Institutional split: Mubadala lifts BlackRock’s Bitcoin ETF by $90M as Harvard exits ether exposure

Mubadala boosted its iShares Bitcoin Trust stake by over $90M while Harvard shed an ether ETF, hinting that large allocators still favor straightforward Bitcoin beta over altcoin risk.

$1.5B of 2029 convertibles targeted for $1.38B buyback; bitcoin sales are on the table

The issuer plans to repurchase $1.5B of 2029 convertible notes for $1.38B and may sell bitcoin to fund it. Here’s what the discount and potential BTC sales signal to markets.

Bitcoin Miner IREN Locks In $3B 1% Convertible to Supercharge AI Cloud Pivot, Deploys Capped Calls to Limit Dilution

IREN raises $3B via 1% converts due 2033, netting $2.96B to scale AI data centers after Microsoft and Nvidia deals; capped calls at $110.30 aim to curb dilution amid the miner-to-AI shift.

Lombard Finance Migrates $1B Bitcoin Stack From LayerZero to Chainlink CCIP After Kelp DAO Exploit

Lombard Finance is shifting over $1B in BTC assets to Chainlink’s CCIP and CCT, adding extra attestation via a Security Consortium after the $292M Kelp DAO incident.

Bitcoin Depot Issues Going‑Concern Alert as 49% Revenue Slide and Lawsuits Test the Crypto ATM Model

The largest crypto ATM operator warns on survival after a 49% YoY revenue drop, $9.5M Q1 loss, AG lawsuits, and a 50.9 BTC hack—putting cash‑to‑crypto kiosks under pressure.

Trump Ethics Filings Reveal Trades in Coinbase, Robinhood, and Bitcoin Miners—And a Market Signaling Risk

New ethics filings show President Trump traded Coinbase, Robinhood, and Bitcoin mining stocks via discretionary accounts, as the Clarity Act advances without firm ethics language.

Bitcoin Holds Near $80K as 10Y Yields Hit 4.52%; ETF Outflows Quickest Since February Despite CLARITY Progress

Bitcoin hovers around $80K as 10-year yields reach 4.52% and U.S. spot ETF outflows hit -$88M/day. Key support sits at $77K while the $82K–$84K band caps rallies despite CLARITY momentum.

Gemini Shares Pop as Winklevosses Inject $100M in Bitcoin; Pivot From Spot Trading Gains Traction

Gemini posts 42% YoY Q1 revenue growth to $50.3M as Winklevoss Capital invests $100M in BTC at $14/share. Services surge, spot trading slips, and CFTC clears derivatives stack.

Strategy Targets $1.5B Convertible Buyback, Leaves Door Open to Selling Bitcoin

Strategy will repurchase $1.5B of 2029 convertibles for ~$1.38B and may sell BTC to fund it, as Saylor advances a multi‑year plan to equitize $8.2B of debt.

THORChain halts trading after researchers flag suspected $10M multi-chain exploit across BTC, ETH, BNB and Base

THORChain paused trading after security teams warned of a suspected $10M exploit spanning Bitcoin, Ethereum, BNB Smart Chain and Base. Here’s why the halt matters and what to watch.