About this episode
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 miningSmash 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: 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 - powermininganalysis@gmail.com
