We track Bitcoin’s push above 93k, a broad miner rally, and a bigger story: how stock-based compensation is being redesigned to drive the pivot from pure Bitcoin mining to HPC and AI infrastructure. We compare filings from Riot, Terawulf, Cipher, MARA, and IREN to show where incentives align with real performance and where shareholder patience is thinning. • Two-year performance context for major miners • Rising stock comp versus revenue benchmarks • Shareholder voting trends and dilution ri...
All content for Power Mining Analysis is the property of Anthony Power & Bryce McNallie and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
We track Bitcoin’s push above 93k, a broad miner rally, and a bigger story: how stock-based compensation is being redesigned to drive the pivot from pure Bitcoin mining to HPC and AI infrastructure. We compare filings from Riot, Terawulf, Cipher, MARA, and IREN to show where incentives align with real performance and where shareholder patience is thinning. • Two-year performance context for major miners • Rising stock comp versus revenue benchmarks • Shareholder voting trends and dilution ri...
Inside The Week’s Biggest HPC Contracts & Construction Push: WYFI, IREN, CIFR, HUT & WULF!
Power Mining Analysis
35 minutes
2 weeks ago
Inside The Week’s Biggest HPC Contracts & Construction Push: WYFI, IREN, CIFR, HUT & WULF!
Two landmark AI co-location deals reset expectations for Bitcoin miners, while construction updates show how speed, siting, and contract structure drive value. We compare NOI headlines with the real cost stack and call out where timelines and capex per MW separate leaders from laggards. • bitcoin stalls near 90,000 as options expiry looms • miners rally on concrete deals and build progress • whitefiber–nscale 40mw, 10-year, 3% escalator structure • hut 8’s 245mw triple-net ...
Power Mining Analysis
We track Bitcoin’s push above 93k, a broad miner rally, and a bigger story: how stock-based compensation is being redesigned to drive the pivot from pure Bitcoin mining to HPC and AI infrastructure. We compare filings from Riot, Terawulf, Cipher, MARA, and IREN to show where incentives align with real performance and where shareholder patience is thinning. • Two-year performance context for major miners • Rising stock comp versus revenue benchmarks • Shareholder voting trends and dilution ri...
