🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-18 08:33:10时区推断·⟳ 抓取 06-03 18:04:18回填·⚡ 决策 06-17 01:51:27·132.6 天前
KOL发文吐槽POET与IREN依赖增发稀释散户股权
📄 原文Serenity↗ 原文
$POET and $IREN literally both won the Fake it Until you make it award. -> Grey area endless marketing of crap through…
不做 POET.US
单源KOL情绪化吐槽，底层事件(增发融资)为已知明牌；且推文自承其手握大量现金设定了市值底线，做空逻辑不成立且无新实质利空证据。
不做 IREN.US
单源KOL情绪化吐槽，重资产矿企/AI算力融资稀释属行业常态与已知明牌，无财务造假等实质性新利空，不构成有效做空催化剂。
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原文全文
展开原文 · 370 字
$POET and $IREN literally both won the Fake it Until you make it award.
-> Grey area endless marketing of crap through influencers.
-> Diluted retail enough to hoard tons of cash
-> Cash is sets baseline Market Cap.
Now $POET probably has around $830M pure cash from dilution after $400m private placement.
While their marketcap was sitting under $500m last year.
-> Grey area endless marketing of crap through influencers.
-> Diluted retail enough to hoard tons of cash
-> Cash is sets baseline Market Cap.
Now $POET probably has around $830M pure cash from dilution after $400m private placement.
While their marketcap was sitting under $500m last year.
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