

Power Analysis
Power Is The New Edge: SLNH, NBIS, BE, HUT, CLSK & WULF!
May 20, 2026
36:01
S1 · E580
-(0)
About this episode
We track Bitcoin’s sideways action, then follow the real story: miners and AI infrastructure names getting repriced as power, sites, and contracts start to matter more than day-to-day volatility. We break down deal math by megawatt, compare renting versus owning power, and ask what risks hide inside long GPU contracts. • Bitcoin range action and why we focus on the longer view • Corporate and ETF buying as steady demand for supply • Hive momentum and why execution drives rer...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg