中文翻译
只是提醒一下，关于 $IREN、$XRP、$BMNR 等“我知道很多但说不清原因，所以看一年后的价格，自行研究(DYOR)”的论调，让圈外人直翻白眼。你提到的“人们因恐惧且其为矿企而认为价格被低估”的弱点，与基本面毫无关系。我本以为会看到关于 GPU 折旧或编排(Orchestration)风险的论点，哈哈。
· 个股论点
批评IREN等股缺乏基本面逻辑的“看价格”论调
英文原文
Just letting you know, the “I know a lot but can’t tell you why” argument about $IREN, $XRP, $BMNR, etc. so just look at the price 1 year later DYOR, makes people outside the community roll their eyes. The weakness you mentioned that people are scared and that it’s a miner so price is undervalued has nothing to do with fundamentals. I was expecting GPU depreciation arguments or orchestration risks lol