$Marathon _老虎社区_美港股上老虎

目标100万U
11-09

$Marathon Digital Holdings Inc(MARA)$

贝莱德#Bitcoin股权披露图表

- 贝莱德在$COIN 、 $MSTR和$MARA方面实际投资最多（仅这三项投资总额就超过 60 亿美元）

- 贝莱德对#MARA的持股比例最高，是其他任何股权的 2 倍以上

比特币流动性和美元流动性是跷跷板的两端，两者调转后，币股将开启印钞机模式

# 突遭香橼做空！MSTR机会or风险？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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目标100万U
·11-14
理想的组合是纯矿工+AI矿工+交易所/MSTR1、纯矿工：MARA、CLSK、RIOT、BITF、HUT
2、AI矿工：CORZ、IREN、CIFR、WULF、BTBT、APLD（已不自挖矿）
3、交易所：COIN4、纯囤币公司：MSTR
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目标100万U
·11-14
$Marathon Digital Holdings Inc(MARA)$
MARA财报前落后大饼后上演碧空行情，MARA的财报有点拉胯，盘后大跌，但昨晚开盘直接拉红，尾盘又深度砸下去，这过山车可真爽。大饼受益于机构资金通过 ETF 入场，所以矿工股还处于慢一拍的分歧阶段，那后续看好矿股理由是：

买的他40E算力和 26747个大饼而且还有不断挖出来的低成本的，如果大饼牛市，其成本和运营效率问题就不是问题，其持有的大饼和40EH可以确保其有成倍的资产增长。如果在市场中找个标的，持有的大饼多且能挖的最多，目前还是MARA。

一切才刚刚开始💪

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- 目标100万U:
  根据黄金/金矿股，以及交易所和股市的关系来看，矿股长期不如BTC，交易所长期约等于BTC
  11-18
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目标100万U
·11-14
当市场不理性且过于看跌时，我认为投资者有最好的机会获得强劲回报。
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