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Riot is a Solana-based betting platform that allows players to bet on games, props, parlays, fantasy, memecoins, and any competition.
Duquesne Family Office exits Intel and Micron Technology, builds positions in four Bitcoin mining companies
Odaily News: Duquesne Family Office, managed by Stanley Druckenmiller, has exited its positions in Intel and Micron Technology, and established new positions in four publicly listed Bitcoin mining companies: Bitdeer Technologies, Riot Platforms, Hut 8, and IREN. (BitcoinNews)
Korea Investment Corporation built a position of 65,443 shares of Circle stock in the second quarter.
Korea Investment Corporation (KIC) established a position in Circle stock in the second quarter, with holdings of 65,443 shares valued at approximately 4.09 million USD. Additionally, it reduced holdings in Strategy, Coinbase, and Riot Platforms during the same period, and increased holdings in Block and Robinhood stock.
Texas Pauses Approvals for ERCOT-Related Data Centers; Bitcoin Miners with Approved Power Contracts Likely Unaffected
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.
德州数据中心审计收紧电力供给，Bernstein：现有比特币矿工及 AI 运营商价值提升
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。
Goldman Sachs Fully Exited XRP and Solana-Related ETFs in Q1 and Reduced Holdings in Bitcoin and Ethereum ETFs
Goldman Sachs’ Q1 2026 13F filing with the U.S. Securities and Exchange Commission (SEC) shows a significant reduction in its holdings of crypto asset ETFs: it has fully exited all XRP-related ETFs and all Solana ETFs offered by Grayscale, Bitwise, and Fidelity. Its Bitcoin ETF holdings still include approximately $690 million in BlackRock’s IBIT and roughly $25 million in Fidelity’s FBTC—both down about 10% quarter-over-quarter. Ethereum ETF holdings declined more sharply: its position in the iShares Ethereum ETF (ETHA) was cut by approximately 70%, leaving about $114 million. Additionally, Goldman Sachs increased its stakes in Circle, Galaxy Digital, Coinbase, Robinhood, and PayPal during the same period, while reducing positions in Strategy and Riot Platforms.
Goldman Sachs Liquidates XRP and Solana ETF Positions in Q1, Still Holds Over $700 Million in Bitcoin ETFs
Goldman Sachs significantly reduced its crypto ETF exposure in the first quarter of 2026 and has completely exited its holdings in XRP and Solana-related ETFs.Filings show that in the fourth quarter of 2025, Goldman Sachs held approximately $154 million in XRP-related ETFs, including products from Bitwise, Franklin Templeton, Grayscale, and 21Shares, making it one of the largest institutional holders of XRP ETFs at the time. Additionally, the firm previously held Solana-related ETFs such as the Grayscale Solana Trust ETF, Bitwise Solana Staking ETF, and Fidelity Solana Fund, all of which have now been fully sold off.However, Goldman Sachs still retains substantial holdings in BTC and ETH ETFs. Specifically, it holds approximately $690 million in BlackRock's IBIT and about $25 million in Fidelity's FBTC, though both positions were reduced by roughly 10% compared to the previous quarter. Meanwhile, its holding in BlackRock's ETHA shrank by about 70%, leaving approximately 7.2 million shares valued at around $114 million.Furthermore, Goldman Sachs increased its holdings in crypto-related stocks such as Circle, Galaxy Digital, Coinbase, Robinhood, and PayPal, while reducing positions in mining and infrastructure companies like Strategy, Bit Digital, Riot Platforms, and IREN. (Cointelegraph)
Bybit Launches XIAOMI, SMIC, RIOT Stock Perpetual Contracts Today
Bybit adds 3 new stock perpetual contracts today: Xiaomi (XIAOMIUSDT), SMIC (SMICUSDT), and Riot Platforms (RIOTUSDT), supporting up to 25x leverage. Enjoy limited-time fee discounts during the listing period: 0% fee rate for limit orders, 50% off for market orders.
