you’re feeling about Q4 earnings and IREN on February 5 after market close!

Anthonys Info:

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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