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星辰大海➠
一直听说矿工是比特币最坚定的持有者，跌了也不卖。这轮财报看完，这话得改改。
Keel 三季度把 2520 枚全卖了，1.92 亿美元落袋，还说以后挖多少卖多少，钱拿去做 AI 机房。Core Scientific 更直接，挖矿收入跌 79%，托管收入 2.154 亿美元。
同样一度电，租给 AI 挣钱快，还不用管 $BTC 涨跌，谁还愿意赌币价。所以那一小时 4312 万爆仓、多单占 4217 万，我不太意外。
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