德州数据中心审计收紧电力供给，Bernstein：现有比特币矿工及 AI 运营商价值提升
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。
Bitcoin Mining Companies AI Infrastructure Index Falls 16% in Past Month, Executives at TeraWulf and Others Reduce Holdings
the TEM AI Infrastructure Growth Index has declined by 16% over the past month. Beowulf E&D Holdings, managed by TeraWulf Chairman and CEO Paul Prager, sold 275,000 shares of TeraWulf stock on June 29 at an average price of $26.596 per share, generating total proceeds of approximately $7.3 million. Since the end of March, Prager and his managed entities have sold a combined total of approximately 1.59 million shares of TeraWulf stock, with total proceeds of around $32.7 million. On July 6, TeraWulf announced a 20-year AI infrastructure leasing agreement with Anthropic, expected to generate approximately $19 billion in contract revenue over the initial term and support around 401 megawatts of critical IT load. Cipher Digital CEO Tyler Page filed documents on July 8 to sell 112,500 shares of CIFR stock, valued at approximately $2.38 million. Riot Platforms CEO Jason Les sold 175,000 shares in May, worth approximately $4.2 million, and sold 250,000 shares on June 22, valued at $7.03 million. Core Scientific Chief Legal and Administrative Officer Todd DuChene filed documents on July 6 to sell 140,000 shares, valued at $3 million. On June 30, the IREN board approved granting 9,099,328 restricted stock units each to co-CEOs William Roberts and Daniel Roberts. (Bitcoin.com News).
25-Year-Old AI Stock Guru Discloses Q1 Holdings: Heavy on AI Power, Computing, and Mining Stocks
former OpenAI researcher Leopold Aschenbrenner has updated the stock holdings of his "Situational Awareness Fund" as of the end of the first quarter of 2026.The disclosure shows that his major positions are concentrated in AI power, data centers, computing infrastructure, and Bitcoin mining companies. Among them, the Bloom Energy position amounts to $878.7 million, Sandisk to $724.4 million, and CoreWeave to $556.1 million.Additionally, he holds significant positions in mining companies and AI infrastructure firms such as Iren Limited, Core Scientific, Applied Digital, Riot Platforms, Cleanspark, Bitdeer, and Bitfarms and holds stocks semiconductor-related stocks including AMD, Intel, TSMC, ASML, and Micron.
TeraWulf Q1 HPC Revenue Surpasses Bitcoin Mining for First Time, Accelerating Trend of Computing Power Shift to AI Infrastructure
Odaily Bitcoin mining company TeraWulf announced its Q1 financial report, showing that its high-performance computing (HPC) business has surpassed Bitcoin mining revenue for the first time, marking a critical phase in the company's transition to AI and cloud computing infrastructure. The company's total Q1 revenue was $34 million, roughly flat compared to the same period last year. HPC leasing revenue reached $21 million, exceeding digital asset mining revenue of less than $13 million for the first time, becoming the primary revenue source.The financial report also showed that the company's net loss widened to $427.6 million, primarily due to non-cash warrant revaluation. However, CFO Patrick Fleury emphasized that the company is shifting from "volatile mining revenue" to "stable long-term computing power contract revenue."Currently, 60MW of HPC capacity at TeraWulf's Lake Mariner data center in New York has begun generating revenue, with plans to continue expansion within the year. Meanwhile, the company is retrofitting some of its mining infrastructure into AI/HPC computing resources to support hyperscale computing demand. This trend continues to spread across the industry, with Bitcoin miners like Riot Platforms also diversifying their revenue structures through data center and AI contracts, gradually transitioning into "computing infrastructure companies." (The Block)
Riot Platforms Q1 Data Center Revenue Reaches $33.2 Million, AMD Contract Capacity Doubles
according to financial data released by Riot Platforms, the company recorded $33.2 million in data center revenue for the first time in the first quarter. A significant portion of this revenue came from lower-margin tenant retrofitting services, which involve procuring and installing specific equipment for clients. Notably, AMD has chosen to exercise its option to double its contracted capacity from 25 MW to 50 MW, with the possibility to further expand to 200 MW in the future. Currently, 5 MW of capacity related to the AMD deal has been delivered and is generating revenue, with the remaining initial capacity expected to come online in the second quarter. Additionally, Riot Platforms reported total revenue of $167.2 million for the first quarter, with its core Bitcoin mining business contributing $111.9 million. The company currently holds 15,679 Bitcoins (valued at approximately $1.2 billion), making it the world's seventh largest public holder of Bitcoin. (The Block)
Related news
Bitcoin Miner Riot Platforms Signs $9.8 Billion AI Data Center Lease Agreement
As reported by Pulse2, Bitcoin miner Riot Platforms has announced that it has signed AI data center leasing agreements with two major tech clients, covering 241 MW of critical IT capacity. The agreements are expected to generate approximately $9.8 billion in long-term contract revenue, driving the company's transition from a Bitcoin mining-focused business model to a large-scale AI data center developer.
