mara

According to BBX data, the Federal Reserve's hawkish shift yesterday triggered a general decline in cryptocurrency concept stocks, but corporate buybacks and stock differentiation occurred simultaneously. The core dynamics are as follows:MARA Holdings, Inc. (NASDAQ: $MARA) has purchased 1,000 BTC from the cryptocurrency liquidity platform FalconX (privately held), with a transaction value of approximately $66.7 million (equivalent to an average price of about $66,700 per coin); this purchase occurred during the same time window as the release of the Federal Reserve's hawkish dot plot and Bitcoin's downward pressure on that day. This marks the company's first clearly recorded counter-cyclical buyback action since the large-scale sale of 20,880 BTC in Q1 (resulting in a Q1 net loss of $1.3 billion). As of the last disclosure (March 31), the company's BTC holdings were 35,303 coins; following this additional purchase, the total holdings are expected to rise to approximately 36,303 coins (pending confirmation from the company's official SEC filing). This transaction has not yet been disclosed in a formal press release or 8-K filing from the company, with data sourced from on-chain monitoring, awaiting official confirmation.Robinhood Markets, Inc. (NASDAQ: $HOOD) surged against the trend yesterday, reaching $110.73 during the day and closing at $105.20 (some real-time quotes showed an intraday increase of up to 12%), with a trading volume of 69.77 million shares, about 2.3 times the three-month average. The company announced that it would cut 10% of its full-time employees (resulting in approximately $28 million in restructuring costs, including about $20 million in severance and benefits costs and about $8 million in stock-based compensation costs). CEO Vlad Tenev emphasized that this move "stems from a position of strength rather than financial pressure"; concurrently, it was disclosed that the average daily trading volume in June reached historic highs across stocks, options, and prediction markets, with platform assets reaching $377 billion in May (up 48% year-on-year), and 27.7 million funded customers, with net inflows of $5.6 billion in May. Multiple institutions, including Deutsche Bank, Goldman Sachs, Needham, Cantor Fitzgerald, and Argus, raised their target prices to a range of $95 to $110 on the same day; Reuters also reported that the SEC is preparing to allow cryptocurrency companies to trade tokenized stocks and other products, which is also viewed as a positive by the market.

According to monitoring by BitcoinTreasuries.NET, the publicly traded company Mara Holdings increased its holdings by 1,000 BTC, bringing its total holdings to 36,303 BTC.

According to Onchain Lens monitoring, Bitcoin mining company Mara purchased 1,000 BTC from FalconX, worth 66.7 million dollars.

Bitcoin mining company MARA Holdings allocated approximately $4.3 million for CEO Fred Thiel's personal security expenses in fiscal year 2025, which includes $430,780 for vehicle bulletproof modifications, as well as expenses for bodyguards and residential security facilities. According to documents submitted to the U.S. SEC, MARA also provided approximately $3.9 million in security expenses for CFO Salman Khan, including $438,380 for vehicle bulletproof costs.Reports indicate that as incidents of "ransom attacks" targeting executives and investors in the crypto industry increase, crypto companies are significantly ramping up their investment in executive physical security. The so-called "ransom attack" typically refers to forcing victims to hand over private keys or account access through kidnapping, violence, or coercion. Data shows that in 2025, there were 72 confirmed incidents of crypto-related entity coercion globally, a year-on-year increase of 75%. Among these, France recorded 19 incidents, the highest in the world.

According to documents from the U.S. Office of Government Ethics, President Trump purchased shares of the Bitcoin mining company MARA Holdings ($MARA) between January and March 2026. Additionally, a report from Reuters indicates that the same batch of disclosure documents shows Trump conducted 175 financial transactions in March, purchasing at least $51 million in bonds, with the total value of transactions in that month reaching approximately $161 million.

