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Invesco QQQ Trust Series 1

SpaceX engineers reusable launch vehicles and the Starlink satellite constellation for global broadband. Their focus on rapid reusability and vertical integration drives down launch costs and accelerates space access.

SpaceX PreStocks

Investors are sharply divided over a tokenized crypto asset claiming to represent SpaceX shares, with many warning it is a deceptive scheme unrelated to the company. While the community remains highly skeptical of these digital tokens, genuine excitement is building around the anticipated public listing of the space giant, sparking intense debate over valuations, sector competition, and the risks of falling for speculative pre-IPO hype.

Fartcoin is a meme-driven cryptocurrency where users can submit their best fart jokes or memes to earn initial tokens. Each transaction triggers a hilarious 'Gas Fee' effect, complete with a digital fart sound for maximum comedic impact.

Fartcoin

FARTCOIN is capturing significant community attention as traders debate its potential for a rebound and speculate on its relationship with other meme coins like $UPDOG. While some investors are actively buying the dip, discussion remains polarized between those anticipating a major breakout and others who are skeptical of the token's long-term sustainability.

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

AMP is trending as the community debates its long-term viability amid stagnant price action and anticipation surrounding the CLARITY Act's impact on crypto payment regulation. While some investors are aggressively accumulating tokens on the expectation of institutional adoption, others express deep frustration over the lack of transparency, declining market value, and the project's perceived inability to move in lockstep with the broader market.

The Internet Computer is a decentralized cloud blockchain designed to run applications, websites, and backend systems fully on-chain. Its architecture provides robust security, resilience, and built-in multi-chain support.  A key focus of the network is enabling a “self-writing cloud,” where AI tools allow users generate applications through natural-language instructions.  Developers and users can experiment with the platform using AI app-generation tools like caffeine.ai or by writing serverless code directly through online IDEs such as icp.ninja.  The ICP token is used to pay for computation (through a burn-based model) and to participate in network governance through staking.

Internet Computer

Internet Computer (ICP) is attracting significant community attention due to its focus on decentralized infrastructure, including sovereign cloud initiatives and AI-integrated applications that aim to bypass traditional tech giants. While some investors remain cautious about long-term price performance and market volatility, others are actively accumulating based on the project's ongoing technical developments and potential for real-world utility.

Tidal Trust III - VistaShares Electrification Supercycle ETF

VistaShares Electrification Supercycle® ETF

Investors are increasingly bullish on this electrification-focused ETF, viewing it as a strategic play on the rising demand for power infrastructure driven by the rapid expansion of AI and EV sectors. The community is highlighting the fund's potential to capture growth within the energy supply chain, often grouping it with other high-growth tech and infrastructure ETFs as a core portfolio holding.

Qorvo, Inc. provides semiconductor solutions for RF and power. The firm combines product and technology leadership, systems-level expertise, and global manufacturing scale to quickly solve its customers' most complex technical challenges. Qorvo serves diverse high-growth segments of large global markets, including consumer electronics, smart home/IoT, automotive, EVs, battery-powered appliances, network infrastructure, healthcare, and aerospace/defense. It operates through the following segments: High Performance Analog (HPA), Connectivity and Sensors Group (CSG), and Advanced Cellular Group (ACG). The HPA segment supplies RF and power management solutions for infrastructure, defense and aerospace, automotive power, and other markets. The CSG segment supplies connectivity and sensor components and systems featuring multiple technologies such as UWB, Matter, Bluetooth Low Energy, Zigbee, Thread, Wi-Fi, cellular IoT and MEMS-/BAW-based sensors. The ACG segment supplies cellular RF solutions for smartphones, wearables, laptops, tablets, and various other devices. The company was formed following the merger of RF Micro Devices, founded in 2015, and TriQuint Semiconductor, incorporated in 1981. It is headquartered in Greensboro, NC.

Qorvo Inc

Qorvo is trending following a series of analyst downgrades that highlight concerns over handset market saturation and the company's heavy reliance on smartphone demand. Market participants are actively debating the long-term impact of its pending merger with Skyworks and the potential for structural headwinds in the RF semiconductor sector.

BENQI is a decentralized non-custodial liquidity market protocol, built on Avalanche. The protocol enables users to effortlessly lend, borrow, and earn interest with their digital assets. Depositors providing liquidity to the protocol may earn passive income, while borrowers are able to borrow in an over-collateralized manner.

Benqi Finance

Benqi Finance is trending as the community debates its potential for a breakout, driven by its status as a high-TVL project on the Avalanche ecosystem and anticipation surrounding real-world asset (RWA) tokenization. While some investors are aggressively accumulating, citing attractive long-term metrics and a fully unlocked supply, others express frustration with recent price volatility and slow market movement.

Unicycive Therapeutics, Inc. is a biotechnology company, which engages in developing novel treatments for kidney diseases. The firm investigational treatment is oxylanthanum carbonate, a novel phosphate binding agent currently under review by the U.S. Food and Drug Administration (FDA) for the treatment of hyperphosphatemia in patients with chronic kidney disease who are on dialysis. Unicycive’s second investigational treatment UNI-494 is intended for the treatment of conditions related to acute kidney injury. It has been granted orphan drug designation (ODD) by the FDA for the prevention of Delayed Graft Function (DGF) in kidney transplant patients and has completed a Phase 1 dose-ranging safety study in healthy volunteers. The company was founded by Shalabh Gupta on August 18, 2016 and is headquartered in Los Altos, CA.

Unicycive Therapeutics Inc

Unicycive Therapeutics is currently in focus as investors await clarity following a recent Complete Response Letter for its lead phosphate binder candidate, with the company actively coordinating with the FDA to resolve manufacturing deficiencies. Community discussion remains heavily centered on the upcoming July 14th virtual conference participation and the potential for a rapid regulatory re-submission path that could de-risk the investment thesis ahead of a commercial launch.

American Eagle Outfitters, Inc. is a multi-brand specialty retailer, which offers an assortment of apparel and accessories for men and women under the American Eagle Outfitters brand, and intimates, apparel and personal care products for women under the Aerie brand. The firm operates stores in the United States, Canada, Mexico, Hong Kong, China and the United Kingdom. It also acquired two emerging brands to complement its existing brands, Tailgate, a vintage sports-inspired apparel brand, and Todd Snyder New York, a premium menswear brand. The company was founded in 1977 and is headquartered in Pittsburgh, PA.

