Halving Theory

I have never been a huge believer in the halving theory always playing out in the future (I’m aware of price action with previous halving cycles) but I read something on Substack last night that made logical and economic sense. It has to do with the concept of selling pressure. Miners with less efficient mining rigs sell a lot of their Bitcoin to remain profitable. Problem for them is: once a halving occurs, they go from minor profits/break even status to losing money. As a result, they have to turn off their rigs, while the more efficient/profitable miners have less selling pressure and therefore sell less/Hodl more. Couple this with the least amount of BTC on exchanges prior to any halving, and we could see a nice rip to the upside “after the halving”. What doesn’t make sense is how we humble sat stackers are able to front run such a phenomenon, which haha I am just fine with! Thoughts?