Strategy Takes The Bitcoin Crown, SLNH, BTBT, ABTC & HUT News!

We break down Strategy’s massive Bitcoin buy that vaults it past BlackRock’s iBit and dig into what relentless corporate demand does to real-world supply. We also map the Clarity Act timeline and pivot to AI infrastructure plays, miner economics, and the valuation metrics that can make or break Q1 earnings reactions.

• Strategy adds 34,164 Bitcoin in a week and pushes total holdings past 815,000
• Strategy surpasses BlackRock iBit and reshapes the corporate holder leaderboard
• Miners trend toward selling production and sometimes treasury holdings
• Supply math versus demand, with Strategy buying multiples of daily issuance
• Strategy MNAV premium and why premiums compress or expand
• Clarity Act next steps, Senate timing, and why the next 4 to 6 weeks matter
• Bitcoin’s post-crisis performance compared with gold and equities
• Wall Street price targets from major firms and prominent Bitcoin voices
• Soluna’s momentum, acquisitions, and hosting-led business model
• HPC and AI pivots across miners and who can raise capital fast
• Bit Digital’s Ethereum treasury exposure and net asset value discount
• Q1 earnings catalysts, contract updates, and FASB-driven balance-sheet swings
• Bitdeer’s SEAL miner efficiency gains and the case for mining plus HPC

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