In the coming years, the fundamental core resource has never been computing power and storage, but "electricity."

Electricity has the highest entry barrier, yet the most prioritized demand—without sufficient power, no matter how much on-paper computing power or storage capacity there is, it’s all just empty talk that cannot be realized, and cannot be effectively supplied.
That’s why I’ve always said that in the future, the competition among AI, data centers, BTC mining, industrial backflow, energy storage, and power grid companies is essentially a contest for electrical resources.
This trend can be directly seen from the difficulty of BTC mining: after reaching a high point at the end of 2025, mining difficulty will continue to decline, and prices will retrace accordingly. The core reason is the overall network computing power decreasing, and miners beginning to hesitate—using the same amount of electricity, is the return from mining BTC really higher than doing AI computing power?
The logic of miners used to be “use cheap electricity, buy mining machines, mine BTC,” but in the future, the core of miners will be “use cheap electricity, choose the best way out”—whether to mine BTC, do AI computing power hosting, or sell directly to B2B clients?
The BTC mining industry has long shifted from “computing power competition” to “electricity asset competition.”
So, what we should be most alert to in the future is not a shortage of computing power or storage, but a shortage of electricity.
But ordinary people have no chance to participate in electricity resources at all.
Rather than getting tangled up in those distant tracks, it’s better to focus on accumulating Clutch—since the World Cup is getting closer, the wind is brewing, and holding onto Clutch and waiting quietly for the wind to come is enough. #btc