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A major Wall Street institution made its spot BTC ETF debut, and the reception was anything but quiet. The treasury company divide is widening. Strategy resumed its buying streak in dramatic fashion, while several public miners moved in the opposite direction at scale. Miners are pivoting, fast. Multiple names this week announced or reinforced transitions away from Bitcoin mining and toward AI/HPC infrastructure.
One company announced plans to exit mining entirely by year-end. The deals getting done, and the names backing them, tell you everything about where institutional conviction is flowing. On the macro side, the dollar is under pressure, yields are repricing, and a surprise jobs print has all but closed the door on Fed cuts for 2026. Meanwhile, a major geopolitical shift sent oil tumbling and risk assets surging in a single session. Friday's CPI print looms large.
Inside, you'll find full technical setups (7-day and 30-day moving average signals), week-over-week performance across every major name, and our read on what matters heading into next week.
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