According to @CNBC, Donald Trump said Microsoft will make changes to ensure consumers do not pay for power used in its AI buildout (Source: CNBC, Jan 13, 2026). @CNBC reported the statement but did not provide specific mechanisms, pricing structures, or a timeline, limiting immediate modeling for traders on data center energy costs and rate recovery (Source: CNBC). @CNBC’s report centers on protecting consumer electricity bills and does not outline crypto- or digital-asset-specific measures, so any direct impact on the crypto market is not specified by @CNBC (Source: CNBC).

According to @DowdEdward, the primary bottleneck for AI build-outs has shifted from NVDA chip supply to power-grid hookups, which he says will slow deployment timelines for data centers, source: @DowdEdward on X, Nov 30, 2025. He states that this grid constraint will trigger a pause in capital expenditures and slow growth across AI infrastructure despite elevated stock valuations, source: @DowdEdward on X, Nov 30, 2025. He frames this as a catalyst for an AI bubble unwind, with NVDA at the center of the thesis due to its role in AI hardware demand, source: @DowdEdward on X, Nov 30, 2025. He did not reference cryptocurrencies or digital assets, so no direct crypto-market linkage was provided in his comments, source: @DowdEdward on X, Nov 30, 2025.