中文翻译
我去年看到了 $IREN 的巨大潜力。 我后来转空的原因是……到底是谁在为它的 GW 产能货币化提供资金？答案是现有持有人在被稀释。 $IREN 申报 60 亿美元 ATM，是因为他们大概率没有别的方式来融资。 等他们已经靠稀释把扩张资金筹好之后，我会考虑再次转多。
· 业绩复盘
说去年看好 IREN，但现在担心是谁在给它的 GW 扩张买单。
涉及标的： $IREN
英文原文
I saw large potential with $IREN last year. The reason I flipped bearish is because... who is funding the monetization of their GW capacity? It's existing holders getting diluted. $IREN filed a $6B ATM since they likely didn't have any other way to finance it. I would consider flipping long again after they already financed their buildout from dilution.