. @leopoldasch's fund Situational Awareness just revealed he is long bitcoin miners & short semiconductors. The fund bought $CRWV $IREN $CLSK $KEEL $APLD $RIOT $BTDR and exited $HUT and $CIFR

$CLSK: SITUATIONAL AWARENESS INCREASED POSITION IN CLEANSPARK BY NEARLY 650% Q4 2025: 1,640,400 shares Q1 2026: 12,276,139 shares Leopold added over 10.6 million shares to his CleanSpark position last quarter 👀

Leopold Aschenbrenner’s hedge fund, Situational Awareness, has officially released its latest 13F filing The fund increased positions in: $CRWV $IREN $CLSK $KEEL $APLD $RIOT $BTDR Fully exited: $HUT $CIFR A very large concentration in former bitcoin miners transitioned to HPC ⚡️

The first-ever Vision Governance Vote has concluded, with almost 62% of participating voting power in favour of the proposed change. The new yearly emission rate target of 2.5%, and the resulting staking APY target of 5%, will be implemented with the start of the new cycle today. We’ll publish a blog post later today with more details on the vote, the outcome, and what changes from here. Thank you to everyone who participated and made their voice heard 💚

StarkWare is looking for teams already hitting privacy limits on public chains. Most interested in: > stablecoin payouts where merchant volumes become visible > OTC trades where size, route, or counterparty leaks > tokenized credit where borrower terms should stay private > collateral and repo flows where movement reveals strategy > wallets/custody that need private execution with audit trails If this is your problem, we want to talk. 20-25 min product validation call, DM us.

Hi @veruscoin It seems abnormal assets outflow (~$11.4m) from Verus-Ethereum Bridge: The funds are currently parked in the following address:

$KEEL Portfolio Overview: De-risked and Scalable ⚡️ Panther Creek: 350 MW Sharon: 110 MW Moses Lake: 18 MW Sherbrooke: 96 MW Scrubgrass: 1.3 GW Total capacity pipeline of 2.2 gigawatts 👀