Strive, under Matt Cole, slightly expanded its bitcoin position last week by purchasing 21 BTC, bringing total holdings to 19,921 coins. The company also sold 443,797 shares, raising around $4.5 million and increasing its cash reserves to $157.4 million from $154.1 million. Its stock moved 1.8% higher in pre-market trading.

BitMine Immersion, chaired by Tom Lee, recorded a relatively small weekly addition of 7,430 ether tokens—its lowest this year. The firm now controls roughly 4.8% of Ethereum’s total supply and also repurchased 5.5 million shares. Its stock rose 1.8% before the open, supported by a modest uptick in ETH over the weekend, though it remains down करीब 50% so far this year.

Michael Saylor’s Strategy raised $263.5 million through a stock sale last week, allocating $225 million to boost its cash reserves to $3.225 billion. The company still holds 843,775 bitcoin and has now gone two straight weeks without adding to its position, instead prioritizing liquidity to reassure investors about dividend payments tied to its preferred stock. The current reserve covers roughly 22 months of payouts. Shares gained 1.1% pre-market alongside bitcoin’s move toward $64,800.

In infrastructure developments, Hut 8 secured a second 15-year lease at its Beacon Point site in Texas, doubling tenant capacity to 704 MW and lifting the contract’s value to about $19.6 billion. Its shares jumped 16.7% in pre-market trading. IREN also signed new cloud services agreements worth $2.8 billion and raised its projected AI cloud annualized revenue to over $4 billion, pushing its stock up 9% before the open.

Chip stocks showed signs of stabilizing after last week’s selloff, with Nasdaq 100 futures up 0.4% and S&P 500 contracts rising 0.2%. The semiconductor ETF also edged higher, while Alibaba shares rallied in Hong Kong after previewing a new flagship AI model. Attention now turns to upcoming earnings from major tech companies such as Alphabet, Tesla and Intel, which could indicate whether the AI-driven rally still has momentum.

Geopolitical headlines also influenced markets, as reports that Iranian mediators are proposing a 10-day ceasefire to revive talks with the U.S. pushed oil prices lower. WTI crude fell about $3 to $80 per barrel, while Nasdaq futures climbed 1% and bitcoin rose roughly 1% to $64,900.

In the crypto market, smaller tokens outperformed even as bitcoin traded sideways near $64,000. Pump.fun’s PUMP token surged over 16%, while Pi Network’s PI jumped 12%. Tokens such as JUP, ING and BEAT posted smaller gains, whereas Provenance Blockchain’s HASH dropped nearly 10%, making it the biggest decliner among the top 100 cryptocurrencies. ZEC, NIGHT and LIT also fell between 3% and 5%.

Earlier in the session, bitcoin dipped to around $63,900, down 1.3% on the day, as markets weighed rising oil prices driven by Middle East tensions against lingering weakness in AI-related stocks. Ether, BNB, XRP and dogecoin all traded lower, while Brent crude briefly climbed above $91 per barrel, reviving inflation concerns despite recent signs of easing price pressures in the U.S.