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矿工不挖比特币了,把电卖给 AI
【白话导读】2026年3月,比特币挖矿全面陷入亏损,每枚净亏约2万美元。
矿工们没有死守,而是集体“卖币转AI”:上市矿企已抛售超1.5万枚BTC,将宝贵电力转向AI数据中心托管。Core Scientific、MARA、Cango等巨头清仓比特币、联手华尔街布局AI基础设施,估值溢价可达10倍。链上多指标(Hash Ribbon、MVRV Z-Score、Puell Multiple)同步指向底部。
这波战略性抛售反而是利好:永久移除结构性卖压,比特币供给更健康,挖矿变副业,AI成主业,矿业迎来真正进化。
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