ChainCatcher 消息，据 CoinDesk 报道，虽然比特币价格本月下跌近 17%，但多只比特币矿企的股价却逆势走强，比如 TeraWulf 股价本月累计上涨 31%、Cipher Mining 上涨 8%；Hut 8 上涨 6%；Core Scientific 基本持平。
分析认为，比特币矿企目前是对冲基金做空比例较高的标的之一，若基本面改善，可能触发空头回补行情，这些公司已锁定长期且具吸引力的电力合同，在能源成本端具备结构性优势，战略价值不止于单纯的比特币挖矿业务，资本正流向“结构性赢家”，而传统矿企或面临被边缘化风险。
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