American Eagle Outfitters Inc.

American Eagle Outfitters, Inc.

American Eagle Outfitters is trending as investors monitor a massive short interest of over 28 million shares while the stock experiences significant momentum driven by successful marketing campaigns featuring Sydney Sweeney and Travis Kelce. Community discussion is focused on the potential for a short squeeze alongside broader debates about the company's reliance on celebrity-driven retail sales versus macroeconomic pressures on the discretionary sector.

Virtuals Protocol is a launchpad platform launched in 2024 that enables users to create, tokenize, and monetize AI agents for gaming, entertainment, and virtual environments without requiring technical expertise. Initially built on Ethereum's Base Layer 2 network, the protocol has expanded to Ethereum mainnet, Solana, and Ronin as of 2025. VIRTUAL serves as the base liquidity pair and transactional currency for all AI agent interactions across the ecosystem.  The protocol operates through a bonding curve system where new AI agents are created with a 100 VIRTUAL fee. Users can buy and sell agent tokens until the agent reaches 42,000 VIRTUAL, at which point it graduates to a permanent liquidity pool paired with VIRTUAL. AI agents are multimodal, capable of text, speech, and 3D animation, and can manage on-chain wallets autonomously. Notable examples include Luna, an AI girl band vocalist with over 500,000 TikTok followers. The GAME framework powers agent functionality, enabling them to process inputs, generate responses, and remember past interactions.  Virtuals Protocol was founded by Jansen Teng and Weekee Tiew, evolving from PathDAO, a gaming guild established in 2021 that pivoted to AI agents in January 2024. The team raised $16 million in seed funding led by DeFiance Capital and Beam. In 2025, major partnerships were announced with Animoca Brands and a collaboration with Zyfai and BasisOS to launch an Agentic Fund of Funds.  Users can stake VIRTUAL tokens for veVIRTUAL to participate in DAO governance and may receive airdrops of agent tokens. When users interact with agents, they pay fees in VIRTUAL that generate protocol revenue. This revenue funds periodic buybacks and burns of the VIRTUAL token, reducing its total supply as a value-accrual mechanism for holders.

Virtual Protocol

Virtual Protocol is currently a major focus for the AI agent sector, with the community closely tracking potential catalysts like Coinbase listings and broader integration within the Agentic AI narrative. While some traders are expressing frustration over price volatility, the conversation remains heavily centered on long-term accumulation and optimistic projections for the token's role in the expanding AI agent economy.

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<ul class="summary-bullets"><li>Galaxy Digital CEO Mike Novogratz said on Friday that crypto investors have been “disappointed” this year as Bitcoin lagged broader equity markets.</li><li>Speaking with Anthony Scaramucci, Novogratz said investor attention had shifted toward artificial intelligence and data centers, making crypto “less sexy” than before.</li><li>He also pointed to “agentic trading” and stablecoin payment rails as potential long-term growth areas for crypto infrastructure.</li></ul>Galaxy Digital Inc. (GLXY) Founder and CEO Mike Novogratz said on Friday that crypto investors have been “disappointed” this year, as Bitcoin (BTC) has failed to keep pace with broader equity markets despite continued institutional adoption.Speaking with SkyBridge Capital founder Anthony Scaramucci on the&nbsp;All Things Markets podcast, Novogratz&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=dcJkeK4kwN4">said</a> investor attention had increasingly shifted toward artificial intelligence (AI), data centers, and commodities, leaving crypto with less momentum than previous cycles, and that “crypto is less sexy than it was last year.”Novogratz further explained that Bitcoin had notably decoupled from the Nasdaq (NDAQ) during the latest equity rally, adding that BTC would historically have been expected to trade near all-time highs alongside US technology stocks. “Crypto investors have been disappointed this year,” the Galaxy Digital founder added.<h2 class="st-heading-2">Investor Attention Shifts Beyond Crypto</h2>According to Novogratz, both retail and institutional investors have increasingly rotated capital toward artificial intelligence-linked sectors as enthusiasm across digital assets cooled. “The attention of institutional players has shifted towards crypto right at the time when the attention of a lot of crypto retail has shifted to other things,” he said.The Galaxy Digital CEO added that Bitcoin had struggled to regain momentum despite broader equity markets continuing to rally, with BTC largely hovering around the $80,000 level over the past few weeks. As of writing,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $78,075, down over 3% during the past 24 hours, and roughly 38% from its all-time high of $126,000 in late 2025. On Stocktwits, retail sentiment around BTC remained in the ‘bullish’ zone, while chatter stayed at ‘normal’ levels over the past day.Despite the recent price decline, Novogratz remained bullish on Bitcoin reaching $100,000 by the end of this year, even as he turned ‘bearish’ on gold outperforming BTC over the next 12 months and on Bitcoin becoming a formal US reserve asset before 2028.<h2 class="st-heading-2">AI Infrastructure Becomes New Market Focus</h2>Novogratz further explained that investor enthusiasm had increasingly shifted toward AI-related sectors, which have recently outperformed much of the crypto market.Galaxy has also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/glxy-stock-rises-galaxy-digital-announces-200m-share-repurchase-program/cZbFSXnR4FX">expanded its exposure</a> to high-performance computing (HPC) and AI infrastructure through its Helios data center platform. Novogratz also pointed to AI-driven “agentic trading” as a potential long-term use case for blockchain-based payment rails and stablecoin networks, arguing that crypto infrastructure could increasingly support automated financial activity.<a href="https://stocktwits.com/symbol/GLXY">Galaxy’s stock</a> was down by 0.27% during after-hours trading. On Stocktwits, the retail sentiment around GLXY remained in the ‘bearish’ zone, while chatter around it stayed in the ‘low’ levels during the past day.&nbsp;However, Novogratz cautioned that broader crypto markets may need renewed investor engagement before regaining the momentum.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/satoshi-cited-blockchain-pioneer-bitcoin-cbdc/cZXnGCeRekS">Satoshi-Cited Blockchain Pioneer Calls Bitcoin The ‘First Inning’, Warns CBDCs Pose ‘Asymmetric’ Power Risk</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CEO Galaxy Investment Partners Mike Novogratz speaks during the 2018 Yahoo Finance All Markets Summit at The Times Center on September 20, 2018 in New York City. (Photo by John Lamparski/Getty Images)

AI Is Stealing Crypto's Thunder, Says Galaxy CEO Mike Novogratz, But He's Sticking With A $100K Bitcoin Call

Galaxy Digital CEO expects Bitcoin to reach $100,000 by the end of this year, while remaining bearish on whether gold could outperform Bitcoin. 

