We track a tough five-day Bitcoin slide against a flood of miner and AI infrastructure news, from policy odds and bank adoption to funding, governance, and enterprise-grade data centers. The throughline: power, capital, and customers decide who leads the next leg.

• policy momentum toward a crypto market structure bill
• banks shifting from resistance to integration
• miners repriced by power access and HPC pivots
• ABTC’s growing treasury and strategy
• Bitdeer’s convertible reset and capital needs
• BitFuFu’s cloud mining margins and steady profits
• Core Scientific’s board changes with 2C’s Capital
• Hive/Buzz HPC’s enterprise-grade build and NVIDIA ties
• IREN’s Microsoft build-out and institutional buys
• Soluna’s 350 MW tier 3 AI campus plans
• HODL 100 growth versus sell-to-build strategies

Let us know in the comments section below what you thought about today's headlines and if you're currently holding any of these companies!

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