社区解读 V2 对 V1 晶体管价格及 BNN 供给影响Community Analysis: V2 Impact on V1 Prices and BNN Supply
社区成员 @Man58Aha 分析称 V2 不会压低 V1 晶体管价格：V1 上线一个多月，TapeOut NAND 已销毁约 78%，Behemoth NAND 约 65%，LATCH 销毁 40–55%，库存已大量消耗。其还指出，V2 不是另一座矿场：BNN、LUT 等高级元件没有 $BEM 那样的全网总量上限，供给分散在各工厂已购元件上。Community member @Man58Aha argued V2 won't crash V1 transistor prices: after just over a month, TapeOut NAND is ~78% burnt, Behemoth NAND ~65%, and LATCH 40–55% burnt, so inventory is heavily depleted. They also noted V2 is not another mine: BNN, LUT and other advanced parts carry no network-wide cap like $BEM; supply is split across parts each works has purchased.
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- @Man58Aha
V2 is not another mine. BNN, LUT and the other advanced parts do not carry a network-wide cap of the sort $BEM does. There is no figure like twenty-one million, and no decree that the chain shall ever mint only so many BNN. Supply is broken up and sits on the plant each works has purchased. The rul
- @Man58Aha
Why V2 Won't Crash V1 Transistor Prices 1. Inventory already heavily depleted – not a world of abundant supply V1 has only been running for a little over a month: • TapeOut NAND ≈ 78% already burnt • Behemoth NAND ≈ 65% already burnt • LATCH also burnt 40-55% V2 starts from a state where a large po