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Bitcoin miners sold 15,000+ BTC from treasuries to fund AI data center buildouts. Mining stocks are up 56% while BTC is down 17%. Bitcoin's hashrate is now underwritten by hyperscaler AI capex, and the AI trade just had its worst day since 2025.
The mining sector's AI pivot is well covered at this point. What I haven't seen discussed is what it means for Bitcoin itself now that the AI capex trade is getting questioned. The state of the pivot: Bitcoin is down roughly 17% year to date. A tracked basket of listed …
Even Strategy is sitting on $3.75B in cash right now
Strategy sold $544.5m worth of MSTR last week, bought no BTC and increased its dollar reserve to $3.75b. That apparently gives them 2.1 years of dividend coverage. They still own 843,775 BTC, so this clearly isn’t them turning bearish. I know corporate balance sheets and personal finances aren’t the same …
This week's biggest Bitcoin news
Bitcoin had a loaded week. Here are my 5 favorite things I came across: 1. **Bitcoin ownership just passed gold ownership in the US**, for the first time ever. More Americans now hold Bitcoin than hold gold. 2. **BlackRock, Strategy, Coinbase, and six other major firms pledged $15 million** to …
Every time another exchange shutdown, I become a little more bullish.
this might sound weird, but every time an exchange shuts down, the market eventually seems to come back stronger. The weaker players get wiped out, users migrate to platforms they trust more, and the industry gets cleaned up a little. It reminds me of how every bear market gets rid …
Daily Crypto Discussion - July 27, 2026
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btc's up 4 weeks and us demand still says no
btc's up four weeks straight, eth's leading the bounce, and coinbase premium has been negative for fifty days straight through all of it. that gap matters. negative premium means btc's cheaper in the us than everywhere else, so this rally isn't being driven by american demand, it's happening somewhere else …
The End of the Privacy Tax: Bitcoin's Next Scaling Breakthrough. How Fabian Jahr's BIP459 sets the stage for Cross-Input Signature Aggregation, slashing transaction fees and inverting the economics of CoinJoins.
**What if I told you the ultimate Bitcoin privacy upgrade isn't a new network or a mixer—it's a 64-byte math equation?** For years, we’ve paid a massive premium to keep our Bitcoin transactions private. That era is quietly coming to an end. **BIP459 is cryptographic alchemy.** It compresses thousands of …
How do I choose Leverage on Coinbase?
I literally can’t find a way to choose my own leverage on coinbase. Is there a way to do it, and if I can’t do any other trading apps let you? Thanks
Senate Vote Math Hangs Over XRP: Crunchtime For CLARITY Act?
What are your preferred crypto newsletters?
What crypto newsletters, podcasts, or Substacks do you read regularly? Looking to discover some high-quality sources. What do you recommend?