BlockBeats 消息，7 月 2 日，SkyBridge Capital 创始人安东尼·斯卡拉穆奇（Anthony Scaramucci）近日接受彭博社采访时表示，上市公司将比特币纳入资产负债表的趋势只是短暂现象，并预测这一策略将在未来数月失去动力。“当前企业只是在盲目模仿（MicroStrategy 的）囤币策略，这种热潮终将消退。”
Scaramucci 表示，投资者终将质疑：为何要为持有比特币的企业支付溢价，而不直接自行购买？这一趋势始于 2021 年，软件公司 MicroStrategy（MSTR）在 CEO 迈克尔·赛勒（Michael Saylor）带领下率先大举购入比特币，其股价随后暴涨近 3000%，吸引包括医疗设备商 Semler Scientific（SMLR）、日本上市公司 Metaplanet（3350）等企业效仿。热潮不仅限于知名企业，许多小盘股公司也通过增持比特币或其他加密货币（如以太坊、XRP）来吸引资本关注。但 Scaramucci 强调，赛勒的成功具有特殊性——MicroStrategy 除比特币外还拥有多元业务线，“其他跟风企业需要承担额外的管理成本和估值溢价”。
尽管对比特币长期看涨，Scaramucci 提醒投资者需审视“比特币概念股”的隐性成本。随着美国 SEC 批准现货 ETF，机构投资者如今可直接配置比特币，削弱了企业囤币的稀缺性逻辑。数据显示，2024 年二季度企业比特币持仓增速已较去年同期下降 37%。
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