ChainCatcher 消息，据市场消息，随着比特币价格从去年高点下跌超 40%，持有超过 80 亿美元比特币的大型矿企正悄然加速抛售。
与以往为覆盖成本而抛售不同，此轮抛售的资金正重新配置到人工智能领域。矿企们正将同样具备廉价电力和资本密集型基础设施优势的矿场，重新定位为 AI 数据中心运营商，以获取比比特币挖矿更可预测的收入来源。仅次于 Strategy 的第二大比特币持有者 MARA Holdings 正在调整战略，可能出售其近 40 亿美元储备中的一部分。
CleanSpark 和 Riot Platforms 已重组高管层以加速 AI 转型。Bitdeer 已清空其比特币持仓。分析师指出，矿企抛售引发市场焦虑，但抛售所得正用于战略性重新配置而非生存，矿企们的盈利前景实际上更为乐观。
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