Bitcoin
July 31, 2026
De-Dollarization Went Mainstream as Japan Lost $72B on the Dollar Spain Chose Yuan and Korea Sold
- Bitcoin and Ethereum prices remained resilient despite big tech AI spending, as Quantum Solutions ETH treasury and Hyperscale Data aligned capital with AI infrastructure expansion
- Quantum Solutions sold part of its Ethereum holdings to fund Nvidia GPU systems, highlighting how AI infrastructure is reshaping corporate treasury strategies
- Despite crypto treasury sales, continued institutional demand has helped Bitcoin and Ethereum absorb selling pressure while Big Tech accelerates its AI investment race
Bitcoin and Ethereum prices are trading in narrow yet resilient stages on Thursday, as investors encounter fresh commitments from major tech companies. Companies such as Quantum Solutions have announced plans to sell their ETH to fund GPUs and AI data centers. Meanwhile, Hyperscale Data is also aligning its capital strategy with AI infrastructure expansion. This highlights the rising AI spending boom, with companies increasingly focusing on AI infrastructure investments. Moreover, companies like Alphabet, Meta, Amazon, and Microsoft are expected to invest more than $1T in AI infrastructure over the coming years. This has sparked debate over whether such capital allocation is justifiable.
With big tech AI spending taking the center stage, investors are now worried about the consequences, whether this capital allocation is justifiable or not. Despite growing investor concerns surrounding the big tech AI spending, Bitcoin and Ethereum prices have remained firm. But for how long?
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Why Do Bitcoin and Ethereum Prices Remain Firm Despite Companies Announcing Plans to Sell Them?
The latest big tech AI spending habits have now started to penetrate the crypto industry. Japan’s largest Ethereum treasury company, Quantum Solutions, is now selling its ETH to fund AI data centers.
The firm has sold 1000 ETH while converting its ETH treasury into Nvidia B300 and GB300 GPU systems.
“Quantum Solutions sold 1,000 ETH and has raised its sale limit to 4,375 ETH, allowing it to sell up to half its remaining holdings. The company said it is converting part of its ETH treasury into Nvidia B300 and GB300 GPU systems for a Japan-based AI data center project.”
At the same time, Hyperscale Data is expanding its Michigan AI data center while increasingly aligning its capital allocation with AI infrastructure. Reports circulating on X have claimed the company sold 100 BTC, although the company has not publicly confirmed the sale in an official filing.
While companies continue to offload these assets to sponsor the big tech AI spending narratives, the assets for now seem unfazed by this development. At the time of writing, Bitcoin was trading around $65,000, while Ethereum was hovering near $1,900.
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Why Are BTC and ETH Prices Unfazed By This Development?
Even with the news of such treasury sales, Bitcoin and Ethereum prices have largely remained unaffected. One likely reason for this is that continued institutional demand for both assets has so far absorbed the selling pressure. The big tech AI spending is largely funded through corporate cash flows and capital expenditure budgets.
Individual treasury sales are generally unlikely to significantly impact Bitcoin and Ethereum prices unless similar sales become more widespread.
Big Tech AI Spending Hits $1T
The AI tech race is now entering into a new era. Google, Amazon, Meta, and Microsoft are expected to invest a collective $1T in AI infrastructure over the coming years. The latest findings by FT further reveal how these four companies are planning to spend roughly another $745B on AI infrastructure, including data centers, advanced chips, and power needs.
Such rapid AI infrastructure investments reflect how AI has become the top industry investment priority. This development has now started to compel crypto companies to offload crypto assets to fund such AI infrastructure-related decisions. Despite this, Bitcoin and Ethereum prices have held their own stance, fighting against growing market pressure for now.
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