Power Mining Analysis

Bitcoin is experiencing unprecedented institutional and governmental adoption, suggesting this cycle could be fundamentally different from previous ones. Major catalysts from state-level reserves to corporate treasury adoption are reshaping market dynamics. • Arizona holding final vote on state-level strategic Bitcoin reserve policy today • Strategy purchased another 15,355 Bitcoin ($1.5 billion), now holding over 553,000 Bitcoin • ETFs bought 33,500 Bitcoin in just five trading days (equivalent to 75 days of production) • Adam Back predicts $850,000 Bitcoin this cycle, with VanEck targeting $180,000 • Franklin Templeton confirms Bitcoin has fully decoupled from equity indices • Mining companies face profitability challenges despite high Bitcoin price • Mining difficulty increases have effectively created a "second halving" for miners • Miner Madness competition seeing gains over 50% in just the first month Join us at the upcoming Bitcoin conference in Las Vegas where Anthony will be speaking, and let us know in the comments if you think this cycle will follow traditional patterns or if it's fundamentally different? Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

Bitcoin mining stocks continue their recovery with a third consecutive green day as Bitcoin stabilizes around $93,500, showing strong support after the recent drop to $76,000. ETF inflows exceed $2.2 billion this week, driving Bitcoin's upward momentum while global M2 money supply reaches new highs. • All but one Bitcoin miner trading in the green today • Miners trading in top part of daily range but low part of 52-week range • $900 million+ daily ETF inflows creating a "snowball effect" • Bitdeer shipping first Seal Miners and advancing vertical integration • Tether increases stake in BitDeer to nearly 25% with $32 million investment • Bitdeer secures $200 million loan agreement with Matrixport • Tether partners with SoftBank and Jack Mallers to launch Bitcoin company "Twenty One" • Michael Saylor aims to acquire 5-10% of all Bitcoin ever created • MicroStrategy holds 538,000 Bitcoin, over 10x more than second-place Marathon • MetaPlanet reaches 5,000 Bitcoin milestone with latest purchase • Bitcoin-focused companies emerging as new financial institutions Smash the like button, guys. Big help to myself and the channel. If you're not already subscribed to McNally Money, feel free to join. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

Bitcoin's price surge to $94,000 has dramatically boosted mining stocks, with companies like Bitdeer and BitFarms seeing gains of 20% and 8% respectively while creating new valuation opportunities across the sector. • Market caps of mining companies remain significantly undervalued compared to their Bitcoin holdings • Marathon's Bitcoin holdings worth $4.4 billion while their market cap is only $4.9 billion • Morgan Stanley analysis shows mining infrastructure assets alone worth billions • DMG's Bitcoin holdings worth 112% of their entire market cap • Riot securing a $100 million Bitcoin-backed credit facility with Coinbase • Jack Mallers launching "21" with Tether, SoftBank and Bitfinex to accumulate 42,000 Bitcoin • Record ETF inflows of $936 million on April 22nd • Bitcoin now the 6th largest asset by market cap, surpassing Amazon • Expected 7.8% mining difficulty decrease will boost miner revenues • Hash price increased from $38 to $48 per petahash over two weeks Subscribe to our newsletter for more insights like our recent feature on Sam Tabar, CEO of BitDigital, and let us know in the comments how you're feeling about the mining sector right now. Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

We explore Bitcoin's dramatic surge past $91,000 and its impact on mining stocks which are up double digits with some exceeding 20% gains in a single session. • Bitcoin mining stocks acting as a leveraged proxy to BTC, often delivering 3-4x the gains • Soluna Holdings announces another major deal with Blockware for Project Dorothy • Hash price recovery to $47 range alongside expectations for a difficulty decrease • Six-month thesis for Bitcoin and miners including continued decoupling from traditional markets • Growing evidence that nations are competing for Bitcoin hashrate as a national security concern • Increasing institutional interest with ETF inflows reaching highest levels since January • Bullish price targets emerging including Max Keiser's prediction of $850,000 this cycle Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter

The team from Logistics Plus details how they help Bitcoin miners navigate complex supply chain challenges, especially the current tariff environment affecting ASIC imports. • Danny Yunes and Jason Bernick bring decades of combined supply chain expertise to the cryptocurrency sector • Current tariffs on ASICs from China have reached 145%, while imports from other countries face 12.6% tariffs • Bitcoin mining equipment no longer has a specific import code, leading to seizures and costly delays at customs • Bonded warehouses offer miners a way to pause imports during the current 90-day tariff spike period • Logistics Plus provides surge labor teams for machine installation, warehousing, and end-to-end supply chain management • Their global network includes 12 million square feet of warehouse space with security, environmental controls, and IT configuration capabilities • Their Importer of Record service allows companies to legally import equipment without establishing business entities in destination countries • The company's customs compliance team includes licensed brokers and attorneys who specialize in navigating complex import regulations • For hyperscale operations, they offer control tower solutions that provide visibility across the entire supply chain • Miners should carefully consider timing and strategy for equipment imports rather than rushing and risking customs problems Connect with the Logistics Plus team at cryptomissioncritical.com for customized solutions to your mining logistics challenges.