Bitcoin miner CleanSpark (CLSK) released its unaudited bitcoin mining and operations update for July 2026, according to PR Newswire. The company said it mined 586 BTC during the month, bringing its year-to-date production to 4,310 BTC. It also reported a peak operating hashrate of 50 EH/s and an average operating hashrate of 38.6 EH/s, with 230,507 deployed miners as of the end of July. On the power side, contracted capacity reached 1.8 GW, while actual usage stood at 808 MW. CleanSpark said its bitcoin holdings rose to 13,931 BTC by July 31, up slightly from 13,924 BTC at the end of June. During the month, it sold 229 BTC through spot transactions and 350 BTC through exercised call options at an average sale price of $66,133 per coin. The company also announced a 20-year triple-net lease agreement at its Sandersville, Georgia campus with a global investment-grade technology company, with two optional five-year extensions and an estimated total contract value of $6.6 billion over the initial term.

U.S. stocks finished broadly higher, with all three major indexes posting gains. The Dow Jones Industrial Average rose 1.71%, the S&P 500 added 1.79%, and the Nasdaq climbed 2.59%. Each index was also up by the same percentage for August on a cumulative basis, according to the update. Precious metals names outperformed during the session. The VanEck Gold Miners ETF (GDX) gained 2.43%, Newmont (NEM) rose 2.48%, and the iShares Silver Trust (SLV) advanced 2.63%. Among individual mining stocks, Coeur Mining (CDE) increased 4.24%, while First Majestic Silver (AG) climbed 5.09%. Crypto-related equities turned in a mixed performance. Cipher Mining (CIFR) dropped 15.65%, Hut 8 (HUT) fell 9.74%, and CleanSpark (CLSK) lost 3.28%. MARA Holdings (MARA) finished flat. On the upside, Riot Platforms (RIOT) gained 0.65%, Bit Brother (BTBT) rose 2.17%, Coinbase (COIN) added 2.89%, Strategy (MSTR) climbed 2.94%, Bitmine (BMNR) rose 3.76%, and Circle (CRCL) advanced 4.96%.

Bernstein analysts said Texas' decision to pause approvals for data center projects seeking to connect to the state grid is unlikely to materially hurt most Bitcoin mining companies operating in the state. According to the firm, many Texas mining sites have already secured approved power capacity contracts, which shields existing operators from the immediate effect of the review. The move follows an order from Texas Governor Greg Abbott for the Public Utility Commission of Texas, or PUCT, and grid operator ERCOT to review all pending data center grid interconnection applications in response to power system strain and public pushback tied to rapid data center expansion. Bernstein said the review is likely to curb speculative projects while raising the value of sites with a development track record and approved power resources. The analysts added that miners with long construction cycles, self-built infrastructure, and local operating experience could benefit, while expansion plans at Cipher Mining, Core Scientific, and CleanSpark may face approval pressure. IREN and Riot Platforms, by contrast, may hold a stronger competitive position because they already have ERCOT-approved power capacity.

Texas Governor Greg Abbott on Monday directed the Public Utility Commission of Texas and grid operator ERCOT to audit all data center projects currently in the state’s interconnection queue. ERCOT then paused its “Batch Zero” large-load approval process, which had been scheduled to release results this month. Data center applications now account for about 90% of ERCOT’s 474 GW interconnection queue, according to the report cited by ChainCatcher. In a client note published Tuesday, Bernstein analysts said the review is likely to curb speculative development and tighten incremental power capacity supply, increasing the scarcity value of already approved capacity. The firm said that dynamic could favor existing bitcoin miners and AI operators with secured access to power. Bernstein highlighted Cipher Digital, CleanSpark and Core Scientific as more exposed because their near-term expansion plans rely on Texas grid access, while Terawulf was described as more resilient due to power assets spread across Kentucky, Maryland and New York. Riot Platforms and IREN, which already hold large approved operating assets in ERCOT, were identified as potential beneficiaries.

U.S. equities opened in positive territory, with all three major indexes posting gains at the start of trading. The Dow Jones Industrial Average rose 0.35%, the S&P 500 added 0.48%, and the Nasdaq climbed 0.86%. Crypto-related stocks, however, did not move in the same direction. Coinbase Global (COIN) fell sharply by more than 9%, making it one of the weakest names in the group. Strategy (MSTR) dropped more than 4%, while Circle (CRCL) and Bitmine (BMNR) each lost more than 3%. On the other side, mining names showed strength. Cipher Mining (CIFR) and Hut 8 (HUT) both gained more than 6%, while Riot Platforms (RIOT), CleanSpark (CLSK), and Bit Brother (BTBT) rose more than 1%. MARA Holdings (MARA) edged lower by 0.21%. The moves were reported by Techub News shortly after the U.S. market open.

Market data cited by BlockBeats showed that Situational Awareness, the fund tied to 25-year-old Wall Street AI stock picker Leopold, was reported on July 31 to have sold most of its holdings. The move came just before a sharp rally in names previously listed in its Q1 13-f filing. Those stocks all posted gains above 20%, according to BIT(bit.com) market data. CleanSpark rose 21.61%, Riot Platforms added 23.70%, and Applied Digital climbed 21.27%. Core Scientific was up 22.93%, IREN Ltd gained 28.83%, and CoreWeave advanced 24.53%. SanDisk rose 24.34%, while Bloom Energy jumped 27.05%. The report framed the move as Leopold exiting before the rally in the fund’s previously disclosed positions.

At 09:35 a.m. Eastern Time on July 29, 2026, U.S. stocks opened lower, with all three major indexes in negative territory. The Dow Jones Industrial Average fell 0.80%, the S&P 500 slipped 0.16%, and the Nasdaq Composite lost 0.21%. Crypto-related equities also traded mostly lower in early action. Among the names listed, Bit Brother (BTBT) fell 2.31%, CleanSpark (CLSK) dropped 2.30%, Riot Platforms (RIOT) declined 2.14%, Cipher Mining (CIFR) lost 1.96%, and Hut 8 (HUT) was down 1.85%. Bitmine (BMNR) fell 0.80%, MARA Holdings (MARA) dropped 0.79%, Circle (CRCL) lost 0.68%, and Coinbase (COIN) edged down 0.24%. Strategy (MSTR) was the only stock in the group to post a gain, rising 0.31%.

U.S. stocks ended mixed, with the Dow Jones Industrial Average up 0.51%, the S&P 500 edging up 0.02%, and the Nasdaq slipping 0.18%, according to Techub. For July, the Dow was down 0.18%, the S&P 500 fell 0.94%, and the Nasdaq dropped more than 4%. Precious metals shares outperformed on the day. CDE, or Coeur Mining, rose more than 1%, while GOLD, or Barrick Gold, jumped more than 4%. Crypto-related equities showed a sharp split. Mining names moved lower across the board, with Cipher Mining falling 6.48%, Hut 8 down 4.91%, CleanSpark off 3.41%, MARA Holdings losing 2.89%, Riot Platforms down 2.49%, and Bit Brother slipping 1.46%. At the same time, exchange and crypto-concept stocks posted strong gains. Circle rose 5.28%, Coinbase added 5.81%, Strategy climbed 7.61%, and Bitmine surged 13.36%.