....

I believe halvings have the biggest impact on mining costs. Each halving essentially doubles the cost of mining 1 BTC. This puts enormous pressure on miners. That's why it's crucial that the Bitcoin price rises by 2028 (ideally to $300,000). Otherwise, most miners will simply go bankrupt! 🙋

Electricity plays a significant role in the cost structure of Bitcoin mining. Currently, it's the most scarce resource. It's no coincidence that mining is banned or restricted in some regions. Obviously, if the choice were between having electricity in a kindergarten and mining Bitcoin, the choice would be to have electricity in the kindergarten. It's precisely these circumstances that I attribute such restrictions and bans to...

It's also important that miners periodically upgrade to newer, more powerful ASIC chips.  There are also costs for cooling the equipment... In my opinion, wages make up an insignificant part of the cost structure (this is manufacturing, after all, and not the service sector).🤷

But this makes sense-it’s now more profitable for the company to establish itself in the AI market, earn more revenue, and develop new technologies in order to maintain or gain new market positions.

That's why it's crucial that the Bitcoin price rises by 2028 (ideally to $300,000). Otherwise, most miners will simply go bankrupt! 🙋

Funny enough it is mostly home users who use Google Services.
Enterprises prefer MS, upcoming Enterprises Zoho.
All have issues compared to a server-based Email solution, MS does not handle alle server incoming emails  from all severs.
Gmail has issues when sharing information over email. Those emails are in the sent mail folder, but they never reach anyone.

Ai, Crypto, Enterprises most use blending as a marketing sales strategy.   

I analyzed the electricity market and made some interesting observations:

Mining.
- Electricity contracts are mostly short- and medium-term, with high price sensitivity (spot + fixed PPAs in those regions).
- The main model is flexible load: we shut down during peak demand and turn on during surplus.
- In many regions, mining has effectively become a “buffer for the grid” rather than a priority consumer.

AI data centers.
Almost always:
- long-term PPAs (10–20 years)
-or direct “energy+capacity reservation” contracts

Often built:
-alongside generation facilities (co-location)
-or with guaranteed grid connection (grid priority access)

What is happening in the market?
Hyperscalers (roughly: AWS Google Microsoft) are already:
-reserving capacity years in advance
-competing with industry for grid connections
-Energy companies have begun building new capacity for specific AI clusters, rather than "for the market"