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When Bitcoin starts to rise, all those miners who once pivoted to AI suddenly remember that they're mining companies. Mining group stocks surged 40-67% in August, while CoreWeave only rose about 21%, Nebius 17%. Miners with more exposure to AI and HPC were practically flat or even declined. Just a 23% BTC increase, and the AI pivot story suddenly becomes far less appealing compared to simply holding coins. Meanwhile, Strategy bought an additional 4,600 BTC, Strive boosted its holdings to over 23,000 BTC, Bitmine extended its $ETH buying streak to 65 consecutive weeks and now holds nearly 5% of the circulating supply despite unrealized losses exceeding $5 billion. The most interesting news this week was the quietest one. 21 major financial institutions including Bank of America, Goldman Sachs, and Citi are teaming up to develop a dollar stablecoin, slated for launch in the first half of 2027, compliant with both the GENIUS Act and MiCA. This isn't some small experiment—this is TradFi starting to build blockchain payment infrastructure in the most serious way yet. This crypto season is being driven by institutions more than any cycle before.