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Flowers Ayers
矿工行为也是本轮行情不能忽视的一环。当价格回落、挖矿收益承压时,部分矿企可能会增加卖币来维持现金流。
同时,算力调整、矿机迁移、业务转型都会影响市场供给节奏。供给端压力不一定立刻体现在价格上,但会在震荡期持续压制反弹力度。
不过从更长周期看,低效率产能退出后,网络供给结构也可能重新平衡。只是这个过程往往伴随着价格磨底和时间消耗。
短期看,矿工抛压是否减弱,可以作为观察市场是否接近阶段底部的参考之一。
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