Cryptocurrency

<ul class="summary-bullets"><li>The S-3 confirmed Capital Group as Galaxy's October 2025 private placement bidder at $36 per share, 18% below its entry price.</li><li>Michael Novogratz, CEO of Galaxy Group, has registered its full 202.3 million-share interest for sale under one of the new filings.</li><li>On Stocktwits, retail investors were sharply divided, with bears warning of dilution and bulls arguing that $500 million in ATM revenue will support Galaxy's Helios AI data center Phase 2.</li></ul>Galaxy Digital Inc. (GLXY)&nbsp;drew sharp attention from&nbsp;shareholders with two simultaneous SEC filings late on Friday, opening the door to one of the largest combined dilution and resale events since the company's US listing. It filed for a $500 million at-the-market (ATM) equity offering along with a separate registration statement covering the&nbsp;potential&nbsp;resale of more than 265 million shares by existing holders.The twin SEC filings have triggered a debate among retail traders over whether this move would lead to further selling pressure or provide the crypto firm more flexibility. While the resale registration does not create new dilution, it does increase the amount of stock that could eventually hit the public market, creating concerns about a potential ‘share overhang.’<h2 class="st-heading-2">What Galaxy Filed</h2>The first<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1859392/000162828026032991/glxy-20260508.htm">&nbsp;filing</a> is a new at-the-market (ATM) offering of $500 million. Under an Open Market Sale Agreement with Jefferies LLC, BNY Mellon Capital Markets, and UBS Securities, Galaxy can sell up to $500 million of new Class A common stock directly into the market over time at the company's discretion.&nbsp;ATM offerings allow issuers to raise capital opportunistically as market conditions permit, with proceeds flowing directly to Galaxy. Every new share sold reduces the ownership stake of existing shareholders.Separately, Galaxy<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1859392/000162828026032968/galaxy-resalesx3.htm">&nbsp;filed</a> a Form S-3 registration statement covering the&nbsp;potential&nbsp;resale of up to 265,061,636 shares of Class A common stock by existing holders, including partnership unitholders, exchangeable note investors, institutional buyers and insiders. Unlike the ATM program, the resale registration does not raise capital for Galaxy directly.The registered shares include:<ul class="summary-bullets"><li>213.1 million Class A shares issuable upon redemption of limited partnership units in Galaxy Digital Holdings LP</li><li>36.4 million tied to three exchangeable note issuances (3.00% due 2026, 2.500% due 2029, and 0.50% due 2031)</li><li>12.8 million from an October 2025 private placement</li><li>2.75 million held directly by registered holders</li></ul><h2 class="st-heading-2">Spotlight On Novogratz And Capital Group’s Galaxy Stakes</h2>Galaxy Group Investments LLC, the holding vehicle controlled by founder and CEO Michael Novogratz, owns 202,346,000 of the registered shares, a 51.91% stake in the company on a fully exchanged basis.&nbsp;Novogratz's entire position is registered for potential sale under the S-3. The registration does not mean Novogratz intends to sell the stake, but it gives the shares the ability to be publicly traded if sales eventually occur.The filing also shed light on Galaxy’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/galaxy-announces-460-million-strategic-investment-from-a-leading-asset-management-firm-302581126.html">October 2025 private placement</a>, which raised nearly $460 million at $36 per share, an 8.5% discount to the prior close. At that time, Galaxy described the buyer as "one of the world's largest asset managers." The May 8 SEC filing confirmed the buyer was Capital Group.The October transaction also included the sale of 3.75 million shares by certain Galaxy executive officers, including Novogratz, to Capital Group at $36 per share — a transaction valued at roughly $135 million. The new filing registers those shares for potential resale by Capital Group.With GLXY closing at $29.30 on Thursday,&nbsp; the last reported price disclosed in the prospectus, Capital Group’s position sits roughly 18% below its $36 entry price.<h2 class="st-heading-2">GLXY Stock: Retail Traders Debate Dilution Vs AI Growth</h2>Retail investors on Stocktwits seemed worried the stock could face&nbsp;double pressure.&nbsp;One&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/E_Drop/message/652817078">user</a> called it “dilution when they want it. Time to sell a covered call imo!”<stembedurl>https://www.stocktwits.com/E_Drop/message/652817078</stembedurl>Another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/automaticstatic/message/652827645">user</a> also lamented what they called repeated dilutive issuances, saying that the “CEO loves dumping on shareholders.”&nbsp;<stembedurl>https://www.stocktwits.com/automaticstatic/message/652827645</stembedurl>A third<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Gulfguy04/message/652819344"> user</a> asked whether the offering was just a private sale of existing shares, a question that highlights how unusual it is to file a big resale registration and a $500M ATM shelf on the same day.<stembedurl>https://www.stocktwits.com/Gulfguy04/message/652819344</stembedurl>One Stocktwits&nbsp;bullish&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/rottenfence/message/652819584">user</a>, among a few others,&nbsp;argued that&nbsp;the $500 million ATM proceeds will be used to fund Phase 2 of Galaxy's Helios AI data center buildout. One user pointed to "multiple catalysts" potentially on the way, including speculation about a new tenant announcement, though Galaxy has not confirmed any such deal.<stembedurl>https://www.stocktwits.com/rottenfence/message/652819584</stembedurl><a href="https://stocktwits.com/symbol/GLXY">GLXY stock</a> closed up over 3% on Friday and was down 0.8% in the after-hours. Retail sentiment on Stocktwits remained in the "bullish" zone, with ‘normal’ chatter levels over the past day. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/americas-250th-crypto-biggest-win-cathie-wood/cZX3qArRegv">Cathie Wood Says Crypto's Big Moment Could Land On America's 250th Birthday</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Mike Novogratz, CEO of Galaxy Investment Partners, smiles as he speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 8, 2022 in Miami, Florida. (Photo by Marco Bello/Getty Images)

Galaxy Digital Filed Two Massive Stock Sale Plans – Here’s What GLXY Investors Need To Know

Galaxy Digital filed a $500 million at-the-market offering and a Form S-3 registering the resale of 265.06 million existing shares by insiders and noteholders on Friday.

