Foresight News 消息，Matrixport 发文分析称，“MicroStrategy 一直是本轮比特币牛市中最为突出的成功案例之一，虽然市场上有很多关于该公司何时可能需要清算比特币以偿还债务的猜测，但我们认为这不是一个近期风险。真正的压力落在那些在资产净值被高估时买入股票、现在正在承受 NAV 压缩影响的投资者身上。MicroStrategy 在其股价接近历史高点 474 美元且资产净值处于峰值时筹集了大部分资金，但随着 NAV 的压缩，股价从 474 美元下跌至 207 美元。当与比特币走势对比时，该公司股票现在看起来相对便宜，并且 12 月纳入标普 500 指数的可能性仍然存在。即便如此，这也是一个重要的提醒：时机和估值很重要，交易者必须谨慎考虑他们购买的是什么，以及何时购买。”
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