前 OpenAI 研究员 Aschenbrenner 大举押注比特币矿企，同时做空英伟达与 AMD
ChainCatcher 消息，据 CoinDesk 报道，前 OpenAI 研究员 Leopold Aschenbrenner 截至 2026 年 3 月 31 日已将披露投资规模由 55 亿美元增至 136.7 亿美元，并大举买入比特币矿企及 AI 基础设施公司股票。其重点持仓包括 IREN、Core Scientific、Riot Platforms、CleanSpark、Bitfarms、Bitdeer 及 Hive Digital 等矿企，押注其电力资源与数据中心能力将受益于 AI 算力需求增长。
同时，其还建立约 74.6 亿美元半导体空头仓位，包括对 VanEck Semiconductor ETF、NVIDIA、Oracle 及 Broadcom 的大额看跌期权仓位。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
币界网•10m agoDragonfly Partner: Hyperliquid's order book model cannot solve RWA liquidity issues
Blockbeats•25m agoAnalysis: Bitcoin reversed after hitting resistance at the 200-day EMA, bearish trend remains
币界网•48m agoEric Trump: The crypto industry is racing two races
ChainCatcher•1h agoSpaceX disclosed in its S-1 filing that it holds 18,712 bitcoins, currently valued at about $1.45 billion
币界网•1h agoGlassnode: Bitcoin quantum risk covers 1.92 million BTC, accounting for about 9.6% of the total supply
币界网•1h agoThe on-chain wallet is linked to Garrett to transfer huge amounts of money
币界网•2h agoRaoul Pal: The crypto market is expected to reach $100 trillion in ten years
方程式•4h agoAggrNews: SPACEX FILES FOR IPO, DISCLOSES 18,712 BTC HOLDING AT COST BASIS OF $35K: FILING
币界网•4h agoBetting long on BTC outperforms altcoins: ZEC short positions opened at 1,483.51 units
币界网•5h agoCryptoQuant: Bitcoin's current trend is similar to the 2022 bear market