Post
Chang 丶
一边掉一边涨：IREN 挖矿收入一季约−58%（约2800万美元），AI 云收入却环比约+182%到约2亿——同一家矿企，账本两张脸。
算力从约45 EH/s 量级压到约8.8，挖出约402枚 BTC（去年同期约两千）；日结日清，账上不囤币。公司说年底前基本退完挖矿、产能换 GPU——季报里的重排，不是口号。
置信度：高｜公司披露（10-Q）+媒体转述。你们更盯矿企还在挖多少，还是盯算力往哪搬？
$BTC
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