· 供应链分析
涉及标的： $BITF$BTBT$CIFR$CLSK$IREN$NBIS$RIOT
当你提到6个月、12个月、3年时，你误解了帖子的细微差别。 帖子的要点是，我们现在看到通常同步交易的股票以及$NBIS等低贝塔股票开始出现早期分化。 本周：$NBIS: +7.25% | $CIFR: -7.15% $RIOT: -11.5% $BITF: -19.92% $CLSK: -11.63% $IREN: -5.54% $BTBT: -11.51%。 这仅仅是对分化的观察。我想指出，市场可能开始计入利润率差异。 当新云(Neocloud)领导者发布关于全栈利润率(full-stack margins)的此类帖子时，市场会有反应。
You're misunderstanding the nuance of the post when you say 6 months, 12 months, 3 years. The point of the post was that we're now seeing early divergence of the names that usually trade in sync + $NBIS and others that trade lower beta. This week: $NBIS: +7.25% | $CIFR: -7.15% $RIOT: -11.5% $BITF: -19.92% $CLSK: -11.63% $IREN: -5.54% $BTBT: -11.51%. This is just an observation from about the divergence. And I wanted to point out that it's likely margin differences that the market's starting to price in. When the Neocloud leaders make posts about full-stack margins like these, markets react.