Power Analysis

S1E557 - Strategy Takes The Bitcoin Crown, SLNH, BTBT, ABTC & HUT News!

Published: April 20, 2026

Duration: 41:09

We break down Strategy’s massive Bitcoin buy that vaults it past BlackRock’s iBit and dig into what relentless corporate demand does to real-world supply. We also map the Clarity Act timeline and pivot to AI infrastructure plays, miner economics, and the valuation metrics that can make or break Q1 earnings reactions. 


• Strategy adds 34,164 Bitcoin in a week and pushes total holdings past 815,000 
• Strategy surpasses BlackRock iBit and reshapes the corporate holder leaderboard 
• Miners trend toward selling production and sometimes treasury holdings 
• Supply math versus demand, with Strategy buying multiples of daily issuance 
•...