ChainCatcher 消息，多家机构主动削减对 Strategy（MSTR）的敞口，减持规模约 54 亿美元。
值得注意的是，比特币同期保持在 9.5 万美元附近，MSTR 股价也基本横盘，这意味着并非被动平仓，而是机构主动降配。Capital International、Vanguard、BlackRock、Fidelity 等头部资金均有大额减仓，报道称，这表示华尔街逐步从 “MSTR 作为比特币代理”的旧路径转向更直接、更合规的比特币敞口（如现货 ETF 及托管方案）。
ChainCatcher 消息，多家机构主动削减对 Strategy（MSTR）的敞口，减持规模约 54 亿美元。
值得注意的是，比特币同期保持在 9.5 万美元附近，MSTR 股价也基本横盘，这意味着并非被动平仓，而是机构主动降配。Capital International、Vanguard、BlackRock、Fidelity 等头部资金均有大额减仓，报道称，这表示华尔街逐步从 “MSTR 作为比特币代理”的旧路径转向更直接、更合规的比特币敞口（如现货 ETF 及托管方案）。
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