$MARA sold Bitcoin in September, its first sale since June 2024. Total holdings still grew to 52,850 BTC, but the sale sparks the question: was this a tactical move, a signal, or just routine treasury management?
Cipher Mining's (CIFR) $3B HPC deal should have been a catalyst, but the stock went sideways as a $1.3B convertible raise stole the spotlight. Here’s why institutions rushed in, and what it means for shareholders.
SLNH has an over 1 GW pipeline, on par with BITF, but a market cap just a fraction of the size. With an up to $100M credit facility for data center buildout, could Soluna be a baby IREN in the making?
BITF has taken off and the momentum isn’t fading. Is there a development the market’s quietly pricing in? Or is it time to re-rate the stock altogether?
Institutions increased positions in Bitcoin miners during H1 2025, with IREN, CIFR, CORZ, APLD, and MARA leading gains in holder numbers and capital flows.