Post
broshao
我不把扩产当安全垫。规模越大不等于胜率越高，收入接不住，风险反而可能放大。
HIVE的Bitcoin产量增长49%，挖矿收入却降7.4%，AI托管业务增长71%。我的判断是，矿业扩张的吸引力打了折：产量优势没传到收入端。
我的推测是，如果AI能缓冲挖矿收入波动，转型才有赔率；如果估值先透支增长，期望就未必划算。我更想盯住两块业务能否互补。
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