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Crypto大B哥
我以为矿企的口头禅是“再攒一枚”，Bitdeer倒像开了币圈自律食堂：饭自己做，一口都不留。😂
据PANews报道，Bitdeer在X发布周度更新：截至11月6日，本周产出258.6枚$BTC，已全部出售，净增持0枚，持仓为0，不含客户存款。我更把这看成经营风险的换挡，而不是给行情投反对票。
卖掉产出，减少了自有库存随币价波动的敞口，但后续挖矿收入仍受币价影响，零持仓不等于零风险；卖币能回笼现金，却不能直接证明赚钱，利润还得看成本。所以我觉得，对矿企经营质量的判断比多空解读更重要。我接着盯单位产出成本，毕竟食堂有没有利润，不能光数空盘子。
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