Bitcoin and Ethereum rip higher as falling long-term yields, ETF inflows, and a massive short squeeze collide. We connect the macro catalysts to the miner and AI infrastructure names we follow, then pull the best execution and strategy nuggets from eight recent CEO interviews.

• Bitcoin and Ethereum momentum and what it means for risk appetite
• Fed minutes context and why rate sensitivity still matters
• Treasury long-bond buybacks and the link to falling yields
• Short liquidations and how squeezes accelerate rallies
• White House crypto meeting and the September 15 procedural vote
• Miners and AI infrastructure stocks reacting to crypto strength
• Hut 8 contracted leases and triple net margin profile
• TeraWulf power demand realities and why PUE changes economics
• MARA dual-track strategy and using downtime intelligently
• ABTC cost to mine metrics and fleet efficiency as survival traits
• Bit Digital’s Ethereum treasury, NAV discount, and NC1 to NC3 catalysts
• Keel permitting readiness and why timeline confidence matters
• Soluna pipeline signals and what we watch for next
• Hive’s GPU scale math and the valuation gap question

Let us know in the comment section below if you're holding any of these stocks and if you've been taking advantage of this most recent dip!

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