Galaxy Digital completed Phase I of its Helios data center campus on July 6, delivering 133 MW of critical IT load to CoreWeave under a 15-year lease. The former Bitcoin mining site, acquired from Argo Blockchain for $65M in late 2022, now anchors a $1B+ annual AI revenue stream.
TeraWulf signed a 20-year, ~$19 billion lease with Anthropic for its 401 MW Justified Data campus in Hawesville, Kentucky. The implied ~$950M/year contracted rate sets a new benchmark for what AI tenants will pay for dedicated power infrastructure, and it comes directly at the expense of Bitcoin
CZ proposed a 6-to-12-month migration window before freezing Satoshi's estimated 1.1 million BTC. BIP-361 targets 1.7 million BTC in legacy addresses. The community is split three ways with no consensus in sight.
Wavespace's wavecard uses Nostr Wallet Connect (NIP-47) to automatically top up from a user's own Lightning node on every VISA purchase, keeping sats in self-custody until the last possible moment. The company cleared MiCA compliance on July 1, 2026, the exact day the EU's transitional period ended.
Nvidia and Valar Atomics ran Blackwell AI chips off the Ward 250 microreactor in Utah on July 1, claiming the first-ever small reactor to power a data center. The real story: AI capex is now energy-constrained, and the industry is going behind the meter to escape the grid.
Andreessen Horowitz is arguing publicly that open-source AI must stay permissionless. More than 54 local moratoriums have already passed. The regulatory playbook is the same one Bitcoiners lived through.