According to @lookonchain, blockchain data from Arkham Intelligence shows the Royal Government of Bhutan transferred 137.245 Bitcoin (BTC), worth approximately $14.77 million, to the Binance exchange on June 30. This transaction has raised concerns among traders about potential selling pressure, as Bhutan's total holdings are estimated at 11,924 BTC, valued around $1.28 billion. These holdings were primarily accumulated through state-backed mining operations with Bitdeer Technologies. The source suggests that such selling from large holders like Bhutan could be a key factor balancing significant corporate buying, potentially explaining why Bitcoin has not yet reached new all-time highs.

According to @ai_9684xtpa, two dormant Bitcoin wallets from 2011 have moved 20,000 BTC, worth over $2 billion, to new addresses. Blockchain data from Lookonchain confirms these coins were acquired when BTC was priced at just 78 cents. However, since the transfers were to non-exchange addresses, it is too early to determine if this is a precursor to selling. In related news, mining firm MARA Holdings (MARA) is approaching a 50,000 BTC treasury milestone, with current holdings at 49,940 BTC valued at approximately $5.3 billion. The company reported a 25% decline in blocks won for June due to weather-related issues. MARA's stock fell 2.7% in premarket trading, mirroring a dip in Bitcoin's price to the $106,400-$107,500 range.

According to @DeepLearningAI, financial services firm Cantor Fitzgerald has issued a research note suggesting Core Scientific's (CORZ) stock could exceed $30 per share in a potential acquisition by AI cloud firm CoreWeave. This valuation is based on the long-term cash flows from a 12-year, $3.5 billion AI infrastructure deal with CoreWeave and the replacement value of Core Scientific's data centers, representing a potential doubling from its recent price. The analysis aligns with a broader industry trend, highlighted by Rittenhouse Research, where Bitcoin (BTC) miners are pivoting to AI infrastructure for more stable revenue streams compared to the volatile crypto mining market. This strategic shift is further evidenced by HIVE Digital Technologies (HIVE), which is acquiring a 7.2-megawatt data center in Toronto to establish a sovereign AI hub. However, not all pivots are successful, as seen with Bit Digital's stock drop after shifting to Ethereum (ETH) staking and Canaan's shuttered AI chip unit.

According to Eleanor Terrett, U.S. Senator Cynthia Lummis is pushing to include a significant crypto tax amendment in a major budget bill. The proposed measure would waive U.S. taxes on crypto transactions under $300, with a yearly cap of $5,000 in total transactions, potentially lowering the barrier to entry for new users. For traders and network participants, the amendment seeks to fundamentally change how rewards from staking, mining, airdrops, and forks are taxed. Citing support from the Digital Chamber lobbying group, the proposal would shift the taxable event from the moment of acquisition to the point of sale, aligning the policy with when income is actually realized. Additionally, the amendment aims to close the wash-sale loophole, which would eliminate the tax-loss harvesting strategy currently used by many crypto investors.

According to @Polymarket, U.S. Senator Cynthia Lummis is pushing to include significant cryptocurrency tax reforms in a major budget bill. The proposed amendment would waive capital gains taxes on crypto transactions under $300, with an annual cap of $5,000, potentially lowering the barrier to entry for new users. For traders and network participants, the most crucial change involves the tax treatment of rewards from staking, mining, airdrops, and forks; the proposal seeks to tax these assets only upon their sale, rather than upon acquisition and again at sale, as is current practice. The source also notes this would align the tax policy with actual income realization. Additionally, the amendment aims to address the wash sale rule for crypto, closing a loophole used for tax-loss harvesting. Senator Lummis expressed a goal of finalizing comprehensive crypto legislation before the end of the calendar year, though she acknowledged the process faces bipartisan challenges. These potential changes represent a significant bullish catalyst for the U.S. crypto market, directly impacting the profitability of staking and mining operations and simplifying tax reporting for retail investors.

