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Something shifted this week. Bitcoin miners are signing 15-year leases with Google, Anthropic, and AWS. Former mining companies are rebranding entirely. And the stocks are moving like it; Hut 8 +43%, Iren +39%, Cipher Mining +35%, Keel Infrastructure +32%.
The crypto-to-AI infrastructure trade isn't a theme anymore. It's happening.
Meanwhile, Bitcoin's breakout is being confirmed by the institutions: $523 million in single-day ETF inflows, MicroStrategy adding another 13,927 BTC funded by a novel preferred share structure, and Metaplanet now the third-largest corporate Bitcoin holder on earth after Japan officially reclassified crypto as a regulated financial product.
On the equity side, Robinhood (+25%) is about to become a prediction market powerhouse. Galaxy Digital (+31%) just had its Texas data center valued at $15 billion. Circle (+14%) is quietly building the rails for bank-to-bank USDC settlement without banks ever touching crypto.
The macro backdrop is cooperating: the dollar is weakening, oil is pulling back, the Nasdaq posted its best week in months, and 10-year yields are falling. Risk appetite is back.
This week's Strategy report covers Bitcoin, 30+ crypto equities, treasury companies, miners, and macro, with signals, setups, and what it all means for positioning.
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