According to BBX data, the earnings season for cryptocurrency concept stocks concluded yesterday with two significant announcements. The core data for the stablecoin sector and mining sector has been revealed, with the following key updates:Circle Internet Group, Inc. (NYSE: $CRCL) announced its Q1 2026 earnings report via BusinessWire on May 11: total revenue and reserve income amounted to $694 million (up 20% year-over-year), below the analyst consensus expectation of approximately $715 million, a difference of about $20.75 million; GAAP EPS was $0.21, exceeding expectations by $0.03 (consensus $0.18); adjusted EBITDA was $151 million (up 24% year-over-year), with a profit margin of 53%; net profit (from continuing operations) was $55 million (down 15% year-over-year). The USDC circulation at the end of the quarter was $77 billion (up 28% year-over-year), with on-chain transaction volume reaching $21.5 trillion (up 263% year-over-year); reserve interest income was $653 million (up 17% year-over-year), with a reserve yield of 3.5% (down 66 basis points year-over-year, reflecting a decline in SOFR); the full-year 2026 guidance remains unchanged. Additionally, Circle disclosed that ARC Token completed a $222 million private pre-sale, with a fully diluted network valuation of $3 billion, and investors include institutions such as a16z crypto, Apollo, ARK Invest, BlackRock, General Catalyst, Haun Ventures, Intercontinental Exchange, IDG Capital, Janus Henderson, and Standard Chartered Ventures.MARA Holdings, Inc. (NASDAQ: $MARA) announced its Q1 2026 earnings report via GlobeNewswire on May 11: revenue was $174.6 million (down 18% year-over-year, below the consensus of approximately $182.7 million); net loss was $1.3 billion (per share -$3.31, below the consensus range of -$2.20 to -$2.34), with about $1 billion stemming from non-cash accounting losses due to the decline in fair value of digital assets; during Q1, the company mined 2,247 BTC and sold 20,880 BTC during the same period; as of March 31, BTC holdings decreased to 35,303 BTC (approximately $2.4 billion); hash rate increased by 33% year-over-year to 72.2 EH/s; approximately 30% of the outstanding convertible debt (with a face value of over $1 billion) has been repaid; cash and BTC combined balance is $2.9 billion.

According to official news, MARA's revenue in the first quarter was $174.6 million, a year-on-year decrease of 18%, with a net loss of $1.3 billion, mainly affected by the unrealized loss of 38,689 bitcoins on the balance sheet. MARA sold approximately $1.1 billion in bitcoins during the quarter to pay off debt and improve liquidity.The company stated that bitcoin mining remains the cornerstone of its operations, but it is shifting its business towards AI and digital infrastructure, and it does not expect to make large-scale ASIC miner purchases in the future. Currently, its hash rate has expanded to 72.2 EH/s, and it mined a total of 2,247 bitcoins during the quarter.

NASDAQ-listed Bitcoin mining company MARA Holdings has initiated a consent solicitation process for holders of its $600 million senior secured notes to amend certain covenant terms.MARA had previously signed an agreement on April 29 to acquire 100% of the parent company of Long Ridge. Since this transaction would trigger the "change of control" clause in the notes, it theoretically requires a cash buyback of all outstanding notes at 101% of the price. MARA is seeking the consent of noteholders to exclude this transaction from the definition of "change of control" and to designate MARA and its affiliates as "permitted holders."

According to market news, Nasdaq-listed Bitcoin mining company MARA Holdings has initiated a holder consent solicitation process regarding Long Ridge Energy's $600 million senior secured notes to amend the relevant covenant terms.MARA had previously signed an agreement on April 29 to acquire 100% of the parent company of Long Ridge. Since this transaction would trigger the "change of control" clause in the notes, it theoretically requires a cash buyback of all outstanding notes at 101% of the price. MARA is seeking the consent of the noteholders to exclude this transaction from the definition of "change of control" and to list MARA and its affiliates as "permitted holders."

According to BBX data, this week the outflow channels of cryptocurrency infrastructure and the forward-looking financial reports of mining companies are advancing on two fronts, with the core dynamics as follows:Kraken (parent company Payward, Inc.) and the global payment network MoneyGram announced the establishment of a global strategic partnership through PR Newswire on May 5. Kraken users can withdraw cash exchanged for cryptocurrency in hundreds of fiat currencies at nearly 500,000 MoneyGram physical locations covering over 100 countries; initially focusing on cryptocurrency outflows, with plans to expand to local bank deposits and cross-border remittance flows; Kraken is responsible for customer identity verification, while MoneyGram provides licensed remittance services and compliance frameworks. Kraken co-CEO Arjun Sethi confirmed in an interview with Fortune that the company's IPO progress is "close to 80%," having previously submitted its confidential S-1 filing to the SEC. Bloomberg estimates the current valuation at approximately $13.3 billion based on a $200 million equity investment from Deutsche Börse.MARA Holdings, Inc. (NASDAQ: $MARA) officially announced on ir.mara.com on May 4 that its Q1 2026 financial report will be released after the market closes on May 11, with a conference call scheduled for 5:00 PM (ET); analyst consensus expects an EPS of approximately -$2.34 and revenue of about $184.2 million. As of the end of 2025, the company holds 53,822 BTC, with full-year revenue for 2025 at $907 million (up 38% year-on-year) and a hash rate of 66.4 EH/s; during Q1 2026, the price of BTC fell from about $87,000 to around $68,000, putting pressure on the mining company's total costs. The market will focus on the progress of its AI/HPC data center transformation and the rollout pace of the Starwood JV, which exceeds 1 gigawatt capacity.The U.S. Department of Labor released the April non-farm employment data on May 8, showing an increase of 115,000 jobs, nearly double the market expectation; Bitcoin maintained a range of $79,000---$80,000 after the data was released, with the market interpreting this "soft landing" signal as favorable for risk assets—an unheated job market means an increased probability of the Federal Reserve maintaining current interest rates, keeping the mid-term liquidity environment for cryptocurrency stable. The monthly net inflow for Bitcoin spot ETFs in April was approximately $2.44 billion, the strongest single month data of the year; April's monthly close rose by 16%, and if May's closing price remains above $76,000, it will confirm three consecutive months of positive monthly closes for Bitcoin, which Fundstrat founder Tom Lee defines as a "bear market ending signal."

