Isabel Foxen Duke
Market Strategist at MARA
Isabel Foxen Duke is the Host of the Bitcoin Rails podcast, focused on Bitcoin protocol development and related technologies. She additionally advises companies throughout the Bitcoin ecosystem — including Starkware, MARA, and the BRC core team — on strategic growth initiatives for Bitcoin Layer s, metaprotocols and other Bitcoin-native technology projects.
Current Roles
News Mentions
RIOT led at +16.3% and CLSK also moved higher, while MARA was roughly flat. CLSK had a fresh 20-year AI/HPC lease. RIOT had reported data-center revenue. MARA still looked more like optionality.
Many of the largest public Bitcoin miners have been pivoting to AI. I sat down with @fgthiel, CEO of MARA, to ask the obvious question: does that mean they're walking away from Bitcoin? Don't miss his candid read on the future of mining and the network - some of his answers may surprise you.
Crypto stocks, distance from 52-week highs --> $NAKA -99.3% $ABTC -97% $ASST -95% $FWDI -91% $DFDV -89% $DEFT -88% $MTPLF -85% $BKKT -84% $XXI -83% $SBET -82% $BTGO -79% $MSTR -78% $BMNR -77% $CRCL -72% $COIN -63% $ETHV -61% $FIGR -61% $BTDR -60% $MARA -50% $GLXY -50% $HODL -48% $APLD -45% $WULF -3
LATEST: ⚡ MARA Holdings agreed to buy a 1,200-acre powered site in Texas, targeting 2 GW of grid capacity for Bitcoin mining and AI compute.
Bitcoin Mining Giant Buys Texas Land Once Promised for Green Fuel in $600M Bet
$MARA +6% >Acquiring 1,200 acre powered land site in TX (no terms) >Initial 1GW of grid capacity by Oct. 2027; 2 W by April 2028 >MARA to develop site through Starwood JV; site seller HIF - who appears to be pivoting from CO2 capture to data center - to retain minority interest
CRYPTO STOCKS RALLY AS BITCOIN CLIMBS Bitcoin hit a one-week high, lifting crypto-related stocks: • $MSTR: +9.8% • $COIN: +8.0% • $MARA: +4.0% • $HUT: +1.0% • $IBIT: +3.3% • $BITO: +3.3%
Bitcoin Rails x MARA Foundation presents: THE POLITICS OF POST-QUANTUM BITCOIN | with Nic Carter 🔗 YouTube: https://t.co/ORp2OW37we 🌿Spotify: https://t.co/QIAjnZN4WP Less than nine months ago, investor and researcher @nic_carter sparked one of the most heated debates in Bitcoin's recent history
据 Fidelity Digital Assets《2026 Look Ahead》报告，截至 2025 年底，持有至少 1000 枚 BTC 的上市公司数量已从 2024 年底的 22 家增至 49 家，合计控制接近比特币总供应量的 5%。截至 2026 年 6 月初，追踪数据显示，持有 BTC 的上市公司数量进一步增至 170 至 199 家，合计持有约 126.5 万枚 BTC，占总供应量约 6%，按当时价格计算约 760 亿美元。其中 Strategy 以约 84.7 万枚 BTC 位居首位，Twenty One Capital、Metaplanet 和 MARA Holdings 分
June 15–June 22, 2026 #LookonchainWeeklyReport 🟢 Overview Market activity stayed muted, with DEX spot volume flat (-0.7%) and perp volume down 9.2% WoW. Despite the slowdown, public companies accumulated 2,399 BTC ($157M), led by MARA's 1,000 BTC purchase, while Strategy added 520 BTC and Bitmine