News linked to both this project and an event.
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 (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.
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。
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 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)
According to on-chain analytics platform Lookonchain (@lookonchain), Riot Platforms continues selling BTC and deposited another 500 BTC—worth approximately $38.24 million—to NYDIG five hours ago.
According to on-chain analytics platform Lookonchain (@lookonchain), mining company Riot Platforms deposited another 500 BTC—worth approximately $38.95 million—to NYDIG six hours ago, continuing its sell-off.
According to Cointelegraph, publicly listed Bitcoin mining companies collectively sold over 32,000 BTC in Q1 2026—exceeding their total sales for all of 2025 and setting a new quarterly record. Data from TheMinerMag indicates that the relevant companies include MARA, CleanSpark, Riot, Cango, Core Scientific, and Bitdeer. The report also notes that the current miner hash price stands at approximately $33 per PH/s per day—below the breakeven level of roughly $35 per PH/s per day for some mining firms. Additionally, according to CryptoQuant data, Bitcoin miners’ reserves have declined from over 1.86 million BTC in 2023 to approximately 1.8 million BTC.