BloFin Research|Feb 10, 2026 19:43
Why Rising Input Costs Challenge the “Uncorrelated” Bitcoin Narrative
🧐US power prices are up roughly ~50% since the start of the decade, and the AI-driven load story has rightly drawn attention. But electricity is only one binding input. Across the complex, we’re seeing a broader resource pull—materials, industrial gases, construction inputs and manufacturing labor—all tightening in tandem, rather than an isolated “data-center” issue.
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