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大头针工作室
环比降58%。这一下，够扎眼。⚡
我判断偏利空矿企短线情绪，但不等于$BTC需求变弱。IREN计划在2026年底基本完成向AI基础设施转型，单看挖矿收入，解释不了转型后的估值。
短线我会等分化，不追第一下。如果矿企弱、币价稳，我就不把恐慌套到币价上；若参与情绪修复，修复失败也不恋战。这种转型消息，你会看矿企与币价的联动，还是直接观望？
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