CleanSpark grows Bitcoin treasury to 13,931 BTC despite active sales in July

CleanSpark produced 586 BTC in July, sold 229 BTC at market rates, and exercised calls on an additional 350 BTC. Combined, that’s 579 BTC leaving the treasury through sales and options activity, against 586 BTC coming in from mining. The math leaves a 7 BTC surplus, moving the treasury from 13,924 BTC on June 30 to 13,931 BTC on July 31.

The average sale price for BTC sold in July came in at $66,133, a figure that includes premiums collected from options.

Worth flagging: 4,070 BTC of the company’s 13,931 BTC total is tied up as collateral or receivables linked to derivative instruments. So the freely accessible portion of the treasury is meaningfully smaller than the headline number suggests.

For 2026 as a whole, CleanSpark has produced 4,310 BTC. The July figure of 586 BTC represents a single month’s contribution to that running total, and the company’s operational hashrate hit 50 EH/s with peak fleet efficiency recorded at 16.07 joules per terahash.

The lease deal that changes the longer-term picture

The treasury update didn’t arrive alone. CleanSpark also announced a 20-year triple-net lease alongside the operational figures, a contract structured to generate $6.6B in contracted revenue over its life. The tenant covers property taxes, insurance, and maintenance, leaving CleanSpark to collect rent with minimal ongoing expense. The lease covers data center capacity aimed at AI and high-performance computing workloads.

The 4,070 BTC in collateral is the tell. Pledging Bitcoin as collateral for derivative transactions rather than selling it outright is a way to access liquidity without triggering a taxable event and without permanently reducing the treasury.

The $6.6B lease announcement complicates any simple read of CleanSpark as a pure Bitcoin play. Investors who bought in for direct Bitcoin exposure now own a piece of a company with substantial locked-in revenue from AI and HPC data center leasing.

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