News linked to both this project and an event.
Odaily News: Berkshire Hathaway CEO Greg Abel made net stock investments of $19.8 billion in Q2, bringing an end to Warren Buffett's three consecutive years of selling. Berkshire poured $21 billion into public companies, including $10 billion into Alphabet, and repurchased $4.5 billion of its own shares. (Coinbureau)
Odaily News – Texas Governor Greg Abbott on Monday directed the Texas Public Utility Commission and the Electric Reliability Council of Texas (ERCOT) to audit all data centers seeking to connect to the state's power grid, and paused approvals for ERCOT-related data center projects. The audit timeline has not been disclosed. Bernstein analysts stated that most Bitcoin mining firms operating in Texas have already signed approved power capacity contracts, and their operations are not expected to be affected by the approval pause. They believe the audit will curb speculative data center pipelines, making real sites with development history more valuable. The analysts noted that Cipher Digital, Core Scientific, and CleanSpark's Texas operations may become more vulnerable to public opposition to data center expansion during future ERCOT approval processes to convert pipeline assets into grid-connected power capacity. IREN and Riot Platforms' Texas mining operations have already received full approval from the ERCOT grid.
据 The Block 报道，德克萨斯州州长 Greg Abbott 本周一下令要求公用事业委员会（PUCT）及电网运营商 ERCOT 对州内所有在队列中的数据中心项目展开审计，ERCOT 随即暂停了原定本月公布结果的"Batch Zero"大型用电审批流程。目前数据中心申请占 ERCOT 474GW 互联队列的约 90%。 Bernstein 分析师在周二发布的客户报告中指出，此次监管审查将抑制投机性开发、压缩新增电力容量供给，从而提升已获批电力容量的稀缺价值，利好现有比特币矿企及 AI 运营商。报告点名 Cipher Digital（CIFR）、CleanSpark（CLSK）及 Core Scientific（CORZ）受审计影响较大，因其近期扩张计划依赖德州电网接入；而 Terawulf（WULF）因电力资产分布于肯塔基、马里兰及纽约等多州，抗风险能力较强；Riot Platforms（RIOT）和 IREN 则因已在 ERCOT 拥有大规模获批运营资产而受益。
According to the NYDIG research report (Author: Greg Cipolaro, July 10, 2026), Bitcoin fell 13.4% in the second quarter of 2026, with year-to-date losses expanding to 32.9%, while the Nasdaq 100 Index rose 27.7% and tech stocks surged 43.5% during the same period, indicating that this decline was not due to macro risk aversion, but rather Bitcoin-specific supply pressure. The core pressure stems from Strategy (MSTR) launching the "Digital Credit Capital Framework," authorizing the sale of approximately $1.25 billion worth of Bitcoin to cover capital structure obligations, marking a shift of the largest historical marginal buyer from continuous accumulation to active monetization, and the DAT complex overall turning from a demand engine to a supply risk. Regarding ETFs, U.S. spot Bitcoin ETFs saw a net outflow of $4.9 billion in the second quarter, but the Morgan Stanley Bitcoin Trust attracted $364.8 million in inflows against the trend, showing distribution channels remain competitive. Regarding the derivatives market, against the backdrop of weak spot demand and continuous outflows from ETFs and stablecoins, positive funding rates coupled with rising open interest indicate leveraged longs are rebuilding positions, posing a risk of passive liquidation triggering a new round of declines. Bitcoin has currently fallen 54.3% cumulatively from the all-time high of $126,000 set on October 6, 2025; if referencing the 2018 and 2022 cycles (gradually narrowing declines of approximately 70%, approximately 370