1. Crypto stocks rallied broadly, led by Galaxy Digital (+32%), while Metaplanet lagged (-15%). The rally was driven by strong ETF inflows, legislative progress, and institutional Bitcoin/Ethereum accumulation. 2. Bitcoin (BTC) Bitcoin is showing mixed signals—bearish on short-term, bullish on longer-term trends. Inflows into ETFs and positive legislation (GENIUS, Clarity Acts) have supported optimism and a market cap surge. 3. MicroStrategy (MSTR) MicroStrategy underperformed due to dilution concerns after a $4.2B equity raise. However, continued BTC accumulation above 600,000 coins reinforced long-term bullish sentiment. 4. Marathon Digital (MARA) MARA remained bullish with increased BTC holdings and a spike in call option activity. The firm also led a $20M equity round in digital asset management. 5. Riot Platforms (RIOT) RIOT gained momentum with a jump in Bitcoin production and positive analyst ratings. The stock benefits from both crypto mining and AI/HPC exposure. 6. Coinbase (COIN) Coinbase rallied on historic crypto legislation, trading to record highs. Regulatory clarity and Robinhood S&P 500 speculation contributed to bullish sentiment. 7. Robinhood (HOOD) Robinhood rose sharply following passage of major crypto bills. It briefly topped a $100B market cap, helped by global crypto expansion and tokenized stock features. 8. Metaplanet (3350.T) Metaplanet dropped despite Fidelity becoming the top shareholder and adding BTC to its balance sheet. The selloff followed profit-taking and its long-term BTC accumulation strategy. 9. Bit Digital (BTBT) BTBT soared after announcing a $67M offering to expand its Ethereum treasury. Trading volume surged as the firm crossed 120,000 ETH in holdings. 10. Circle (CRCL) Circle jumped on stablecoin legislation progress and optimism around sustained USDC yields. A $243 analyst price target further fueled investor interest. Follow and retweet for more.