Power Analysis

S1E563 - Huge MARA News, Mike Alfred Buying SLNH & KEEL Gets Approval in PA!

Published: April 30, 2026

Duration: 26:23

We break down the biggest Vegas headlines, from Tether’s proposed Bitcoin mega merger to hyperscaler CapEx that is reshaping the race for land, power, and permits. We also dig into why Keel’s zoning approval and Mara’s Long Ridge power plant acquisition could change the economics of mining and the transition into HPC AI. 

• Tether backed consolidation idea and what an integrated Bitcoin platform could look like 
• Elektron’s scale as a private miner and why all in cost matters more than buzzwords 
• Hyperscaler CapEx surge and the practical bottlenecks for new data center supply