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星辰大海➠
冷知识：有家矿企今年三季度挖的比特币，只有去年的五分之一。
IREN 从 2039 枚掉到 402 枚，算力从 45.3 EH/s 砍到 8.8，挖矿收入少 88%，账上一枚比特币没留。听着像暴雷。
结果是人家自己关的矿机，2026 年底前要改成 AI 云服务商，客户里有英伟达和 Microsoft。
所以股价跌 17% 那天我不慌，慌的是还拿矿企估值算它的人。$BTC 的矿工在悄悄换工作，我们还在等减半。
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