One-liners across all four coverage areas: Treasury Companies, Diversified Crypto, Bitcoin Mining, and Macro & Crypto FX.
This week's earnings season delivered a verdict the market has been building toward for months: in Bitcoin mining and AI infrastructure, the winners are being separated from the losers at speed. Companies with signed hyperscale AI leases, Hut 8, Core Scientific, Cipher Digital, IREN, are accessing billions in capital at favorable terms and receiving analyst upgrades. Those without are watching margins compress in real time. Meanwhile, Michael Saylor broke with Bitcoin orthodoxy, Circle surged 17% on a landmark stablecoin quarter, and SUI and ONDO posted explosive gains on genuine institutional catalysts. The full breakdown, sector by sector, name by name, is inside.
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