Markets wobble into the weekend while Bitcoin rallies then pulls back, and we dig into why ETF flows matter more than daily noise. We track which miners and AI infrastructure names are actually executing on power, builds, and contracts as Wall Street resets expectations with fresh targets and catalysts.

• Bitcoin price action into option expiration day
• Year-to-date Bitcoin ETF inflows versus the June and July outflow streak
• Miner and AI infrastructure stock heat map and what a green day really fixes
• Applied Digital scaling leased AI capacity at Polaris Forge
• Galaxy Helios and the case for near-zero GPU vacancy rates
• Core Scientific’s shift from mining toward HPC revenue
• IREN construction progress plus liquid cooling groundwork
• DMG’s conference meetings to convert an LOI into a signed deal
• Terawulf’s execution focus and financing discipline from investor Q&A themes
• Insider collar strategies at TeraWulf and HUT 8 to fund taxes without selling
• Price targets and key catalysts for CoreWeave, Bitdeer, and MARA

Let us know in the comment section below how the portfolio is looking today and your current top pick in the space!

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