Bitcoin hashrate decline nears 287 days; difficulty plunges nearly 20%; miner stocks surge on AI pivot, decoupling from BTC price
Hashrate decline nearing 287 days is a major structural shift. Difficulty plunged nearly 20% confirming mining contraction. Miners pivoting to AI explains divergence between falling hashrate and surging miner stocks. $70B AI deal pipeline changes miner business model fundamentally. Bitcoin asset vs. miner equities decoupling. Production cost $78k vs $64k, but forced-selling appears exhausted. This is a key development for network security and miner behavior.
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Updated Aug 1, 2026