GLXY Traders Clash Over Its Dual SEC Filings: Retail Bulls See AI Upside, Bears See Dilution Fears

Equity

Galaxy Digital filed a $500 million at-the-market offering and a Form S-3 registering the resale of 265.06 million existing shares by insiders and noteholders on Friday.


<ul class="summary-bullets"><li>TeraWulf reported that high-performance computing revenue exceeded Bitcoin mining revenue for the first time in company history.</li><li>HPC lease revenue from Core42 accounted for roughly 62% of total first-quarter revenue.</li><li>Retail traders on Stocktwits remained ‘bullish’ on WULF despite the earnings miss and early share price decline.</li></ul>Shares of TeraWulf (WULF) swung between losses and gains in early-morning trade on Friday, after reporting an earnings miss, but its data center business now accounted for a larger share of revenue than its Bitcoin (BTC) mining business.&nbsp;TeraWulf had zero revenue from high-performance computing (HPC) a year ago. In the first quarter (Q1) of 2026, the company said HPC lease revenue from Core42 accounted for $21 million of its $34 million in total revenue. This means 62% of TeraWulf’s revenue now comes from its pivot toward data center infrastructure.&nbsp;Digital asset revenue, meanwhile, collapsed to $13 million from $34.4 million year-over-year (YoY). Total revenue remained flat, but beat Wall Street’s estimate of $33 million, according to Koyfin data. Loss per share of $1.01 came in worse than the $0.23 loss per share expected by analysts.<blockquote>"We entered the year with a fully established platform — sites, contracts, and capital — and are now converting that foundation into operating performance and recurring revenue."– Paul Prager, Chief Executive, TeraWulf</blockquote><h2 class="st-heading-2">&nbsp;WULF Stock Swings After Earnings Miss</h2>The net loss for the quarter was $427.7 million. Nearly half of that was a non-cash mark-to-market charge on warrant liabilities, which have ballooned to over $1 billion on the balance sheet as the stock has risen.&nbsp;<a href="https://stocktwits.com/symbol/WULF/">WULF’s stock</a> dropped as much as 3.5% in pre-market trade, then gained almost 1.7% closer to&nbsp;market&nbsp;open. It was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment on the platform around the company trended in ‘bullish’ territory, accompanied by ‘high’ levels of chatter.&nbsp;Retail traders on Stocktwits shrugged off the early dip in share price.<stembedurl>https://www.stocktwits.com/M00nM00/message/652709178</stembedurl><stembedurl>https://www.stocktwits.com/Grindinater/message/652708883</stembedurl><h2 class="st-heading-2">TeraWulf’s Cost Structure Changes Amid Shift From Bitcoin Mining</h2>The margins after TeraWulf’s pivot to data center infrastructure from Bitcoin mining show cost structures improving quite dramatically. In Q1 of 2025, TeraWulf spent $24.6 million in cost of revenue to generate $34.4 million in digital asset revenue. Over the past quarter, it spent $2.4 million against $34 million in revenue."We expect the business to be increasingly driven by recurring, contracted revenue, reducing exposure to the volatility historically associated with bitcoin mining," said Chief Financial Officer Patrick Fleury.<h2 class="st-heading-2">TeraWulf’s AI Infrastructure Push Accelerates</h2>At the end of Q1, the company said it had 60 megawatts of critical IT capacity energized and generating revenue for Core42, the Abu Dhabi-based AI infrastructure company backed by G42, at its Lake Mariner campus in New York. The facility is one of the biggest in North America by power capacity.&nbsp;It also said that construction of a third building, CB-3, was nearing completion at quarter-end, with energization aligned with customer hardware deployment. Two additional buildings — CB-4 and CB-5 — remain on schedule for delivery later in 2026.&nbsp;TeraWulf added that it's coordinating infrastructure delivery with Fluidstack, a compute platform that connects enterprise AI workloads to data center capacity globally, and Google (GOOG/GOOGL), to deploy at Lake Mariner.WULF’s share price has more than doubled this year and gained nearly 650% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-says-bmnr-may-slow-down-on-ethereum-for-other-things/cZXb1vjReQg">Tom Lee Says BMNR May Pull Back On Ethereum Buys – ‘There’s Other Things To Be Doing In Crypto Right Now’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 In this photo illustration, the TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

Why Is WULF Stock On Retail Radar Today? TeraWulf Just Flipped Its Revenue Mix – HPC Now Outearns Bitcoin Mining

Over 62% of TeraWulf’s revenue now comes from its pivot towards data center infrastructure, with Core42, Fluidstack, and Google in the tenant mix

WULF Stock Swings After Earnings Miss – TeraWulf’s HPC Revenue Overtakes Bitcoin Mining

Over 62% of TeraWulf’s revenue now comes from its pivot towards data center infrastructure, with Core42, Fluidstack, and Google in the tenant mix


