MARA Holdings dumps bitcoin for AI infrastructure

Publicly traded Bitcoin wallet firm Exodus (EXOD) is moving beyond that initial category to focus on the full crypto payments stack.

AI disruptions and global economic shifts could drive Bitcoin to new heights amid deflationary pressures. The post Arthur Hayes: Geopolitical conflicts are fueling inflation, nations are rethinking dollar reserves, and the petrodollar’s end could reshape global finance | Unchained appeared first on Crypto Briefing.

Exodus wallet sold 1,076 bitcoin in Q1 2026 to fund its $175 million acquisition of W3C’s payments business. Exodus Movement (NYSE: EXOD), developer of the self-custody Exodus wallet, sold 1,076 bitcoin during Q1 2026, reducing its BTC holdings from 1,704…

21Shares’ Matt Mena says Bitcoin’s refusal to dump on hot CPI shows inflation is priced in, leaving the CLARITY Act vote as the next major catalyst for a push toward $90K. 21Shares analyst Matt Mena argued in a note published…

The global community of speculators and digital currency enthusiasts is currently pouring millions of dollars into prediction markets to determine if and when bitcoin will clinch the elusive $150,000 price point. As of May 12, 2026, the prediction platform Polymarket has recorded a staggering $18,360,481 in total trading volume for its primary $150,000 target market. […]

Ethereum’s price has lagged behind Bitcoin at key moments, retail confidence is low, and every failed breakout has given critics another reason to argue that ETH has lost its place. However, some market experts are not buying that idea.  One of those market experts taking the opposite side of that argument is Tom Lee. The Fundstrat co-founder and BitMine chairman has continued to defend Ethereum’s long-term setup, with his 2026 ETH target around $12,000. The $10,000 Ethereum Case Is Bigger Than One Prediction Tom Lee is one of the more vocal names in the bullish camp for Ethereum. The Fundstrat co-founder and BitMine chairman has reportedly projected Ethereum as high as $9,000 to $12,000 by the end of 2026, placing him among the experts who believe ETH’s current weakness is temporary. Related Reading: Ethereum Shortfall Says Price Is Headed Lower Unless This Happens Lee made the Ethereum year-end 2026 forecast at Consensus Miami, pairing the range with a Bitcoin projection of $150,000

MARA liquidated Bitcoin holdings to fund debt buybacks and acquire a power plant as it joins the industry shift to AI infrastructure.

Cerebras Systems' upsized IPO highlights strong investor confidence in AI infrastructure, potentially reshaping the competitive landscape. The post Cerebras Systems targets $4.8B IPO with upsized share offering appeared first on Crypto Briefing.