· 方法论

批评POET和IREN靠营销、稀释散户囤现金,获得“假装直到成功”奖。

涉及标的:

中文翻译

$POET 和 $IREN 字面上都赢得了“Fake it Until you make it”奖。 -> 通过网红进行灰色地带的无尽垃圾营销。 -> 稀释散户到足以囤积大量现金。 -> 现金设定了市值底线。 现在 $POET 在4亿美元私募后,可能有约8.3亿美元纯现金来自稀释。 而它去年市值还低于5亿美元。

英文原文

$POET and $IREN literally both won the Fake it Until you make it award. -> Grey area endless marketing of crap through influencers. -> Diluted retail enough to hoard tons of cash -> Cash is sets baseline Market Cap. Now $POET probably has around $830M pure cash from dilution after $400m private placement. While their marketcap was sitting under $500m last year.

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