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Apexxx.
上一轮那种拿企业财报讲牛市的熟悉感，我又闻到了。
特朗普家族矿企ABTC三季度净利润1.26亿美元，持币增至8427枚。这次我更看重持仓：利润转正主要靠数字资产公允价值收益，不等于挖矿更赚钱。
我判断这是持币敞口的放大镜，还算不上矿业复苏的实锤。老玩家们，看到矿企囤币、估值收益撑起利润，有没有上一轮的熟悉感？
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