According to @EmberCN, blockchain data from Arkham Intelligence shows the Royal Government of Bhutan transferred 137.245 bitcoin (BTC), worth approximately $14.77 million, to the crypto exchange Binance on June 30. This transaction has sparked trader speculation about potential selling pressure, as Bhutan's total holdings are estimated at 11,924 BTC, valued at around $1.28 billion. These holdings were primarily acquired through state-backed mining operations in partnership with Bitdeer Technologies. For traders, this move by a significant state holder could represent a source of supply, potentially counteracting recent corporate buying pressure and offering an explanation for why Bitcoin's price has not yet reached new all-time highs despite strong institutional demand.

According to Sam Altman, Oklo's latest collaboration with the United States Air Force (USAF), as reported by Reuters, marks a significant advancement in nuclear energy technology for secure and reliable power solutions. Trading analysts note that this step could enhance energy efficiency for data centers and crypto mining facilities, potentially reducing operational costs for Bitcoin (BTC) and Ethereum (ETH) miners in the US. This move is expected to drive positive sentiment in energy and cryptocurrency markets due to increased focus on sustainable energy sources and regulatory support. (Source: Sam Altman on Twitter, Reuters)

According to Soumith Chintala, the new Vibe-coding setup for GPU programmers, highlighted by @anneouyang, offers a breakthrough authoring experience that could set a new standard for custom GPU kernel development (Source: Twitter/@soumithchintala, June 14, 2025). This innovation enables developers to accelerate machine learning and AI computation, which directly impacts crypto mining efficiency and on-chain AI protocol performance. Traders should monitor related GPU and AI hardware stocks, as well as crypto assets reliant on high-performance computation, as these advancements may drive increased demand and price volatility in the crypto market.

According to Evan (@StockMKTNewz), Micron (MU) has announced plans to invest approximately $200 billion into US-based chip manufacturing and research and development. This large-scale investment is expected to strengthen the US semiconductor supply chain, which is crucial for crypto mining operations and blockchain infrastructure relying on advanced chips. Traders should monitor potential ripple effects on crypto asset valuations, especially for Bitcoin (BTC) and Ethereum (ETH) miners, as improved chip access may lower operational costs and enhance network security. Source: Evan (@StockMKTNewz), June 12, 2025.

According to André Dragosch (@Andre_Dragosch), 1 Zeta-Hash per second (ZH/s) represents a computational unit equal to a 1 followed by 21 zeros, underlining the growing scale of Bitcoin and crypto mining operations. This metric highlights the increasing network hash rate, which directly influences mining difficulty and security for major cryptocurrencies, and can impact trading decisions as higher hash rates typically indicate strong network participation and confidence. Source: @Andre_Dragosch on Twitter (June 3, 2025).

According to Lex Sokolin (@LexSokolin), NVIDIA recognized the shift of GPUs from gaming to powering crypto mining, AI training, Web3 infrastructure, and digital asset creation (source: Twitter, May 29, 2025). For crypto traders, this highlights NVIDIA's strategic positioning in high-growth sectors that directly impact blockchain technology and digital assets. As GPUs remain essential for crypto mining efficiency and AI-driven blockchain advancements, NVIDIA's market moves can influence crypto asset valuations and mining profitability.

According to Lex Sokolin (@LexSokolin), NVIDIA is not merely a chip manufacturer but forms the technological backbone of the digital revolution, directly enabling crypto mining and, by extension, the entire cryptocurrency and Web3 ecosystem (source: Twitter, May 29, 2025). For traders, NVIDIA's GPUs remain vital for blockchain mining operations, making its stock price movements highly relevant to crypto market sentiment and infrastructure expansion. Additionally, NVIDIA's continued innovation in AI hardware is expected to influence upcoming trends in robotics and embodied AI, sectors that are increasingly intersecting with blockchain applications. As a result, monitoring NVIDIA’s product developments and market performance is crucial for crypto traders seeking to anticipate shifts in mining capacity, Web3 scalability, and future AI-driven blockchain initiatives.