Bitcoin mining company MARA Holdings will acquire natural gas plant operator Long Ridge Energy & Power from FTAI Infrastructure for $1.5 billion, marking an important step for the bitcoin miner in its efforts to transform into a digital infrastructure and energy company.The acquisition is expected to be completed later in 2026, pending approval from regulators including the Federal Energy Regulatory Commission. The company stated that the $1.5 billion deal includes assuming approximately $785 million in existing debt, while Long Ridge's power assets can generate approximately $144 million in adjusted earnings annually.

MARA has launched the MARA Foundation to enhance Bitcoin's defense capabilities against security threats, covering risks such as quantum computing, while expanding the accessibility of self-custody and providing educational resources.

According to The Block, cryptocurrency mining company MARA's CEO Peter Thiel announced the establishment of a nonprofit organization, the MARA Foundation, dedicated to the long-term health, resilience, and adoption of the Bitcoin protocol. The foundation will support the development of anti-quantum tools (such as PQ wallets and the BIP 360 proposal), believing that while quantum computing is not an immediate threat to Bitcoin, network upgrades take time, and early preparation is crucial.The foundation will also allocate resources to ensure Bitcoin's security budget, support the development of a robust and healthy Bitcoin transaction fee market, and launch a global multilingual education program, expand access to self-custody tools, and engage in advocacy work aimed at policymakers and activists.

According to monitoring by Lookonchain, the crypto mining company MARA transferred 250 BTC (worth approximately 17.37 million USD) again 3 hours ago.Previously, MARA sold 15,133 BTC (1.1 billion USD) between March 4 and March 25.

According to Blockspace, one of the largest Bitcoin mining companies in the world, MARA (NASDAQ: MARA), has laid off about 15% of its staff, affecting full-time employees in multiple departments as well as some contractors. CEO Fred Thiel stated in an internal memo that this layoff is not purely a financial decision, but part of the company's strategic transformation from a pure Bitcoin mining company to an energy and digital infrastructure company.Previously, MARA completed the acquisition of a majority stake in Exaion, a subsidiary of the French national energy company EDF, in February this year, officially entering the AI and high-performance computing (HPC) fields, and reached an agreement with data center developer Starwood to repurpose about 1 GW of mining infrastructure for AI workloads.In addition, MARA recently sold over 15,133 BTC (approximately $1.1 billion) to repay $1 billion in convertible bonds, with a net loss of $1.3 billion for the full year of 2025 and an adjusted EBITDA of -$330.8 million. Affected employees will receive one month of paid leave, 13 weeks of severance pay, and full compensation for unused vacation.

According to Cointelegraph, Twenty One Capital, founded by Jack Mallers, currently holds 43,514 bitcoins, making it the second largest publicly traded bitcoin treasury company, second only to Strategy's 762,099 bitcoins.The previously second-ranked mining company MARA has fallen to third place after selling 15,133 bitcoins (approximately $1 billion). Analysts point out that MARA increased its bitcoin holdings through debt during the bull market and is now forced to sell bitcoins at a loss to repay debts, which is exactly the scenario that critics of debt-driven treasury strategies warned about.This model sharply contrasts with Strategy's approach of viewing bitcoin as "perpetual digital credit" and continuously using bitcoin as collateral to finance acquisitions. Analysts believe this reflects the survival pressure faced by crypto treasuries and mining companies in a bear market environment.

Bitcoin mining company MARA announced on platform X that it will repurchase $1 billion of convertible senior notes, with the repurchase of the 2030 notes and 2031 notes expected to be completed on March 30, 2026, and March 31, 2026, respectively, depending on the satisfaction of customary closing conditions. The note repurchase transaction is expected to bring approximately $88.1 million in value to the company through cash savings.MARA also announced that the company sold 15,133 bitcoins between March 4, 2026, and March 25, 2026, for a total transaction price of approximately $1.1 billion, and it is expected that the proceeds from the bitcoin sales will be used for the note repurchase transaction, with the remaining funds used for general corporate purposes.

Marathon Digital sold 298 BTC.