Fed Flags AI Infrastructure Boom as Inflation Risk as Dot Plot Tilts Toward Hikes
The Fed has named AI infrastructure spending as a persistent inflation driver. Nine of 18 members now project rate hikes by end-2026 — and crypto is feeling it.
The latest on Bitcoin — price action, spot ETFs, mining, Lightning and the macro forces moving BTC.
The Fed has named AI infrastructure spending as a persistent inflation driver. Nine of 18 members now project rate hikes by end-2026 — and crypto is feeling it.
CleanSpark's June filing reveals 1,719 of its 13,924 BTC — about 12% — are pledged as collateral, exposing a hidden liquidity gap in public miner reserve reporting.
BlackRock's IBIT recorded $209M in net inflows on July 6 — its first in weeks — leading a $266M combined inflow day for U.S. spot Bitcoin ETFs as BTC tops $63,700.
Strategy sold 3,588 Bitcoin for ~$216M between June 29–July 5 to fund preferred dividends. Grayscale says the forced sale may have set a durable BTC price floor.
ARK Invest spent $77M on Coinbase, Circle, and Bullish during Bitcoin's worst month in four years. We break down whether crypto equities reduce risk or multiply it.
American Bitcoin Corp has grown its BTC treasury past 8,000 coins via Q1 mining, but shares remain ~94% below their peak as crypto fear grips the market.
The US Strategic Bitcoin Reserve, signed into law in March 2025, has stalled as federal agencies clash over custody and control of seized Bitcoin holdings.
TeraWulf locks in a 20-year, ~$19B AI lease with Anthropic at its Kentucky campus and sells its Abernathy JV stake for ~$530M, sending WULF shares up 12%.
Metaplanet added 2,823 BTC in Q2 2026 to reach 43,000 BTC total — worth ~$2.69B — making it the world's third-largest corporate Bitcoin treasury behind Strategy and Twenty One Capital.
FBI Director Kash Patel held a six-figure Strategy (MSTR) stake and missed the federal ethics disclosure deadline, raising conflict-of-interest questions.