10x Research:某Strategy董事会成员抛售全部持股或引发市场担忧

金色财经
Jun 15, 2025

【10x Research:某Strategy董事会成员抛售全部持股或引发市场担忧】金色财经报道,10x Research在X平台发文分析美股加密板块的上市公司,指出: 1、在部署比特币战略的上市公司中,一位Strategy董事会成员出售了其持有的全部股份,内部人士减仓引发了市场担忧;Metaplanet则因大规模比特币收购计划并增发股票后股价飙升,但市场对其股权稀释有所担忧。 2、在上市比特币矿企方面,MARA股价下跌或因市场对其空头头寸过高和股权稀释有所担忧,Riot Platforms受比特币上涨和5月份产量强劲推动股价上涨,Bitfarms因诉讼案和内部人士抛售导致股价下挫,Bitdeer则因持续亏损和AI多元化战略引发投资者褒贬不一的反应; 3、在交易所方面,Coinbase因推出新产品和合作伙伴关系,包括比特币奖励卡和Shopify集成,引发市场乐观情绪;Robinhood新产品的发布暂时缓解了市场情绪,但未能扭转低迷市场情绪。

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