<ul class="summary-bullets"><li>According to Sharplink CEO Joseph Chalom, the key debate is no longer whether crypto succeeds, but how quickly mainstream adoption occurs.</li><li>He described Ethereum as uniquely positioned because of its decade-long operational history, liquidity, and reliability.</li><li>Chalom said stablecoins and tokenization remain in the early stages of adoption and could significantly reshape global finance.</li></ul>SharpLink Gaming (SBET) CEO Joseph Chalom said on Thursday that the bear market case for the cryptocurrency industry and Ethereum (ETH) is “very small” with the adoption accelerating across institutions, payments, tokenization and decentralized finance (DeFi).His main argument was that the technology is no longer experimental, since it is starting to be used in real financial systems. “The institutions are here. They’re not experimenting,” Shalom&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=LkR92epQnU4">said</a> in an interview with CoinDesk at Consenus Miami 2026.&nbsp;According to Shalom, the biggest risk now is not whether crypto succeeds, but how fast adoption happens. “The bear case is timing,” he said, arguing that stablecoins and tokenized assets are inevitably going mainstream.<h2 class="st-heading-2">Ethereum At Center Of Tokenization Push</h2>Shalom stated that Ethereum is especially well-positioned because it already has scale, liquidity, and reliability. “Ethereum has been proven for 10 years, never gone down, has liquidity, has trust,” he said.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> fell around 2.7% in the last 24 hours, dipping below the key support level of $2,300. Retail sentiment on Stocktwits around the leading altcoin trended in ‘neutral’ territory over the past day, accompanied by ‘normal’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_07_133455_png_a908df5947.webp" alt="Screenshot 2026-05-07 133455.png" width="1266" height="144"><figcaption>ETH retail sentiment and message volume on May 7 as of 1:30 p.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/SBET/">SBET’s stock</a> took a dive of over 4.7% in midday trade. Retail sentiment around the company was also in the ’neutral’ territory over the past day, but chatter stayed at ‘low’ levls.&nbsp;<h2 class="st-heading-2">SBET CEO Calls ‘Super Cycle’ On Tokenization</h2>Shalom acknowledged recent price weakness caused by geopolitical fears and leveraged speculation, but he believes those pressures are temporary and that crypto is now entering a new growth phase. “The tailwinds have never been stronger,” he said.Shalom stated that stablecoins are still “in their infancy,” meaning adoption is only beginning. He expects stablecoins to eventually become a common way people make payments online and move money globally.He also said the market is entering a “super cycle on tokenization,” referring to the process of turning real-world assets like stocks, bonds, and funds into blockchain-based digital assets. According to Shalom, tokenization could expand massively because it allows 24/7 trading, instant settlement, and lower costs.His narrative echoes Bitmine’s (BMNR) Tom Lee who <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-says-bmnr-may-slow-down-on-ethereum-for-other-things/cZXb1vjReQg">stated</a> that “crypto winter” is over and “crypto spring” has kicked in. He said this means that the crypto bull market is starting and that agentic AI as well as tokenization are likely to be the main drivers of the next crypto rally.&nbsp;SharpLink is currently the second largest corporate holder of Ethereum, after Bitmine, with 868,699 ETH on its balance sheet. SBET’s stock has fallen nearly 20% this year, while Ethereum’s price has dipped over 22%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-saylor-says-buy-more-bitcoin-than-you-can-sell/cZXb09DReQB">Michael Saylor Says ‘Buy More Bitcoin Than You Can Sell’ After MSTR Opened Door To BTC Sales</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the SharpLink Gaming logo is seen displayed on a smartphone screen.

SBET CEO Says Ethereum Bear Case Is ‘Very Small’ Amid Institutional Crypto Adoption

SharpLink Gaming CEO Joseph Chalom said at Consensus Miami 2026 that the bear case for crypto and Ethereum is now “very small” due to accelerating institutional adoption.

<ul class="summary-bullets"><li>The new loan carries a 7% fixed interest rate, reducing borrowing costs by up to 450 basis points.</li><li>The refinancing frees approximately 3,300 Bitcoin, worth about $260 million, from collateral.</li><li>The move improves Hut 8’s balance sheet flexibility ahead of its upcoming earnings report.</li></ul>Hut 8 (HUT) announced on Monday that it is swapping its Bitcoin (BTC)-backed loan with Coinbase's (COIN) lending arm for a new $200 million credit facility with FalconX, ahead of its earnings later this week.The interest rate on the new facility is fixed at 7%, lower than Coinbase Credit’s rate of 10.5%-11.5%. That’s up to a 450-basis-point reduction in interest costs, meaning Hut 8 now pays less to borrow against its Bitcoin.&nbsp;After moving from Coinbase to FalconX, Hut 8 also ends up with around 3,300 BTC free and clear, worth about $260 million.<a href="https://stocktwits.com/symbol/HUT/">HUT’s stock</a> was trading flat in pre-market trade after the broader market trended lower following Iran’s warning to the U.S. Navy to stay out of the region after President Donald Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crcl-coin-mstr-stocks-gain-amid-bitcoin-rally-to-over-80000/cZQMFFyRe7C">said</a> Washington would help free stranded ships. Retail sentiment around HUT’s stock remained in ‘bearish’ territory over the past day, accompanied by chatter at ‘normal’ levels.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> also traded flat in the last 24 hours at around $78,900 after hitting a three-month high of over $80,500 in intra-day trade. Retail sentiment around BTC on Stocktwit rose to ‘bullish ’ from ‘neutral’ over the past day, accompanied by chatter at ‘normal’ levels.<h2 class="st-heading-2">Hut 8 Q1 Earnings Expectations</h2>The release of collateral strengthens Hut 8’s balance sheet and provides additional flexibility ahead of its first quarter (Q1) earnings report on Wednesday.&nbsp;Wall Street expects the firm to report an adjusted loss per share of $0.36 on revenue of $79 million, according to Koyfin data.&nbsp;Hut 8’s earnings report comes at an inflection point for the firm, which has spent the better part of two years moving away from being a Bitcoin miner to an energy infrastructure company. Last year, it carved the company into two parts, piecing away its legacy Bitcoin mining business into Eric Trump-backed <a href="https://stocktwits.com/symbol/ABTC">American Bitcoin (ABTC)</a>.&nbsp;If the company manages to match estimates, the financials would represent a meaningful jump from a year ago, when Q1 2025 revenue collapsed 57.8% year-over-year to just $21.8 million, and the company swung to a net loss of $134.3 million.&nbsp;Investors will be watching for commentary on Hut 8’s River Bend development in Louisiana, which has become the company's marquee asset. The company announced last quarter that it signed a 15-year lease worth $7 billion with Fluidstack for 245 megawatts (MW) of IT capacity at River Bend, with the lease payments backstopped by Google.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crcl-coin-mstr-stocks-gain-amid-bitcoin-rally-to-over-80000/cZQMFFyRe7C">CRCL, COIN, MSTR Stocks Gain Amid Bitcoin’s Rally To Over $80K After Trump’s ‘Project Freedom’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Crypto And Tech Companies Photo Illustrations (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Hut 8 Swaps Costly Coinbase Debt For FalconX Credit — And Unlocks 3,300 Bitcoin Ahead Of Earnings

Hut 8 replaced its Bitcoin-backed loan from Coinbase with a $200 million credit facility from FalconX.

