币股双杀剧本上演:财库抛售加密货币与AI做空背后的去杠杆暗流

陈sir谈加密
Nov 06, 2025

一度被市场热捧的“持有加密货币即正义”的财库策略,正在现实的考验下褪去光环。“买币—装表—炒股”,这条从2024年开始被美国众多上市公司奉为圭臬的财富密码,如今正在失去魔力。随着加密货币市场持续下跌,曾经凭借大量持有比特币、以太坊等数字资产而股价飙升的“财库公司”,如今不得不面对残酷的现实:抛售持币以稳定现金流。与此同时,美股市场上的AI概念股也遭遇重创。著名“大空头”Michael Burry...

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