MSTR表现尚可但令人失望;作为比特币的杠杆标的,尽管存在ATM增发和STRC回购带来的稀释,在当前牛市行情中仍应跑赢大盘。
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MicroStrategy 表现也不错,但不如预期的强劲。让我们稍微放大一点。有一点,你知道,Michael Saylor 现在正在做的是 ATM(按市价发行股票)融资,以便为他的 STRC 股息基金账户获得更多资金,因为他迫切希望将其恢复到 100。
所以,即使比特币在上涨,MicroStrategy 也涨了不少。事实上,它的涨幅超过了比特币。让我们衡量一下从顶部到底部的跌幅,40%。好吗?这比比特币的涨幅多出约 10 个百分点。
比特币上涨了 23%,25%。而 MicroStrategy 达到了 40%。所以这是一个好兆头,表明在牛市期间它仍然是一个杠杆押注。MicroStrategy 应该继续跑赢大盘,问题是他正在进行 ATM 融资以积累资金。他也在回购 S-T-R-C。
MicroStrategy also is doing okay, but not as strong as you'd expect. Let's zoom out a little bit more. One thing that um you know, you know that Michael Saylor's doing right now, he's ATMing so he can get more funds in his dividend fund paying account for his STRC cuz he's dying to get that back to 100. So, even if Bitcoin was going up, MicroStrategy went up quite a bit, too. In fact, it went up more than Bitcoin did. Let's measure the move from top to bottom, 40%. Okay? That's about 10 percentage points more than Bitcoin went up. Bitcoin up at 23%, 25%. And MicroStrategy is going to 40%. So, that's a good sign that it is still a levered bet when the bull market is on. MicroStrategy should still continue to outperform the problem is he is ATMing to build up funds. He's also buying S-T-R-C back.
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