Cipher Mining
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比特币矿企股票正在被按AI基础设施房东重新估值
围绕Cipher和TeraWulf的分析显示，部分矿企股票的交易逻辑正在从比特币算力转向AI数据中心租约价值。
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Bitcoin miner stocks are being valued more like AI infrastructure landlords
Analyst focus on Cipher and TeraWulf shows why some miner equities now trade on contracted AI data-center rent rather than only bitcoin hashprice.