
S1E557 - Strategy Takes The Bitcoin Crown, SLNH, BTBT, ABTC & HUT News!
Published: April 20, 2026
Duration: 41:09
We break down Strategy’s massive Bitcoin buy that vaults it past BlackRock’s iBit and dig into what relentless corporate demand does to real-world supply. We also map the Clarity Act timeline and pivot to AI infrastructure plays, miner economics, and the valuation metrics that can make or break Q1 earnings reactions.
• Strategy adds 34,164 Bitcoin in a week and pushes total holdings past 815,000
• Strategy surpasses BlackRock iBit and reshapes the corporate holder leaderboard
• Miners trend toward selling production and sometimes treasury holdings
• Supply math versus demand, with Strategy buying multiples of daily issuance
•...