MSTR 表现强劲；近期 ATM 为正面因素；除非 BTC 跌至 82K，否则 10-11 美元的缺口可能不会回补。
逐段跳播
Macro，
Macro,
Micro Strategy，有意思的东西。我说过，盯着它。我说 Sailor 没有在做 ATM。他上周做了一次 ATM。他这周又做了一次 ATM，这是好消息。
Micro Strategy, interesting thing. I said, watch it. I said Sailor's not ATMing. He did an ATM last week. He did an ATM this week, which is great news.
现在这里有一点令人担忧的地方，因为这是一个代理标的，而市场是休市的，Bitcoin 却在狂飙，周日晚上就在狂飙。我们有一个缺口。这就是这里的缺口。通常非代理标的的缺口倾向于被回补。
所以我们这里有大约 10 美元的缺口，在 153 和 164 之间，10 或 11 美元。这个缺口会再次被回补吗？我不知道。我不这么认为。也许如果 Bitcoin 跌回 82K，是的，它会被回补。
但我们不知道 Bitcoin 会不会那样做。但无论如何，这一直非常非常强。
Now there is something concerning here because this is a proxy and the markets are closed from Bitcoin's on a rampage and that was on a rampage Sunday night. We have a gap. This is the gap here.
Now typically nonproxies gaps tend to fill. So we have that gap here of about 10 bucks between 153 and 164 10 or $11. Will that fill again? I don't know. I don't think so. Maybe if Bitcoin goes back down to 82K, yes, it will fill.
But we don't know if Bitcoin's going to do that. But either way, this has been very very strong.
很有意思，当 Micro Strategy 在这下面 80 美元的时候，人们在卖出看涨期权，说它完了，但那并没有发生。
It's so funny when when Micro Strategy was down here at 80 bucks, people were call writing it off, calling it dead, and that didn't happen.
观察点
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