About this episode

Jesse discusses the potential first Bitcoin hashrate bear market and its implications.

🛠 Sponsored by:Luxor, Mining software, firmware & hashrate toolshttps://luxor.tech/SoloMining, Home & solo mining made easyCode: HASHRATEUPhttps://solomining.deAltair Technology, Buy Bitcoin Mining SolutionsCode: HASHRATEUPhttps://altairtech.ioBTC Backed Loans: https://firefish.io?ref=satoshi2984In this news episode of HashrateUp, Jesse breaks down what may be the first-ever Bitcoin hashrate bear market — and the structural force behind it: the AI pivot pulling power away from mining for good.Starting with a Hashrate Index update at $31.25/PH/day, Jesse walks through the -10% difficulty drop (with a +5.83% adjustment incoming), the 4CP season, and Texas summer curtailment driving the volatility. But the bigger story is structural: public miners are no longer maximizing hashrate at all costs — they're deciding how much of their power should stay on Bitcoin versus shift to AI and HPC.From there the episode opens into the policy and energy picture reshaping the industry: ERCOT's newly approved Batch Zero framework, 438 GW of data center interconnection requests (5x Texas's all-time peak demand), Microsoft's 2 GW West Texas AI campus, FERC ordering grid operators to…

Sponsors

Luxor, Altair Technology, Firefish

More episodes of HashrateUp - A Bitcoin Mining Podcast

• Why This Miner Refuses to Pivot to AI w/ Raphael Zagury · July 21, 2026 · 54 min
• Why Scandinavia Is Bitcoin Mining's Next Frontier w/ Lukas Pfeiffer · July 13, 2026 · 40 min
• A Pulse Check on Bitcoin Mining w/ Kaan Farahani · July 6, 2026 · 60 min
• Bitcoin Mining + BLOC = 60% More BTC w/ Steven Wilson · July 1, 2026 · 49 min
• Introducing My New Venture: Bushmining · June 21, 2026 · 9 min

Explore listener stats, chart rankings, contacts and more on the HashrateUp - A Bitcoin Mining Podcast podcast page.