Markets wobble while demand signals strengthen. We unpack why miners sell reserves, how ETF inflows reshape supply, and where Core Scientific and Riot are placing big bets on power, co-location, and HPC in 2026 and beyond.

• red day for miners against macro tension 
• ETF inflows hit five-month high 
• MARA signals increased BTC sales 
• ABTC adds next-gen ASICs and boosts efficiency 
• Core Scientific expands co-location and energizes 350 MW 
• CoreWeave contract funding and 590 MW roadmap 
• Riot targets 45 EH and builds HPC capacity 
• AMD lease start with room to scale 
• power assets and interconnects as key moat

Let us know your thoughts on Core Scientific and Riot results, and whether you’re holding shares!

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