Is the Big Rotation Back to Bitcoin Already Here? [NEWS]

<p>🛠 Sponsored by:</p><p><br></p><p>Altair Technology — ASIC hardware, replacement parts &amp; mining infrastructure</p><p>Code: HASHRATEUP</p><p>https://altairtech.io/aff/125/</p><p><br></p><p>Luxor — Mining software, firmware &amp; hashrate tools</p><p>https://luxor.tech/</p><p><br></p><p>Hash price bounced from the high 20s back to ~$32, Bitcoin difficulty is down year-over-year for only the second time ever, and the great AI pivot may be running into its first real wall.</p><p><br></p><p>In this news roundup, I break down whether the AI trade is finally cracking — and whether capital is starting to rotate from AI equities back into Bitcoin. We cover the Stratum V2 milestone (Demand pool + Go Mining), the wave of miners fleeing to AI (TeraWolf&#39;s $19B Anthropic deal, Core Scientific&#39;s $14B AMD deal, MARA, Hive, CleanSpark), reverse stock splits to dodge delisting, BitDeer&#39;s US factory, and the first real grid pushback — New York&#39;s moratorium and Texas pausing its data center queue.</p><p><br></p><p>The big question: if China chip progress and open-weight models like Kimi V3 undercut AI economics, what happens to the capital funding these 15–20 year leases?</p><p><br></p><p>Timestamps:</p><p><br></p><p>0:00 Intro &amp; hash price update ($32.74, difficulty +0.47%)</p><p>1:15 Bitcoin difficulty down YoY — 2nd time ever</p><p>2:30 Demand pool mines first Stratum V2 block</p><p>4:00 Sphere3D × BitDeer — 30MW co-mining deal</p><p>6:00 Miners defend listings: Cango, American Bitcoin, Canaan</p><p>7:30 Sponsor: Altair</p><p>8:10 Hive&#39;s Swedish AI lease + $600M note</p><p>9:20 TeraWolf&#39;s $19B, 20-year Anthropic deal</p><p>10:50 MARA&#39;s $600K/MW Matagorda land grab + Ohio gas plant</p><p>12:40 Helios first AI revenue — 133MW to CoreWeave</p><p>14:00 BitDeer breaks ground on Nevada factory (SEALMINER A4)</p><p>15:20 BitFuFu June report — production down 29.4%</p><p>16:40 CleanSpark&#39;s AI lease + Foundry BIP110 vote</p><p>17:20 Sponsor: Luxor</p><p>18:30 Grid pushback: NY moratorium, Braiins + Enel energy tool</p><p>20:00 Core Scientific exits Proto ($42M) — lands $14B AMD deal</p><p>22:00 The AI trade cracked: Nvidia/OpenAI financing, Kimi V3</p><p>24:00 BTC outflows, Russia/BitRiver fraud case</p><p>25:20 Cambridge report: power use +38%, 59.4% low-carbon</p><p>26:40 Texas pauses data center queue — how worried should AI be?</p><p><br></p><p>📊 HashrateUp Hardware Deals: https://t.me/hashrateup</p><p>📩 Free 5-Day Bitcoin Mining Course: https://hashrateup.com/newsletter-sign-up/</p><p><br></p><p>#BitcoinMining #AIPivot #DataCenter #HashPrice #StratumV2 #CoreWeave #Anthropic #GridPushback #BitcoinNews #HashrateUp</p>