This is my own analysis. I used to do some work in power markets (FTRs) so I’m reasonably familiar with the domain. I have heard other people say similar things

This is my own analysis. I used to do some work in power markets (FTRs) so I’m reasonably familiar with the domain. I have heard other people say similar things so I’m sure there’s some content out there. I expect this to take place over quite a long time - on the scale of decades. Power is super capital intensive and super regulated so it takes forever for things like this to work. If you ever see a nuclear power plant being built with a Bitcoin mine being constructed alongside it, you can be confident that the effect is in full force.