JUST IN: in case you haven't been scanning Bitcoin mining stories writtedn in Portugese recently, July was the month Brazil stopped evaluating Bitcoin mining and started switching it on. This is significant for the whole Bitcoin mining narrative, because its arguably the biggest evidence we've had of the energy and Bitcoin mining sector convergence 1. On July 1, Adecoagro (the Tether-backed agribusiness) began commercial mining in Mato Grosso do Sul: 10 MW, 1,280 machines, powered by surplus energy from its own sugarcane mill (source: https://iviagora.com.br/noticia/35957/mineracao-de-bitcoin-com-energia-da-cana-comeca-em-julho-em-ivinhema-mato-grosso-do-sul)) 2. At Renova's Alto Sertao III wind complex in Bahia, 42 MW of mining is already running: the share of their wind power the grid cut fell from 65% in January to 17% in March (source: https://neofeed.com.br/economia/renova-dribla-corte-de-energia-renovavel-com-aposta-em-data-center-de-r-1-bi-para-minerar-criptomoedas/en/) 3. Casa dos Ventos, one of Brazil's biggest wind producers, is commissioning a mine at a wind plant right now, expected to cut its curtailment losses by up to 50%. (source: https://diariodonordeste.verdesmares.com.br/opiniao/colunistas/mariana-lemos/usina-da-casa-dos-ventos-no-nordeste-recebera-data-center-de-mineracao-de-bitcoins-1.3749091) 3 companies, 2 different fuels, and the same underlying principle: Bitcoin mining is the buyer of stranded energy nobody else can take. "Bitcoin solves an energy problem" is the new Bitcoin adoption story.(Daniel Batten)