华尔街大空头:企业比特币财库热潮正重演SPAC式泡沫风险

Odaily
18 Jul

Odaily星球日报讯 华尔街大空头 Jim Chanos 如今对企业比特币财库的火热现象敲响了警钟,Chanos 将其比作 2021 年狂热的 SPAC(特殊目的收购公司)浪潮——当时仅三个月内就融资 900 亿美元,随后却以惨烈的崩盘收场。 但这一次,不同的是——是上市公司通过发行可转换债券和优先股来购买比特币,而并没有进行其他实质性业务。 “我们现在在比特币财库市场上看到的情况,与 2021 年 SPAC 的疯狂如出一辙,”Chanos 本周在播客节目中表示,“几乎每天都有相当大的公告发布——‘每晚几亿几亿’的金额。”

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