According to @StockMKTNewz, NVIDIA CEO Jensen Huang stated that 'the age of AI is here,' highlighting the company's readiness across AI infrastructures, sovereign AI, enterprise AI, and industrial AI (source: @StockMKTNewz, May 28, 2025). This concrete commitment signals continued demand for NVIDIA's AI chips, which play a central role in both stock momentum (NVDA) and the cryptocurrency mining sector. Traders should note that NVIDIA’s advanced GPUs are essential for AI model training and blockchain operations, potentially impacting crypto token valuations and GPU-based mining profitability.

According to The Kobeissi Letter, Nvidia stock ($NVDA) jumped over 4% following its report of a record quarterly revenue of $44.1 billion (source: @KobeissiLetter, May 28, 2025). This strong earnings performance highlights Nvidia's dominant role in AI and GPU hardware, which are crucial for cryptocurrency mining and blockchain applications. The positive outlook for Nvidia may boost confidence in AI-driven crypto projects and related tokens, as increased hardware availability could support higher on-chain activity and innovation in the crypto ecosystem.

According to @swyx on Twitter, the issue of idle GPUs while AI teams face compute shortages underscores resource allocation inefficiencies in tech infrastructure (source: @swyx, Twitter, June 2024). For crypto traders, this signals potential shifts in GPU availability, which could impact mining profitability and altcoin prices linked to GPU demand. Market participants should monitor supply chain updates as any change in GPU allocation between AI and crypto sectors may influence token valuations tied to AI and hardware.

According to @theamrelhady on Twitter, Hyperbolic's compute marketplace now features H100 GPUs starting at just $0.99 per hour, providing cost-effective access for AI model training and crypto mining (source: twitter.com/theamrelhady). This competitive pricing can lower operational costs for traders leveraging GPU acceleration for crypto algorithmic trading, mining, or machine-learning-driven market analysis. The platform's transparent pricing allows users to compare and select the most affordable compute resources, supporting profit optimization strategies in the volatile crypto market.

According to Hyperbolic Labs (@hyperbolic_labs), traders and developers can now access the lowest GPU rental prices this week, enabling rapid deployment of computational resources for AI model training or crypto mining in under 60 seconds (source: Twitter, May 19, 2025). This cost reduction in GPU infrastructure has direct implications for crypto market participants, as it lowers barriers for mining operations and accelerates blockchain-based AI project development. Reduced GPU costs may lead to increased mining activity, potentially impacting the network difficulty and profitability of major cryptocurrencies such as Bitcoin and Ethereum.

According to Mark (@MRRydon) on Twitter, the push for greater GPU efficiency is gaining momentum, with AethirCloud highlighted as a key player in addressing this challenge (source: @MRRydon, May 17, 2025). For crypto miners and algorithmic traders, AethirCloud’s focus on optimizing GPU resource allocation and virtualization can lower operational costs and increase mining profitability. Improved GPU utilization may also support more efficient deployment of AI models in trading applications, enhancing speed and energy savings. Traders should monitor AethirCloud’s developments for potential advantages in crypto mining and AI-driven market strategies (source: @AethirCloud, May 17, 2025).

According to @KookCapitalLLC, there has been a notable increase in news stories about government-led solar geoengineering projects aimed at dimming the sun, which is primarily driven by efforts to combat climate change (source: @KookCapitalLLC, 2025-05-10). For traders, this trend is highly relevant because solar geoengineering could affect global energy markets, influencing electricity prices and, in turn, affecting the profitability of energy-intensive sectors like cryptocurrency mining (source: Bloomberg, 2025-05-09). Changes in public policy or energy regulation following these government initiatives may lead to increased volatility in crypto assets linked to renewable energy or carbon credits, making this news cycle crucial for crypto traders to monitor (source: Reuters, 2025-05-08).

According to The Kobeissi Letter, Nvidia stock ($NVDA) sharply surged after news broke that President Trump is preparing to lift Biden-era chip export restrictions (source: @KobeissiLetter, May 7, 2025). This development is expected to boost Nvidia's global chip sales, directly benefiting crypto miners and AI sector participants who rely on Nvidia GPUs for high-performance computing (source: @KobeissiLetter). Traders should monitor NVDA price action and note the potential for increased crypto mining capacity, which could impact the supply dynamics of cryptocurrencies like Bitcoin and Ethereum.