Are these things true or equivalent? These areas are not necessarily booming. They are stable with few consumers of the goods.
At this point, every scheming hustler is in the market for a bit coin miner. Same in a gold rush -- any fool can dig with a shovel. It's not until boredom or consolidation happens that the shovel maker margins start getting thinner.
Better is to think of it as making something a lot of people want. Lots of miners = lots of people who want shovels/ASICs. Whereas mature industries like those end up as monopsonies i.e. a single buyer with lots of suppliers.
At this point, every scheming hustler is in the market for a bit coin miner. Same in a gold rush -- any fool can dig with a shovel. It's not until boredom or consolidation happens that the shovel maker margins start getting thinner.