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BEM 跌至个位数,社区归因早期矿机无消耗BEM falls to single digits; community blames cost-free early miners

社区成员 BTC667 指出,BEM 价格从三位数一路下跌,当日已插到个位数。他在分析 PoD 机制时称,NAND/LATCH 流片成电路 NFT 充当矿机,算力权重等于真实销毁的元件工本加设计质量溢价;但他认为矿机端经济模型存在硬伤——早期晶体管便宜时低成本流片的矿机没有持续消耗,却能一直挖、一直领、一直卖,形成持续抛压。Community member BTC667 noted that BEM has fallen from three-digit prices to single digits. Analyzing the PoD mechanism, he said NAND/LATCH designs are taped out into circuit NFTs that serve as miners, with hash weight equal to the real component cost burned plus a design-quality premium. But he argued the miner-side economics have a flaw: machines taped out cheaply when transistors were inexpensive carry no ongoing cost, yet can keep mining, claiming and selling, creating persistent sell pressure.

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