<ul class="summary-bullets"><li>Goldman&nbsp;Sachs said that Galaxy Digital’s Q1 earnings beat was driven primarily by lower losses in non-operating segments, including treasury and corporate activities.&nbsp;</li><li>It added that the strength was partially offset by softer performance in digital assets and data centers, which typically command higher valuations.</li><li>However, CEO Mike Novogratz said in the first-quarter earnings call the business has “decoupled” from Bitcoin for the first time ever.</li></ul>Shares of Galaxy Digital (GLXY) gained in early morning trade on Wednesday after Goldman Sachs raised its price target on the stock&nbsp;following its first-quarter earnings beat.&nbsp;Goldman Sachs raised its price target for GLXY’s stock to $24 from $21 and kept a ‘Neutral’ rating on the shares, according to TheFly. However, that target is lower than Galaxy’s share price of over $26 as of Tuesday’s close, implying a downside of nearly 9%.The firm said the stronger-than-expected results were driven primarily by lower losses in non-operating segments, including treasury and corporate activities. That strength was partially offset by softer performance in core operating divisions such as digital assets and data centers, which typically command higher valuations.However, CEO Mike Novogratz believes the business has “decoupled” from Bitcoin (BTC) for the first time ever.&nbsp; During the first quarter (Q1) earnings call, he noted that while crypto prices dipped 20% and trading activity across the industry fell in tandem, trading volumes on Galaxy didn’t decline. Instead, they stayed flat.<blockquote>“For the first time, we really started to see a decoupling of our business from the price, and that's very promising. If I could see that 4 quarters in a row, I would have a big grin on my face.”&nbsp;– Mike Novagratz, CEO, Galaxy Digital&nbsp;</blockquote><h2 class="st-heading-2">GLXY Stock Gains After Q1 Earnings</h2><a href="http://stocktwits.com/symbol/GLXY">GLXY’s stock</a> rose over 1% in pre-market trade, on track to hit its highest level since early February/late January. On Stocktwits, retail sentiment around the company rose to ‘extremely bullish’ from ‘bullish’ territory over the past day, and chatter rose to ‘extremely high’ from ‘normal’ levels.The upward movement comes after the shares rallied more than 5% in the previous session after the company reported Q1 earnings that beat Wall Street expectations. Galaxy reported a loss per share of $0.49, better than the consensus estimate of a $0.93 loss per share, according to Koyfin data. Revenue came in at $10.1 billion, beating expectations of $8.7 billion.&nbsp;<h2 class="st-heading-2">What Are Retail Traders Saying About GLXY’s Stock?</h2>Retail traders on Stocktwits also noted that Galaxy’s shares were no longer trading like a Bitcoin proxy. One user said that for the decoupling to continue, Galaxy needs to keep pushing on the pedal on its Helios data center plans.<stembedurl>https://www.stocktwits.com/Atdanaiw/message/651615098</stembedurl>Another retail trader that Galaxy had successfully navigated its AI infrastructure pivot amid the volatility seen in cryptocurrency markets.<stembedurl>https://www.stocktwits.com/WealthBase/message/651643286</stembedurl>In the Q1 earnings report, the company announced that it had successfully delivered the first data hall to CoreWeave (CRWV) at the Helios data center campus. It said this marked the project’s transition from construction to revenue-generating operations under the Phase I lease agreement.“The second is we've got to finance Phase II and then Phase III,” Novogratz said on the earnings call. “The financing markets are open. I was hoping we would have the definitive deal details today. Trust me, that will come in a very short order. We will have Phase II financed.”<h2 class="st-heading-2">Are GLXY Stock And BTC Price Decoupling?</h2>Galaxy’s shares have gained more than 15% this year, while Bitcoin’s price has dropped more than 10%. In the last 12 months, Bitcoin has tumbled nearly 20%, while GLXY’s stock has jumped more than 75%Novagratz said he remains bullish on the cryptocurrency market and Bitcoin in the long run, but said Bitcoin’s price action going forward largely depends on macroeconomic indicators. “$60K looks like a tradable bottom for Bitcoin,” he said. “Break $100K, and it’s pure price discovery.”According to Novogratz, inflation and whether or not the Federal Reserve cuts rates will be the primary drivers behind Bitcoin’s price. He also anticipates that the CLARITY Act, caught in limbo since January, will be passed over the next six weeks.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose 1.2% in the last 24 hours, recovering to over $77,000. Retail sentiment around the apex cryptocurrency dipped to ‘neutral’ from ‘bullish’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rebrand-that-puts-lendingclub-in-sofi-lane-ceo-scott-sanborn-explains/cZBAGfxRe3m">EXCLUSIVE: LendingClub CEO Explains Why Happen Bank Rebrand Puts Company In SoFi’s Lane</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

GLXY Stock Rises After Goldman Price Target Hike, CEO Mike Novogratz Flags Bitcoin ‘Decoupling’

Goldman Sachs raised its price target on GLXY’s stock to $24 from $21, however, that target is lower than Galaxy’s share price of over $26 as of Tuesday’s close.

GLXY Stock Rises After Goldman Price Target Hike On Q1 Beat – CEO Mike Novogratz Flags Bitcoin ‘Decoupling’

