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Terawulf signs $19B AI lease; MicroStrategy shifts $65M from Bitcoin to AI data center

Market News
12 Jul 2026, 11:11 WIB
Crypto Briefing
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Neutral
Terawulf signs $19B AI lease; MicroStrategy shifts $65M from Bitcoin to AI data center

Terawulf has secured a $19 billion, 20-year lease with AI firm Anthropic for 400MW of computing power, signaling a shift from Bitcoin mining to AI infrastructure. MicroStrategy sold 3,588 BTC, its largest Bitcoin sale since 2020, redirecting $65 million into AI data center development. These moves indicate a growing trend among major Bitcoin holders to prioritize AI compute yield over Bitcoin holdings, potentially affecting Bitcoin's market value and role as a hedge. Investors should watch for further AI investments by Bitcoin holders and regulatory changes that could impact market dynamics.

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