Riot Platforms Sells 9,665 BTC in First Half of Year, Holdings Drop to 11,380 BTC as It Pivots to AI Infrastructure
Bitcoin mining company Riot Platforms disclosed that it sold 4,300 BTC in the second quarter of 2026, bringing total first-half sales to 9,665 BTC. As of June 30, the company held 11,380 BTC, of which 5,821 BTC had been pledged as collateral for existing loans. Riot Platforms mined 1,587 BTC in the second quarter, with an average cost of $49,912 per BTC, excluding depreciation. Quarterly revenue reached $174.2 million, up 14% year-over-year. The company's cash balance stood at $548.9 million, of which $77.5 million was restricted, with liquid assets totaling approximately $1.2 billion. Riot Platforms is pivoting from pure Bitcoin mining to AI and high-performance computing infrastructure, having signed a 20-year, 191-megawatt lease agreement with Anthropic. The agreement is expected to generate approximately $9.1 billion in revenue for the company by 2048, and the company has already begun earning revenue from data center tenant fit-out and operating leases. (Bitcoin.com News)
Trading Volume Reached $732 Million, Riot Platforms Sold 9,665 Bitcoin in First Half of the Year
Odaily News, Lookonchain posted on X platform stating that Riot Platforms (@RiotPlatforms) sold a total of 9,665 Bitcoin in the first half of 2026, with a trading volume of $732 million and an average selling price of $75,785.
Duquesne Family Office exits Intel and Micron Technology, builds positions in four Bitcoin mining companies
Odaily News: Duquesne Family Office, managed by Stanley Druckenmiller, has exited its positions in Intel and Micron Technology, and established new positions in four publicly listed Bitcoin mining companies: Bitdeer Technologies, Riot Platforms, Hut 8, and IREN. (BitcoinNews)
矿企 Riot Platforms 已出售 4,300 枚比特币，目前共持有 11,380 枚
据 BitcoinTreasuries.NET 监测，矿企 Riot Platforms 已出售 4,300 枚比特币，用于支付运营需求和数据中心扩张费用，目前共持有 11,380 枚比特币。
KIC makes first investment in Circle, holding shares worth approximately $4.1 million in Q2
Odaily News Data disclosed by the U.S. Securities and Exchange Commission (SEC) shows that KIC held 65,443 shares of Circle as of the second quarter of 2026, with a position value of approximately $4.099 million (approximately 5.83 billion KRW). Previously, KIC's crypto-related holdings included Strategy, Coinbase, Block, Robinhood, and Riot Platforms. In the second quarter of 2026, KIC reduced its positions in Strategy, Coinbase, and Riot Platforms, while increasing its holdings in Block and Robinhood. The total value of these U.S. stock positions rose from $132 million in the first quarter to $168 million, an increase of 27%. Among them, the Strategy position decreased from $10.61 million to $7.17 million, down 32%; Coinbase decreased from $52.99 million to $36.93 million, down 30%; Block increased from $17.25 million to $27.34 million, up 58%; Robinhood increased from $45.88 million to $87.96 million, up 92%; and Riot Platforms increased from $4.95 million to $8.42 million, up 70%.