<ul class="summary-bullets"><li>Hut 8&nbsp;reportedly&nbsp;plans to raise $3.25 billion through senior secured notes to fund a large-scale data center in Louisiana.</li><li>The project is backed by a long-term lease with Fluidstack, with Google providing financial support for the agreement.</li><li>The move reflects a broader shift among Bitcoin miners toward artificial intelligence and high-performance computing infrastructure.</li></ul>Hut 8 Corp (HUT) was trading lower on Monday as the Bitcoin (BTC) mining company&nbsp;was&nbsp;reportedly seeking to raise $3.25 billion through senior secured notes to finance the construction of a large-scale data center in Louisiana.According to&nbsp;The Energy Mag&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://theenergymag.com/news/2026-04-27/hut-fluidstack-ai-louisiana">report</a>, the notes, which mature in 2042, will be issued through a subsidiary and will be used to finance a 245-megawatt plant at the company's River Bend campus in St. Francisville, Louisiana. Proceeds will also be used to repay past equity investments and fund project reserves related to the development.The project is backed by a 15-year, $7 billion lease deal with cloud computing company Fluidstack, which has leased the whole first phase of the property. The deal also gives Fluidstack the option to extend use by as much as 1,000 megawatts in future stages, depending on the availability of power. Google (GOOG/GOOGL) is providing a financial backup for the basic lease period.<h2 class="st-heading-2">Infrastructure-Style Financing Model</h2>In contrast to the balance sheet-driven borrowing that Bitcoin miners usually employ, the article&nbsp;claimed that the funding is structured at the project level through Hut 8 DC LLC, more closely matching it with infrastructure and project finance models.According to the report, the offering received a preliminary BBB rating from credit rating firms Fitch and S&amp;P Global Ratings, which puts it in the lowest category of investment-grade debt. Risks that S&amp;P identified included the requirement to bring the facility up on time, reliance on a single tenant, and construction execution.The data center's income is predicted to be at $171 million in its first full year of operation, climbing to nearly $547 million annually by 2041, with free cash flow growing over time.<h2 class="st-heading-2">Bitcoin Miners Expand Beyond Mining</h2>While Bitcoin miners have previously raised debt to fund operations or accumulate Bitcoin, like Marathon Digital’s (MARA)&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.mara.com/news-events/press-releases/detail/1404/mara-holdings-inc-completes-upsized-950-million-offering-of-0-00-convertible-senior-notes-due-2032">convertible</a> note offerings, Hut 8 Corp’s bond issuance is aimed at financing data center infrastructure.The move comes as mining corporations have shifted more of their focus to artificial intelligence (AI) and high-performance computing (HPC) operations. Unlike traditional mining operations, the River Bend project has contracted long-term income, so cash flows are more predictable.The size of the financing, over $3 billion for one campus, puts Hut 8 in the same boat as a growing collection of companies pursuing big scale AI infrastructure buildouts, including Core Scientific (CORZ) and Applied Digital.<a href="https://stocktwits.com/symbol/HUT">HUT’s stock</a> was trading down by over 2% during mid-day trading hours. On Stocktwits, the retail sentiment around HUT remained in the ‘neutral’ zone, while chatter around it stayed ‘high’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/glxy-riot-keel-stocks-dip-despite-buy-rating/cZBNHRNRePk">GLXY, RIOT, KEEL Stocks Dip Despite ‘Buy’ Rating From Chardan – Retail Traders Celebrate The Catalyst</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Hut 8 Corp. is displayed on a smartphone screen, with the company's geometric branding visible in the background, on May 06, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

HUT Stock Dips After Firm Seeks To Sell $3B In Bonds To Help Finance Google-Linked AI Data Center

Bitcoin mining companies like peer Mara Digital have previously raised debt to fund operations. 

Hut 8 Seeks Up To $3B In Bonds To Fund Google-Linked AI Data Center

<ul class="summary-bullets"><li>In a post on X, Michael Saylor shared an AI-generated video beating out bears amid Bitcoin’s rally.&nbsp;</li><li>BTIG also reiterated its ‘Buy’ rating on MSTR’s stock with a&nbsp;price target of $250, representing a potential upside of over 100%.&nbsp;</li><li>According to Koyfin data, the average price target on MSTR’s stock stands at $374.07, which has an even higher upside of over 189% from current levels.</li></ul>Strategy (MSTR) Executive Chairman Michael Saylor took aim at Bitcoin (BTC) bears on Wednesday, sharing an AI-generated video amid the apex cryptocurrency’s rally to nearly $72,000 after President Donald Trump announced a two-week ceasefire between the U.S. and Iran.&nbsp;“Time to silence the bears,” Saylor wrote in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2041845562853425248?s=20">post</a> on X, sharing an AI-generated video of himself eating from a bag of chips labeled ‘Bitcoin’ before punching out a pair of bears.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2041845562853425248" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_08_102549_png_2f2511c424.webp" alt="Screenshot 2026-04-08 102549.png" width="823" height="829"></a><figcaption>Source: @saylor/X</figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose 5.2% in the last 24 hours to nearly $72,000. Retail sentiment around the apex cryptocurrency on Stocktwits flipped to ‘bullish’ from ‘bearish’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_08_094058_png_6fe98b145c.webp" alt="Screenshot 2026-04-08 094058.png" width="1360" height="133"><figcaption>BTC retail sentiment and message volume on April 8 as of 10:05 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">MSTR&nbsp;Stock Tracks Bitcoin, Retail Sentiment Diverges</h2><a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> rose in tandem with Bitcoin, up 5.2% in morning trade on Wednesday. Retail sentiment, however, remained in ‘bearish’ territory over the past day, and chatter stayed at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_08_094041_png_aab1f0adde.webp" alt="Screenshot 2026-04-08 094041.png" width="1357" height="144"><figcaption>MSTR retail sentiment and message volume on April 8 as of 10:15 a.m. ET | Source: Stocktwits</figcaption></figure>Some users on Stocktwits expressed caution against the rally, stating that the risk sentiment still feels “weak,” while others took the win to lock in their profits.&nbsp;<stembedurl>https://www.stocktwits.com/LucTrader/message/649690276</stembedurl><stembedurl>https://www.stocktwits.com/Electroyal/message/649684489</stembedurl><h2 class="st-heading-2">Analyst Points To Potential 100% Upside For MSTR Stock</h2>The rally in MSTR’s stock also comes after BTIF’s Andrew Harte reiterated his ‘Buy’ rating on Strategy with a price target of $250, a potential update of over 100%. According to Koyfin data, the average price target on MSTR’s stock stands at $374.07, which has an even higher upside of over 189% from current levels.The company has also been increasing the share of Variable Rate Series A Perpetual "Stretch" Preferred Stock (STRC) it uses to purchase Bitcoin lately. In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://podcasts.apple.com/in/podcast/coin-stories-with-natalie-brunell/id1569130932?i=1000760022670">podcast</a> with Natalie Brunell, Strategy CEO Phong Le compared the growth of STRC to the company’s defining “iPhone moment.”&nbsp;He stated that STRC achieved $5 billion in aggregate revenue within just seven months, a quicker uptick than Apple’s (AAPL) initial $5 billion milestone, which required a full year, and significantly quicker than Google (GOOGL/GOOG) Ads, which needed four years.MSTR’s stock has fallen by over 16% year-to-date and by over 50% in the last 12 months. Meanwhile, Bitcoin’s price has tumbled more than 18% this year and is down only 9% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/adam-back-denies-he-s-satoshi-nakamoto-says-its-coincidence/cZJOvwORIqq">Adam Back Denies He’s Satoshi Nakamoto, Says It’s ‘Coincidence And Similar Phrases’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor speaks on stage during Bitcoin Conference 2023 at Miami Beach Convention Center on May 19, 2023 in Miami Beach, Florida. (Photo by Jason Koerner/Getty Images for Bitcoin Magazine)

MSTR's Michael Saylor Says It's 'Time To Silence The Bears' Following Bitcoin's Rally To $72K

MSTR’s stock gained in morning trade amid Bitcoin’s rally to nearly $72,000 in the last 24 hours. 

