🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-08 23:56:05时区推断·⟳ 抓取 06-03 20:38:39回填·⚡ 决策 06-17 08:32:38·132.4 天前
KOL批评IREN 60亿美元ATM增发稀释风险，对比看好NBIS
📄 原文Serenity↗ 原文
When is it time for the $IREN bagholders to admit I was right about the: $6,000,000,000 ATM dilution being a structural…
不做 IREN.US
60亿美元ATM稀释为已知公开信息，KOL旧调重弹缺乏突发催化剂，做空edge不足
不做 NBIS.US
仅作为对比标的被提及，无独立的新催化剂或基本面变化
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原文全文
展开原文 · 542 字
When is it time for the $IREN bagholders to admit I was right about the:
$6,000,000,000 ATM dilution being a structural overhang?
-> $NBIS is up 48% YTD
-> $IREN is down 13% YTD.
While IREN’s marketcap goes up (ATMs benefit the company), shareholder equity goes down.
This is the warning about excessive dilution that people don’t understand or want to hear.
Likely in every rally to raise funds to monetize their GW capacity though GPUs:
There’s going to be half the market cap minted out of thin air, then sold into the open market.
$6,000,000,000 ATM dilution being a structural overhang?
-> $NBIS is up 48% YTD
-> $IREN is down 13% YTD.
While IREN’s marketcap goes up (ATMs benefit the company), shareholder equity goes down.
This is the warning about excessive dilution that people don’t understand or want to hear.
Likely in every rally to raise funds to monetize their GW capacity though GPUs:
There’s going to be half the market cap minted out of thin air, then sold into the open market.
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