One thing we're seeing right now: CleanSpark and BitFuFu's Bitcoin production fell in September, while Canaan's production remained flat.
It doesn't have much to do with the price; it's more like a footnote on the industry's progress. Whenever I see this kind of news, someone in the comments always gets excited. I, on the other hand, would rather wait a bit.
$BTC I'll wait and see.