Post
Yuvi.
$WULF
TeraWulf的估值该按矿企，还是按数据中心？
本周财报日历把TeraWulf列在周五。两类业务的风险不同：挖矿受币价和全网竞争影响，数据中心则需要客户合同、建设交付与资金支持。转型计划不能直接当作完成转型。
若客户、融资与交付节点都能验证，业务结构变化更可信；若资本开支先增加而合同兑现滞后，我会提高现金流风险权重。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$73,597.6+0.01%
ETH/USDTEthereum
$2,051.57+0.01%
SOL/USDTSolana
$83.44+0.01%
Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
