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Markets rallied as geopolitical progress toward reopening the Strait of Hormuz eased energy inflation concerns and reduced Fed rate-hike expectations. Bitcoin held above $64,300 while macro momentum lifted the S&P 500 to record highs, but the real story lies beneath: Bitcoin mining companies are abandoning traditional ASIC compute and racing to capture the multi-billion dollar AI infrastructure buildout. Galaxy Digital, Hut 8, CleanSpark, and Bitdeer have amassed over $26.6 billion in contracted AI data center capacity, signaling a fundamental structural shift in how digital asset companies generate returns.
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