中文翻译
是的，这是宏观因素（3倍降息预期已被消化）的混合影响，$NBIS 下跌了5%，还有其他因素。此外，$CIFR 资产负债表上持有约1.54亿美元的比特币，尽管如果比特币大幅下跌，这有点反应过度。当然也可能是“利好出尽”，但消息面基本面良好，且稀释条款也不错。所以在如此大幅下跌时买入是个好机会。
· 个股论点
宏观及BTC波动致NBIS/CIFR大跌，看好CIFR逢低买入机会。
英文原文
Yeah it's a mix of macro (3x rate cut priced down) $NBIS dropped 5% and others. On top of that $CIFR has like $154M BTC on their balance sheet, though it's a bit of an overreaction if BTC went down a ton. Also sell the news I guess, but news turned out to be fundamentally good + dilution terms were good too. So good opportunity to buy at such a large drop.