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

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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.

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's $19B Anthropic deal, Core Scientific's $14B AMD deal, MARA, Hive, CleanSpark), reverse stock splits to dodge delisting, BitDeer's US factory, and the first real grid pushback — New York's moratorium and Texas pausing its data center queue.

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?

Timestamps:

0:00 Intro & hash price update ($32.74, difficulty +0.47%)

1:15 Bitcoin difficulty down YoY — 2nd time ever

2:30 Demand pool mines first Stratum V2 block

4:00 Sphere3D × BitDeer — 30MW co-mining deal

6:00 Miners defend listings: Cango, American Bitcoin, Canaan

7:30 Sponsor: Altair

8:10 Hive's Swedish AI lease + $600M note

9:20 TeraWolf's $19B, 20-year Anthropic deal

10:50 MARA's $600K/MW Matagorda land grab + Ohio gas plant

12:40 Helios first AI revenue — 133MW to CoreWeave

14:00 BitDeer breaks ground on Nevada factory (SEALMINER A4)

15:20 BitFuFu June report — production down 29.4%

16:40 CleanSpark's AI lease + Foundry BIP110 vote

17:20 Sponsor: Luxor

18:30 Grid pushback: NY moratorium, Braiins + Enel energy tool

20:00 Core Scientific exits Proto ($42M) — lands $14B AMD deal

22:00 The AI trade cracked: Nvidia/OpenAI financing, Kimi V3

24:00 BTC outflows, Russia/BitRiver fraud case

25:20 Cambridge report: power use +38%, 59.4% low-carbon

26:40 Texas pauses data center queue — how worried should AI be?

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#BitcoinMining #AIPivot #DataCenter #HashPrice #StratumV2 #CoreWeave #Anthropic #GridPushback #BitcoinNews #HashrateUp