ChainCatcher 消息,CryptoQuant 分析师发文指出,Strategy 上周出售约 7 亿美元股票,引发严重稀释效应,导致股价持续下行。目前股价已较历史最高点下跌约 70%,市场供应增加使股价持续承压。
尽管如此,公司在 2025 年仍投入 224.6 亿美元购买比特币,规模与 2024 年相当,远超以往年度投资水平。分析人士指出,这种资产负债表杠杆操作带来了显著成本。
ChainCatcher 消息,CryptoQuant 分析师发文指出,Strategy 上周出售约 7 亿美元股票,引发严重稀释效应,导致股价持续下行。目前股价已较历史最高点下跌约 70%,市场供应增加使股价持续承压。
尽管如此,公司在 2025 年仍投入 224.6 亿美元购买比特币,规模与 2024 年相当,远超以往年度投资水平。分析人士指出,这种资产负债表杠杆操作带来了显著成本。
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