JUST IN: MARA is raising $850 million to buy more Bitcoin 🔥 https://t.co/QiaCAM5IV0 ...

🚨JUST IN: @MARA ANNOUNCES PROPOSED PRIVATE OFFERING OF $850M OF ZERO COUPON CONVERTIBLE SENIOR NOTES ...

MARA Holdings announces proposed private offering of $850 million of zero-coupon convertible senior notes due in 2032. Source:https://t.co/ZOtwflietw ...

MARA Holdings, the world's largest public bitcoin miner, raises $850 million to continue buying bitcoin. MARA Holdings currently holds more than 50k BTC. https://t.co/ZxeujEwGFk ...

JUST IN: 🇺🇸 Bitcoin miner MARA Holdings to raise $850 million to buy more #Bitcoin and other purposes. https://t.co/Y7FBeTM7rk ...

Core Viewpoint - MARA Holdings, Inc. plans to offer $850 million of 0.00% convertible senior notes due 2032, with an option for an additional $150 million, subject to market conditions [1][2] Group 1: Offering Details - The notes will be unsecured and are not expected to bear regular interest, with special interest payable semi-annually starting February 1, 2026 [2] - The notes will mature on August 1, 2032, and can be redeemed by MARA starting January 15, 2030, under certain conditions [2] - Holders can require MARA to repurchase their notes on January 4, 2030, if the stock price is below the conversion price [2] Group 2: Use of Proceeds - MARA intends to use up to $50 million of the net proceeds to repurchase existing 1.00% convertible senior notes due 2026, with the remainder for capped call transactions, acquiring bitcoin, and general corporate purposes [3] Group 3: Market Impact - The repurchase of the 1.00% 2026 convertible notes may lead to significant market activity as hedged holders unwind their positions, potentially affecting MARA's stock price [4] - Capped call transactions are expected to reduce dilution upon conversion of the notes and offset cash payments exceeding the principal amount [5] Group 4: Regulatory Compliance - The notes will be offered to qualified institutional buyers under Rule 144A of the Securities Act, and the offering has not been registered under the Securities Act [7]

Core Viewpoint - MARA Holdings, Inc. will hold a webcast and conference call on July 29, 2025, to discuss its financial results for the quarter ended June 30, 2025 [1] Group 1: Earnings Call Details - The earnings call is scheduled for July 29, 2025, at 5:00 p.m. Eastern time [4] - Financial results will be published in a shareholder letter prior to the call on the investor relations section of the Company's website [1] - Verified retail and institutional shareholders can submit and upvote questions ahead of the earnings call, with the Q&A platform opening on July 21 and closing on July 28 [3] Group 2: Company Overview - MARA Holdings, Inc. is a leading digital energy and infrastructure company that deploys digital energy technologies to advance global energy systems [5] - The company transforms excess energy into digital capital, balancing the grid and accelerating the deployment of critical infrastructure [5] - MARA develops technologies aimed at reducing the energy demands of high-performance computing applications, including AI [5]

Core Insights - The article emphasizes that true wealth in the cryptocurrency market, particularly Bitcoin, is generated not by holding Bitcoin itself but by investing in companies that facilitate its availability, such as miners and refiners [2][3]. Company Analysis - Cleanspark Inc. is highlighted as offering the deepest discount to its 52-week high prices, presenting a significant opportunity for investors as Bitcoin prices rise [4]. - Cleanspark's stock forecast indicates a potential upside of 59.43%, with a 12-month price target of $20.38 based on analyst ratings [5]. - Institutional investors, like Vanguard Group, have increased their holdings in Cleanspark by 22.8%, indicating confidence in the company's future performance [7]. - Riot Platforms is also noted for its potential, with a 12-month stock price forecast of $17.35, suggesting a 25.18% upside [11]. - Riot Platforms has reported a net loss per share of $0.90, but forecasts predict improvement, which could lead to higher stock prices [12]. - Marathon Digital Holdings, with a market cap of $4.9 billion, is attracting more institutional interest and has a stock forecast of $20.94, indicating a 7.35% upside [14][16]. Market Trends - The article draws parallels between the current cryptocurrency market and historical commodity booms, suggesting that investing in the infrastructure supporting these assets can yield greater returns than the assets themselves [1][2]. - The smaller market capitalization of companies like Cleanspark and Riot Platforms limits their media exposure, which may present hidden opportunities for investors [10].

JUST IN: MARA CEO says the Genius Act is BULLISH for BitcoinMARA is the second largest publicly traded Bitcoin holder with 50,000 $BTC https://t.co/PLTxp6rvPs ...

Core Viewpoint - The investment strategy focuses on a balanced portfolio between low-cost funds and individual stocks, emphasizing long-term holding and understanding market dynamics beyond mere financial metrics [1] Group 1: Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in single stocks, reflecting a balanced investment approach [1] - The investment philosophy prioritizes holding stocks for at least 10 years, avoiding market timing [1] - The analysis of stocks goes beyond P/E ratios, focusing on supply and demand dynamics and predicting human behavior [1] Group 2: Market Perspective - The market is viewed as a meeting point of demand and supply, with a strong emphasis on understanding market sentiment and momentum [1] - There is a belief that many investors do not fully grasp the forward-looking nature of the market [1] - The approach to investing requires creativity, curiosity, and a willingness to go against prevailing trends [1] Group 3: Current Investment Focus - The current bullish outlook includes companies such as AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]