One-liners across all four coverage areas: Treasury Companies, Diversified Crypto, Bitcoin Mining, and Macro & Crypto FX.

BITCOIN: BTC is under pressure ahead of the first Fed decision under the new Chair, $8.6B in options are out of the money, volumes are thin, but institutions quietly absorbed 125,000 BTC on-chain.

MSTR: Strategy bought 1,587 BTC for $100M but funded it with a $209M stock sale, reviving dilution concerns and capping any upside despite growing treasury size.

BTBT: Bit Digital surged on a $160M HPC contract for its WhiteFiber AI subsidiary, backed by a $100M non-dilutive loan facility, the market rewarded the capital structure.

GLXY: Galaxy's 1.6 GW Helios data center is driving the re-rating; add a Morgan Stanley crypto lending deal and a new institutional OTC prediction markets desk, and the AI pivot is firmly underway.

HOOD: Robinhood is firing on all cylinders, record June volumes, SpaceX IPO access for 855K users, $377B in platform assets (+48% YoY), and broad analyst upgrades.

BLSH: Bullish remains range-bound near its lows as weak crypto trading volumes persist and CEO share sales weigh on sentiment, despite Buy ratings from Cantor and Deutsche Bank.

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