I agree with you on the point that muscle shifts weight and more I like the point that nattys will look to work on execution, intensity and frequency of training to keep improving whereas a lot of enhanced (definitely not at elite level) guys will look to their drugs. Pretty much the same as bodybuilders. As a bodybuilder I'd actually find my strength increased as my bw dropped and my numbers were in deficit for comps. Essentially because my mental focus was on point, my nutrition was on point and I had zero expectation of getting weaker. Even losing weight now my numbers are the same as normal even though I'm down about 8k and probably going to drop another 5 or so.
I think it's mindset.