bitcoindata21

Its the same move every cycle.
U.S ISM manufacturing PMI goes up, and bitcoin goes up.
*For the haters, I added orange dots to show you can't call it useless YET.

Same same but different.
The longer the base, the higher in space.
FTSE 100 vs Ethereum.

The convergence of the 200 week moving average and the estimated cost of production gives STRONG support historically to bitcoin.

What are the odds that bitcoin peaks long after alts again?

$MARA energy pipeline for growth

Going into earnings tonight, $CLSK has 31.49% short interest.

Retail investors are still net bearish, even after price thrusts in major indices.
I can only assume they are in stocks that have gone nowhere for the last 2-3 years.

AI Hyperscaler CAPEX globally at $1 trillion in 2026, with more than half in the U.S. Wild numbers.

The median stock in the U.S has just broken to new all time highs yesterday, for the first time in 5 years.
This is not just an AI rally. This is breadth.
This is the business cycle doing business cycle things.

$GLXY entered the data centre game:
"Galaxy completed delivery of the first phase of power at its Helios data center campus in West Texas, delivering 200 MW of gross power — 133 MW of critical IT load — to CoreWeave under the Company's 15-year lease agreement.""

$WULF development - steady growth from 0.8GW this year, to 2.8-2.9GW around 2030.

$WULF earnings for Q2 2026 are out

Retail wouldn't dump stocks at the greatest pace in 7 years...
while get liquidated/margin called/stop loss targeted
right before the best part of the cycle for ALL assets, would they?
Big oof.

$HUT development pipeline
As of June 30, 2026, Hut 8’s development pipeline totaled approximately 8,660 MW
- 5,400 MW Capacity Under Diligence
- 1,880 MW Capacity Under Exclusivity
- 50 MW Capacity Under Development
- 1,330 MW Capacity Under Construction