According to @cas_abbe, when crypto prices dip, network difficulty tends to adjust and effective mining costs per coin fall, improving miner profitability for operators with fixed hardware and power terms (source: @cas_abbe). According to @cas_abbe, this setup allows miners to accumulate more coins during cool-downs, creating a relative advantage versus spot holders in coin-denominated terms (source: @cas_abbe). According to @cas_abbe, the cycle is repeating now, signaling potential short-term tailwinds for mining exposure and coin accumulation strategies until difficulty and prices re-equilibrate (source: @cas_abbe).

According to @KobeissiLetter on X on Sep 1, 2025, electricity prices are trending higher in a near-linear move as AI demand surges, making energy the immediate bottleneck for AI growth. According to @KobeissiLetter on X on Sep 1, 2025, this matters for trading because rising power costs directly affect BTC miners’ cost per coin and AI data center operating expenses, pressuring margins when electricity spikes. According to @KobeissiLetter on X on Sep 1, 2025, traders should monitor power price momentum alongside crypto miner equities, BTC network hash economics, and AI compute plays for potential cross-asset volatility.