MicroStrategy just sold Bitcoin for the first time in years despite Michael Saylor's diamond hands philosophy. Meanwhile the US is targeting Chinese fiber optics that power AI data centers and Arthur Hayes predicts an AI credit bubble will push Bitcoin to a million dollars.

August 5, 2026 — 543 words / ~3.6 min

Stories covered:

  1. US Moves to Ban Chinese Fiber Optics That Power Every AI Data Center
  2. Arthur Hayes: AI Credit Bubble Will Trigger Bitcoin's March to $1 Million
  3. MicroStrategy Dumps $66M in Bitcoin After Saylor's Decade of HODL Preaching