<ul class="summary-bullets"><li>Matt Schultz, Chief Executive Officer and Chairman of CleanSpark, said that the company’s core Bitcoin mining operations provide cash flow to fund the company’s strategic investments.</li><li>This includes securing the company’s first hyperscale customer in AI and high-performance computing, while actively building out its talent pipeline.</li><li>The company continues to have 13,561 Bitcoin on its balance sheet.</li></ul>Shares of Bitcoin miner Cleanspark (CLSK) fell at market open on Wednesday after the company announced it had sold 70% of the Bitcoin (BTC) it mined in the month of March.<a href="https://stocktwits.com/symbol/CLSK/">CLSK’s stock</a> dropped more than 3% in morning trade amid&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/hedge-against-bitcoin-beats-btc-amid-crypto-market-dip/cZJJ8hPRIpf">broader weakness</a> in the crypto and equities markets. On Stocktwits, retail sentiment around the shares improved to ‘neutral’ from ‘bearish’ over the past day, while chatter dipped to ‘normal’ from ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_102644_png_c687b28843.webp" alt="Screenshot 2026-04-07 102644.png" width="1251" height="144"><figcaption>CLSK retail sentiment and message volume on April 7 as of 9:35 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">CleanSpark Sells 460 Bitcoin</h2>CleanSpark said it had holdings of 13,363 Bitcoin at the end of February and mined another 658 Bitcoin in March. However, at the end of the month the tally of Bitcoin on its balance sheet was at 13,561 BTC, instead of 14,021.&nbsp;The company sold 460 Bitcoin out of the 658 BTC it had mined over the course of the month at an average price of $71,396 for a total of $32.8 million. Most of the Bitcoin was sold at spot prices, while the rest was adjusted to address call and put exercises as well as other trading activities.&nbsp;Bitcoin’s price fell over 2% in the last 24 hours to around $67,900. Retail sentiment around the apex cryptocurrency on Stocktwits&nbsp;It added that it saw&nbsp;an operational hashrate of 50 Exahashes per second (EH/s) and an average operating hashrate of 47.3 EH/s over the past month. The company reported 1.8 gigawatts (GW) under contract with 808 megawatts (MW) currently utilized to support the fleet’s operational hashrate.<h2 class="st-heading-2">CleanSpark Sells Bitcoin To Fund AI-HPC Pivot</h2>CleanSpark is among the horde of Bitcoin miners, including Riot Platforms (RIOT), MARA Holdings (MARA),&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-supply-tugofwar-riot-mara-sell-strategy-buying/cZJJr55RIpj">selling the apex cryptocurrency</a> for some flexibility on their balance sheets to support their pivot towards artificial intelligence (AI) and high-performance computing (HPC) workloads."We continue to make significant headway toward securing our first hyperscale customer in AI and high-performance computing, while actively building out our talent pipeline to support these high-margin growth initiatives,” said Matt Schultz, Chief Executive Officer and Chairman of CleanSpark, adding that company’s core Bitcoin mining and digital asset management operations provide cash flow to fund the company’s strategic investments.In comparison, peers like Core Scientific (CORZ), Cipher Mining (CIFR) and MARA Holdings (MARA) have already&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mara-stock-is-rallying-today-what-is-all-the-buzz-about/cZTGrGCRIRW">announced</a> multi-year deals to host AI workloads.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/hedge-against-bitcoin-beats-btc-amid-crypto-market-dip/cZJJ8hPRIpf">‘Hedge Against Bitcoin’ Outperforms BTC Amid Crypto Market Dip On Record Shielded Supply</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of CleanSpark Inc.

CleanSpark Sold 70% Of The Bitcoin It Mined In March For Over $71,000 Apiece

Most of the Bitcoin was sold at spot prices, while the rest was adjusted to address call and put exercises as well as other trading activities. 

<ul class="summary-bullets"><li>The company's Digital Asset Sales total revenue was $6.0 billion, increasing 531.3% year-over-year from $955.5 million.</li><li>It reported diluted loss per share of $1.03 compared to earnings per share $1.07 in the prior year.</li><li>The company secured Office of the Comptroller of the Currency (OCC) approval in December, enabling the company to become the first public, federally chartered digital asset infrastructure provider.</li></ul>BitGo (BTGO) shares jumped nearly 2% on Thursday after it reported a more than 400% jump in its fourth quarter revenue.&nbsp;BTGO reported total revenue of $6.2 billion in Q4 that increased 439.9% year-over-year, driven by higher digital asset trading activity, increased subscription and services revenue, continued success of the company’s Stablecoin-as-a-Service offering, as well as existing and new client growth.&nbsp;“In January, BitGo became the first public, federally chartered digital asset infrastructure company,” said Mike Belshe, CEO of BitGo. “This milestone, in combination with our strong fourth quarter and full year 2025 results and continued market share expansion, serves to strengthen our value proposition while supporting investments in our strategy as we enhance and broaden our suite of institutional-grade infrastructure solutions."<h2 class="st-heading-2">More Details</h2>The company's Digital Asset Sales total revenue was $6.0 billion, increasing 531.3% year-over-year from $955.5 million.It reported diluted loss per share of $1.03 compared to earnings per share $1.07 in the prior year, driven by declines in digital asset prices impacting the company’s Bitcoin treasury.Its adjusted core profit came at $12.1 million in Q4 compared to a $4.2 million, an increase of 188.0% year-over-year, demonstrating operating leverage.&nbsp;The company secured Office of the Comptroller of the Currency (OCC) approval in December, enabling the company to become the first public, federally chartered digital asset infrastructure provider. It has also broadened its product suite with the launch of Stablecoin-as-a-Service and Crypto-as-a-Service in the first half of 2025.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment around BTGO trended in ‘bearish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen almost 50% so far this year.&nbsp;

In this photo illustration, the BitGo logo of a digital asset trust company and security company seen displayed on a smartphone and a pc screen. 

BitGo Stock Up In After Hours After More Than 400% Jump In Q4 Revenue

BTGO reported total revenue of $6.2 billion in Q4 that increased 439.9% year-over-year, driven by higher digital asset trading activity. 

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