Most investors still see $MARA Marathon as a Bitcoin miner
The company now has a 2.2 GW power pipeline and exposure to the sovereign AI infrastructure market via Exaion
Power and AI sovereignty are becoming 2 of the most valuable assets in the world
Must watch for investors:
$MARA vs $BTC has been a great pair trade thanks to Abs & Alpha.
Sold $BTC at ~120k, so don't really wanna short at ~65k; looking at $MARA vs $SPY /-.
Smart money force index ↓.
Excited to share that @MARA testified this week before the Ohio Joint Data Center Committee. We appreciated the opportunity to participate in a thoughtful, fact-based discussion on how data centers impact Ohio’s economy, energy grid, and communities. Our message was clear: MARA is committed to responsible development - using advanced cooling technologies that minimize water use, redeveloping existing industrial sites, delivering flexible load that strengthens grid reliability, and creating local jobs and tax revenue. We’re in Ohio for the long term and focused on being a transparent partner to the state. Grateful to the Committee for their time and leadership. #TeamMara#Ohio#DataCenters
The bulls came out to play today on $MARA, driving massive volume into the call options! 📈 Let’s dive straight into the numbers from today's intraday trading session shown in image_76309d.jpg:
📊 The Raw Numbers
Total Daily Volume: 136K contracts ⚡
Call Volume: 98,523 contracts 🟢
Put Volume: 37,153 contracts 🔴
P/C Ratio: A heavily bullish 0.38 🐂
💰 Premium Breakdown
When looking at where the actual money was spent, the bias towards calls is crystal clear:
Call Premium: $11.39M 💵
Put Premium: $2.42M 📉
Total Daily Premium: $13.81M
$MARA
Goldman Sachs projects $7.6 trillion of AI infrastructure capex through 2031
Every new generation of AI infrastructure requires more compute, more power, and more capital than the last
The opportunity for $CRWV$NBIS$MARA and $IREN is still widely underestimated