MARA Holdings secured $600 million in Bitcoin-backed loans by pledging 18,750 BTC, over half its Bitcoin treasury, to finance a new power-generation site aimed at supporting AI and high-performance computing. The loans, part of a $750 million facility with Coinbase and Two Prime, mature in 2028. This move marks a strategic shift to diversify beyond mining into energy infrastructure. Despite a $611 million net loss in Q2 2026, much of it was due to Bitcoin valuation adjustments rather than cash losses. The power plant deal is pending regulatory approval, expected to close by November 2026.
Essential Properties Realty Trust (EPRT) is recommended as a hold due to its strong business fundamentals and diversified tenant base, which reduces risk. The company targets 8% AFFO growth by 2026, supported by active investments and leading investm...
Bitcoin dominance remains steady at 56.6% over the weekend, with Bitcoin trading near $64,782 and Ethereum stable at $1,916. While altcoins like SOL and BNB posted small gains, overall market activity is muted, reflecting cautious sentiment among ret...
BlackSky Technology Inc. reported a 50% year-over-year revenue increase to $33.3 million in the second quarter of 2026, fueled by strong adoption of its Gen-3 satellite constellation subscriptions. The Gen-3 system now generates an annualized revenue...
Sandisk is shifting its focus towards enterprise SSDs and AI infrastructure, securing $93.9 billion in minimum revenue commitments through long-term contracts. Over half of its 2027 and two-thirds of its 2028 bit production are contractually guarante...
Bitcoin's implied volatility has dropped to its lowest point in 2026, coinciding with U.S. Treasury yields hitting their highest levels this year. This unusual divergence suggests the market may be underestimating the size of Bitcoin's next price mov...
