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AI合约而非比特币驱动矿企估值,Cipher和TeraWulf被低估
AI contracts, not bitcoin, now drive miner valuations, and Cipher and TeraWulf look cheap
Compass Point analysts Michael Donovan and Ed Engel said markets are giving little credit to future AI data center pipelines despite billions of dollars in signed leases.
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力