๐ Global & Macro: Microsoft plans to deploy several gigawatts of chips in its data centers, underscoring continued large-scale investment in AI and cloud infrastructure.
๐ฆ RWA & Institutional: Tom Lee’s BitMine purchased 12,532 ETH worth approximately $31 million, signaling institutional accumulation despite ETH trading down 0.25%.
โก Crypto & Markets: Strategy holds ~$6.54B in unrealized Bitcoin profits, while BitMine faces ~$4.78B in unrealized losses, highlighting divergent performance among major corporate crypto holders.
๐ก Key Takeaway: Institutional crypto strategies are diverging sharply, with Bitcoin-focused treasuries outperforming while ETH-heavy positions face pressure.